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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 Peaceful Mindful Pocket?

Take charge of your financial situation with automated budgeting tools and professional assistance. We've streamlined the budgeting process: Seamless transaction imports AI-driven classification of transactions Begin with a complimentary one-on-one coaching session Options for managing both personal and business budgets Comprehensive E-book Guide Whenever you need assistance, our team is readily available to support you. We provide two membership options: Premium Annual Plan $130 per year Includes a 30-day money-back guarantee, no questions asked You can cancel anytime after 30 days for a prorated refund Lifetime Pass $400 one-time fee Comes with a 30-day money-back guarantee Cancellation is not available after 30 days Both plans encompass: A budgeting application Support for multiple budgets, whether personal or business Live chat assistance One personal financial coaching session (valued at $125) Templates for various financial scenarios (coming soon) Automated transaction tools (coming soon) Community support for products and financial coaching Free personal finance guide E-book With these offerings, you can confidently navigate your financial journey while having access to expert assistance whenever needed.

Media

Media

Integrations Supported

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

Integrations Supported

Stripe

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$130/year
$400 lifetime plan

Paid plans include a free 1on1 coaching with a financial coach

Students are free with valid student email
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour 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

Peaceful Mindful Pocket

Date Founded

2024

Company Location

United States

Company Website

peacefulmindfulpocket.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

Balance Sheet
General Ledger

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