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.
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