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What is Velixo?

Velixo is an exceptional tool that seamlessly integrates with Excel, utilizing APIs to deliver real-time ERP reporting, automation, budgeting, planning, and data analysis while adhering to strict governance and formatting standards. This innovative solution enables finance and operations teams to perform self-service reporting directly within Excel, empowering them to manage their responsibilities efficiently and conserve precious time. With its bi-directional connectivity to cloud ERP systems and Microsoft 365, Velixo allows for live data extraction, dynamic report creation, and one-click writeback functionalities for budgets, journal entries, project forecasts, and various ERP records. The Smart-Refresh engine significantly boosts performance through in-memory caching and incremental updates, ensuring that users always access the latest data available. Furthermore, the tool boasts specialized Accelerator functions tailored for ERP, simplifying the report creation process and facilitating smooth multi-company, multi-currency, and multi-tenant consolidations. Users can also benefit from advanced drill-down features, which provide a detailed examination of underlying transactions and simplify navigation back to specific ERP documents, thereby enhancing their comprehension of financial data. In summary, Velixo revolutionizes conventional reporting methods by optimizing workflows and equipping users with powerful analytical tools, ultimately driving better decision-making across the organization. This evolution in reporting practices ensures that teams can respond to business needs with agility and precision.

What is BudgetPak?

BudgetPak, created by XLerant, is an intuitive, cloud-based solution tailored for budgeting, forecasting, and reporting purposes. It serves mid-sized and large enterprises from various industries such as education, property management, and insurance, aiding them in boosting engagement and achieving their strategic objectives. As XLerant's leading product, BudgetPak simplifies complex processes for budget managers and finance teams alike. This Software-as-a-Service platform has garnered high praise for its user-friendly design, exceptional customer support, and quick implementation, establishing itself as a top choice for organizations seeking to enhance their financial operations. Additionally, its versatility across different sectors further strengthens its standing as a reliable financial management tool. The platform's commitment to innovation continues to attract new users looking for effective financial solutions.

Media

Media

Integrations Supported

Microsoft Excel
Acumatica Cloud ERP
Cegid HR
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Sage Intacct

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$10000.00/year
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Velixo

Date Founded

2017

Company Location

Canada

Company Website

www.velixo.com

Company Facts

Organization Name

XLerant

Date Founded

2005

Company Location

United States

Company Website

www.xlerant.com

Categories and Features

Budgeting

Not specified

Dashboard

Not specified

Data Analysis

Not specified

Data Integration

Not specified

Data Visualization

Not specified

Financial Analytics

Not specified

Financial Reporting

Not specified

Reporting

Not specified

Spreadsheet

Not specified

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Capital Asset Planning
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Version Control

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