---
title: Velixo Reviews
meta_title: 'Velixo Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 261 reviews by the users' company size, role or industry
  to find out how Velixo works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 261
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Velixo Reviews
**Vendor:** Velixo  
**Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 261
## About Velixo
Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft&#39;s key Excel technology partner. If you know Excel, you know Velixo.



## Velixo Pros & Cons
**What users like:**

- Users find Velixo&#39;s **ease of use** exceptional, thanks to its native Excel format and seamless integration with live data. (66 reviews)
- Users appreciate the **seamless Excel integration** of Velixo, enabling efficient access to real-time ERP data for reporting. (57 reviews)
- Users value the **reporting efficiency** of Velixo, enabling swift access to real-time data and streamlined analysis. (35 reviews)
- Users praise Velixo&#39;s **seamless Excel integration** , enabling real-time data access and efficient reporting without manual exports. (31 reviews)
- Users value Velixo for its **time-saving capabilities** , enabling fast report creation and instant data updates. (30 reviews)
- Users value the **time-saving efficiency** of Velixo, significantly enhancing their reporting and data review processes. (30 reviews)
- Users appreciate the **real-time data** provided by Velixo, enabling quick access and efficient monitoring of financial updates. (27 reviews)
- Easy Setup (24 reviews)
- Financial Reporting (23 reviews)
- Integrations (17 reviews)

**What users dislike:**

- Users face **Excel integration issues** with Velixo, leading to complications and limitations in functionality and ease of use. (15 reviews)
- Users note a **steep learning curve** , especially for those unfamiliar with Excel or the connected ERP system. (15 reviews)
- Users find that Velixo&#39;s **formula issues** can complicate reporting, requiring extra effort for complex requirements. (12 reviews)
- Users often experience **refresh issues** that lead to delays and may disrupt data management in Velixo. (12 reviews)
- Users experience **slow performance** with Velixo, especially when multiple users access data simultaneously, affecting Excel efficiency. (12 reviews)
- Users find the **learning difficulty** with advanced features challenging, especially for those unfamiliar with Excel or ERP systems. (11 reviews)
- Users experience **reporting issues** with Velixo, including error messages and dependency on trained colleagues for fixes. (11 reviews)
- Users face challenges with **Excel dependency** , including lag, integration limits, and a steep learning curve. (10 reviews)
- Users experience a **steep learning curve** with Velixo, making initial setup and reporting complex for newcomers. (9 reviews)
- Complexity (8 reviews)

## Velixo Reviews
  ### 1. Streamlined Budgeting & Data Analysis

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelly M. | Vice President, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2025

**What do you like best about Velixo?**

I like that Velixo makes it very easy to review data in real time and the accuracy is spot on, so I don't have to worry about something not balancing or things looking unusual. The formatting stays the same, which is a great asset to my finance team. Once the template is set up, it's just a matter of opening the Excel file and refreshing the data, and any changes made in our ERP system automatically flow through. This process saves a considerable amount of time, and it's very efficient. I appreciate how Velixo has improved the skill set in my department and how it integrates with our existing ERP system. The setup was very easy, and the tutorials were simple to use, making the transition smooth. We are always discovering new ways to use Velixo to help us in our day-to-day work.

**What do you dislike about Velixo?**

Nothing!  It has met every challenge I have thrown at it.

**What problems is Velixo solving and how is that benefiting you?**

I use Velixo for all my financial reporting. It really is a matter of changing the date in one cell and hitting refresh.  Beyond that we use it to pull data for analyzing our expenses. preparing accruals, reviewing project profitability.  It has become a life changer.

**Official Response from Janet Keating:**

> We're thrilled to hear that Velixo has made such a positive impact on your reporting and analysis processes.  It's great to know that the ability to quickly pull information into Excel has been such a time-saver for you.  Thank you for sharing your experience and being a part of the Velixo community!

  ### 2. Transforms Acumatica into a Dynamic Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Johanna K. | Director of Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Velixo?**

I love that Velixo has transformed our Acumatica from a static program into something dynamic, making every aspect of our jobs easier. It's great that I can refresh files to get accurate data without having to export multiple reports to Excel individually. I particularly appreciate that our templates auto-refresh so nothing needs to be exported from Acumatica. The writebacks are extremely valuable too, as they save us a lot of manual entry time. The setup was quite simple as well—I had a working model within a day and felt proficient within a few weeks.

**What do you dislike about Velixo?**

I wish there was a GL template that could be set up in Acumatica that would automatically make updates to the Excel files. For example, when we added the project number and quantity columns to Acumatica, they were not automatically added to every instance of a GL in Excel. We had to manually add the two columns to approximately 50 files. I wish it would connect to Microsoft Dynamics CRM too.

**What problems is Velixo solving and how is that benefiting you?**

Velixo transforms Acumatica from static to dynamic, automating data refreshes and saving manual entry time. It prevents the need to export multiple reports, ensuring accuracy and efficiency. Auto-refreshing templates save extra steps and simplify my financial tasks.

**Official Response from Damien Zwillinger:**

> Thank you for sharing your experience with Velixo.  We're glad to hear that it has saved you significant time in your budgeting process and has provided valuable features for creating financial statements and stats.  

  ### 3. Native Excel Reporting with Real-Time, Flexible Data Access

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gauri C. | Staff accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 02, 2026

**What do you like best about Velixo?**

Here are the standout strengths people usually highlight:

1. Native Excel experience
Velixo works inside Microsoft Excel, so you can build reports using familiar formulas, pivot tables, and formatting. There’s no steep learning curve.

2. Real-time data access
It connects directly to systems like Acumatica and pulls live data. That means no exports, no manual updates—your reports are always current.

3. High flexibility
You can design highly customized reports (financials, budgets, dashboards) exactly the way you want, instead of being limited by rigid templates.

**What do you dislike about Velixo?**

Steep learning curve at the start

Even though it runs inside Excel, getting started isn’t always easy.

Setup can be technical and confusing, especially if you’re not familiar with ERP structures.
Building your first few reports can take time to figure out.

👉 In simple terms: it looks easy, but mastering it takes effort.

**What problems is Velixo solving and how is that benefiting you?**

Velixo solves the inefficiency of manual ERP reporting and the lack of flexibility in built-in ERP reports.

In many cases, extracting data from ERP systems and preparing reports in Microsoft Excel is time-consuming and prone to errors due to repeated exports and manual updates. Velixo connects live ERP data directly into Excel, eliminating these manual steps and allowing real-time reporting.

**Official Response from Gabriel Michaud:**

> Hi Gauri, thank you for such a thorough and thoughtful review — I read every single one personally, and you've articulated the Velixo value proposition better than most! Native Excel experience, real-time data access, high flexibility — that's exactly what we set out to build.

The learning curve feedback is fair. A couple of things that should help:

First, Velixo Academy at learning.velixo.com is available to everyone, completely free of charge. It's structured to take you from the basics all the way through to more advanced reporting, so it's a great place to get grounded without having to figure things out on your own.

Second, we're working on Velixo Intelligence, our AI-powered layer that will help users build reports and troubleshoot formulas using plain language — which should meaningfully lower the barrier for getting started. More at: https://www.velixo.com/product/ai-velixo-intelligence/

Feel free to reach out to me directly at gabriel@velixo.com if there's anything I can help with. And we'd love to turn this into a 5-star experience!


  ### 4. Effortlessly Streamlines Reporting with Excel

**Rating:** 5.0/5.0 stars

**Reviewed by:** John J. | CFO, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Velixo?**

I find Velixo very flexible and yet easy to use and familiar. It's built on the flexibility of Excel, which is great because I'm already very comfortable in building what I or my users want to see within the framework of Excel. Velixo gives me a combination of those abilities and access to my data. The setup of Velixo was silly simple!

**What do you dislike about Velixo?**

The biggest area for improvement would be some way to better understand how fields are related and mapped and how to access such. It's not always simple to search for a specific field because sometimes there are other pieces of information that need to be known or filtered on. Having a roadmap to these things would be very useful.

**What problems is Velixo solving and how is that benefiting you?**

Velixo helps me update reports with actuals and comparisons to budgets. It consolidates reports across companies, saving a huge amount of time previously spent re-importing data. Its integration with Excel lets me easily access and customize data.

**Official Response from Damien Zwillinger:**

> Thank you for taking the time to share such a detailed review — I really appreciate it. I personally read every review and regularly discuss this feedback with my team, as it helps guide where we invest next.

I’m glad to hear that Velixo’s Excel-based approach feels familiar, flexible, and easy to use, and that setup was straightforward. Helping teams consolidate data across companies and update actuals and budget comparisons efficiently is exactly the kind of value we aim to deliver.

Your feedback around understanding how fields are related, mapped, and filtered is especially important — and it’s an area where we’ve been making meaningful progress. I’m happy to share that we now have a visual query builder available for Sage Intacct, Acumatica and Business Central users, which makes it much easier to explore available fields, understand relationships, and build queries without needing to know all the underlying details upfront. The goal is exactly what you described: providing a clearer “roadmap” to the data, making field discovery simpler, and reducing the friction involved in building and maintaining reports.

Thank you again for your thoughtful feedback and for choosing Velixo. We’re excited about what’s coming next and appreciate you being part of that journey.

Warm regards,
Gabriel Michaud
CEO, Velixo

  ### 5. Effortless Excel Integration for Acumatica Users

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brian L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2026

**What do you like best about Velixo?**

I like that Velixo makes it easy to replicate reports we were used to using and utilize Excel functions and formatting. Once you get past the learning curve, Velixo makes it easy to pull data from Acumatica using Generic Inquiries. I find it incredibly handy that the data is in Excel for easy adjustments and formatting. I can't stress enough how well Velixo integrates with Excel. I've created macros that run on top of Velixo to generate batch reports with a click of a button. Velixo's initial setup was pretty painless with their team's help, and we quickly replicated our current reports.

**What do you dislike about Velixo?**

There is a bit of a learning curve. Velixo has good documentation and templates to help but it can take some getting used to. Like any other Excel function, the syntax is very specific. You also need to know where to find the data you are looking for. The best way to figure it out is to just play around with it and try to do individual and specific things. Once you have that down, then you can start adding complexity and generating full reports.

**What problems is Velixo solving and how is that benefiting you?**

Velixo helps us replicate reports from Spitfire within Acumatica and also utilizes Excel for data management. It's easy to pull data with Generic Inquiries once past the learning curve. Integration with Excel allows me to automate batch reports with macros.

  ### 6. Effortless Time Data Management, Minor Log-in Hassle

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ashish B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2026

**What do you like best about Velixo?**

I think Velixo works awesome each time we use it to load time entry data from Acumatica. It eliminates the need for manually looking up time logged for each employee for margin analysis by updating the backlog weekly, which means no more human errors. I like that the tool loads each time we open our spreadsheet without needing to remember anything; it just works. The best part is that it doesn't only pull the time for the last week; it goes all the way back to inception and pulls all records, ensuring any changes to time recordings are captured as well. The initial setup was a piece of cake!

**What do you dislike about Velixo?**

It asks me to log in each time even when there is an option to remember my choices.

**What problems is Velixo solving and how is that benefiting you?**

I use Velixo to load time entry data from Acumatica. It automatically updates the backlog weekly, eliminating manual lookup and human errors while capturing time recording changes from inception.

**Official Response from Janet Keating:**

> Thank you for your feedback!  We're glad to hear that you find Velixo easy to install and use, and that it has made project tracking and budgeting more efficient for you.  If we can offer any assistane, please reach out to us at customersuccess @ velixo.com (no spaces).  

  ### 7. Excel-Based Reporting with Direct Sage Intacct Connectivity

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2026

**What do you like best about Velixo?**

Velixo is an excellent reporting tool overall, especially for organizations that rely heavily on Excel-based financial reporting and want direct connectivity to systems like Sage Intacct. When reports are well-structured, it can dramatically improve flexibility and reduce manual work.

**What do you dislike about Velixo?**

Performance can become inconsistent when reports pull large volumes of data across multiple periods, GL accounts, locations, and other dimension combinations. In those cases, reports can bog down significantly, and it’s often difficult to pinpoint the root cause. For example, is the issue related to the amount of data being requested, Sage’s ability to efficiently return the data, a server or connectivity issue, or simply a limitation within Velixo itself? Troubleshooting performance bottlenecks can sometimes feel more like trial and error than a clearly diagnosable process.

**What problems is Velixo solving and how is that benefiting you?**

Velixo bridges the gap between the ERP (Sage) and Excel in a way that improves efficiency, speeds up analysis, and gives my finance team more control over reporting.

**Official Response from Gabriel Michaud:**

> Thank you so much for taking the time to share this detailed and thoughtful review — I genuinely read every single review we receive, and feedback like yours is invaluable to us.

I'm glad to hear that Velixo has been helping your finance team improve efficiency and reduce manual work. At the same time, I completely understand your frustration with the performance issues you've described. You're right that troubleshooting slowdowns across multiple periods, GL accounts, and dimension combinations can feel like a guessing game — and that's something we want to fix.

We've recently rolled out some changes that may have impacted your experience, and I'd love the opportunity to look into this directly with you. I'd also love to share some self-service tools we're working on to make it much easier to diagnose and troubleshoot performance bottlenecks on your end.

Please feel free to reach out to me directly at gabriel@velixo.com — I'd love to make your reports faster and turn this into a 5-star experience. That truly matters to us!

Thank you again,
Gabriel
Founder & CEO, Velixo

  ### 8. Velixo Saves Hours with Easy Data Pulling and Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2026

**What do you like best about Velixo?**

Velixo is a giant time-saver for the work I do. It makes pulling data from our inventory management program, and manipulating it, so easy; within the first week of using it, I probably saved a couple hours that would usually be spent setting up reports I need in my day-to-day tasks. I'm excited to see what other time I can save.

**What do you dislike about Velixo?**

So far, I haven't found anything I don't like about it. I suppose it isn't the most intuitive to a non-tech-oriented person like myself, but Velixo provides a lot of helpful resources to get over this hump, and we've got someone on our team who is super helpful in bridging the gap for me as well. I also don't know a way to make it simpler while still keeping the great functionality it has.

**What problems is Velixo solving and how is that benefiting you?**

The biggest problem it's solved for me right now is my ERP not presenting all the data I need in a way that I find helpful. Velixo makes it easy to pull the data I need from our system and organize it in a way that is intuitive and easy to manipulate and act on. That not only saves me time, it allows me to do my job better.

  ### 9. Built-In Query + Excel Base: A Huge Time-Saver for Acumatica Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris W. | Business Systems Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2026

**What do you like best about Velixo?**

The latest feature of the built in query has really expanded the functionality of the product beyond its outstanding features. The ability to use excel as my base for Acumatica has been a time saver and made the learning curve much easier.

**What do you dislike about Velixo?**

My only complaint about Velixo used to be that I had to rely on GI’s in Acumatica to gather the data I needed. The recent query feature has really changed that for me. At this point, I don’t have any real dislikes. I do run into the occasional connection issue, but it’s more of a minor annoyance and it’s usually easy to resolve.

**What problems is Velixo solving and how is that benefiting you?**

We have recently implemented Acumatica and the biggest help has been the smooth transition within some of the finance processes that involve excel.

**Official Response from Janet Keating:**

> It's great to hear that Velixo's integration with your GL software has been helpful in customizing and automating your reporting. We're committed to providing solutions that streamline reporting processes.  We also appreciate your feedback around non-Excel users.  We recommend visiting help.velixo.com for tips, tricks and templates that can significantly help the user experience.  If there is anything we can do to assist, including access to training resources, please let us know at customersuccess @ velixo.com (no spaces).

  ### 10. A True ERP Companion

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brian S. | Business Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 11, 2026

**What do you like best about Velixo?**

I'm a business analyst where I work. As a result I am not as much of a daily user of Velixo as others in the company. I do however still use it and I am the only "admin" for it. Basically, if the team needs a new report or way to use Velixo, it's me they look to to create it. As a result, I feel uniquely equipped to speak to its value as both a user and someone who configures its use for others.

Our team is much more familiar with Excel than any ERP. As a result, Velixo gives them data in a format they are already familiar with and know how to use. 

What I like best is how all of that connects to the true power of Velixo, which is a live connection to our Acumatica database. We don't have to struggle through dated reports because we can pull the data in as it updates through Velixo. That provides flexibility that is more difficult to create natively in Acumatica.

**What do you dislike about Velixo?**

The only thing I would like to see "improved" or even just added as a feature is a change the Drilldown function. Currently, the Drilldown pulls up another sheet, but rather than just pull in a list of the transactions or relevant data, it hyperlinks to Acumatica. This is fine. You get to the data. But you have to go into Acumatica to see the data you really want. And then you have to export back to Excel if you want to re-arrange it in any way. It just feels like extra steps that could be reduced.

**What problems is Velixo solving and how is that benefiting you?**

Velixo solves a number of problems for us. But the biggest is live data. As I mentioned before, having data update in real time as opposed to having to export data to run reports is remarkably valuable. It's huge for us. 

We've used it handle our monthly income statement report. We have sheets for MTD, YTD and Rolling 12. It's amazing to be able to set up a parameters page, let Velixo formulas drive the data and enable each team to get their data as needed. Plus, they can obviously look at different versions of the data with different variables. All without someone having to run a new report.

For me specifically, as someone who handles lots of system admin tasks for Acumatica, it's fantastic to have a tool people already know how to use. Not having to spend time training users on how to get the data in Acumatica or honestly even set up a dashboard for them frees up a lot of my time. Velixo doesn't really do anything you can't do in Acumatica. But it does provide a meaningful and near instant way for users to do it without requiring the knowledge of how to configure data in Acumatica. It's flexible. It's real time. And it's familiar. 

So, what does it solve for us? Well, it empowers our team to be able to get the data they need. And I am all for empowering team members instead of making them reliant on others or a report that gets sent out once a week.

**Official Response from Damien Zwillinger:**

> Thank you for your detailed feedback! It is highly appreciated. 
Your drilldown idea is very much noted and is in fact in our backlog of roadmap ideas. We envision a solution that would be highly flexible/configurable. I shall reach out when this progresses. Thanks!


## Velixo Discussions
  - [Would love to have a cheat sheet with all of the formulas, is that posible?](https://www.g2.com/discussions/34278-would-love-to-have-a-cheat-sheet-with-all-of-the-formulas-is-that-posible) - 1 comment, 2 upvotes
  - [What is Velixo used for?](https://www.g2.com/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote

- [View Velixo pricing details and edition comparison](https://www.g2.com/products/velixo/reviews/velixo-review-4507456?section=pricing&secure%5Bexpires_at%5D=2026-07-12+11%3A01%3A20+-0500&secure%5Bsession_id%5D=ceba913d-3fc0-4bf5-bf4e-9ecbd0102342&secure%5Btoken%5D=008ff88ec8b45b27a23ff5275716d213e4b18e88fd04dcddbd4e17822902818b&format=llm_user)
## Velixo Integrations
  - [Acumatica](https://www.g2.com/products/acumatica/reviews)
  - [Cegid XRP Flex](https://www.g2.com/products/cegid-xrp-flex/reviews)
  - [JAMIS Prime ERP](https://www.g2.com/products/jamis-prime-erp/reviews)
  - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [MYOB Acumatica](https://www.g2.com/products/myob-acumatica/reviews)
  - [MYOB Acumatica Integration](https://www.g2.com/products/myob-acumatica-integration/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)

## Velixo Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

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