Velixo

Products

• Velixo ReportsAC

Company Overview

Easily connect Excel to Your ERP Data

Connect using your ERP login credentials and start building Excel spreadsheets that instantly include ERP data. Velixo Reports adds a ribbon to Excel and more than 80 functions that are specially designed to work with your ERP system.

View Live Results While Building Reports

You’re always working with the most up-to-date data. Changes you make to formulas and cells are reflected immediately in your spreadsheet. Easily update the cell to see the P&L of another branch, or run it for a different financial period. To track travel expenses for a project over time, just copy the column to the right and every formula will follow. In brief, everything you know and love about Excel works just like you’re used too.

Save Days of Work with Smart Refresh

No more exports or manual entries required. Velixo Reports always gives you up-to-date information. Thanks to Smart Refresh, new data is updated quickly, allowing you to refresh even the most complex report in just a few seconds.

Build Any Type of Reports

We won’t judge you if you only use it for your P&L, but any spreadsheet that requires ERP data will benefit from Velixo Reports. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, project progress reports are just some examples of what our customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.

Automatically Share Reports

Automatically email, export, or share multiple versions of the same report with a single click. Report distribution is customizable so you can include different tabs or set specific parameters based who’s going to receive it.

Easily output as Excel, PDF or Values. For more security, we’ve added the possibility to optionally password protect the files.

GL & Budget Writebacks

Create and post GL entries without leaving Excel. The content and amounts of the GL entry can be dynamic and based on Excel formulas.

Moreover, you can retrieve multiple budgets and forecasts and report them in Excel. Simply adjust the number or apply your own budget model and write back the modified budget to your ERP.

Get to the bottom of everything with 
Smart Drilldown

Right-click on any cell and get detailed insight into the data referenced in a calculation. You can drill all the way down to the original document in your ERP and review any note, activity or file attached to it. Smart Drilldown lets you analyze formula cells that reference other cells, such as a Gross Profit or Net Income calculation, and will even show you where the Velixo Reports functions were found. Smart!

Consolidate Data From Multiple Sources

Multiple companies, multiple tenants, public cloud, private cloud or on-premise installations – Velixo Reports can consolidate your data in a single Excel spreadsheet while maintaining full history. If you can access it from your web browser, Velixo Reports can connect to it.

Secure Your Access

Use the same login and password that you use when connecting to your ERP from a web browser. You can restrict access to specific roles and users. Access right and other restrictions are applied, allowing you to control who has access to what.