Velixo allows for complex, tailored reporting across the entire system. Review collected by and hosted on G2.com.
When dealing with very large data sets, velixo can slow down significantly or crash the sheet. Review collected by and hosted on G2.com.
I appreciate Velixo's ability to run a report and provide a snapshot of the financials in real time within Excel. It helps me get values quickly, unlike having to run a report in Sage Intacct and then adding it to an Excel spreadsheet. I also find Velixo very easy to set up, though finding videos and instructions took some time. The feature where I can simply refresh a spreadsheet at any given moment to check on the financials during the close process is very valuable. Review collected by and hosted on G2.com.
I have tried to refresh multiple spreadsheets at once, and it seems to cause errors, so I have to refresh spreadsheets one at a time to avoid that problem. It took more time trying to find videos and instructions on how to use Velixo. Review collected by and hosted on G2.com.
Thank you for taking the time to share such detailed feedback — I really appreciate it. I personally read every review and regularly discuss them with my team, as this kind of insight is extremely valuable to us.
I’m glad to hear that Velixo is helping you get real-time financial snapshots directly in Excel and saving time during the close process. That ability to refresh and instantly see updated numbers is exactly the kind of efficiency we aim to deliver.
Regarding your comment about refreshing multiple spreadsheets at once, I wanted to clarify that this should work just fine, so it sounds like there may be something specific in your setup or environment causing those errors. I’d really like to help troubleshoot this with you and make sure you’re able to refresh multiple spreadsheets smoothly.
Please feel free to reach out to me directly at gmichaud@velixo.com, and I’d be happy to look into this with you.
I also appreciate your feedback about finding videos and instructions. We’ve been investing heavily in improving this area with Velixo Academy, expanded documentation, and a growing library of examples to make learning Velixo faster and easier.
Thank you again for your thoughtful review and for using Velixo.
Warm regards,
Gabriel Michaud
CEO, Velixo
I appreciate Velixo for its simplicity, security, and functionality. I can quickly pull down data and analyze it using the known and loved Excel features. The setup is super fast and secure, and it didn't cause any issues. It was very fast and easy, taking about an hour. Review collected by and hosted on G2.com.
Nothing, it's great! Review collected by and hosted on G2.com.
Easy to set up, and a great use case for extrapolating data from Sage. Review collected by and hosted on G2.com.
Understanding the coding but is easily learnt Review collected by and hosted on G2.com.
The formula syntax is the one part of Velixo we can't quite make invisible: at some point you do have to learn what the functions do. Sounds like you got there quickly. The good news is that it's getting easier for the next person, because Velixo Intelligence can now write and troubleshoot formulas from a plain English description of the report you want: velixo.com/product/ai-velixo-intelligence
Thanks for taking the time to write this one!
— Gabriel Michaud, Founder & CEO, Velixo
It is available in excel and we can use Pivot as and when required Review collected by and hosted on G2.com.
As of now i am new to Velixo so learning formula is quite challenging Review collected by and hosted on G2.com.
The add-in has a great ability to create “dynamic reports” and handle account extractions. Review collected by and hosted on G2.com.
I don’t have anything to mention that I dislike about the system. Review collected by and hosted on G2.com.
Hi Rodney, thank you so much for the 5-star review — I read every single one personally, and it's great to hear that dynamic reports and account extractions are working so well for you. That's exactly the kind of day-to-day value we set out to deliver.
If you ever have ideas or feedback as you continue using Velixo, my door is always open at gabriel@velixo.com. Thanks again!
— Gabriel Michaud, Founder & CEO, Velixo
Ease of use in creating standard financial reports Review collected by and hosted on G2.com.
Sometimes the add-in disconnects and has to be added back in to Excel Review collected by and hosted on G2.com.
I like that Velixo is seamless and the Excel formula structure makes it an intuitive tool to use. The learning curve is easy to climb, and it only took me 90 minutes to get functional with the platform. I'm able to yield time savings almost immediately, and I appreciate how it reduces lead time in our financial reporting because the links automatically update our financials throughout the close. Review collected by and hosted on G2.com.
I don't like the "File Name" reference in the formula. This is essentially a hard code in the formula. This needs to go. That was hard. Wish I would have known Acumatica has a link that will provide a blank and linked spreadsheet. Review collected by and hosted on G2.com.
Thank you for taking the time to share such detailed feedback — I really appreciate it. I personally read every review and regularly discuss them with my team, as this kind of input is extremely valuable to us.
I’m glad to hear that Velixo’s seamless Excel-based formula structure helped you get productive so quickly and that you’re seeing immediate time savings and faster financial reporting during close. That’s exactly the type of impact we aim to deliver.
I do want to better understand your comment regarding the “File Name” reference in the formula. Are you referencing the ConnectionName argument? If that's what your question was about, please know that this is designed to allow you to connect to multiple Acumatica tenants, or event multiple ERPs if you do consolidation across multiple companies. If you’re open to it, please feel free to reach out to me directly at gabriel@velixo.com. I’d be happy to discuss this in more detail and make sure we fully understand your experience.
Thank you again for your thoughtful review and for using Velixo.
Warm regards,
Gabriel Michaud
CEO, Velixo
I really appreciate Velixo's ability to auto sync and refresh with our ERP system. It's customizable, which is great because our ERP reseller helped us maximize its use in daily operations. I love that there's no need to manually pull a report and update sheets, as the data is entered once in our master system and can update multiple reports live. This is super convenient! Review collected by and hosted on G2.com.
Could be easier to learn, but our team picked up quick enough. Review collected by and hosted on G2.com.
Thank you for sharing your positive experience with Velixo's auto sync and refresh features. We're committed to providing a user-friendly experience and are continuously working to improve Velixo's ease of use. If you need help, we're here for you! Please reach out to us at customersuccess @ velixo.com (no spaces).
I love the ability to query data in ways it isn't even possible to from Intacct itself, not to mention the convenience. Review collected by and hosted on G2.com.
Having to login and reconfigure Velixo for every sheet. Review collected by and hosted on G2.com.
Hi Daniel, thank you for the kind words — I read every review personally, and "powerful, convenient data queries beyond Intacct" is quite the title. Knowing that Velixo unlocks data access that isn’t even possible natively in Intacct is exactly what we set out to do, so that really resonates.
On the login and reconfiguration friction — you’re touching on something we hear and are actively working on. We’re currently reworking the connection configuration process to allow you to centralize it in one place, so that pain point should be significantly reduced in an upcoming release.
In the meantime, this article walks you through a convenient way to create a template with your connection already set up, which should save you quite a few steps today: https://help.velixo.com/doc/main/intacct/saving-connection-information-for-future-access
Feel free to reach out to me directly at gabriel@velixo.com if you have any questions — and we’d love to earn that 5th star once the new experience is in your hands!
— Gabriel Michaud, Founder & CEO, Velixo
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