Velixo – Excel® Reporting for MYOB

Velixo AI Powered Excel for MYOB Acumatica Brochure

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Velixo is an integrated add-on that allows you to connect MYOB Acumatica (formerly MYOB Advanced) to Microsoft Excel®so you can build spreadsheet reports with live financial, project, and payroll data. This eliminates the need for manual data exports each month, enabling faster, more flexible reporting and analysis while using familiar Excel tools. Velixo also extends your reporting capabilities by adding more than 80 functions to Excel. Through integration with Velixo and its writeback functionality, MYOB Acumatica remains the single source of truth for your business data.

Velixo speeds up Financial Reporting

Every manual export to Excel has a compounding effect on productivity. Each month, quarter, or reporting period, you are effectively starting from scratch. The new export requires the same manual adjustments every time, trapping your team in a cycle of working with static, out-of-date data. Velixo solves this by connecting to MYOB Acumatica and giving you instant access to live financial and project data in Excel. Instead of exporting and reformatting data, you refresh your last report, and everything resynchronises and updates with the latest information, ready to be distributed. Whether you are an accountant or a finance manager, you can build complex reports in Excel without manual exports or time-consuming data refreshes. One business using Velixo reduced its biannual client reporting cycle from 2 weeks to just 5 days, while also reclaiming a full day each week for more strategic work.

Benefits of Using Velixo

• Reduce the time spent preparing financial reports and accelerate your reporting cycles
• Continue building reports in a familiar Excel environment without manual updates.
• Create accurate financial and project reports with 80 additional built-in functions.
• Sensitive data stays protected with password-protected files and encrypted formulas
• Maintain a single source of truth by writing back Excel data to MYOB Acumatica.
• Free up your finance team to focus on higher-value activities
• Improved stakeholder access to clearer, more relevant reports
• Build reports faster and uncover anomalies and trends with built-in Artificial Intelligence
• Effortlessly combine data from multiple data sources into one spreadsheet and report

Should I still be using Excel®?

Microsoft Excel is a convenient way to manage your financial statements and accounting data. Using Excel as your reporting tool allows your team members to continue using familiar software while at the same time maintaining MYOB Acumatica as the ultimate source of truth.

With the Velixo add-on to Excel:

• Data for both end-of-month and ad-hoc reporting becomes more manageable by using familiar tools
• You can transform MYOB Acumatica data into live, structured reports that are flexible and easy to analyse.
• Create professional, visually engaging reports that make insights clearer for boards and clients.
• Take advantage of pre-built reporting templates and Velixo’s Intelligence to create reports faster than ever

If you are interested in building financial and project reports in Excel®, with live data directly from MYOB Acumatica, in less than 5 minutes, our team is certified in Velixo and ready to assist.

How does Velixo work?

Efficiency improvement webinars with Velixo

Watch our playlist of webinar recordings, including live demonstrations, to discover how Velixo can improve your team’s efficiency.

Kilimanjaro Consulting is proud to be Velixo’s largest partner across Australia and New Zealand. To learn more, send an email to acsa@kilimanjaro-consulting.com or call 1300 857 464 (AU) or 0800 436 774 (NZ).