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

Review Filters
Profile Name
Star Rating
237
46
6
3
3
Verified User
G
Verified User
Small-Business (50 or fewer emp.)
09/02/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Fast, Reliable Reporting Straight from Acumatica to Excel

The Live connection to Acumatica combined with the GL Query Feature. I can pull general ledger data directly into Excel with simple filters and refresh reports.
Marie W.
MW
Marie W.
Consultant ERP Integration 2018-PresentMid-Market (51-1000 emp.)
09/02/2026
Validated Reviewer
Verified Current User
Review source: Organic

Velixo is the only financial tool you need

The fact that is is fully integrated with Acumatica and shows live values. This is the only place that I go to analyze my financials, it is so easy to teach others. Everytime I have shown this product to a controller or CFO , I immidiatly get "I want it"
NP
Nick P.
DirectorEnterprise (> 1000 emp.)
09/02/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Velixo is a great tool to manage and analyze data from an accounting GL system

Velixo allows you to slice and dice the data into a useful presentation tool for data that is key to your analysis. It pulls real time data feed from your raw data source, making the extraction of data seamless

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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