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What is gini?

Transition from dependency on static spreadsheets by incorporating automated data streams from your portfolio companies. Leverage sophisticated anti-fraud algorithms to identify potential irregularities effectively. Gain seamless access to both public and private comparables for conducting discounted cash flow evaluations. Create accurate cash flow forecasts within minutes to enhance decision-making efficiency. Receive a detailed financial report every month, eliminating the need for manual data updates. Ensure that your spreadsheets automatically refresh with the most up-to-date information, allowing for real-time analysis. Identify inconsistencies and raise important inquiries right from the beginning. If you are investing and are not encountering financial fraud, it may be due to a lack of detection mechanisms in place. Upgrade your data collection strategies to ensure you have accurate, real-time insights into your investments. Acquire comprehensive financial data on your current and potential assets, moving away from outdated Excel files and cumbersome reminder emails to your portfolio companies. Improve your data acquisition method by embedding live updates into your models and spreadsheets on a daily basis. This shift not only conserves time but also significantly enhances the precision of your financial evaluations, ultimately leading to better investment decisions in the long run. By streamlining your processes, you can focus more on strategic growth rather than administrative tasks.

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.

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
QuickBooks Online
Sage Intacct

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
QuickBooks Online
Sage Intacct

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

gini

Company Location

United States

Company Website

www.gini.co

Company Facts

Organization Name

Velixo

Date Founded

2017

Company Location

Canada

Company Website

www.velixo.com

Categories and Features

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

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

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