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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 HeronAI?

HeronAI distinguishes itself as a remarkably user-friendly analytics platform that transforms the traditionally cumbersome manual analysis process into quick, actionable insights and automated dashboards generated in just minutes. It seamlessly connects with QuickBooks and Excel spreadsheets, enabling it to gather and standardize financial and operational information, while also offering customized, regularly updated reports that provide immediate access to key metrics without the need for advanced data expertise. As it gears up to accommodate over 150 different data sources and offers specialized support for Excel users, HeronAI greatly diminishes the need for manual dashboard construction, allowing team members to explore data, ask questions, and visualize results at their convenience. With its automated data pipelines and intuitive interface, decision-makers can access real-time insights into finance, sales, and operational performance, facilitating well-informed and growth-focused decisions in under ten minutes. Moreover, this platform not only simplifies data analysis but also boosts overall team efficiency and collaboration, making it an essential resource for organizations seeking to maximize their data utilization effectively. Ultimately, HeronAI empowers teams to leverage data-driven strategies that enhance their competitive edge in the marketplace.

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
QuickBooks Online

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Velixo

Date Founded

2017

Company Location

Canada

Company Website

www.velixo.com

Company Facts

Organization Name

HeronAI

Company Location

United States

Company Website

www.heronai.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

Dashboard

Not specified

Data Visualization

Not specified

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