Velixo

Languages supported: English, French

9.0/10 (Expert Score) ★★★★★
Product is rated as #7 in category Financial Analysis Software
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Velixo Reports is an Excel-based reporting tool that was built by ERP experts and works with Acumatica, MYOB Advanced and CEGID XRP Flex. It compliments your ERP program by allowing you to build financial and project reports in Excel with live ERP data, in less than 5 minutes.

Velixo can be used in every industry, from retail to service based business, construction and project management and manufacturing. No matter what industry you’re in, Velixo can help leverage your data and make reporting easy.

Save time importing and exporting data manuallly from your ERP. Not only does this leave room for human error, but manually entering data takes up valuable time. Velixo will connect directly to your ERP and take the data you need into Excel. With functions like Smart Refresh, Velixo will automatically refresh data so you’re always working with the most up to date information.

Other great features include:

Enhanced Generic Inquiry Functions, General Ledger and Project Functions
Over 60 extra functions added to your Excel toolbar
Consolidate data from multiple companies or tenants in the cloud or on-premise
Lightning Fast Display: Data is loaded & refreshed in a matter of seconds.
Full control over the data to be included in any calculation.
Unlimited Excel Users, at no extra charge.
Budget Writeback: Retrieve multiple budgets or forecasts, report them in Excel
GL Writeback = Create and post GL entries without leaving Excel
Automated report distribution
Zero learning curve!

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Customer Reviews

Velixo Reviews

Francis W.

Advanced user of Velixo
★★★★★
Recommended to all my MYOB Advanced clients

What do you like best?

This allows clients to access their data and create reports for their business requirements simply and easily in a tool they already know how to use. Financial Controllers and finance users can escape from their old disconnected reports which were time consuming to create, maintain and manipulate. In Velixo once the reports are setup, it just matter of hitting the refresh button! The new Generic Inquiry functionality opens the program up the the rest of the data in Advanced, not just the Financial (GL) and Projects modules. Report distribution is also easy. It really is a low cost high value-add solution, a 'no brainer' really.

What do you dislike?

Nothing it's really hard to find something to dislike.

Recommendations to others considering the product:

If you have disconnected financial reports with your MYOB Advanced system, this is a no brainer. Any report can be written from the Advanced data with Velixo.

What problems are you solving with the product? What benefits have you realized?

Providing clients with the ability to write their own reports without relying on us to write reports for them all the time, or being hamstrung but the standard report offering in Advanced.

Review source: G2.com

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