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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Elevate your EPM reporting from being mundane to providing engaging insights for C-level executives. Is your current EPM reporting tailored specifically for the finance sector? EPM systems primarily focus on data input and processing rather than effective reporting. Many EPM solutions were originally developed to collect and consolidate data, not to generate comprehensive reports. The built-in reporting features are often too restrictive and lack the flexibility required to adapt to rapidly evolving business demands. Consequently, finance teams struggle to access the crucial data they need to perform their roles efficiently. Standard reporting tools often fall short as they are not specifically designed for finance. Meanwhile, relying on BI tools does not resolve the issue; these tools were not intended to handle multi-dimensional EPM data, which can leave you relying on specialized technical skills. This reliance can create bottlenecks and lead to frustrating delays, trapping you in a loop of static reporting. Many EPM users find themselves resorting to exporting data into spreadsheets to meet their reporting demands—a method that is slow and susceptible to errors, ultimately resulting in inconsistent reports. This approach prevents decision-makers from utilizing dynamic, actionable data, forcing them to rely on basic, outdated information. Moreover, the quest for more responsive and insightful data solutions has never been more critical in today's fast-paced business environment.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
Cegid HR No 
JAMIS Prime ERP No 
MYOB Acumatica No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft SharePoint No 
Microsoft Teams No 
Microsoft Word No 
OneStream Yes 
Sage Intacct No 

Integrations

Acumatica Cloud ERP Yes 
Cegid HR Yes 
JAMIS Prime ERP Yes 
MYOB Acumatica Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Microsoft Word Yes 
OneStream No 
Sage Intacct Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

insightsoftware

Founded

1993

Country

United States

Website

www.insightsoftware.com

Vendor Details

Company Name

Velixo

Founded

2017

Country

Canada

Website

www.velixo.com

Product Features

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive No 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics No 
Widgets Yes 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation No 
Filtered Views No 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

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