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Velixo

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

Profile Name

Star Rating

225
43
5
3
2

Velixo Reviews

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Profile Name
Star Rating
225
43
5
3
2
Verified User in Accounting
AA
Verified User in Accounting
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.
MBA | Controller at Platinum Dental Services
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.
Verified User in Construction
AC
Verified User in Construction
08/04/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Powerful Excel Integration for Acumatica Users

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.

About

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HQ Location:
Montreal, QC

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@VelixoSolutions

What is Velixo?

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