Velixo Reporting for Acumatica: Features, Benefits, and More

Velixo Reporting

Velixo Reports is an Excel-based reporting tool designed by Acumatica experts just for Acumatica. Velixo Reports gives Excel a new toolbar with over 60 capabilities tailored to General Ledger, Project Data, and Generic Inquiries. Read on to learn about features, benefits, and why they were chosen as Acumatica ISV partner of the year! 

What Is Velixo

With features like Smart Drilldown, Smart Refresh, Writeback, Consolidations, and Advanced Security, Velixo is the best reporting solution for Acumatica. It provides a tight integration and utilizes the unique capabilities of Acumatica’s Cloud ERP.

It’s straightforward yet effective implementation benefits a whole workforce, allowing companies to make better decisions. Users can do it if they know Excel!

Velixo Reporting Benefits

View Live Results While Building Reports

Changes to formulas and cells are immediately reflected in your spreadsheet. Update the cell to show the P&L of a different branch or to run it for a different financial period. Simply duplicate the column to the right to track project travel expenses over time, and all formulas will follow. In a nutshell, everything you know and love about Excel functions the same way it always has.

Velixo for Acumatica
Velixo Reports
Build Any Type of Reports

Velixo Reports can enhance any spreadsheet that uses Acumatica ERP data. Customers have used Velixo Reports to construct cash flow statements, sales dashboards, budgeting, allocation and accrual calculations, intercompany sales eliminations, and project progress reports, to name a few. Any spreadsheet may easily add charts, illustrations, and key performance indicators (KPIs).

Consolidate Data From Multiple Sources​

Velixo Reports can consolidate your data in a single Excel file while keeping full history for many organizations, tenants, public cloud, private cloud, or on-premise Acumatica installations. Velixo Reports can connect to it if you can access it through your web browser.

Velixo Reports

Zero Learning curve

If you know how to use Excel, you'll be able to use Velixo Reports easily. It's as powerful as Acumatica Analytical Reports and as easy Excel.

Lightning Fast Display

Data is always loaded and refreshed in a matter of seconds.

Unlimited Excel Users

With Velixo, you can grant anyone access at no extra charge. Give your entire team access to up-to-date information.

Acumatica ISV Partner of the Year

Velixo Reports is the only reporting solution built specifically for Acumatica. Velixo has  leveraged their considerable Acumatica experience to create a user-friendly Excel plugin that is lightning quick and takes advantage of your cloud ERP’s unique characteristics. Because of Velixo’s expertise and capabilties, it was named Acumatica ISV Partner of the Year at this year’s Acumatica Summit 2022! 

Velixo Reporting
Categories:
Acumatica DSD Business Systems
Tags:
Cloud ERPFinancial ManagementReporting

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