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See Velixo, Excel Based Reporting in Action: Nov 9th

Velixo is Excel based reporting for Acumatica

Our Acumatica consultants and customers love the Velixo Reporting tool  

In fact one of our financial consultants has been requesting that we schedule a webinar to review the write-back capabilities since that feature was released.  If you are not familiar with Velixo, then join us to learn more, but in a nutshell the tool uses Excel to generate reports and was designed specifically for Acumatica Cloud ERP.

Gabriel Michaud started Velixo in 2017 after he saw a need for an Excel based financial reporting tool for Acumatica.  Gabriel is now an important member of the Acumatica Community and is always reaching out to help other Acumatica users.  He has grown the Velixo user base into 1,000 by the end of the month and I am sure they will reach the thousand mark soon!  Now Velixo not only can be used for GL reporting, but also Projects, Construction, and Write-back feature that can be used for data migration and more.  example1

Clients First is pleased to be a Velixo Partner and invite you to our presentation of this versatile solution on November 9th at 12 PM Central Time.  If you are interested in any of the items in the following list, then join is for this presentation of Velixo.  In addition to P & L reports, you can create cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, project progress reports are just some examples of what customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.

  • Connect your Excel to Acumatica Data instantly with your ERP login
  • View live data results while building your reports
  • Simplify month-end close
  • Drilldown to source data by right clicking on any cell
  • Produce financial reports by date or week
  • Complete consolidations with eliminations
  • Collaborate on budgets and budgeting
  • Create reports using Generic Inquiries
  • Easy report distribution 

Watch the recording here! 


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