Built by ERP experts for Sage Intacct users, Velixo augments the core reporting, budgeting and planning experience of Sage Intacct. It is optimized for organizations of any size, in any industry looking to accelerate business outcomes through better visibility, efficiency, simplicity and automation.

As a self-service Excel add-in that provides full governance and deep integrations with Sage Intacct, Velixo offers users a seamless and real-time reporting and planning experience within the comfort of the Excel they love. After all, 80% of users who tried alternatives still end up going back to Excel for further analysis; so why not only use Excel?

Use cases range from financial reporting, financial consolidations, close management, any operational reporting on ERP data, budgeting and planning, project forecasting, data integration and business process automation.

Key Benefits:
The Velixo platform comes with a unique querying engine, pre-built Accelerator functions, smart interactivity in and out of Sage Intacct, efficient writeback and data push features. It also enables organizations with pre-built templates, consolidation, distribution, and native integrations with Microsoft 365 to achieve significant outcomes, almost instantly.
If you know how to Excel, you know how to Velixo!

Key Features

Real-time reporting & budgeting Excel-like Accelerator functions Smart drilldown to explore data in Excel and in Sage Intacct Live writeback of Journals, Budgets, and project forecasts Data push for any data

Pre-built Templates Flexible and automated report distribution by email Report embedding Excel Desktop or Online, on any platform Full Microsoft 365 integrations

Differentiators
 

Self-Service with Full Governance Own your work in a controlled way. SSO and per-user security synchronised with Sage Intacct. Fully interactive reporting, budgeting, and analysis. Can be centrally hosted on SharePoint.	Have It Your Way Natively Excel, so you can create reports that are pixel-perfect, with one-cell values, notes, etc... the way you want! Available on Excel Desktop, Excel Online, on Windows or Mac.
Zero Learning Curve If you know how to Excel, you know how to Velixo! Limited training required, you’re up to speed in no-time. No programming language to learn. Excel-like Accelerator functions and pre-built templates.	Peace of Mind You can trust the data; it’s fully synchronised with Sage Intacct and updated in real-time. Velixo is constantly updated and refined. Backed by a large community of partners and customers.
Grow Without Worry Simple, upgradable subscription plans. Unparalleled performance and scalability. No extra platform or software required. Migrate your existing Excel reports in hours, not days if not months.	Real-time data push & Integration efficiency Real-time data push for automating business processes. Fully integrated to Microsoft 365 for extra governance, enterprise collaboration, and advanced workflows.

 

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

Price:
On request

Integration Approved Countries:
Australia; United Kingdom; United States; South Africa;