Velixo is the ultimate financial reporting and budgeting tool designed to transform and simplify decision-making. We empower your finance team with real-time ERP insights.

Supercharge Your ERP Reporting
with Powerful, Real-Time Insights

Stop Manual Exports and Complicated Reports

AS2 Accounting Software Solutions connects your Sage Intacct data directly to Excel through Velixo’s powerful integration. Your finance team gains a live, production-grade environment to analyze, plan, and report with total confidence.

Is Your Business Growth Constrained By:

  • Resource-intensive manual data exports required to generate foundational operational reports.

  • Compromised data integrity resulting from human error and disconnected spreadsheet formulas.

  • Delayed business intelligence, as financial data lacks real-time synchronization.

  • Elevated compliance and security risks associated with disparate, offline financial files.

Velixo

The definitive financial reporting and budgeting solution architected for your Cloud ERP

As your strategic partner, AS2 deploys Velixo; an advanced integration that optimises data management. Velixo establishes a direct connection between your Cloud ERP and Microsoft Excel, effectively eliminating manual data extraction and streamlining complex report generation. We provide your finance department with a live, production-grade environment to analyze, plan, and report with absolute precision, operating entirely within a familiar interface.

Measurable Strategic Outcomes

By implementing Velixo, your finance department transitions from data compilation to strategic analysis. You achieve a single-source of truth and seamless synchronisation with your ERP data, delivering perfectly formatted reports, instant data refreshes, and the operational clarity required to drive profitable, data-driven decisions.

Core Architecture Configured
for Financial Precision

Velixo transcends basic data exporting; it establishes a secure, bi-directional connection between your ERP system and Microsoft Excel.

  • Live, Bi-Directional ERP Reporting
    Instantly synchronise ERP data directly within your spreadsheets. Push journal entries, financial budgets, and project data from Excel directly back into your core ERP system.
  • Advanced Excel Functions
    Utilise over 80 pre-built functions specifically engineered to automate and optimise complex financial and operational reporting workflows.
  • Sophisticated Budgeting & Forecasting
    Manage complex financial projections and multiple budget scenarios through adaptive, real-time updates.
  • Multi-Entity & Multi-Currency Consolidation
    Seamlessly consolidate financial data across multiple corporate entities and global currencies within a unified workbook.
  • Granular Drill-Down Capabilities
    Execute immediate, granular analysis by navigating directly from any Excel cell to the original source transaction within your ERP system.
  • Enterprise-Grade Security
    Maintain your system’s strict user security protocols and role-based access controls directly within Excel. Velixo inherently mirrors the precise security parameters established within your ERP architecture.

The Deployment Methodology:

Three Steps to Strategic Control

We architect a seamless transition from operational complexity to a streamlined financial environment.

01

Strategic Discovery

We listen first.
Tell us about the challenges you’re facing.

02

Tailored Proposal

You’ll receive a tailored recommendation that addresses the key points identified during the Discovery Call. We’ll showcase the solution in a live demonstration and provide a clear, step‑by‑step implementation plan to help you achieve your goals.

03

Deployment & Enablement

We deploy your solution according to the plan, provide the resources your team needs, and remain on hand to optimise the system as your business grows.

Strategic Alignment

Eliminate the operational friction of manual data formatting. Implement the cohesive architecture necessary to secure real-time insights and drive strategic, data-driven decisions across your growing business.

Schedule Your Complimentary Discovery Consultation
Schedule Your Complimentary Discovery Consultation