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features
design
support

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Write a Review

Description

Using a user-friendly spreadsheet platform, field representatives, payer marketers, partners, brand marketers, pricing and reimbursement specialists, and managed market professionals can input data into a permission-based system that aggregates information for headquarters. This data can be shared through UQ subscription reports or various third-party reporting tools, allowing you to effortlessly generate necessary reports with just a few clicks. You can set priorities for key performance indicators, identify essential metrics, and channel information into diverse reporting frameworks. Additionally, safeguard sensitive information with user-specific access controls during both the data collection and distribution phases. Address any workflow inconsistencies that arise between standard spreadsheets and comprehensive enterprise solutions. Moreover, facilitate the interconnection, harmonization, and synchronization of data across different systems to enhance overall efficiency and accuracy. This streamlined approach not only improves collaboration but also ensures that all stakeholders have access to the most relevant and up-to-date information.

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 
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 
Sage Intacct Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Upper Quadrant

Country

United States

Website

www.upperquadrant.com

Vendor Details

Company Name

Velixo

Founded

2017

Country

Canada

Website

www.velixo.com

Product Features

Big Data

Collaboration Yes 
Data Blends No 
Data Cleansing No 
Data Mining No 
Data Visualization Yes 
Data Warehousing No 
High Volume Processing No 
No-Code Sandbox No 
Predictive Analytics No 
Templates No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Dashboard

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

Data Visualization

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

Reporting

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

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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