SEAMLESS INTEGRATION TO ACUMATICA

Connect using your Acumatica login credentials and start building Excel spreadsheets that instantly include Acumatica data. Velixo Reports adds a ribbon to Excel and more than 50 functions that are specially designed to work with general ledger, project data and generic inquiries.

REAL-TIME REPORTING

You're always working with the most up-to-date data. Changes you make to formulas and cells are reflected immediately in your spreadsheet. Easily update the cell to see the P&L of another branch or run it for a different financial period. To track travel expenses for a project over time, just copy the column to the right and every formula will follow.

REPORT BUILDING

Any spreadsheet that requires Acumatica ERP data will benefit from Velixo Reports. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, project progress reports are just some examples of what our customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.

GL & BUDGET WRITEBACKS

Create and post GL entries without leaving Excel. The content and amounts of the GL entry can be dynamic and based on Excel formulas. Moreover, you can retrieve multiple budgets and forecasts and report them in Excel. Simply adjust the number or apply your own budget model and write back the modified budget straight in Acumatica.