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Excel, accelerated

Your finance team relies on Excel. MYOB Acumatica is your single source of truth. Velixo brings them together so you can report faster, answer questions on the spot and trust every number.

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What is Velixo?

Velixo connects Microsoft Excel directly to MYOB Acumatica so month-end and board reports update instantly with live ERP data. No exports, no copy and paste, no rebuilding spreadsheets.

Your team keeps working in Excel. MYOB Acumatica remains your single source of truth.

With MYOB Acumatica + Velixo:

Implementation
Excel at efficiency

Optimise, automate, and ditch repetitive spreadsheet downloads. No more exports, no rebuilding, no version conflict.

Informed Desicions
Excel at accuracy

MYOB Acumatica is your source of truth. Work from one version of the numbers. Speak with confidence in every conversation.

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Excel at reporting

Your existing reports, refreshed in seconds with live data. Refresh with a click, push data back to the ERP. Build once, run endlessly.

Support
Excel at insights

Live MYOB Acumatica data connected to your spreadsheets. Slice, pivot and interrogate the numbers without leaving Excel.

How Velixo works

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1. Connect

Link Excel to MYOB Acumatica using your existing permissions and access controls.

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2. Build and refresh

Create reports in Excel, refresh instantly with live ERP data. No exporting, no rebuilding.

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3. Drill down and write back

Interrogate balances, update budgets and post journals without re-keying anything.

From one workbook, your team can consolidate multiple entities, manage budgets and journal entries, and stay aligned with MYOB Acumatica roles and permissions.

What 'Excel, accelerated' means for finance teams

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Faster reporting cycles

Month-end and management reporting take less time to prepare. Your team closes sooner, answers questions faster and keeps leaders looking at today’s numbers, not last week’s export.

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Greater accuracy and confidence

You stop second‑guessing the figures. Less last‑minute rework, fewer surprises, and everything ties back cleanly to a single source of truth when it’s time for audits or board packs.

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More time for analysis

Instead of chasing data, finance can lean into 'what’s next'. Testing scenarios, spotting risks early and helping the business make sharper decisions.

Real ROI from Hanlon Plumbing

See how MYOB Acumatica + Velixo cuts up to 2 days from Hanlon Plumbing’s month‑end reporting

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Real results from Havelock North High School

A modern finance backbone for a modern school

Learn how Havelock uses Velixo and MYOB Acumatica to connect Excel directly to ERP data, improving reporting speed and gaining clearer visibility across the business.

Real results from Revelop

From manual complexity to scalable control

Revelop’s finance team relied heavily on Excel, but manual reporting processes were slowing them down. See how connecting Excel to MYOB Acumatica with Velixo helped streamline reporting and deliver faster insight into financial performance.

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Time to excel.
Start your free 14‑day trial.

You’re a couple of steps away from seeing what Excel looks like when it's powered by MYOB Acumatica data.

Here's what happens next

1. Submit the form

2. Choose a time that suits you
You’ll receive an email from us with a Velixo calendar link. Book your demo and trial setup at a time that works best for you.

3. Connect and get started
In the session, a Velixo specialist will:

  • Connect Excel directly to your MYOB Acumatica data
  • Walk through your key reporting processes (e.g. month‑end, budgets, board packs)
  • Help you identify the first reports to accelerate during your trial

After that, your 14-day trial will be live and you can start refreshing, drilling and writing back from Excel using your own MYOB Acumatica data.

FAQs

What is Velixo and how does it work with MYOB Acumatica?

Velixo is a reporting add‑on that connects Excel directly to MYOB Acumatica. Instead of exporting data into spreadsheets, you work in Excel as usual while Velixo pulls live ERP data into your workbooks.

Do we need to learn a new reporting tool?

No. Velixo is designed so finance teams can keep working in Excel. Your team builds and refreshes reports in the spreadsheets they already use, while MYOB Acumatica remains the governed system of record behind the scenes.

How does Velixo improve our month‑end and board reporting?

Velixo replaces export–rebuild cycles with refreshable reports. You can update numbers in one click, drill from summaries to transactions, consolidate entities in a single workbook, and post adjustments from Excel, reducing manual effort and shortening reporting cycles.

Is MYOB Acumatica still the single source of truth?

Yes. MYOB Acumatica remains the data powerhouse and source of truth. Velixo respects existing roles and permissions, so access, approvals and write‑back follow the same governance you rely on today.

What do we get with the 14‑day trial?

The free 14‑day trial gives you access to Velixo connected to your own MYOB Acumatica data. A Velixo specialist will help set up your connection, walk through key reports (e.g. month‑end, budgets, board packs) and show you how to refresh, drill and write back from Excel.

Is our data secure when using Excel + Velixo?

Yes. Velixo connects securely to your MYOB Acumatica instance using your existing permissions and security controls. Data is encrypted in transit, and users can only see what they’re authorised to see in MYOB Acumatica – you’re not creating a new, unsecured copy of your financials.

What happens after the 14‑day trial?

At the end of your trial, your Customer Success Manager or MYOB Business Partner will walk you through results, pricing and next steps. If you decide to continue, we’ll convert your trial into a paid subscription so you can keep using your existing reports. If not, access simply ends – no surprise charges.

Still have questions?

To discover how MYOB Acumatica + Velixo can accelerate your Excel-based reporting, get in touch with your MYOB Customer Success Manager.