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Velixo

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183 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2017

Profile Name

Star Rating

156
19
5
3
0

Velixo Reviews

Review Filters
Profile Name
Star Rating
156
19
5
3
0
Timothy C.
TC
Timothy C.
08/25/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Velixo Review

Love the sync between Velixo and Sage. We have been able to mine information from Sage and easily import information into Sage.
Verified User in Consumer Services
UC
Verified User in Consumer Services
08/25/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great Experience with Velixio's Expertise and Responsiveness

What I like best about Velixo is its seamless integration with Excel, which makes financial reporting highly efficient and user-friendly. The ability to pull real-time data directly into Excel allows for quick analysis, reduced manual effort, and increased accuracy. It’s particularly useful for building customized reports, performing variance analysis, and creating roll-forwards without relying heavily on IT or manual data extraction. The interface is intuitive, and the learning curve is minimal, which makes it a strong tool for finance professionals.
Verified User in Accounting
UA
Verified User in Accounting
08/25/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Financial Workflow Automation

Velixo has completely transformed the way I work with financials. The seamless integration with Excel makes it incredibly intuitive, and I love how efficient it is to send financials directly. One of my favorite features is the ability to perform write-backs for journal entries—it saves so much time and reduces the risk of errors. The platform takes what used to feel like tedious, manual processes and turns them into smooth, streamlined tasks. Velixo has quickly become one of my favorite tools for financial reporting and accounting workflows. I can’t imagine going back to working without it!

About

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HQ Location:
Montreal, QC

Social

@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