• Reporting, planning & automation in Excel

    Change the game with a product that is fully integrated to Sage Intacct and Microsoft 365.

  • 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
    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

    On request

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

    Founded in 2017, Velixo has grown to become a global software company with thousands of customers across the world. 
    We are a fun and diverse team of tech and ERP professionals with a passion for user experiences and solving the real problems that bring real value to users. We think that's why everyone loves Velixo, they can feel this drive and passion in our product and our interactions with them!

    Phone: (855) 583-5496
    Website: https://www.velixo.com/
    Year Founded: 2017
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