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Bring Acumatica and Excel Together with Velixo

Bring Acumatica and Excel Together with Velixo

Velixo is an Excel-based reporting tool that was engineered by Acumatica experts for Acumatica. This is the only reporting tool of its kind built specifically for Acumatica.

Velixo gives you the ability to push and pull data between Velixo and Acumatica, providing better visibility of your data. This two-way data environment eliminates the need to constantly export your data.

Velixo Reports

One key feature is Velixo Reports – an Excel ribbon with more than 80 unique functions designed to seamlessly retrieve Acumatica data. Whether you're pulling financials, project reports, or generic inquiries, these functionalities will streamline your reporting process.

Smart Drilldown

In addition, Smart Drilldown capabilities allow you to analyze calculations at a detailed level for even more insight. Velixo supports live views of Acumatica data while building reports – all data is live and refreshable with a single click. Velixo also mirrors the permissions that are set up in your Acumatica account, ensuring that the right data is accessible to the right people.

sva-consulting-insights-blog-sreamlined-automation-with-acumatica-intergrationInsight: Streamlined Automation with Acumatica Integration

Getting Started

Getting started is easy – simply login with your Acumatica credentials to begin building Excel spreadsheets that instantly include Acumatica data. Every function is documented through the Excel IntelliSense feature, and there’s no learning curve.

Working with Velixo is as easy as Excel, with the added power of Acumatica Analytical Reports. In addition, Velixo operates on an unlimited user model, meaning no hidden costs for adding new users.

Velixo isn't just another add-on – it's a solution created from a first-hand understanding of users' challenges. Velixo offers a powerful tool for streamlined, efficient, and effective reporting.

To learn more about Velixo and how it can help you take your Acumatica data to the next level, contact SVA.

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Authored by: Andrea Hayes

Authored by Andrea Hayes

Andrea is a Principal for SVA Consulting, LLC, a member of the SVA family of companies. Andrea has a BA from University of Wisconsin, Madison and more than fifteen years of analyst and consulting experience in the private and public sectors. She has expertise forming vision and strategy to help small to mid-size businesses utilize people, processes and technology to optimize operations and realize their goals. Andrea has a diverse background merging analytics, consulting and strategy. She has played a pivotal role in numerous, large scale, ERP, analytics, and data integration implementations across a variety of industries. Prior to joining SVA Consulting, Andrea worked at an affective neuroscience laboratory, contributing to study design, managing analyzing data, and writing grants. She is also published in Nature Neuroscience Journal. Andrea has experience working in the life sciences industry as a management consultant for clients specializing in medical affairs.

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