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Bringing Two Worlds Together – Acumatica and Excel – with Velixo

PRESENTED BY
Jon Rosene
Duffy Cohen

Discover how Velixo bridges the gap between Acumatica ERP and Microsoft Excel, enabling real-time reporting and deeper data insights directly inside the spreadsheet environment you already know and trust.

Key takeaways

  • Learn how to generate real-time Acumatica reports directly inside Excel without manual exports.
  • Discover how to use Velixo’s Excel-based functions to pull live ERP data instantly.
  • Understand how to drill down into transactional data for deeper financial visibility.
  • Explore how to maintain data security and accuracy while working in a flexible Excel environment.

Ready to transform your business?

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