Excel-Based Reporting for Acumatica
Acumatica is a fully-integrated ERP system that stores a treasure trove of business data. With access to so much business data that is updated in real-time, having a familiar solution that can translate that data into business relevant information is the edge every business needs on their competition.
How Velixo Can Help
Velixo was built from the ground up for Acumatica, by Acumatica experts. Velixo connects Microsoft Excel to Acumatica so you can build reports and perform analysis on General Ledger, Project data, and Generic Inquiries – in a familiar Microsoft Office line-of-business solution.
Once Microsoft Excel is connected to Acumatica using Velixo:
- You have access to a new toolbar in Microsoft Excel
- You have access to over 60 Acumatica-specific functions
- You have the tools needed to build Acumatica reports in an familiar interface
- You have access to SmartDrill downs for deeper analysis, Smart Refresh to get updated report information in seconds, write backs to GL, Budgets, and Project forecasts.
To make good decisions your business needs access to current and intelligent information, check out Velixo can make that a reality for your business today.
Hear What Finance Teams Say About Velixo
Why Use Velixo to Build Excel-Based Reporting for Acumatica
View Live Results While Building Reports
Changes you make to formulas and cells are reflected immediately in your spreadsheet. With Velixo, you’re always working with the most up-to-date data.
Save Days of Work with Smart Refresh
No more exports or manual entries required. Thanks to Smart Refresh, data is updated quickly, allowing you to refresh even the most complex report in just a few seconds.
Get to the bottom of everything with Smart Drilldown
Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, and project progress reports are just some examples of reports you can create with Velixo Reports.
Automatically Share Reports
Automatically email, export, or share multiple versions of the same report with a single click. Report distribution is customizable so you can include different tabs or set specific parameters based who’s going to receive it.
GL & Budget Writebacks
Create and post General Ledger entries without leaving Excel – the content and amounts of the General Ledger entry can be dynamic and based on Excel formulas.
Moreover, retrieve multiple budgets and forecasts and report them in Excel – and write back any budgets adjustments directly to Acumatica.
Consolidate Data From Multiple Sources
Multiple companies, multiple tenants, public cloud, private cloud or on-premise installations of Acumatica – Velixo Reports can consolidate all of your data in a single Excel spreadsheet.
Learn More About Velixo
Velixo provides a powerful reporting solution that helps your business turn financial data into actionable business information, simplifies analysis, and makes it easy to perform business-specific calculations that you can write back to Acumatica.
Check out this whitepaper to learn more about how your team can start building Acumatica reports and financial tools in Microsoft Excel.
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Contact WAC Solutions Partners Today, and a member of our team will connect with you to discuss how we can help take your business to the next level.
