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Average Ratings 0 Ratings
Description
                    Effective financial planning is essential for maintaining a company's liquidity, as cash flow is crucial for operations regardless of the organization's size. Investing in a specialized budgeting and reporting solution is critical for all businesses, as it enables the creation of thorough financial planning and analysis. The challenge of preparing accurate consolidated financial statements across multiple companies can be significant, especially since many organizations typically conduct their financial consolidation processes annually. Each company’s financial strategy, budget, or forecast begins with a pivotal question that guides its direction. Furthermore, accurately forecasting sales pipelines is fundamental to developing comprehensive business plans and financial projections. This necessity extends even to non-profit organizations, where comprehending and managing primary revenue sources is essential for establishing a solid financial framework. Ultimately, a robust financial planning system can significantly enhance decision-making and strategic growth.
                
            
        
            Description
                    Velixo is a powerful tool that integrates with Excel and leverages APIs to provide instantaneous ERP reporting, automation, budgeting, planning, and data analysis, all while maintaining strict governance standards and formatting integrity. This solution facilitates self-service reporting right within Excel, allowing finance and operations teams to take charge of their tasks and save valuable time. With bi-directional connectivity to your cloud ERP and Microsoft 365, Velixo offers live data extraction, the ability to create dynamic reports, and one-click writeback for budgets, journal entries, project forecasts, and various ERP records. Its Smart-Refresh engine enhances performance through in-memory caching and incremental updates, ensuring that users always work with the most current data. The tool includes specialized Accelerator functions designed for ERP, making the report creation process user-friendly and efficient, while also enabling seamless multi-company, multi-currency, and multi-tenant consolidations. Additionally, users can take advantage of advanced drill-down features, allowing for an in-depth exploration of underlying transactions and easy navigation back to specific ERP documents, fostering a deeper understanding of their financial data. Overall, Velixo transforms traditional reporting practices by streamlining workflows and empowering users with robust analytical capabilities.
                
            
        
            API Access
            
                Has API
            
            
        
        
    
                API Access
            
                Has API
            
            
        
        
    
                Integrations
            
                
    Acumatica Cloud ERP
            
            
        
        
    
        
        
            
                
    Cegid HR
            
            
        
        
    
        
        
            
                
    JAMIS Prime ERP
            
            
        
        
    
        
        
            
                
    MYOB Acumatica
            
            
        
        
    
        
        
            
                
    Microsoft 365
            
            
        
        
    
        
        
            
                
    Microsoft Excel
            
            
        
        
    
        
        
            
                
    Microsoft OneDrive
            
            
        
        
    
        
        
            
                
    Microsoft Outlook
            
            
        
        
    
        
        
            
                
    Microsoft PowerPoint
            
            
        
        
    
        
        
            
                
    Microsoft SharePoint
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Integrations
            
                
    Acumatica Cloud ERP
            
            
        
        
    
        
        
            
                
    Cegid HR
            
            
        
        
    
        
        
            
                
    JAMIS Prime ERP
            
            
        
        
    
        
        
            
                
    MYOB Acumatica
            
            
        
        
    
        
        
            
                
    Microsoft 365
            
            
        
        
    
        
        
            
                
    Microsoft Excel
            
            
        
        
    
        
        
            
                
    Microsoft OneDrive
            
            
        
        
    
        
        
            
                
    Microsoft Outlook
            
            
        
        
    
        
        
            
                
    Microsoft PowerPoint
            
            
        
        
    
        
        
            
                
    Microsoft SharePoint
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Pricing Details
        No price information available.
        
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Details
        No price information available.
        
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Deployment
            
                Web-Based
            
            
        
        
    
        
        
            
                On-Premises
            
            
        
        
    
        
        
            
                iPhone App
            
            
        
        
    
        
        
            
                iPad App
            
            
        
        
    
        
        
            
                Android App
            
            
        
        
    
        
        
            
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                Deployment
            
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                On-Premises
            
            
        
        
    
        
        
            
                iPhone App
            
            
        
        
    
        
        
            
                iPad App
            
            
        
        
    
        
        
            
                Android App
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
                Customer Support
            
                Business Hours
            
            
        
        
    
        
        
            
                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
                Customer Support
            
                Business Hours
            
            
        
        
    
        
        
            
                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
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                Live Training (Online)
            
            
        
        
    
        
        
            
                In Person
            
            
        
        
    
                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
                In Person
            
            
        
        
    
                Vendor Details
Company Name
Account-Ability
Founded
1998
Country
United Kingdom
Website
www.account-ability.co.uk
Vendor Details
Company Name
Velixo
Founded
2017
Country
Canada
Website
www.velixo.com
Product Features
Budgeting
                                        "What If" Scenarios
                                        
                                    
                                    
                                    
                                        Asset Planning
                                        
                                    
                                    
                                    
                                        Balance Sheet
                                        
                                    
                                    
                                    
                                        Capital Asset Planning
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Income Statements
                                        
                                    
                                    
                                    
                                        Multi-Company
                                        
                                    
                                    
                                    
                                        Multi-Department / Project
                                        
                                    
                                    
                                    
                                        Profit / Loss Statement
                                        
                                    
                                    
                                    
                                        Project Budgeting
                                        
                                    
                                    
                                    
                                        Run Rate Tracking
                                        
                                    
                                    
                                    
                                        Version Control
                                        
                                    
                            
                        Business Performance Management
                                        Ad Hoc Reports
                                        
                                    
                                    
                                    
                                        Ad hoc Analysis
                                        
                                    
                                    
                                    
                                        Budgeting & Forecasting
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Dashboard
                                        
                                    
                                    
                                    
                                        Key Performance Indicators
                                        
                                    
                                    
                                    
                                        Predictive Analytics
                                        
                                    
                                    
                                    
                                        Qualitative Analysis
                                        
                                    
                                    
                                    
                                        Quantitative Analysis
                                        
                                    
                                    
                                    
                                        Scorecarding
                                        
                                    
                                    
                                    
                                        Strategic Planning
                                        
                                    
                            
                        Financial Reporting
                                        "What If" Scenarios
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Balance Sheet
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Income Statements
                                        
                                    
                                    
                                    
                                        Multi-Company
                                        
                                    
                                    
                                    
                                        Multi-Department / Project 
                                        
                                    
                                    
                                    
                                        Profit / Loss Statement
                                        
                                    
                            
                        Product Features
Budgeting
                                        "What If" Scenarios
                                        
                                    
                                    
                                    
                                        Asset Planning
                                        
                                    
                                    
                                    
                                        Balance Sheet
                                        
                                    
                                    
                                    
                                        Capital Asset Planning
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Income Statements
                                        
                                    
                                    
                                    
                                        Multi-Company
                                        
                                    
                                    
                                    
                                        Multi-Department / Project
                                        
                                    
                                    
                                    
                                        Profit / Loss Statement
                                        
                                    
                                    
                                    
                                        Project Budgeting
                                        
                                    
                                    
                                    
                                        Run Rate Tracking
                                        
                                    
                                    
                                    
                                        Version Control
                                        
                                    
                            
                        Dashboard
                                        Annotations
                                        
                                    
                                    
                                    
                                        Data Source Integrations
                                        
                                    
                                    
                                    
                                        Functions / Calculations
                                        
                                    
                                    
                                    
                                        Interactive
                                        
                                    
                                    
                                    
                                        KPIs
                                        
                                    
                                    
                                    
                                        OLAP
                                        
                                    
                                    
                                    
                                        Private Dashboards
                                        
                                    
                                    
                                    
                                        Public Dashboards
                                        
                                    
                                    
                                    
                                        Scorecards
                                        
                                    
                                    
                                    
                                        Themes
                                        
                                    
                                    
                                    
                                        Visual Analytics
                                        
                                    
                                    
                                    
                                        Widgets
                                        
                                    
                            
                        Data Analysis
                                        Data Discovery
                                        
                                    
                                    
                                    
                                        Data Visualization
                                        
                                    
                                    
                                    
                                        High Volume Processing
                                        
                                    
                                    
                                    
                                        Predictive Analytics
                                        
                                    
                                    
                                    
                                        Regression Analysis
                                        
                                    
                                    
                                    
                                        Sentiment Analysis
                                        
                                    
                                    
                                    
                                        Statistical Modeling
                                        
                                    
                                    
                                    
                                        Text Analytics
                                        
                                    
                            
                        Data Visualization
                                        Analytics
                                        
                                    
                                    
                                    
                                        Content Management
                                        
                                    
                                    
                                    
                                        Dashboard Creation
                                        
                                    
                                    
                                    
                                        Filtered Views
                                        
                                    
                                    
                                    
                                        OLAP
                                        
                                    
                                    
                                    
                                        Relational Display
                                        
                                    
                                    
                                    
                                        Simulation Models
                                        
                                    
                                    
                                    
                                        Visual Discovery
                                        
                                    
                            
                        Financial Reporting
                                        "What If" Scenarios
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Balance Sheet
                                        
                                    
                                    
                                    
                                        Cash Management
                                        
                                    
                                    
                                    
                                        Consolidation / Roll-Up
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        General Ledger
                                        
                                    
                                    
                                    
                                        Income Statements
                                        
                                    
                                    
                                    
                                        Multi-Company
                                        
                                    
                                    
                                    
                                        Multi-Department / Project 
                                        
                                    
                                    
                                    
                                        Profit / Loss Statement
                                        
                                    
                            
                        Reporting
                                        Customizable Dashboard
                                        
                                    
                                    
                                    
                                        Data Source Connectors
                                        
                                    
                                    
                                    
                                        Drag & Drop
                                        
                                    
                                    
                                    
                                        Drill Down
                                        
                                    
                                    
                                    
                                        Email Reports
                                        
                                    
                                    
                                    
                                        Financial Reports
                                        
                                    
                                    
                                    
                                        Forecasting
                                        
                                    
                                    
                                    
                                        Marketing Reports
                                        
                                    
                                    
                                    
                                        OLAP
                                        
                                    
                                    
                                    
                                        Report Export
                                        
                                    
                                    
                                    
                                        Sales Reports
                                        
                                    
                                    
                                    
                                        Scheduled / Automated Reports
                                        
                                    
                            
                        Spreadsheet
                                        Analytics
                                        
                                    
                                    
                                    
                                        Audit Trail
                                        
                                    
                                    
                                    
                                        Calculators
                                        
                                    
                                    
                                    
                                        Charting
                                        
                                    
                                    
                                    
                                        Multi-User Collaboration
                                        
                                    
                                    
                                    
                                        Templates
                                        
                                    
                            
                         
        