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Velixo + MYOB Acumatica: Advanced Reporting at Your Fingertips

Turn Excel into a powerful MYOB Acumatica-connected reporting engine​

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Velixo is the only reporting tool built exclusively for MYOB Acumatica, designed to transform Excel into a fully connected, real-time reporting engine. It empowers your finance team to automate financial reporting, eliminate spreadsheet errors, and gain instant visibility across your business.

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With Velixo, live ERP data is pulled directly into Excel—no need for manual exports or copy-pasting. This means your team can create fast, accurate, refreshable reports using the familiar Excel interface, saving time and increasing confidence in your data.

MYOB Acumatica integration to Excel
Report

With Velixo Smart Refresh, you get real-time, self-service reporting directly in Excel using familiar functions and flexible query tools that feel like a seamless part of your spreadsheet. It’s reporting that works the way Excel users think.

Financial reporting

Financial reporting

Built to suit your business, from everyday essentials to deep-dive analysis

  • Profit & Loss

  • Balance Sheet

  • Trial Balance

  • Cash Flow Statements

  • Bank & Expense Reporting

  • Metrics, Dashboards & Visualisations

Consolidation & Management

Consolidation & Management

Support your finance team with automated checks, built-in controls, and full visibility.

  • Account & bank reconciliations

  • Intercompany management & eliminations

  • Audit trails, approvals & review workflows

  • Multi-system integration & multi-company consolidation

  • Tax provisioning & compliance-ready reporting

Budgeting & Planning

Budgeting & Planning

Plan for anything. Prepare for everything. With a fully ERP-synchronised solution, you can plan with precision and write data directly back to your ERP- fast, accurate, and at scale.

  • Strategic planning

  • Cash flow forecasting

  • Scenario analysis

  • Revenue & expense planning

  • Depreciation and capital planning

Project Forecasting

Project Forecasting

Project-ready. Performance-focused. Velixo is purpose-built for project-based businesses giving you powerful tools to report, forecast and write data back seamlessly into your ERP.

  • Project accounting

  • Work-in-progress (WIP) reporting

  • Project forecasting

  • Consumption & cost forecasting

Operational Analysis

OPerational Analysis

It’s not just about the numbers.
Velixo goes beyond financials by giving every team in your business the power to report, analyse and make confident, data-driven decisions.

  • Accounts receivable & payable

  • Sales performance

  • Purchasing trends

  •  Inventory levels & movement

Data Integration

Data Integration

Automate what slows you down and push data from Excel directly into your ERP, with no rekeying or double-handling.

  • Expense entries

  • AR invoices

  • AP bills

  • Project updates

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*The Digital Disconnection Challenge | MYOB Report June 2022.

The MYOB Disconnection research was conducted by SoWhat Market Research from 24th March and 17th April 2022. A nationally representative sample of 2,056 sole traders, small and medium sized businesses across Australia and New Zealand took part in the survey (1,531 in Australia; 525 in New Zealand). View report.

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