Home Acumatica Marketplace Excel-based reporting for Acumatica powered by Velixo

Excel-based reporting for Acumatica powered by Velixo


Velixo Reports is an Excel-based reporting tool that was built from the ground up for Acumatica, by Acumatica Experts. Velixo Reports adds a new toolbar to Excel and more than 60 functions specially designed to work with General Ledger, Project Data and Generic Inquiries.

As the premier solution for reporting with Acumatica, Velixo provides a tight integration and leverages the unique capabilities of your Acumatica Cloud ERP with features such as Smart Drilldown, Smart Refresh, Writeback, Consolidations and Advanced Security.

It’s simple yet effective execution allows your entire team to benefit, helping your business make better decisions. If you know Excel, you can do it !

Acumatica Certified Application
2021 R2, 2021 R1, 2020 R2, 2020 R1, 2019 R2, 2019 R1, 2018 R2
Connected with Acumatica
Always Current
Industry Served:
Cross industries
Customer Reviews:

Key features

  • Easily connect Excel to Your Acumatica ERP - if you know Excel, you can do it!

  • Excel functions for General Ledger (including daily balances), Projects and Generic Inquiries

  • Live Results & Lightning Fast Display

  • Unlimited Excel Users

  • Smart Drilldown to Acumatica

  • Consolidations with Full Details

  • Automated Report Distribution

  • Writeback & Upload Journal Transactions, Budgets and Project Forecasts

Benefits for Your Business

Benefits for Your Business

About Velixo

Founded by cloud ERP guru and Acumatica MVP Gabriel Michaud, Velixo builds delightful products and integrations specially designed for Acumatica. Winner of the Acumatica Innovation and President's Club Awards. Our products are sold exclusively through the worldwide network of Acumatica partners.




Customer Reviews

Stuessy, Christopher
Overture Center For The Arts
August 4th, 2021
Velixo is so flexible and easy to use

Velixo is a great product whose designers obviously knew what an accountant needed in an Excel-based solution. From the moment you load the program anyone who has used Excel before is able to begin writing formulas to report out of the Acumatica database because they are so intuitive to Excel structure and they took the time to write tooltips which walk you through everything. The formulas are so flexible that we were able to recreate our statements with ease and adapt them as needed for varying levels of detail.
Another helpful feature of Velixo is their online tools which provide articles for everything you can do with Velixo in a concise and easy to read format. They continue to update and improve on the solution, providing for new and exciting ways to use Velixo.

Brobjorg, John
ADDvantage Technologies Group
May 21st, 2021
Velixo Gives Acumatica Users Super Powers!

Everyone knows Excel. If you know Excel, its so easy to learn Velixo and utilize all the data accumulated within the Acumatica database to design Excel based reports to make everyone's job easier. Using Velixo, our comp[any has designed reports that help us manage our business at a level way beyond the "canned" Acumatica reports and way easier than using Acumatica's report writer and quieries. If the data you want is somewhere in Acumatica, Velixo gets it out using an Excel platform to easily create reports that are effective and professional looking to make any seasoned database administrator jealous. Acumatica is a good ERP software package but supplementing it with Velixo makes Acumatica an awesome ERP package.

Lalo, Chris
Atlas RFID Solutions Store, LLC
May 5th, 2021
Versatile time saver!

This product is a must have for any finance / accounting oriented Acumatica user. It saves my team a significant time each month and is great for building ad-hoc reports. Highly reccomended!

Colgan Patrick, Mr.
SWK Technologies, Inc.
April 22nd, 2021
Great Reporting Tool for Acumatica beyond Financials

If you have not used this tool yet, you should consider doing so. With all the amazing functionality to seamlessly pull data from Acumatica into Excel and then format as needed. The product investment and development can be seen in the quality features and the continued updates to stay current with recent build releases from Acumatica.

Oliva, Anne
Embrace Living Communities
February 11th, 2021
Velixo Excel-based reporting tool is AMAZING!

I am working on our year-end audit and we have 35+ companies. Velixo has been an absolute DREAM COME TRUE compared to my experiences with FRx, Management Reporter, and BI360. I had a great experience with FRx and was sad to see it go. Velixo blows the other reporting tools out of the water; there is no comparison. It is so very easy to use once you learn the basic concepts. It has made my work so much easier and fun again. Reports that used to take me days to write and program no take just a few hours. I highly recommend Velixo to any Acumatica user.

Westin, Marie
Advanced Solutions and Consulting Co
February 10th, 2021
The only Financial reporting tool I will use going forward

When has Velixo been all my life? Gone are the days where I had to download all financials data, manipulate - create reports which needed to be repeated if I had to do any financials changes.
I have recommended this tool to all of my customers and they are very grateful for this! Also great support when needed from the Velixo team.

O'Hara, Liam
Algorithm Inc.
October 29th, 2020
Incredibly user friendly and easy to use

Pros: User friendly - It has is hands down one of the easiest tools to use. It's been created in a way that allows anyone with basic excel knowledge to pick it up and use it with little to no training.

Functionality/depth of scale - While it's easy it also allows the user to go pretty deep into the data inside of Acumatica. The GL equations (along with every other equation) walk you step by step through everything you need to enter. The GI and projects functionality are both intuitive and allow for easy access to that information which can then be pivoted off of, or any other excel based function that you may need.

Data refresh - Some similar tools take forever to refresh the data, Velixo takes seconds. The largest file that I've seen with Velixo in use was 30 tabs and that took 20 seconds at most to smart refresh.

Cache clearing - In an instance where you need or want to clear your cache, it's simple. Just push a button and you're ready for a full refresh when your data gets askew.

Wiemann, Lettie
Vanguard Resources
October 19th, 2020
Love using Velixo!

I love Velixo. It's user-friendly and incredibly quick. I actually trust Velixo reports and have peace of mind knowing I'm capturing everything since it's integrated with Acumatica. Velixo has been very helpful with the transition to Acumatica and the customer support from Velixo is excellent.

Cronje Frikkie, Mr.
One Channel (Pty.) Ltd.
October 19th, 2020
Happy Customers

This reduced month end reporting and streamlined the customers business in a flash. Its super easy to setup and maintain. Every customer we implemented Velixo at loves the product as it resolves all their reporting issues. Love this product!

Klug, Elizabeth
Cornell University
October 15th, 2020
Incredibly versatile and easy to use for new users

The Cornell Cooperative Extension system staff are new users to Acumatica and are using Velixo for all our Financial reporting needs. Our users are having a great experience with Velixo and the incredible versatility and ability to design reports for all our various needs. Gabriel is fantastic to work with and has responded with upgrades and solutions quickly to meet our required reporting. We are a large organization of separate and individual companies (60+) but have integrated and consolidated reporting needs. Velixo has made a huge difference to how fast and easy it is to get customized reports to meet our unique requirements. The interface and drilldown from Velixo with Acumatica produces results in seconds of changing report parameters and lookup within reports for details. The excel format makes it easy for all our users to become skilled at using Velixo. Thanks Gabriel!!!

Augello, Mike
I-Tech Support, Inc.
October 11th, 2020
Velixo Reports - Quick & Easy to get started

This excel-based financial reporting solution is easy to use. You can be creating new reports in no time using the standard excel tools including adding graphs and charts.

Morris, Joe
Collins Computing
October 11th, 2020
Velixo is a fantastic tool

I have been working with Velixo for almost a year now and I recommend it to all my new customers. The ability to create reports using this tool is awesome and so much more easier than using the Acumatica reporting tools. The new feature that allows you to download data from a generic inquiry makes the tool even more useful. I recently created a custom AP and AR aging using Velixo and it would have taken me days to do this in the Acumatica report writer.
I would not implement a site without it, period.

Taylor, Morgan
VPI Technologies
October 9th, 2020
Easy, Powerful, Essential

Velixo provides a critical tool missing from Acumatica. Velixo owns the Acumatica – Excel interface, providing a deep integration with Acumatica with easy to use features available in Excel to access a wide range of resources directly from Acumatica. It enables easy and flexible reporting tools in Excel, analytical capabilities by a broad range of team members (need to know Excel, don’t have to be expert Acumatica GI writers), and even provides advanced business automation capabilities.

Velixo is simple and easy to use for the majority of users, who often don’t even know it’s part of the Excel file. For the more advanced users, it provides an extensive range of functionality and business automation.

If you have Acumatica, you already need Velixo!

Polino, Carol
Innovative Cloud Solutions, LLC
October 9th, 2020
Powerful Financial Reports in no Time!

Our clients love this product! Of all of the financial reporting tools that we’ve trained people on over the past years, Velixo has the shortest learning curve – by far.
You’ll be building powerful reports in no time!

Pratley, Wendy
Prelude Consulting
October 9th, 2020
Powerful financial reporting - easy to use

Velixo is an invaluable tool for our clients! It delivers everything it promises. We are so impressed with how easily we were able to set up multiple financial statements. I recommend this product to each Acumatica customer we take on. We have customers with extensive GL accounts/subaccounts, multiple companies and multiple branches. Velixo makes everything so easy and streamlined. It provides the reporting we need at the levels we need. The information is available within seconds. Velixo provides timely enhancements. The support team is extremely responsive. Highly recommend!

Brewster, Louise
ASC Partners
October 9th, 2020
Great Add-On Solution to Enhance Acumatica Financial Reporting

Who doesn't love Excel? Using Velixo truly completes the reporting solution for Acumatica. Create a board book and have it dynamically update each fiscal period - on demand. With drill down to transactions and write back capabilities for budgeting, this tool makes financial analysis more efficient by saving time for end users. I would highly recommend this product.

Appenzeller, Ross
Bartlett, Pringle & Wolf (BPW)
October 8th, 2020
Always improving

We recommend Velixo to all our customers. It is easy to use, fast setup, and the quickest way to present your financial statements. Velixo is continuously working on enhancements, making the product more powerful, recently adding the capability to run financial statements for any day, not just period end.

Borisova, Anna
Clients First Business Solutions
October 8th, 2020
Velixo brings Financial reports to the next level.

Velixo is a game-changer when it comes to complex Financial Reports. It gives all the benefits and flexibility of using Excel for any type of reports on different combinations of branches, accounts and subaccounts.
Every one of our Acumatica clients loves Velixo and says it brought their analytical reports to the next level.
Acumatica is a great ERP that becomes even more powerful with Velixo.

Ciccone, Lindsay
Odyssey Software
October 8th, 2020
Super easy to use

Velixo is incredibly easy to use. The write back feature makes it great to import journal entries and upload budgets. I do wish it had a subaccount insert feature like it does for the chart of accounts. The hardest part about training clients to use Velixo is knowing their level with Excel. The more confident the client is with Excel the easier Velixo is to use.

Blassingame, Melissa
Crestwood Associates LLC
October 8th, 2020
Easy to Learn & Use

My clients have been very happy with Velixo. They like how easy it is to learn and since it has all the excel functionality it is easy to use. I also prefer working with Velixo for the same reasons. New features are being added all the time which makes a great product, greater. Keep the enhancements coming.

Bennett, Patricia
PC Bennett Solutions
October 8th, 2020
I love this product!!!

I am recommending Velixo to all my customers. This is the easiest way to get a financial report out in minutes. The product has flexibility while still providing ease of use. The customers that have bought Velixo love it. I use it here at PC Bennett as well.

Carroll, Jim
Advanced Solutions and Consulting Co
October 8th, 2020
Accountants "love it"

We now have 4 customers using this product operating Small, Advanced and Enterprise Acumatica ERP Editions. In all instances the accounting department personnel are extremely pleased with Velixo because designing comprehensive spreadsheets is intuitive and drill down into Acumatica productive. Velixo reinforces Acumatica's "digital transformation" and provides a near immediate Return on Investment.
Jim Carroll, Advanced Solutions & Consulting Co.

Ratner Steve, Mr.
Nexvue Information Systems
October 8th, 2020
Finacial Reporting Lifesaver

Velixo makes reporting easy! With its connection into Acumatica its a game changer for designing/building financial data reports outside your Acumatica environment all within Excel. Easy to use

Forkner, Randy
Collins Computing
October 8th, 2020
Financial Reporting the way you want it.

Velixo is a must have for any firm big or small using Acumatica. Not just for your financial reports, but budgeting and forecasting too.
It has become a standard part of our Demo with all new Acumatica prospects.
All of our clients love Velixo.

Potoka, Jeremy
SWK Technologies, Inc.
October 8th, 2020
Best Reporting Solution Available in the Marketplace

Velixo Reports is an easy to use, easy to deploy reporting tool directly connected to Acumatica ERP. If you can use excel, you can use this tool. I have seen many of our customers solve reporting requirements with this tool, and I would recommend it to any Acumatica user.

Kuhn, Seth
SWK Technologies, Inc.
October 8th, 2020
Easy to Set up, Slick to Use, Big Time Saver

We have many customers using Velixo who love it. It makes Acumatica more effective, adding an Excel-based reporting tool to the Acumatica toolset.

Velixo is better than other excel-based reporting tools I've seen. In Velixo, you have distribution lists for distributing reports/worksheets the same way every month. There's drilldown to see a list of transactions making up a number in a given field. There's GL writebacks, especially handy for complex allocations. Budget Writebacks, because...let's be honest...department heads know how to use Excel.

Velixo is well worth the price of admission. Run by a strong publisher, built only for Acumatica, do your finance folks a favor and get them this tool. You could always make it a holiday gift, right before year end close. Ha.

Milligan Michael, Mr.
Accunet, Inc
October 8th, 2020
Excel Based Reporting for Financials and Project

AccuNet and our clients are project based. We need a report writer that combines financial information and project information in one actionable view. Velixo does this with Excel based reporting, powerful functions, lightening speed and a live connection.
Financial report writers are just that, financial data centric. Project driven companies want a GL account, related sub accounts, budget and then the projects that roll up into that budget. Excel is the most widely use financial and project management tool so it make sense to give businesses and Excel based tool with the structure and protections of the Acumatica database. It is the best of both worlds.

McClelland, Jean
Clients First Business Solutions
October 8th, 2020
Flexible, easy, powerful extension customers enjoy

Using Velixo helps with Acumatica implementation in numerous ways. The standard Acumatica reports are good but are rarely exactly what the new customer needs or wants. With the flexibility of pulling data from Acumatica into Excel, the customer is more comfortable that they can get the reports they need and want.
One of the solutions a customer was particularly pleased with was extended budgeting. The customer wanted to show 4 years of historical numbers and look at the trends those numbers showed. Pulling the information out of Acumatica through Velixo and creating some Excel charts for trends easily met the requirement without a more expensive software package. Once the budget was approved, it was easily loaded into the standard Acumatica budgeting module.

Idom, Audrey
AIM Solutions Inc.
October 8th, 2020
Superior Financial Reporting

This product is easy to use and quick to learn. It's extremely powerful and gives real time financial reporting. Everything you want in a financial reporting package is here. In addition to financial reporting, the product is feature rich with automated emailing of reports, write back GL and Budget entries to Acumatica, pull ANY generic inquiry data into this tool and write more reports and analyze the data. What would take several hours to write in another solution is literally minutes in Velixo, there is just no comparison. I can't say enough good things about this product.

Schils, Colleen
Crestwood Associates LLC
June 26th, 2020
Easy to get started - Easy tool to use

This product is an easy to use, easy to get started tool for any client. Very little training is needed with the level of information on the support/help website. This product gives client's a flexible tool for producing Financial Packages since it is based on Excel.

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