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Velixo Reporting provides a tight integration and leverages the unique capabilities of your MYOB Acumatica solution

Build your own reports in Excel with live ERP data in less than five minutes

With Velixo, you will always be working with up-to-date data. Automatically email, export, or share multiple versions of the same report with a single click. Report distribution is customisable so you can include different tabs or set specific parameters based on who’s going to receive it.

It’s as easy as Excel, and as powerful as MYOB Acumatica Analytical Reports.

Why MYOB Velixo Reporting?

  • Streamline reporting and analysis using a familiar tool (Excel)

  • Financial reporting made easy with GL and budget writebacks

  • Create and post GL entries without leaving Excel

  • Build any type of report with charts, graphics and KPIs

  • Smart drilldown to original document in MYOB Acumatica

  • Secure access - restrict access to specific roles and users

  • Email, export, or share multiple versions of the same report with a single click

  • Unlimited users - grant access to anyone who needs it, at no extra charge

  • Data is loaded and refreshed in a matter of seconds.

  • Ensure key stakeholders get access to information that matters in a timely manner using Velixo’s distribution feature.

If you know how to use Excel, you know how to use Velixo.

This demonstration video shows Velixo integrated with MYOB Acumatica.

Easily connect Excel to your MYOB Acumatica data

It’s simplicity of installation and execution means your entire team can benefit from Velixo. Simply connect using your Acumatica login credentials and start building Excel spreadsheets that instantly include Acumatica data. Velixo Reports adds a ribbon to Excel and more than 50 functions that are specially designed to work with general ledger, project data and generic enquiries.

Save days of work with Smart Refresh

No more exports or manual entries required. Velixo Reports always gives you up-to-date information. Thanks to Smart Refresh, new data is updated quickly, allowing you to refresh even the most complex report in just a few seconds.

Build any type of report

Don't just use it for your P&L, any spreadsheet that requires MYOB Acumatica ERP data will benefit from Velixo Reports. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, inter-company sales eliminations, project progress reports are just some examples of what customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.

Consolidate data from multiple sources

Multiple companies, multiple tenants, public cloud, private cloud or on-premise installations of Velixo Reports can consolidate your data in a single Excel spreadsheet while maintaining full history. If you can access it from your web browser, Velixo Reports can connect to it.

Helm listens and adds value

"Helm has had a good understanding of our needs right from the start. They’ve got an eye out for ways to help us. Coming up with the Russian programme (optical character recognition) was really innovative. It shows they listen and add value." 
Roger Bull, Red Circle

Keen to find out more?

Contact us today to find out how Velixo Reporting can create efficiencies for your team and in your business.


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