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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
  • Fulfilled by Acumatica
  • Connected with Acumatica
  • Always Current
Industry Served
Cross industries
Benefits for Your Business

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

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.

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Customer Reviews

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

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
Velixo Gives Acumatica Users Super Powers!
May 21st, 2021

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
Versatile time saver!
May 5th, 2021

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.
Great Reporting Tool for Acumatica beyond Financials
April 22nd, 2021

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
Velixo Excel-based reporting tool is AMAZING!
February 11th, 2021

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
The only Financial reporting tool I will use going forward
February 10th, 2021

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.
Incredibly user friendly and easy to use
October 29th, 2020

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
Love using Velixo!
October 19th, 2020

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.
Happy Customers
October 19th, 2020

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
Incredibly versatile and easy to use for new users
October 15th, 2020

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!!!

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