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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 Orion?

Every organization experiences success in its own distinct manner. Our specialization focuses on implementing technology that is customized to meet a wide array of needs, enabling advisors in different business models to fulfill their fiduciary responsibilities efficiently. We aim to create solutions that go beyond simple technological advancements, fostering a transformative environment that promotes innovation, questions conventional practices, and prepares you for lasting success. By building a robust technological framework with over 100 integrations, you can maintain data integrity through daily reconciliations conducted domestically. Improve teamwork through a versatile client interaction experience, while trading is optimized with a tax-efficient rebalancer. Additionally, you can design tailored SMA investment portfolios and boost your revenue streams with personalized fee and payout structures, leading to sustainable growth for your practice. In the end, our holistic strategy is crafted not just to help you achieve your objectives but to surpass them significantly. This approach empowers you to adapt to the evolving market landscape while ensuring long-term viability and success.

Media

Media

Integrations Supported

Acumatica Cloud ERP
Cegid HR
Co-Pilot
FP Alpha
MYOB Acumatica
Microsoft Excel
Microsoft OneDrive
Microsoft SharePoint
Microsoft Teams
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep

Integrations Supported

Acumatica Cloud ERP
Cegid HR
Co-Pilot
FP Alpha
MYOB Acumatica
Microsoft Excel
Microsoft OneDrive
Microsoft SharePoint
Microsoft Teams
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Orion Advisor Technology

Date Founded

1999

Company Location

United States

Company Website

orionadvisortech.com

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

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

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

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