Velixo is a modern, self-service reporting, budgeting and data automation software that seamlessly integrates with Sage Intacct from Excel.

Are you looking for a way to enhance your reporting and budgeting capabilities? Do you want to leverage the power and flexibility of Excel without sacrificing the accuracy and security of your data?

Velixo connects directly to Sage Intacct, bidirectionally, and provides you with a range of optimized features to seamlessly create reports, analyze and interact with your financials, operational or project data in real-time, all within the Excel you love and already know.

It can also push any data to your Cloud ERP, making it a real game changer for budgeting and automating data entry for data entry, data quality or key use cases.

With research indicating that 80% of users revert to Excel for further analysis after exploring alternatives, Velixo offers a compelling solution starting directly from Excel.

Key Benefits:

Self-Service reporting experience in Excel, tailored to Sage Intacct
Velixo lets users access any Sage Intacct data from Excel in the most seamless way, letting users interact with any dimension, book, and object in a flexible way, all from within Excel. Using dynamic, cell-based functions, you can create the most advanced, pixel-perfect reports, with multiple dimensions and filters that can be combined with every Excel feature that you already know. With Velixo, it will feel like Sage Intacct in Excel! 

Real-time integration
API-based data extraction with no data warehouse, Velixo offers a completely live experience letting users instantly refresh their data, drill down to transactions and leverage AI insights from within Excel.

Bi-directional, for budgeting, forecasting, and data automation
In addition to extracting real-time data for reporting purposes, Velixo lets users create or update any Sage Intacct data, in bulk and in real-time. With Velixo, you can automate the creation of General Ledger Journal entries, Budget entries, Project Estimates or any Object of the Sage Intacct platform using specially made Writeback functions. Scenarios include creating monthly adjustment journals, allocating budget entries by time or dimension, importing data, allocating data to dimensions, automating data entry, or fixing data quality issues.

Plug and Play or deploy Pre-built Templates
Don't feel like creating new reports? You may insert Velixo functions in existing Excel files to make them fully dynamic, or simply leverage the dozens of report templates built and maintained by Velixo for the community.

Smart Report Distribution & embedding
Embed Velixo reports in Sage Intacct or use Velixo's smart report distribution features to create PDF or Excel files (without formulas) that respect users' security, can be further filtered, and then distributed by e-mail.

Native Microsoft 365 App
As a modern Microsoft 365 App, Velixo is supported on Excel on Windows, Mac and Excel Online. It is fully optimized for integrations with every other Microsoft 365 app, including SharePoint Online for data storage, Teams for collaboration, Power Automate for creating automated workflows, and Copilot for AI insights.

Velixo is a multi-award winning software and a Leader in the Financial analysis category on the G2 Review platform. It is trusted by thousands of customers who give us the only perfect score of the industry.

Are you ready to try it? Click Request more info, and we will be in touch.

 

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

Price:
Annual subscription plans

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