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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 Toolpack?

Once you integrate your data, you can choose from our premier applications and utilize insights derived from the contributions of over 2,000 customers for budgeting, reporting, and analytics through Microsoft Excel and data-focused content packs in Microsoft Power BI. We strive to continuously enhance our data-driven business applications by actively integrating user feedback into our development process. If you can imagine it, we are dedicated to making it a reality. Our solutions harness the latest technologies from Microsoft, providing support through a versatile data model that can function in the cloud, on-premises, or in a hybrid setup, thereby maximizing the capabilities of both Microsoft Excel and Power BI. By working in close partnership with our clients, we focus on customizing our services to align with their unique requirements and goals. In doing so, we ensure that our clients not only receive tailored solutions but also experience a transformation in their data management practices.

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

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$49 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Toolpack Solutions

Date Founded

2002

Company Location

Denmark

Company Website

www.freeyournumbers.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

Asset Planning

Business Intelligence

Not specified

Business Process Management

Business Rules Management
Collaboration

Financial Reporting

Not specified

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