Velixo

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with Dynamics 365 Business Central from Excel, in real-time.

With live, bidirectional connections to Business Central, Velixo enables dynamic reporting & analysis of financial and operational data, all within the Excel you already know and love. Fully native to Excel, Velixo harnesses the power of Microsoft 365, offering enhanced governance, AI-driven insights, better collaboration, and streamlined workflows.

We help organizations of all sizes in every industry grow and make automated, data-driven decisions faster using the Velixo platform, that is optimized for self-service reporting, budgeting and many data integration scenarios.

Users love Velixo for its ERP integrations, its simplicity, usability and flexibility. They feel empowered with a real-time reporting tool that they can own, that lets them produce pixel-perfect and fully dynamic reports of any shape or form. Velixo fully supports live data analysis through drilldown to transactional data within Excel or within their ERP, and users can get further insights from built-in AI assistant tools and report distribution features.

But Velixo isn’t just a multi-awarded reporting tool. Thanks to its Writeback features, we enable pushing any data back to your ERP from Excel. Journal transactions, budgets, project forecasts, or any data to any object of your ERP in real-time from Excel. Those features allow users to automate many workflows and achieve significant time savings that boost their productivity and competitiveness.

Velixo is trusted by thousands of companies for:

• Financial Reporting & Analysis
• Budgeting & Planning
• Multi-Company Consolidation
• Operational Reporting
• Dimensional Accounting
• Cost Forecasting
• Process Automation
• Bulk Data Entry/Upload

Montreal, Quebec, Canada