Easily connect Excel to Your Acumatica Data

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.

View Live Results While Building Reports

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. In brief, everything you know and love about Excel works just like you’re used too.

Save Days of Work with Smart Refresh

No more exports or manual entries required. Velixo Reports always gives you up-to-date information. Thanks to Smart Refresh, new data is updated quickly, allowing you to refresh even the most complex report in just a few seconds.

Build Any Type of Reports

We won’t judge you if you only use it for your P&L, but 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.

Automatically Share Reports

Automatically email, export, or share multiple versions of the same report with a single click. Report distribution is customizable so you can include different tabs or set specific parameters based who’s going to receive it.

Easily output as Excel, PDF or Values. For more security, we’ve added the possibility to optionally password protect the files.

Secure Your Access

Use the same login and password that you use when connecting to Acumatica from a web browser. You can restrict access to specific roles and users. Branch access rights as well as account and subaccount restriction groups are also applied, allowing you to control who has access to what.

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