Velixo

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295 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.6
Serving customers since
2017

Profile Name

Star Rating

237
46
6
3
3

Velixo Reviews

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Profile Name
Star Rating
237
46
6
3
3
Karen M.
KM
Karen M.
Accounting ManagerMid-Market (51-1000 emp.)
08/04/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy, Powerful Reporting Once You Learn Velixo Formulas

'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.
Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
08/04/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Efficient Reporting with Room for Improvement

I use Velixo to run reports from Acumatica, and it makes it easier to use only one report instead of having to go into Acumatica to look up each item every time. It's easy to use and very efficient. The initial setup was pretty easy once I had all the credentials I needed to log in.
Chad R.
CR
Chad R.
ControllerMid-Market (51-1000 emp.)
08/04/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Velixo Makes Sage Intacct Dimension Reporting Simple and Powerful

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.

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HQ Location:
Montreal, QC

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Where live ERP data meets Velixo Intelligence

Velixo connects Excel directly to your ERP, so reports, budgets, and models run on data that is always current. Velixo Intelligence sits in the next cell: ask your numbers a question in plain English and get the answer with its source highlighted. No exports, no copy-paste, no waiting on IT. Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP. Are you looking to elevate your reporting and budgeting processes? Do you want to harness the power and flexibility of Excel while ensuring the accuracy and security of your data? Velixo connects directly to leading ERPs like Acumatica and Sage Intacct, offering a suite of optimized features that allow you to create real-time reports, analyze financials, operational, or project data, and interact with it, all within the familiar environment of Excel. It also allows for seamless data entry back into your cloud ERP, making it a game-changer for budgeting, data automation, and improving data quality for critical business use cases. With research showing that 80% of users revert to Excel for deeper analysis after exploring alternatives, Velixo offers a compelling solution from the platform they know best: Excel.

Details

Year Founded
2017
Website
www.velixo.com