VELIXO
Make Your ERP Data Work in Excel. Live.
Velixo Integration with Sage Intacct and Other Major Cloud ERPs
Every finance team eventually runs into the same wall, no matter which ERP they use. The system is doing its job. The data is there. But getting it out in a format the team can effectively use means exporting CSV files, reformatting columns, and spending time on spreadsheet gymnastics that should have been automated years ago. By the time the report is ready, the numbers are already a day old.
Velixo solves that problem. It connects your cloud ERP directly to Excel, pulling live data through Excel-native functions so your P&L, balance sheet, budget comparisons, and operational reports refresh on demand. No exports. No manual re-entry. No stale data packaged as a board deck. Velixo supports the major cloud ERPs finance teams use, including Sage Intacct.
Gray, Gray & Gray implements Velixo as part of a complete financial infrastructure strategy across multiple ERP environments, so you get the reporting and analysis capabilities your team needs built into the system from day one.
What We Do
Gray, Gray & Gray helps finance teams get more value from the cloud ERP they have already invested in. When it comes to Velixo, that means:
- Evaluate your current reporting workflow and identify where the manual steps are costing time and introducing errors.
- Implement and configure Velixo as an integrated layer on top of your existing ERP, whether that is Sage Intacct or another supported platform, tailored to your chart of accounts, dimensions, and entity structure.
- Build the financial reports your team uses, including income statements, balance sheets, cash flow statements, and budget-versus-actual comparisons, as live Excel workbooks.
- Configure multi-entity consolidation and budget writeback features for organizations that manage multiple entities or run an annual planning cycle.
- Train your finance and accounting team so they can maintain and extend their own reports without relying on outside help every time something changes.
- Provide ongoing support as your business grows, your reporting requirements evolve, and new Velixo capabilities become available.
Which ERPs Velixo Supports, and Why That Matters
One of the most useful things about Velixo is that it is not tied to a single ERP. The platform was built specifically to provide finance teams with a consistent Excel-based reporting layer across the major cloud ERPs, so the same approach works whether your organization runs on Sage Intacct or another major ERP platform.
That matters for a few reasons. If your company is growing through acquisition and you have ended up with more than one ERP across your portfolio, Velixo provides a common reporting environment that works across them. If you are considering an ERP change, you are not locking yourself into a reporting solution that will need to be replaced during migration. And if you are simply trying to standardize how your finance team works, you get the same Excel-native functions, the same Smart Refresh, the same writeback capabilities, regardless of what is sitting underneath.
For each supported ERP, Velixo connects through the platform’s native API. There is no separate data warehouse, no nightly batch job, no third copy of your financial data sitting somewhere it should not be. The connection is direct, the security model is the ERP’s own, and the data your team sees in Excel is the data in your books right now.
What Velixo Does, and Why It Is Different
Most of the tools marketed as ERP reporting solutions fall into one of two categories. Either they are read-only dashboards that show you what happened last month in a format you cannot easily change, or they are export-and-format workflows that require someone on your team to pull data out of the ERP, clean it up, and assemble it into something readable. Neither of these is what finance teams truly need.
Velixo takes a different approach. It installs as an Excel plugin and connects directly to your ERP through an API. Your financial data lives in the ERP. Velixo makes it accessible through Excel-native functions, so a cell in your spreadsheet is pulling a live value from your general ledger rather than a number that was accurate when someone last exported it. When you open the workbook and hit refresh, the data updates. You are looking at your books, not a snapshot of your books.
That matters for a simple reason. Finance teams do not just report; they analyze, model, and build scenarios. Excel is where that work happens. Velixo keeps the work in Excel while ensuring the numbers that feed it are always current and accurate.
Live Reporting: The Number in Your Spreadsheet Is the Number in Your ERP
Think about the last time your team had a disagreement about which version of a report was the right one. Two people had two different spreadsheets with two different numbers for the same line item, and resolving it took longer than it should have because tracing back to the source required opening the ERP, pulling a report, and comparing it manually to what was in the file.
Velixo eliminates that problem structurally. Because the workbook is connected to your ERP in real time, there is only one version of the data. Anyone with the workbook and the appropriate ERP credentials sees the same live numbers. The report in cell B47 reflects the GL as it is now, not what it was when someone last exported the file.
Velixo’s Smart Refresh feature handles the mechanics automatically. Open the workbook, and the data is pulled from your ERP. Close the workbook, and the data does not need to be saved out separately, reconciled against another file, or emailed to make sure everyone has the right version. It is in the workbook. The workbook is connected to the ERP. That is the whole system.
Multi-Entity Consolidation Without the Spreadsheet Gymnastics
Multi-entity organizations know their ERP handles entity-level accounting reasonably well. The harder challenge has always been producing consolidated financial statements that accurately and efficiently combine those entities. For many finance teams, that means a monthly process of exporting entity-level reports, pasting them into a consolidation template, and manually running intercompany eliminations. It works, but it can be slow and error-prone, and it has to be redone every single period.
Velixo handles multi-entity consolidation inside a single Excel workbook. You can pull from multiple entities simultaneously, apply multi-currency translation where applicable, and see consolidated results alongside entity-level breakdowns. The consolidation logic lives in the workbook in formulas your team can audit and adjust. There is no black-box consolidation engine running in parallel to your ERP. The logic is transparent, and the numbers are traceable.
For ownership groups managing two, three, or more legal entities, that visibility changes how quickly you can answer the questions that matter. Is the entity we acquired last year producing the margins we underwrote? Which subsidiary is carrying the most working capital pressure? How does the combined cash position compare to what we projected? With Velixo, those questions get answered in minutes rather than the three-day consolidation sprint that typically precedes them.
Budgeting, Forecasting, and Writeback: Build It in Excel, Push It to Your ERP
Budgets are built in Excel. That is not a legacy behavior waiting to be replaced; it is how finance teams work, and for good reason. Excel gives you the flexibility to model scenarios, test assumptions, and run sensitivity analysis in ways that purpose-built budgeting tools often do not. The problem has never been using Excel for budgeting. The problem has been that once the budget is approved, someone has to re-enter it into the ERP manually. That is a time-consuming process and a meaningful source of data entry errors.
Velixo’s writeback feature closes that gap. Your team builds the budget in Excel using Velixo’s templates or their own workbooks. When the version is finalized and approved, Velixo pushes the numbers directly into your ERP in bulk. The budget is in the ERP. The audit trail follows it. The manual re-entry step disappears.
The same writeback capability applies to journal entries, AP bills, AR invoices, and other records. If your team currently enters that type of data through the ERP user interface one record at a time, Velixo can automate the bulk of it. Upload a vendor invoice file from a bank portal export. Push a batch of journal entries from a data migration. Enter a hundred AP bills from a CSV file without opening the ERP’s data entry screen once.
Drill Down: From Summary to Source Record in One Click
One of the most underappreciated capabilities in Velixo is also one of the most practical. When a number in your workbook does not look right, whether it is a line item that seems high, a variance you cannot immediately explain, or a project cost that has run ahead of the forecast, Velixo lets you drop into the underlying transactions without leaving the spreadsheet.
Click the cell. Velixo opens the transaction detail behind it. You can see the individual entries that make up that number, pivot and filter the results, and jump directly to the source record in your ERP if you need to make a correction. What used to require switching between Excel and the ERP, pulling separate reports, and matching up transaction IDs is now a single click from the summary line you were already looking at.
For Controllers and finance managers who spend meaningful time each month investigating variances and reconciling accounts, that is not a minor convenience. It is the difference between a monthly close that takes two weeks and one that takes three days.
Velixo Intelligence: An AI That Thinks in Finance and Answers in Excel
Velixo has built an AI layer directly into the Excel environment. Rather than requiring you to export data to a separate AI tool, summarize it manually, or copy and paste results back into your workbook, Velixo Intelligence sits inside Excel alongside your formulas.
You can ask it to summarize a sheet, identify the drivers behind a variance, debug a formula that is not producing the right result, or write a query against your ERP data. The response comes back in Excel. The workbook you already had open is the interface. No context switching. No separate subscription to manage. No learning a new tool.
Implementation by People Who Already Know Your Financial Platform
Adding Velixo to an ERP environment is not a standalone technology project. It is a reporting strategy, and the value you get from it depends heavily on how well it is configured to align with your organization’s financial management.
Gray, Gray & Gray brings both pieces to the table. We work across the major cloud ERPs Velixo supports, including Sage Intacct and others, and we are a certified Sage Intacct Business Partner. When we implement Velixo for a client, we are not learning the chart of accounts and the dimension structure for the first time. We already understand how cloud ERPs organize financial data, what the reporting requirements typically look like for organizations of your size and complexity, and how to configure Velixo so that the reports your team needs on day one are already built and ready to go.
A typical Velixo implementation covers the connection and configuration between Velixo and your ERP instance, the build-out of core financial reports in Excel, the setup of multi-entity consolidation if applicable, the configuration of budget and writeback workflows, and training for your team. Most implementations are operational within a few weeks, and many clients find the time they recover in the first month of use more than justifies the investment.
Who We Work With
Gray, Gray & Gray provides Velixo implementation and support services for organizations running cloud ERPs across a wide range of industries, including organizations that fit any of these descriptions:
- Finance teams whose reporting workflow still relies heavily on manual exports and spreadsheet assembly, and who want to eliminate that process without replacing Excel.
- Multi-entity organizations managing two or more legal entities that need consolidated financial statements without a monthly spreadsheet consolidation project.
- Finance teams running an annual budgeting cycle that currently involves building budgets in Excel and then re-entering approved numbers into the ERP by hand.
- Controllers and CFOs who want transaction-level drill-down capability from summary reports without having to leave their workbook to find it.
- Growing companies that have added complexity to their ERP environment and need their reporting infrastructure to keep pace.
- Organizations operating on more than one ERP across a portfolio of business units who want a consistent reporting layer that does not depend on the underlying platform.
- Organizations preparing for an audit, a financing event, or a sale that need clean, auditable financial reporting they can produce quickly and defend confidently.
Get the Reporting Infrastructure Your ERP Investment Deserves
Your cloud ERP is a powerful financial platform. Velixo makes it work the way finance teams actually work. If your team is spending meaningful time every month getting data out of the ERP and into a format they can use, that is time and money leaving your operation without adding any analytical value.
Gray, Gray & Gray can help you fix that. We know the major cloud ERPs. We know Velixo. And we know how to configure the two together so that your reporting workflow runs the way it should.
Schedule A Consultation
To schedule a consultation with our team, please contact Bill Constantopoulos, Partner & ERP Reporting Practice Lead, or complete the convenient form below.
What You'll Learn on This Page
This page is for CFOs, Controllers, Finance Managers, and Operations leaders running a cloud ERP who want to close the gap between their financial system and their reporting workflow. Here is what we cover:
- What Velixo does and why it is different from exporting a report or using a BI dashboard.
- Which ERP platforms Velixo supports, and what the connection looks like regardless of which one you use.
- How live reporting in Excel works, and why the data in your workbook is the same number that is in your ERP right now.
- How Velixo handles multi-entity consolidation, multi-currency reporting, and intercompany eliminations inside a single workbook.
- How the budgeting and writeback feature lets your team build budgets in Excel and push approved numbers directly into your ERP.
- How drill-down and transaction-level exploration works, so a single click gets you from a summary line to the source records without leaving the spreadsheet.
- What Gray, Gray & Gray does to implement and configure Velixo on top of your existing financial platform.
- Who this solution is best suited for, and what a typical implementation looks like.
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Lead Contact
Gray, Gray & Gray, LLP is a certified Sage Intacct Business Partner with implementation experience across the major cloud ERPs supported by Velixo.
Frequently Asked Questions (FAQ)
Native ERP reporting tools are designed to produce standard financial statements and operational summaries within the ERP interface. They do that job reasonably well for straightforward use cases. Where they fall short is the work that finance teams spend most of their time on: multi-entity consolidations, budget-versus-actual comparisons across multiple dimensions, scenario modeling, and ad hoc analysis. That work almost always ends up in Excel anyway, which means someone is exporting data, reformatting it, and hoping the numbers are still current by the time the analysis is done. Velixo keeps all of that work in Excel while keeping it connected to your ERP in real time, so you get the flexibility of a spreadsheet and the accuracy of your ERP without having to choose between them.
Velixo supports the major cloud ERPs finance teams typically use, including Sage Intacct, Acumatica, Microsoft Dynamics 365 Business Central, MYOB Advanced, and Cegid XRP Flex. The feature set is consistent across platforms, so the reporting, consolidation, budgeting, and writeback capabilities your team relies on work the same way regardless of which ERP is underneath. If your organization runs multiple ERPs across different business units, Velixo can provide a common reporting layer that works across all of them.
Velixo connects to your ERP through the platform’s native API, using the same authentication and permission framework that governs access to the ERP itself. Each Velixo user authenticates with their own ERP credentials, so the data they can see in Excel is exactly what they are authorized to see in the ERP. No separate data warehouse, no shadow copy of your financial data sitting somewhere outside the ERP. The security model you have already configured in your ERP carries over to Velixo without any additional setup.
Yes, and multi-entity consolidation is one of the strongest use cases for Velixo, regardless of which ERP you run. Velixo can pull data from multiple entities into a single Excel workbook, apply multi-currency translation where applicable, and produce consolidated financial statements with intercompany eliminations handled in transparent, auditable formulas. For ownership groups and CFOs managing multiple entities, that capability alone typically justifies the implementation. The alternative, exporting entity-level reports and manually assembling them in a consolidation template every month, incurs a significant time cost that Velixo eliminates.
Writeback lets your team push data from Excel into your ERP rather than just pulling data out of it. For budgeting, this means you can build your annual budget or rolling forecast in Excel using formulas, assumptions, and scenario tabs the way finance teams naturally work. When the version is finalized and approved, Velixo pushes the budget figures directly into your ERP in bulk. No manual re-entry. No risk of a transcription error between what was approved in the spreadsheet and what ends up in the ERP. The same functionality applies to other data entry workflows, including journal entries, AP bills, AR invoices, and customer or vendor record updates. If your team currently processes that data one record at a time through the ERP interface, writeback can automate the bulk of it.
We start by understanding your current reporting workflow, your ERP configuration, and the specific outputs your finance team needs on a regular basis. From there, we handle the connection and configuration between Velixo and your ERP environment, build your core financial reports as live Excel workbooks, configure any multi-entity or writeback features applicable to your situation, and train your team to maintain and extend their own reports going forward. Most implementations are operational within a few weeks. Because we are already familiar with the major cloud ERPs and with the reporting requirements common to organizations in your industry, we are not learning your environment from scratch. That experience shortens the timeline and reduces the number of iterations typically required to get from installation to working reports your team actually uses.