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

Are you looking for a way to enhance your Project management reporting and cost forecasting capabilities? Do you want to boost the productivity of your project managers and improve your project accounting workflows? Are you missing the power and flexibility of Excel, yet don't want to sacrifice the security and centralization of your data?

Then look no further! Velixo's seamless integration with Sage Intacct enables real-time, bidirectional data extraction and data push workflows with Sage Intacct, all within the Excel you love and already know. It's self-service and easy to use!

Velixo comes with a range of pre-built reports, tools and specially-made features for the Construction industry to significantly boost the productivity of project managers and accountants.

Key Benefits:

Velixo for Sage Intacct Construction's capabilities and report templates include:

Cost at Completion Forecasting
Project managers are enabled to accurately track costs at the cost code level, forecast their projects' cost at completion and directly upload forecasts as estimates to Sage Intacct, ensuring up-to-date and precise project cost management.

Work-In-Progress (WIP) Report
A dynamic and configurable WIP report tailored for accountants. This tool helps monitor over/under billings, allow drilling down to more details, and can create WIP adjustments directly in Sage Intacct. Integrated with the Cost To Complete forecast reports, it provides a smooth workflow for comprehensive project financial management.

Commitment Detail by Cost Code and Monthly Billings to Cost analysis
Simplify tracking and analysis of the entire lifecycle of purchase and subcontract orders. Easily analyze timesheet entries and AR invoices by time, project, cost code, employee, and vendor for more insights and better project control, all within Excel.

Pay When Paid Report
Designed for finance professionals, this report enhances cash flow management by synchronizing vendor payments with receivables. Monitor projects' AR and AP, pay vendors when cash is received, and automatically create AP payment requests in Sage Intacct, from the report.

Substantiated Billing Automation
An essential part of the Draw Request process, this set of features and reports seamlessly integrates with Sage Intacct to list all AP Bills and automatically create a single PDF document with all attachments as supporting documents. It can also optionally automate the distribution of the report by email, ensuring timely and accurate billing processes.

Data Quality and Data Input Tools
Using Velixo's Universal Writeback features, users can create or update records in any object of Sage Intacct. Quickly identify issues such as blank fields or erroneous entries. Fixing data is straightforward with Excel, and Sage Intacct records can be updated in bulk and in real-time, enhancing data quality and automating data entry.


Why Velixo for Sage Intacct Construction?

• Natural bridge between Sage Intacct and Excel.
• Seamless integration: Velixo speaks Sage Intacct's language and integrates with key Sage features: Dimensions, Objects, ensuring data consistency and reliability.
• Construction-specific features and reports: Tailored features and reports designed to address the unique challenges of the construction industry.
• Self-service and ease of use: User-friendly Excel interface familiar to finance and project management professionals.
• Real-time: Always have access to the most current data for better decision-making and forecasting.
• Forecasting and Live data input to Sage Intacct: create WIP adjustment journals, project estimates; fix data quality issues in bulk, with a click of a button.

Velixo’s reporting and forecasting solution for Sage Intacct Construction empowers your team with the tools they need to manage projects efficiently, control costs, increase their productivity and ensure financial accuracy.

Ready to try it? Let's get in touch!
 

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

Price:
Simple subscription plans

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