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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.
Description
Integrate your data seamlessly from sources like NetSuite and Salesforce, along with various other pre-existing data repositories. Zone's sophisticated ETL capabilities consolidate all your information into a powerful data warehouse solution, complemented by pre-built data models. Harness the power of Power BI with its extensive reporting features, including over 50 pre-designed reports and dashboards crafted by experienced former CFOs and COOs. Regardless of your industry or specific business challenges, ZoneReporting ensures you can begin deriving value from day one. This includes crucial insights like demand forecasting, inventory management, product-level profitability, and the ability to promise or sell products effectively. Additionally, we provide insights on SaaS metrics, churn predictions, and sales support management with seamless Salesforce integrations. Enhance your project management with tools for utilization forecasting, Gantt chart visualizations, and assessment of customer profitability. Furthermore, our offerings encompass comprehensive financial reporting, expense analysis, budget comparisons, and actionable cash flow insights, ensuring a holistic view of your organizational performance. With these tools at your disposal, you can drive informed decision-making from the outset.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Acumatica Cloud ERP
Yes
Cegid HR
Yes
Google AdMob
No
JAMIS Prime ERP
Yes
MYOB Acumatica
Yes
Microsoft 365
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Microsoft Power BI
No
Integrations
Microsoft Excel
Yes
Acumatica Cloud ERP
No
Cegid HR
No
Google AdMob
Yes
JAMIS Prime ERP
No
MYOB Acumatica
No
Microsoft 365
No
Microsoft OneDrive
No
Microsoft Outlook
No
Microsoft Power BI
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Velixo
Founded
2017
Country
Canada
Website
www.velixo.com
Vendor Details
Company Name
Zone & Company
Country
United States
Website
www.zoneandco.com/zonereporting
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
Product Features
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
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
