Connect using your Acumatica login credentials and start building Excel spreadsheets that instantly include Acumatica data. Velixo Reports adds a ribbon to Excel and more than 50 functions that are specially designed to work with general ledger, project data and generic inquiries.
You're always working with the most up-to-date data. Changes you make to formulas and cells are reflected immediately in your spreadsheet. Easily update the cell to see the P&L of another branch or run it for a different financial period. To track travel expenses for a project over time, just copy the column to the right and every formula will follow.
Any spreadsheet that requires Acumatica ERP data will benefit from Velixo Reports. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, project progress reports are just some examples of what our customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.
Create and post GL entries without leaving Excel. The content and amounts of the GL entry can be dynamic and based on Excel formulas. Moreover, you can retrieve multiple budgets and forecasts and report them in Excel. Simply adjust the number or apply your own budget model and write back the modified budget straight in Acumatica.
Allow employees to concentrate on activities that are important by providing your them with the tools they need to do their job better.
Save time and money by reducing the time it takes to build and generate reports. Reduce errors and therefore reduce financial risk.
Seamless integration to and easy sharing features allow for increased interdepartmental communication and collaboration.
Real-time access into reporting providing your team with easy access to critical data and KPIs.
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