Transform your MYOB reporting in Excel with Velixo

See the benefits of connecting Excel with MYOB Acumatica – plus go in the draw for a bridge climb experience valued up to $400!

Join our free webinar and discover how to transform your reporting in Excel with Velixo. Velixo is an add-on that syncs data between MYOB Acumatica and Excel in real-time. By using Velixo, you get all the benefits of configurable spreadsheet reporting, without spending weeks chasing the latest data.

Velixo is always being developed to add new functions, formulas, and features. This webinar will showcase the latest developments and Velixo basics, making it perfect for current users and any business looking to improve their reporting.

If you attend the webinar and watch the full presentation, you will go into the draw to win a bridge climb valued at up to $400 (or a similar experience). Registration is free. Save your spot today.

Please note: Velixo is not compatible with MYOB Exo Business. However, MYOB Exo users are more than welcome to join to research how modern reporting tools, in combination with MYOB Acumatica, can improve their reporting efficiency.

Why Non-Velixo Users Should Attend

MYOB Acumatica is the single source of truth for your organisation’s data, consolidating financial and non-financial data in real-time. This allows greater visibility of organisational health, improved efficiency through automation, and better decision-making.

But no matter which system you use, these benefits rely on precise, timely reporting. MYOB Acumatica supports a rich and sophisticated reporting system through Generic Inquiries and configurable Dashboards, but not every user has access to customise these reports. Velixo puts the power of enterprise reporting in the hands of every user by syncing your data into Excel. If your business wants greater configuration and control over your reports, without exporting data in static spreadsheets, join this webinar to discover how to transform your reporting in Excel.

If you are not using Velixo, you will learn:

  • How Velixo’s connection to MYOB Acumatica reduces hours of manual exporting, consolidating, and filtering in Excel.
  • To quickly create and distribute monthly board packs from within Excel.
  • About Velixo’s native AI automation.
  • How to use Velixo’s prebuilt reporting templates for Cash Flow, Construction, Projects, Sales, Inventory, and Financial Statements.

Why Current Velixo Users Should Attend

The latest versions of Velixo introduce powerful new features that you can use to improve efficiency in your reporting. This webinar is perfect for anyone currently using Velixo in their day-to-day role who wants to expand and improve how they use it to build reports.

If you are using Velixo, you will learn:

  • About the latest enhancements and developments in Velixo, including new queries and functions you might not be aware of.
  • Best practices, tips and tricks to build more dynamic, flexible, and scalable reports.
  • How to use Velixo’s native AI to fix broken formulas and analyse reports in plain English.
  • New use cases and advanced reporting ideas that you can apply immediately.

Keys Takeaways

After this webinar, you will know:

  • Why real-time reporting is so important, and how Velixo supports your use of Excel without manual exports and out-of-date data.
  • How to use unique Velixo formulas to create advanced, multi-dimensional financial statements and operational reports.
  • About Velixo’s writeback features and how you maintain MYOB Acumatica as the single source of truth.
  • The best ways to distribute regular reporting packs and support faster decision-making.
  • How Velixo and Excel use AI functionality to improve your reporting.

When is the Webinar

Agenda

  • The importance of real-time reporting for midmarket organisations.
  • New Velixo features, including new queries and formulas.
  • Artificial Intelligence in Excel and Velixo, and how it helps you build better reports.
  • Walkthrough of how to build your reports using custom formulas and live data in Excel
  • How current users across a range of industries are using Velixo to improve reporting efficiency
  • Q&A

Speakers

Toni van Heerden – Regional VP Australia, New Zealand and Asia Pacific, Velixo

Toni is driven by innovations in software that enhance business operations and align simplicity with technology. As a Regional VP Velixo for ANZ and Asia Pacific at Velixo, she specialises in financial and program management, customer success, ERP, CRM, business intelligence, marketing automation, sales operations, analytics and compliance.

Damien Zwillinger – Chief Product Officer, Velixo

Damien is a commercially astute, technology-focused leader with over 18 years of experience in Product Management, Strategy, Product Marketing, and Data management & Analytics in SaaS. As the Chief Product Officer at Velixo, his drive is to build successful, harmonious teams, create amazing user experiences, and execute! With a technical background and ERP and accounting expertise spanning more than 12 ERP and accounting software applications, he is well-versed in ERP, Reporting & BI for ERP across many industries.

Masha Batra – Head of Partnerships, Kilimanjaro Consulting

Masha plays a pivotal role in aligning Kilimanjaro’s partnerships with its vision to enhance business efficiency through innovative, proven technology. With over 20 years of experience in the tech sector, she is a seasoned leader adept at developing high-impact partnerships. Her focus on prioritising customer needs ensures that Kilimanjaro continues to deliver meaningful experiences that set it apart in the industry.

Accolades
MYOB Diamond Partner
Customer Experience
New Zealand Partner of the Year logo
Salesperson of the Year logo
myob community award winner
Velixo Award 2024
MYOB ANZ Partner of the Year 2023 Badge
MYOB Consultant of the Year 2023 Badge
Velixo Award 2023
Prospend 2023 partner of the year
Consultant of the Year Award
ES-HIGH-ACHIEVER-AWARDS-2021-EX-BUS-DEV-AUS
ES-PARTNER-AWARDS-2021-RGB-Exc-Bus-Dev-Exo-AU_reversed
PARTNER-AWARD-2020-EXBUS-EXO-AU
MYOB-WARD-EXCEL-BUS-DEV-EXO-2019-AU
Velixo Award 2019
AwardPartner2018-2x
Business awards logo
AwardPartner2016-2x
Excellence in Business Development 2015 AU
MYOB EXO Award 2015
AwardPartner2013-2x
AwardSolutions2012-2x
Telstra Awards 2012