Velixo Features
What are the features of Velixo?
Data Management
- Data Import
- Data Consolidation
- Data Validation
Reporting Structure
- Reporting Hierarchy
- Report Templates
- Report Types
Standard Analytics
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down
Custom Analytics
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities
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Velixo Categories on G2
Filter for Features
Budget Creation
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 18 Velixo reviews. | 88% (Based on 18 reviews) | |
Budget Hierarchies | Define budget structure elements and how they are linked hierarchically 18 reviewers of Velixo have provided feedback on this feature. | 73% (Based on 18 reviews) | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 18 Velixo reviews. | 77% (Based on 18 reviews) | |
Formulas | As reported in 18 Velixo reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues | 81% (Based on 18 reviews) | |
What-If | As reported in 18 Velixo reviews. Test the potential financial impact of business decisions on revenues and expenses | 86% (Based on 18 reviews) | |
Budget Periods | As reported in 18 Velixo reviews. Users can customize standard budget periods (3, 9, or 12 months) | 91% (Based on 18 reviews) |
Budget Management
Consolidation | As reported in 18 Velixo reviews. Consolidate multiple budgets from different departments or business entities | 80% (Based on 18 reviews) | |
Adjustments | Based on 18 Velixo reviews. Users with administrative access rights can modify budgets | 84% (Based on 18 reviews) | |
Workflows | Workflows are used to define the steps required to alter budgets and who needs to approve changes 18 reviewers of Velixo have provided feedback on this feature. | 81% (Based on 18 reviews) |
Forecasting
Historical Data | Forecasting is based on past transactions and historical financial or operational data 18 reviewers of Velixo have provided feedback on this feature. | 89% (Based on 18 reviews) | |
Reforecast | Ability to recreate forecasts to include new information that may impact budgets 18 reviewers of Velixo have provided feedback on this feature. | 84% (Based on 18 reviews) | |
Forecast Types | As reported in 18 Velixo reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts | 83% (Based on 18 reviews) | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) 18 reviewers of Velixo have provided feedback on this feature. | 83% (Based on 18 reviews) | |
AI | Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns This feature was mentioned in 16 Velixo reviews. | 69% (Based on 16 reviews) |
Analytics
Variance Analysis | As reported in 18 Velixo reviews. Project out as the year progresses to accommodate trends that affect key business drivers. | 87% (Based on 18 reviews) | |
Forecasts Comparison | compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 18 Velixo reviews. | 88% (Based on 18 reviews) | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 17 reviewers of Velixo have provided feedback on this feature. | 84% (Based on 17 reviews) |
Data Management
Data Import | Financial information can be imported from multiple sources such as spreadsheets, text files, or databases This feature was mentioned in 81 Velixo reviews. | 90% (Based on 81 reviews) | |
Data Consolidation | Data from multiple systems can be centralized into a single repository 81 reviewers of Velixo have provided feedback on this feature. | 90% (Based on 81 reviews) | |
Data Validation | As reported in 79 Velixo reviews. Financial data can be validated to avoid duplicates and errors | 91% (Based on 79 reviews) |
Reporting Structure
Reporting Hierarchy | Administrators can define and manage the reporting structure and access rights to each report 77 reviewers of Velixo have provided feedback on this feature. | 91% (Based on 77 reviews) | |
Report Templates | Templates that can be used to create new reports without starting from scratch This feature was mentioned in 74 Velixo reviews. | 88% (Based on 74 reviews) | |
Report Types | Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date This feature was mentioned in 72 Velixo reviews. | 91% (Based on 72 reviews) |
Standard Analytics
Standard KPIs | Include most common financial KPIs such as gross and net profit margin, or working capital 73 reviewers of Velixo have provided feedback on this feature. | 88% (Based on 73 reviews) | |
Standard Reports | Standard financial reports are provided out of the box 72 reviewers of Velixo have provided feedback on this feature. | 89% (Based on 72 reviews) | |
Financial Statements | See feature definition | Ability to analyze financial statements such as income statement and balance sheet 75 reviewers of Velixo have provided feedback on this feature. | 93% (Based on 75 reviews) |
Drill Down | Users can drill down to the detail level of each transaction or financial entry 75 reviewers of Velixo have provided feedback on this feature. | 93% (Based on 75 reviews) |
Custom Analytics
Dashboards | Dashboards can be customized to display different types of data from various sources This feature was mentioned in 74 Velixo reviews. | 86% (Based on 74 reviews) | |
Custom KPIs | As reported in 72 Velixo reviews. Users can modify standard financial KPIs and metrics | 88% (Based on 72 reviews) | |
Custom Reports | Allow users to edit reports and to combine multiple reports 79 reviewers of Velixo have provided feedback on this feature. | 91% (Based on 79 reviews) | |
Self Service | A dedicated portal for external users with limited access to the system 79 reviewers of Velixo have provided feedback on this feature. | 90% (Based on 79 reviews) | |
Multiple Entities | Monitors the financial performance of multiple entities This feature was mentioned in 49 Velixo reviews. | 88% (Based on 49 reviews) |
