Velixo Reporting for MYOB Acumatica and Business Central

🔷 What is Velixo?

Velixo is an Excel-based reporting, budgeting and data automation solution that integrates directly with MYOB Acumatica and Microsoft Dynamics 365 Business Central.

It enables organisations to work with live ERP data within Excel—providing a flexible and familiar environment for financial reporting, operational analysis and planning processes.

🔹 Real-Time ERP Reporting in Excel

Velixo connects directly to your ERP system, allowing users to:

• access real-time financial and operational data
• create reports without manual exports or data duplication
• drill down from summary reports to transaction-level detail

This ensures reporting remains accurate, consistent and aligned with your ERP system.

🔹 Budgeting, Forecasting & Write-Back

Velixo supports budgeting and forecasting processes within Excel, with the ability to write data back to your ERP system where required.

This can support:

• budgeting and forecasting cycles
• general ledger updates
• project and operational planning

By combining reporting and planning in a single environment, organisations can reduce manual processes and improve data consistency.

🔹 Flexible, Excel-Based Reporting

Velixo leverages the familiarity and flexibility of Excel, enabling users to:

• design customised financial and operational reports
• create pixel-perfect formatted reports
• work with minimal training using familiar Excel functions

This makes it particularly effective for finance teams that require structured, presentation-ready reporting.

🔷 Why Use Velixo for ERP Reporting?

Many organisations continue to rely on Excel for reporting, budgeting and analysis. However, working with exported data and disconnected spreadsheets can lead to inconsistencies, delays and increased risk of error.

Velixo bridges the gap between the flexibility of Excel and the accuracy of live ERP data—enabling organisations to maintain familiar reporting processes while improving data integrity and efficiency.

Key benefits include:

• Real-time reporting directly from ERP data, ensuring reports reflect current financial and operational performance
• Excel-based flexibility for finance and operational users, allowing reports to be tailored to specific business requirements
• Support for budgeting and forecasting, including selected write-back capabilities to ERP systems where required
• Formatted, presentation-ready financial reports, suitable for management and board-level reporting
• Reduced reliance on manual data extraction and reconciliation, improving efficiency and data consistency

This approach allows organisations to enhance existing reporting processes without moving away from Excel, while still maintaining alignment with their ERP system.

🔷 Velixo for MYOB Acumatica and Business Central

Velixo is particularly well suited to organisations using MYOB Acumatica and Microsoft Dynamics 365 Business Central that want to extend their reporting and planning capabilities within a familiar Excel environment.

By connecting directly to ERP data, Velixo enables finance and operational teams to work with accurate, real-time information while maintaining existing reporting structures and processes.

This can support:

• Financial statement preparation, including profit and loss, balance sheet and management reporting packs
• Budgeting and forecast reporting, with the ability to align planning processes to ERP data structures
• Project and operational analysis, providing visibility across jobs, departments and business units
• Management reporting for finance teams, supporting month-end and executive reporting requirements
• Custom report design, tailored to business-specific formats, structures and presentation needs

This makes Velixo particularly relevant where reporting requirements are detailed, finance-led or highly formatted, and where organisations want to retain the flexibility of Excel while improving alignment with their ERP system.