Maximizing Your Acumatica Experience with Velixo

For Acumatica users looking to enhance their reporting and data management capabilities, Velixo offers a powerful, intuitive solution that integrates seamlessly with Excel. Implementing Velixo provides a natural extension to existing workflows, allowing you to keep working in the environment you know while benefiting from direct Acumatica data connections.

Here’s how Velixo can elevate your reporting and streamline your business processes.

Key Features of Velixo for Acumatica Users

1. Excel Integration Without Sacrifice

Velixo doesn’t take away your ability to use Excel as you normally would. Instead, it enhances Excel by allowing you to connect directly with Acumatica data. Whether it’s General Ledger (GL) data, Accounts Receivable (AR), Accounts Payable (AP), inventory, or custom inquiries, all the data you need is available in Excel. This integration allows you to write data back into Acumatica for processes like forecasting, budgeting, and creating journal entries.

2. Time-Saving Report Distribution

With Velixo, you can automate report distribution based on customizable filters. Whether you need to send financial reports to managers across multiple branches or share custom reports with external stakeholders, the platform enables easy customization and delivery in formats like Excel or PDF. You can distribute specific parts of a report, filter by department or region, and ensure the right information reaches the right people without unnecessary complexity.

Insight: Bringing Two Worlds Together - Acumatica and Excel - With Velixo

3. Ease of Implementation and Security

Velixo is easy to implement—requiring only a quick download and setup. There’s no extensive configuration or new systems to learn. Users have full control over access permissions, which are mirrored from Acumatica, so security remains centralized and simple to manage. This ensures that sensitive financial data remains in the hands of authorized users only.

4. Solving Common Reporting Challenges

Manual reporting processes can be cumbersome, but Velixo provides a solution by enabling the creation of reusable report templates and drop-down menus. These tools help reduce manual work, ensure accuracy, and eliminate the silos of data that can plague organizations.

5. Advanced Reporting Features

You can consolidate data from multiple companies, divisions, or branches within Acumatica, and filter reports down to specific metrics that matter most. The API integration between Acumatica and Velixo guarantees that you’re always working with up-to-date and accurate data.

Insight: Unlock the Power of the Acumatica Mobile App

6. Customizable and Scalable

The flexibility of Velixo allows users to build reports tailored to their business needs. Whether you’re handling multiple entities, complex project budgets, or daily financial reporting, Velixo’s capabilities grow with your business. For example, you can set up multi-layered reports for specific departments or products and perform sophisticated budgeting and forecasting tasks with ease.

Velixo turns Excel into a more powerful tool for Acumatica users, simplifying everything from daily financial tasks to complex reporting and budgeting. With features designed to save time and reduce manual effort, Velixo empowers businesses to achieve more with their data—while staying in the familiar environment of Excel.

Whether you’re managing multiple branches, handling complex projects, or distributing tailored financial reports, Velixo helps ensure accuracy, efficiency, and real-time insights.