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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 FlexiEPM?

Finance teams in mid-size and large companies use FlexiEPM to run budgeting, reporting and consolidation on one central database instead of dozens of spreadsheets. Excel stays the working interface, so adoption is fast. What changes is what sits behind it: controlled versions, permissions, business logic and an audit trail. Results from client projects: INTER Polska: over 100 allocation rules automated; data consolidation and refresh reduced from up to two days to about 15 minutes. Grupa Żywiec: bonus reserve preparation cut from two or three days to a few hours. Grupa WeNet: financial statement preparation reduced from up to two weeks to around three days. Wirtualna Polska Holding: consolidation of around 50 companies in 6 currencies. Scope: budgets and rolling forecasts, management and financial reporting, group reporting, cost allocation and profitability management, IFRS 16, personnel cost planning. By FlexiSolutions: 60+ implementations, 500+ users.

Media

Media

Integrations Supported

Acumatica Cloud ERP
Azure CDN
Cegid HR
Infor LN
Infor SunSystems
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
OPTIMA
Odoo
Sage Intacct
SugarCRM
enova365

Integrations Supported

Acumatica Cloud ERP
Azure CDN
Cegid HR
Infor LN
Infor SunSystems
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
OPTIMA
Odoo
Sage Intacct
SugarCRM
enova365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

From 750 euros per month
FlexiEPM is licensed as an annual subscription, quoted individually for each organization. Implementation services are priced separately.

The subscription depends on:

number of users; number of companies and reporting entities; selected modules; integrations with ERP, HR, accounting and BI systems; deployment model (cloud or on-premise); support level; complexity of finance processes.

Implementation is scoped after an analysis of your processes, data sources and reporting requirements, so the budget and the timeline are known before the project starts.

FlexiEPM is modular. Organizations can start with a single process, such as consolidation or budgeting, and extend the scope later, which spreads the investment over time.

A consultation and a demo based on your own reporting process are available at no cost. A proof of concept on real data can be arranged during the scoping phase.

Contact us for a quote.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
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

Flexi Solutions sp. z o.o. sp.k.

Date Founded

2016

Company Location

Poland

Company Website

flexiepm.pl/en/

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Categories and Features

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