Best Software for 2025 is now live!
Product Avatar Image

Velixo

Show rating breakdown
115 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.8
Serving customers since
2017

Profile Name

Star Rating

112
6
1
1
0

Velixo Reviews

Review Filters
Profile Name
Star Rating
112
6
1
1
0
Johanna K.
JK
Johanna K.
10/31/2024
Validated Reviewer
Review source: Organic

This product has increased productivity

Velixo has reduced the time it takes to carry out several tasks. We purchased it because of the ability to create financial statements and stats with the click of a button but we found that it does much more with the ability to writeback journal entries, bills, invoices, and more directly to Acumatica ERP.
Bob S.
BS
Bob S.
Dispeller of myths and bad ideas.
10/31/2024
Validated Reviewer
Verified Current User
Review source: Organic

Incredible time saver

Velixo is an Excel add-on. No more exporting, importing, and manipulating. I can pull in specific data into a specific cell or I can pull a range of data throughout the spreadsheet. I can build it dynamic and simply change an accounting period and everything updates. I can build a "template" focused upon a specific project and then distribute the template to my project managers who simply change the project number to the one they wish to focus on and the entire spreadsheet can update CURRENT data they way they want to see it. With Velixo NX, implimentation across our organization is so easy. Because I can make the spreadsheet template the way the project managers are used to and the way they want to see their data, integration was seemless. Project managers use it most at the end of the month for helping with their projections. As CFO, I use it almost every day and especially at month end and financial reporting. Because Velixo is so robust and their support features are so clear, I have yet to submit a request to customer support. This is a wonderful product that works exactly as presented. I've used it for 2 years now and couldn't imagine going back to data exporting/importing and manipulation. It's a massive time saver.
ON
Owen N.
10/31/2024
Validated Reviewer
Review source: Organic

A finance professional's dream

Have only been using Velixo for about a month but it's exactly what I expected and have loved playing with extracting different data and building reports. Tutorial videos are very useful and easy to follow.

About

Contact

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