Velixo

Velixo is a real-time reporting, budgeting, and data automation platform that operates directly inside Microsoft Excel, creating a live bidirectional connection between familiar spreadsheets and cloud ERP systems including Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. Rather than relying on data exports, nightly refreshes, or separate business intelligence tools, Velixo delivers live ERP data into Excel cells the moment a user refreshes, and allows finance teams to push journals, budgets, project forecasts, and other data back to the ERP from the same workbook. Core capabilities include purpose-built Accelerator functions for GL, AR, AP, projects, and inventory; smart drilldown from any cell into underlying ERP transactions; bulk data writeback; automated report distribution and scheduling; pre-built report templates for financial, construction, project, and nonprofit use cases; and Velixo Intelligence, an embedded AI analyst that can explain variances, troubleshoot formulas, and generate in-cell commentary without leaving Excel. The platform is best suited for finance and accounting professionals — controllers, FP&A analysts, staff accountants, and CFOs — at small to mid-market companies across industries such as construction, manufacturing, accounting services, and nonprofits that rely on a supported cloud ERP and want to eliminate the manual data extraction work that consumes the majority of a finance team's time. Trusted by over 3,400 customers across 25 countries with a 97% retention rate, Velixo is particularly valuable for organizations managing multi-entity consolidations, project cost reporting, budgeting cycles, and high-volume data input scenarios where the gap between ERP data and Excel-based decision-making creates costly inefficiencies.