--- title: Velixo Reviews meta\_title: 'Velixo Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 280 reviews by the users' company size, role or industry to find out how Velixo works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 280 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Velixo Reviews & Product Details Visit Website Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft's key Excel technology partner. If you know Excel, you know Velixo. * * * Product Website Velixo Seller [Velixo](https://www.g2.com/sellers/velixo) Discussions [Velixo Community](https://www.g2.com/products/velixo/discuss) Languages Supported German, English, French Solution Type Best-of-Breed Overview by Gabriel Michaud (Creator of Velixo Reports, an Excel-based reporting tool for Acumatica, MYOB Advanced and CEGID XRP Flex) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month [ View More Pricing Information ](https://www.g2.com/products/velixo/pricing) ## Velixo Integrations (10) What do users say about integrations? Verified by Velixo [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Acumatica ](https://www.g2.com/products/acumatica/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Cegid XRP Flex ](https://www.g2.com/products/cegid-xrp-flex/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Claude ](https://www.g2.com/products/claude-2025-12-11/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") JAMIS Prime ERP ](https://www.g2.com/products/jamis-prime-erp/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Dynamics 365 Business Central ](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel Python Connector ](https://www.g2.com/products/microsoft-excel-python-connector/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") MYOB Acumatica ](https://www.g2.com/products/myob-acumatica/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") MYOB Acumatica Integration ](https://www.g2.com/products/myob-acumatica-integration/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage Intacct ](https://www.g2.com/products/sage-intacct/reviews) Show More JR Joshua R. Staff Accountant Mid-Market (51-1000 emp.) 4/23/2026 "Highly Recommended: Easy Excel Integration for Faster ERP Reporting" 5/5 What do you like best about Velixo? Velixo Intelligence (VI) has been an absolute game changer. It takes a product that was already in the "This is really good" territory to GOAT status. Unlike big-name AI software, VI has access to underlying ERP data in addition to the workbook data, so the analysis agent is unrivaled in its ability to accurately provide crucial insights that would otherwise be missed. The troubleshooting agent easily beats OpenAI and Anthropic. Formulas that took me a while to troubleshoot even with those AI models now take only a couple of seconds to fix with VI. The lead Velixo has on their ERP-to-Excel competitors just significantly increased. Review collected by and hosted on G2.com. What do you dislike about Velixo? I still use Microsoft CoPilot for the creating aspect of report and formula building. Hard to beat the creator of Excel when it comes to building efficient formulas and reports, although VI has been very quickly closing that gap in the time I've been using Velixo, and I suspect may overtake CoPilot in that area too before long. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? Velixo streamlines and reduces reporting time. We can generate reports faster and cleaner than ever before, with less manual editing, copying, or pasting. Review collected by and hosted on G2.com. Show More Response from Gabriel Michaud of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-12675710/official_response/edit) Hey, Gabe is here too! 👋 Thank you so much for taking the time to leave this review — I read every single one, and this one genuinely made my day. It's great to hear that Velixo has made such a tangible difference in your reporting workflows. Faster reports, less manual copying and pasting — that's exactly what we set out to build, and it means a lot to hear it's delivering. Your forklift analogy is spot on, by the way. We're always working on performance for large, formula-heavy workbooks, and that feedback is genuinely useful for our team. If you ever have additional questions or ideas, please don't hesitate to reach out to me directly at gabriel@velixo.com — I'd love to hear from you. And if there's anything we can do to turn this into a 5-star experience, just say the word. It matters to us more than you know! Thanks again for the kind words and the recommendation. 🙏 — Gabriel Michaud, Founder & CEO, Velixo 8/11/2026 Current UserValidated ReviewerSource: Organic ![Karen M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karen M.") KM Karen M. Accounting Manager Mid-Market (51-1000 emp.) 8/4/2026 "Easy, Powerful Reporting Once You Learn Velixo Formulas" 5/5 What do you like best about Velixo? 've been using Velixo for our financial reporting and it's honestly changed the way our finance team works. The integration with Sage is seamless — data flows directly into Excel without the manual exports and copy-pasting we used to deal with, which saves us hours every month. What I love most is the flexibility to construct my own reports exactly the way I want them. Instead of being boxed into rigid, pre-built templates, I can design reports that actually match how our business thinks about its numbers — pulling in the right accounts, dimensions, and periods without fighting the software to get there. If you're on Sage and tired of clunky, inflexible reporting tools, Velixo is worth a serious look. Review collected by and hosted on G2.com. What do you dislike about Velixo? My main wish is that it were a bit more user-friendly out of the box. The formulas can take some time to get comfortable with, and I'd love to see a wider library of ready-made templates to start from rather than building everything from scratch. A gentler learning curve would make it much easier to onboard new team members. Still, once you get past the initial learning curve, the payoff in flexibility and time saved is well worth it. If you're on Sage and want reporting that can actually be shaped to your needs, Velixo is worth a serious look — just budget some time to learn the formula syntax. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? My reporting is definitely much easier now. I’m also incorporating Velixo into most of my reconciliations, and it’s definitely saving time for both me and my team. Review collected by and hosted on G2.com. Show More Response from Gabriel Michaud of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-12590124/official_response/edit) You're right about the learning curve, and I'd rather own it than explain it away: the flexibility you're describing and the formula syntax are the same design decision. That tradeoff is worth it for you today, but it does mean day one for a new team member is steeper than it should be, and that's the part we're actively working on. A few things that might help in the meantime. The template library at velixo.com/templates exists for exactly the "don't start from a blank sheet" problem, and it keeps growing. Velixo Academy is free for every user at learning.velixo.com, which is a considerably better way to onboard someone than handing them a working file and hoping. And we recently introduced Velixo Intelligence, which writes and troubleshoots formulas from a plain English description of the report you want: velixo.com/product/ai-velixo-intelligence Thank you for taking the time to write something this thorough. I read every review personally, and this one is going straight to the team. — Gabriel Michaud, Founder & CEO, Velixo Current UserValidated ReviewerIncentivizedSource: Seller invite ![Chad R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chad R.") CR Chad R. Controller Mid-Market (51-1000 emp.) 8/4/2026 "Velixo Makes Sage Intacct Dimension Reporting Simple and Powerful" 5/5 What do you like best about Velixo? The most helpful feature of Velixo, so far, has been the ability for me to pull data from Sage Intacct specifically using the dimensions feature. In our industry, it is critical to be able to split our financial data by very specific departments. A task that is doable but cumbersome in Sage Intacct is now simple and easy for our team. Additionally, the ability to query specific items (like GL detail, AP bills, etc.) has enabled us to streamline so many processes. Review collected by and hosted on G2.com. What do you dislike about Velixo? I have not yet found a downside about Velixo. There are features and templates that we haven't touched yet, but we look forward to doing so. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? Velixo is solving the following problems for us: reporting speed, reporting accuracy, report customization, ad hoc reporting, journal posting speed and accuracy. Review collected by and hosted on G2.com. Show More Response from Gabriel Michaud of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-13208144/official_response/edit) Chad, this made my day! Your experience is exactly the outcome we're after, the moment people stop fighting their reporting and start actually using it 😀 On the features and templates you haven't gotten to yet, two places to look: Velixo Academy (learning.velixo.com), free for all users, and our templates repository at velixo.com/templates. Given you're already querying GL detail and AP bills and posting journals, you may be closer to the advanced material than you think. I read every review personally, and if you ever want to talk through what else you could be doing with it, gabriel@velixo.com comes straight to me. — Gabriel Michaud, Founder & CEO, Velixo Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction Mid-Market (51-1000 emp.) 5/14/2026 "Powerful Excel Integration for Acumatica Users" 5/5 What do you like best about Velixo? I like that Velixo makes it easy to replicate reports we were used to using and utilize Excel functions and formatting. Once you get past the learning curve, Velixo makes it easy to pull data from Acumatica using Generic Inquiries. I find it incredibly handy that the data is in Excel for easy adjustments and formatting. I can't stress enough how well Velixo integrates with Excel. I've created macros that run on top of Velixo to generate batch reports with a click of a button. Velixo's initial setup was pretty painless with their team's help, and we quickly replicated our current reports. Review collected by and hosted on G2.com. What do you dislike about Velixo? There is a bit of a learning curve. Velixo has good documentation and templates to help but it can take some getting used to. Like any other Excel function, the syntax is very specific. You also need to know where to find the data you are looking for. The best way to figure it out is to just play around with it and try to do individual and specific things. Once you have that down, then you can start adding complexity and generating full reports. As you improve, you can optimize GI's in Acumatica and boost performance in Velixo. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? Velixo helps us replicate reports from Spitfire within Acumatica and also utilizes Excel for data management. It's easy to pull data with Generic Inquiries once past the learning curve. Integration with Excel allows me to automate batch reports with macros. I can also drilldown into reports and see the full dataset to investigate issues or answer questions. Review collected by and hosted on G2.com. Show More Response from Gabriel Michaud of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-12814336/official_response/edit) Thanks for taking the time to write this up, Nick! The detail on how you're using macros on top of Velixo for batch reporting is great to see. Your point about the learning curve is fair, and it's on us to shorten it. Velixo Academy (learning.velixo.com) is free for all users and follows roughly the approach you described — start with one specific thing, then build complexity. Worth pointing your team to if they haven't been through it. We've also just released Velixo Intelligence, our AI layer, which helps with exactly the friction you mentioned: building formulas, assembling reports, and troubleshooting when something doesn't return what you expect. Details at velixo.com/product/ai-velixo-intelligence. I read every review personally, so if anything else comes up, gabriel@velixo.com reaches me directly. — Gabriel Michaud, Founder & CEO, Velixo [See how Velixo improved](https://www.velixo.com/product/ai-velixo-intelligence/) 8/4/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") UL Verified User in Logistics and Supply Chain Mid-Market (51-1000 emp.) 8/4/2026 "Lead Accountant at Decklar" 4.5/5 What do you like best about Velixo? Velixo makes pulling live financial data from Acumatica into Excel seamless. No more manual exports or reformatting. Building and refreshing multi-entity reports (trial balance, P&L) is much faster, and formulas update automatically when the ERP data changes, saving hours each reporting cycle. Review collected by and hosted on G2.com. What do you dislike about Velixo? There's a bit of a learning curve with Velixo's formula syntax and the drop-down menus when you're building reports for the first time, it takes some time to get comfortable navigating the options and remembering the correct formula structure. Once you're past that initial phase it gets much easier, but a more intuitive menu layout or better in-app guidance for new users would help speed up onboarding. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? Before Velixo, pulling financial data from Acumatica for reporting meant manual exports and reformatting in Excel every cycle, which was time-consuming and error-prone. Now we can build live, formula-linked reports that refresh directly from the ERP, cutting down report preparation time significantly and reducing manual errors during multi-entity financial reporting. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Kelly M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kelly M.") KM Kelly M. Vice President Mid-Market (51-1000 emp.) 8/14/2025 "Streamlined Budgeting & Data Analysis" 5/5 What do you like best about Velixo? I like that Velixo makes it very easy to review data in real time and the accuracy is spot on, so I don't have to worry about something not balancing or things looking unusual. The formatting stays the same, which is a great asset to my finance team. Once the template is set up, it's just a matter of opening the Excel file and refreshing the data, and any changes made in our ERP system automatically flow through. This process saves a considerable amount of time, and it's very efficient. I appreciate how Velixo has improved the skill set in my department and how it integrates with our existing ERP system. The setup was very easy, and the tutorials were simple to use, making the transition smooth. We are always discovering new ways to use Velixo to help us in our day-to-day work. Review collected by and hosted on G2.com. What do you dislike about Velixo? Nothing! It has met every challenge I have thrown at it. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? I use Velixo for all my financial reporting. It really is a matter of changing the date in one cell and hitting refresh. Beyond that we use it to pull data for analyzing our expenses. preparing accruals, reviewing project profitability. It has become a life changer. Review collected by and hosted on G2.com. Show More Response from Janet Keating of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-11544025/official_response/edit) We're thrilled to hear that Velixo has made such a positive impact on your reporting and analysis processes. It's great to know that the ability to quickly pull information into Excel has been such a time-saver for you. Thank you for sharing your experience and being a part of the Velixo community! 5/14/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Ben N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ben N.") BN Ben N. CFO Mid-Market (51-1000 emp.) 8/4/2026 "Convenient Bi-Directional Data Flow That Simplifies Data Entry" 0.5/5 What do you like best about Velixo? I like the bi-directional data entry/ data flow of Velixo. It's very convenient for ensuring the General Ledger is accurate with our reporting. Review collected by and hosted on G2.com. What do you dislike about Velixo? It has been a little "buggy" for me, I have had issues at times with the Velixo ribbon showing up in my excel add-ins and have had to re-install. We've had multiple users that were unable to use Velixo until they upgraded to Microsoft Pro License so there's a dependency and additional cost. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? Velixo is solving our financial reporting and analysis problems. It's a good system for board and senior level management reporting however it's very unstable and not intuitive when building reports. Review collected by and hosted on G2.com. Show More Response from Gabriel Michaud of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-12339144/official_response/edit) Ben, the ribbon vanishing on you and your team paying for licenses they didn't actually need — that's on us to make right, and I want to give you the full picture. I read every review myself and this one deserves a real answer. What you ran into was a change Microsoft made to the Office add-in store that broke installation for a small number of tenants, yours included. Nothing to do with your setup, and diagnosing it alongside Microsoft took longer than it should have. While we were chasing the root cause, upgrading tenant licenses looked like the fix. We now know that simply re-enabling a service in your Microsoft 365 admin center is necessary, which happened automatically when upgrading to the Microsoft Pro License. A Pro license is \*not\* required to use Velixo, so please feel free to revert those users and stop paying for something you don't need. Here's a knowledge base article with the specifics: https://help.velixo.com/doc/main/acumatica/velixo-nx-add-in-fails-to-install-or-load-from-the-microsoft-office-store If anything is still behaving unpredictably beyond that, I'd like to know exactly what — email me directly at gabriel@velixo.com and I'll get our team on it. On report building being unintuitive, two things that should help: Velixo Academy is now free for all users at learning.velixo.com, and we're rolling out Velixo Intelligence to everyone this month, which adds AI-assisted report and formula building (https://velixo.com/product/ai-velixo-intelligence). Neither excuses a rough first stretch, but both should make the next report you build considerably faster. Once things are stable on your end, we'd love to turn this into a 5-star experience. — Gabriel Michaud, Founder & CEO, Velixo [See how Velixo improved](https://velixo.com/product/ai-velixo-intelligence) Current UserValidated ReviewerIncentivizedSource: Seller invite KS Kimberly S. Controller Mid-Market (51-1000 emp.) 8/3/2026 "Real-Time Acumatica Reporting in Excel with Powerful Write-Back" 4.5/5 What do you like best about Velixo? Velixo connects directly to Acumatica so that we can get real time information. It uses Excel and the Velixo functions are similar to Excel functions. Velixo has write back capability for many things such as journal entries or budget entries. The possibilities are endless. Review collected by and hosted on G2.com. What do you dislike about Velixo? It has a drill down feature which is nice. However, I find the drill down information could be organized better. Also if the drill down gave you a subtotal instead of a sum, it would be quicker to filter and get updated totals. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? We prepare our financial statements in Velixo. We also have to send out monthly financials to 15+ department directors. We are able to use Velixo to send out unique pdf reports to each of them in a matter of seconds. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Johanna K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Johanna K.") JK Johanna K. Director of Finance Small-Business (50 or fewer emp.) 10/31/2024 "Transforms Acumatica into a Dynamic Solution" 5/5 What do you like best about Velixo? I love that Velixo has transformed our Acumatica from a static program into something dynamic, making every aspect of our jobs easier. It's great that I can refresh files to get accurate data without having to export multiple reports to Excel individually. I particularly appreciate that our templates auto-refresh so nothing needs to be exported from Acumatica. The writebacks are extremely valuable too, as they save us a lot of manual entry time. The setup was quite simple as well—I had a working model within a day and felt proficient within a few weeks. Review collected by and hosted on G2.com. What do you dislike about Velixo? I wish there was a GL template that could be set up in Acumatica that would automatically make updates to the Excel files. For example, when we added the project number and quantity columns to Acumatica, they were not automatically added to every instance of a GL in Excel. We had to manually add the two columns to approximately 50 files. I wish it would connect to Microsoft Dynamics CRM too. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? Velixo transforms Acumatica from static to dynamic, automating data refreshes and saving manual entry time. It prevents the need to export multiple reports, ensuring accuracy and efficiency. Auto-refreshing templates save extra steps and simplify my financial tasks. Review collected by and hosted on G2.com. Show More Response from Damien Zwillinger of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-10438038/official_response/edit) Thank you for sharing your experience with Velixo. We're glad to hear that it has saved you significant time in your budgeting process and has provided valuable features for creating financial statements and stats. 4/2/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Gauri C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gauri C.") GC Gauri C. Staff accountant Mid-Market (51-1000 emp.) 4/2/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Native Excel Reporting with Real-Time, Flexible Data Access" 4.5/5 What do you like best about Velixo? Here are the standout strengths people usually highlight: 1. Native Excel experience Velixo works inside Microsoft Excel, so you can build reports using familiar formulas, pivot tables, and formatting. There’s no steep learning curve. 2. Real-time data access It connects directly to systems like Acumatica and pulls live data. That means no exports, no manual updates—your reports are always current. 3. High flexibility You can design highly customized reports (financials, budgets, dashboards) exactly the way you want, instead of being limited by rigid templates. Review collected by and hosted on G2.com. What do you dislike about Velixo? Steep learning curve at the start Even though it runs inside Excel, getting started isn’t always easy. Setup can be technical and confusing, especially if you’re not familiar with ERP structures. Building your first few reports can take time to figure out. 👉 In simple terms: it looks easy, but mastering it takes effort. Review collected by and hosted on G2.com. What problems is Velixo solving and how is that benefiting you? Velixo solves the inefficiency of manual ERP reporting and the lack of flexibility in built-in ERP reports. In many cases, extracting data from ERP systems and preparing reports in Microsoft Excel is time-consuming and prone to errors due to repeated exports and manual updates. Velixo connects live ERP data directly into Excel, eliminating these manual steps and allowing real-time reporting. Review collected by and hosted on G2.com. Show More Response from Gabriel Michaud of Velixo [Editedit](https://www.g2.com/survey_responses/velixo-review-12579465/official_response/edit) Hi Gauri, thank you for such a thorough and thoughtful review — I read every single one personally, and you've articulated the Velixo value proposition better than most! Native Excel experience, real-time data access, high flexibility — that's exactly what we set out to build. The learning curve feedback is fair. A couple of things that should help: First, Velixo Academy at learning.velixo.com is available to everyone, completely free of charge. It's structured to take you from the basics all the way through to more advanced reporting, so it's a great place to get grounded without having to figure things out on your own. Second, we're working on Velixo Intelligence, our AI-powered layer that will help users build reports and troubleshoot formulas using plain language — which should meaningfully lower the barrier for getting started. More at: https://www.velixo.com/product/ai-velixo-intelligence/ Feel free to reach out to me directly at gabriel@velixo.com if there's anything I can help with. And we'd love to turn this into a 5-star experience! Current UserValidated ReviewerIncentivizedSource: Seller invite ## Questions about Velixo? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Velixo ](https://www.g2.com/products/velixo/discussions/new) ![Marie W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marie W.") MW Marie Westin • Last activity about 2 years ago Would love to have a cheat sheet with all of the formulas, is that posible? 2 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/34278-would-love-to-have-a-cheat-sheet-with-all-of-the-formulas-is-that-posible) GU Guest User • Last activity almost 3 years ago What is Velixo used for? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-velixo-used-for) [ View all Discussions ](https://www.g2.com/products/velixo/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 7 months ### Average Discount 7% [ View More Pricing Information ](https://www.g2.com/products/velixo/pricing) Velixo Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ee74cc542892f17dc5873ec632e4f9aa/datarails.png "Product Avatar Image") Datarails 4.6/5(370) [ Compare Now ](https://www.g2.com/compare/datarails-vs-velixo) ##### ##### Velixo Features Data Management Data Import Data Consolidation Data Validation Reporting Structure Reporting Hierarchy Report Templates Report Types Standard Analytics Standard KPIs Standard Reports Financial Statements Custom Analytics Dashboards Custom KPIs Custom Reports [ View More Features ](https://www.g2.com/products/velixo/features) ## Top-Rated Alternatives [ ![Datarails](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Datarails") Datarails 4.6/5(370) ](https://www.g2.com/products/datarails/reviews) [ ![Vena](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vena") Vena 4.5/5(480) ](https://www.g2.com/products/vena/reviews) [ ![LiveFlow](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "LiveFlow") LiveFlow 4.9/5(332) ](https://www.g2.com/products/liveflow/reviews) [ View All Alternatives ](https://www.g2.com/products/velixo/competitors/alternatives) ##### Categories on G2 [Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Analysis](https://www.g2.com/categories/financial-analysis) ##### Explore More [Expert-recommended MDR software for my company](https://www.g2.com/discussions/expert-recommended-mdr-software-for-my-company)[Recommended software for building an online community](https://www.g2.com/discussions/what-software-would-you-recommend-for-building-an-online-community)[Best AI writing platforms for scaling blog production](https://www.g2.com/discussions/what-are-the-best-ai-writing-platforms-for-scaling-blog-production) [Best platforms for integrating CDR with SIEM](https://www.g2.com/discussions/what-are-the-best-platforms-for-integrating-cdr-with-siem)[Which live commerce platforms provide the clearest reporting and analytics for measuring whether live events are actually driving revenue rather than just views?](https://www.g2.com/discussions/which-live-commerce-platforms-provide-the-clearest-reporting-and-analytics-for-measuring-whether-live-events-are-actually-driving-revenue-rather-than-just-views)[Pros and Cons Details](https://www.g2.com/products/velixo/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)