Velixo for Acumatica: Maximize Reporting & Automations with Excel
Live Webinar | May 6, 2025 @ 2:00 PM ET
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When Your Business Runs on Yesterday’s Numbers
It happens every month like clockwork.
Your leadership team gathers to make critical decisions, but instead of driving forward with confidence, the conversation stalls: “Are these the latest figures?” “Can we trust these projections?” “Why don’t these numbers match what I saw yesterday?”
Behind these questions lies a costly reality. Your organization’s decision-making is only as good as your reporting infrastructure. And right now, that infrastructure is failing you.
While You Wait for Reports, Opportunities Disappear
- Market opportunities slip away while waiting for updated analyses
- Strategic pivots happen too late because data lags reality
- Your most valuable talent wastes hours on data entry and cleaning tasks instead of driving growth
- Cross-departmental friction builds as finance, operations, and IT blame each other for reporting delays
At its core, this isn’t just a reporting problem. It’s a competitive disadvantage that grows with each passing quarter.
The Real Cost of Manual Reporting
The average finance team spends
3-5 business days each month preparing reports
14 hours per month manually reconciling data
That’s 5-7 workdays every month spent on data cleansing and reporting. Imagine what your team could do with those hours back?
There’s a better way—and we’re going to show it to you live.
The Velixo Difference: Real-Time Bidirectional Connection
Unlike other reporting solutions that still require manual refreshes or clunky import/export processes, Velixo creates a continuous, living connection between Excel and Acumatica.
This isn’t just Excel connected to Acumatica—it’s the ONLY solution that:
Creates a true two-way street where data flows seamlessly in both directions.
Maintains real-time synchronization, so what you see in Excel is exactly what’s in Acumatica—right now, not 20 minutes ago.
Maintains real-time synchronization, so what you see in Excel is exactly what’s in Acumatica—right now, not 20 minutes ago.
Requires zero programming knowledge while supporting advanced Excel functions you already know.
Velixo turns Excel into a natural extension of Acumatica—combining the familiarity of spreadsheets with the power of your ERP.
What You’ll Learn (and Experience Live)
This isn’t a boring slide deck presentation. It’s a hands-on look at how Velixo simplifies your reporting and automation workflows—right inside Excel. Whether you’re in finance, ops, or IT, you’ll walk away with real strategies you can start using immediately.
Here’s what we’ll cover in the live session:
How to build live, interactive reports in Excel that pull directly from Acumatica. No exporting. No copy/paste.
How to automate repetitive tasks like budgeting, allocations, and journal entries without ever leaving Excel.
How to write data back into Acumatica in real time—yes, Velixo makes it possible.
How leading finance teams are speeding their reporting time by up to 300% using Velixo.
You’ll see actual use cases, real time-savers, and genuine ways to get more out of Acumatica.
See the Difference for Yourself
“Velixo is my FAVORITE addition to Acumatica. The previous frustrations of ‘I know how to do that in Excel why can’t I do it in Acumatica’ are gone. I love it. 5 stars!”
“Velixo Excel-based reporting tool is AMAZING! Velixo has been an absolute DREAM COME TRUE compared to my other experiences. Reports that used to take me days to write and program now take just a few hours.”
Why You Don’t Want to Miss This Webinar
For Business Leads
You need answers, not outdated reports. Don’t let spreadsheet reconciliation slow down your team’s decision-making and cost you opportunities. Velixo gives your team the power to deliver accurate, up-to-date numbers—on demand. That means you can move faster, stay competitive, and lead with confidence.
For Finance Leads
You’re expected to close the books faster, forecast with pinpoint accuracy, and provide insights that drive strategy. But if your tools are slowing you down, it’s an uphill battle. Velixo eliminates time-consuming manual tasks and empowers you to focus on what matters: analysis, strategy, and impact.
For IT Leaders
Velixo is built specifically for Acumatica and works inside Excel—no heavy setup, no clunky integrations, no surprise tickets from frustrated users. It’s secure, scalable, and it frees up your team instead of bogging them down with support requests.
The Details
Date: Tuesday, May 6, 2025
Time: 2:00 PM ET
Duration: 1 hour
Your Expert Presenters
Tala Habri, Partner Account Manager at Velixo
William Weathersby, President at Intelligent Technologies, Inc.
What You’ll Get
A front-row seat to a live walkthrough of Velixo in action
A chance to ask your toughest reporting and budgeting questions
A 15-day free trial of Velixo so you can test it for yourself
In just one hour, you’ll see exactly how your peers are making faster, better decisions while your team is still waiting on reports.