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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 Lido?

Gather, evaluate, and present all your information in a unified spreadsheet format. With just a few clicks, linking your data becomes a straightforward process that requires no coding skills. Effortlessly consolidate and complete company details from over 20 popular databases and SaaS platforms, including Facebook, Google, and Snowflake. You have the freedom to create customized dashboards for distribution, removing the burden of unappealing charts and tedious formatting work. Data integration from multiple sources operates seamlessly, akin to the functionality found in Excel or Google Sheets. The ability to manipulate your data enables you to generate various insights, allowing you to assemble a dashboard more quickly than filing a Jira ticket. Our system efficiently proxies requests to external databases to keep track of activities while securely transmitting your credentials through the server-side. Importantly, Lido does not retain any of the information accessed from your databases or third-party SaaS services on its servers. Security is paramount; all data is encrypted, ensuring that your information in transit is protected by TLS, and your stored data is secured with AES-256 encryption, making it inaccessible to unauthorized users. This comprehensive security framework not only enhances data integrity but also offers you peace of mind as you navigate and manage your information. Furthermore, this approach allows you to focus on analyzing data rather than worrying about potential security threats.

Media

Media

Integrations Supported

Microsoft Excel
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word

Integrations Supported

Microsoft Excel
Facebook
Google
Google Ads
Google Analytics
Google Sheets
InfStones
Instagram
Intercom
Klaviyo
MySQL
Salesforce
Shopify
Stripe

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Velixo

Date Founded

2017

Company Location

Canada

Company Website

www.velixo.com

Company Facts

Organization Name

Lido

Date Founded

2019

Company Location

United States

Company Website

www.lido.app/

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

Data Visualization

Not specified

Spreadsheet

Not specified

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