We recently hosted a webinar titled “How to Excel with Velixo” featuring the expert knowledge and perspectives of Gabriel Michaud, the founder of Velixo. This engaging session was about enhancing your business’s data management and financial reporting by integrating Velixo with Acumatica. If you missed it, don’t worry! We’ve got the highlights right here, and you can still catch the full recording for a comprehensive dive.

What is Velixo?

Velixo is a powerful reporting solution designed for Acumatica users and built by Acumatica experts. It enhances the core reporting and budgeting experience within Acumatica through its proprietary Excel add-in, real-time querying engine, purpose-built functions, and integrated exploration features.

Embracing Excel in the ERP World

According to the State of Mid-Market SaaS Management Report, approximately 29% of mid-size companies still use spreadsheets for SaaS management. Gabriel Michaud echoed the reliance on and use of spreadsheets throughout the webinar. He shared about the pivotal role of Excel in the business world. He emphasized that while many attempt to replace Excel with complex systems, embracing and integrating it with ERP systems like Acumatica is more beneficial. Velixo enhances Excel’s capabilities, addressing the shortcomings of manual spreadsheets, offering a one-click refresh for real-time data, and solving reconciliation issues with smart drill-down functions.

Discover how Velixo can revolutionize your data management and financial reporting — Watch the webinar today!

Generic Write Back and Import Scenarios

A significant highlight was the exploration of Velixo’s Generic Write Back feature. This function allows the utilization of Acumatica’s import scenarios in innovative ways, such as creating AP bills, updating customer prices, or generating estimating worksheets that lead to comprehensive project creation and budgeting. This demonstration showcased the potential for automating multiple business processes efficiently.

Want to see more? Dive deeper into the transformative capabilities of Velixo and Acumatica by registering for the full on-demand webinar.

User-Friendly Interface for All Skill Levels

The webinar demonstrated Velixo’s user-friendly nature, catering to both beginners and advanced Excel users. Gabriel provided practical examples showing how Velixo can be easily used for basic functions and also for more complex data analysis, proving its versatility across different user proficiencies.

In closing

As we wrapped up the “How to Excel with Velixo” webinar, it became clear that Velixo is not just an add-on; it’s a transformative tool that bridges the gap between the robust data management capabilities of Acumatica and the familiar, user-friendly interface of Excel.

For businesses using Acumatica, the addition of Velixo represents a significant step forward in data processing efficiency and accuracy. The webinar demonstrated how Velixo solves the common challenges of disconnected spreadsheets, providing real-time data access and smart drill-down capabilities. The Generic Write Back feature, which allows for the automation of tasks like creating AP bills or updating customer prices, is a game-changer for those looking to streamline their business processes.

Evron’s partnership with Velixo and Acumatica ensures that you have access to cutting-edge tools and expertise. We are committed to helping you make the most of these technologies to enhance your business operations. As Gabriel Michaud aptly put it, Velixo is built to solve real-world problems, offering a full real-time reporting experience that is easy to configure and use, regardless of your proficiency level in Excel.

We strongly encourage you to watch the full recording of the webinar. Not only will it provide you with a deeper understanding of Velixo’s capabilities, but it will also inspire you to explore new ways to optimize your business processes. Whether you are a beginner or a seasoned Excel user, Velixo, coupled with Evron’s expertise, offers you the tools to transform your data management and financial reporting.