What is Acumatica?

Acumatica provides Cloud ERP software designed to enhance the profitability and efficiency of small and mid-market businesses. It offers an integrated business management solution that allows real-time access to various operational components such as financials, reporting, CRM, and more. Acumatica supports businesses across different industries including construction, manufacturing, and distribution, providing tailored systems for each sector.

The software encompasses a wide range of applications including financial management, project accounting, CRM, and reporting tools. It caters to specific business needs with features like multi-entity and intercompany accounting, payroll management, data analysis, and advanced manufacturing functionalities. Acumatica's construction management software delivers business intelligence tailored for the construction industry, while its distribution and retail ERP systems are designed for modern supply chains and omnichannel fulfillment, respectively.

Acumatica's service-oriented applications span across service management, Project Accounting, and field service, with a consumption-based licensing model that can be extended to various stakeholders without additional user fees. Its suite is complemented with business intelligence and analytics tools, inventory management, and CRM capabilities, all within a cloud-based platform aimed at future-proofing businesses.

Acumatica Plugins for Excel

Velixo Reporting, Planning & Analysis

Velixo is a plugin for Excel tailored for Acumatica, known as the premier solution for reporting. It is a self-service Excel add-in that offers full governance and deep integrations with Acumatica. Velixo enhances Excel's capabilities, allowing it to be used for a variety of functions including financial reporting, financial consolidations, operational reporting, budgeting and planning, project forecasting, and business process automation. The plugin features a unique querying engine, over 80 native Accelerator functions, smart interactivity, efficient writeback, data push features, pre-built templates, consolidation features, distribution features, and native integrations with Microsoft 365.

Acumatica Excel Integration

The Excel Add-In for Acumatica, another plugin, connects Excel to Acumatica ERP data and is completely self-contained, requiring no additional software installation. Integrated with the Excel toolbar and ribbon, it creates a new CData data access toolbar, allowing users to connect to remote data and configure a connection. This integration assists users in performing tasks such as creating new records, modifying and deleting records, mass imports/exports/updates, data cleansing and de-duplication, Excel based data analysis, exporting and backing up data, and operating on data with Charts and Pivot Tables to build custom dashboards and reports. The Excel Add-In for Acumatica is user-friendly and connects to live Acumatica data simply by clicking a single button on the Excel toolbar.

Common Use Cases

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  Financial reporting and consolidations
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  Budgeting and planning
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  Project forecasting and management
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  Operational reporting on ERP data
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  Business process automation

Frequently Asked Questions

What is the Acumatica Excel plugin and what does it do?

The Acumatica Excel plugin, known as Velixo, is an add-in that enhances reporting and budgeting functions within Acumatica ERP. It provides seamless and real-time reporting and planning capabilities within Excel, featuring over 80 native Excel functions, smart interactivity, and deep integration with Acumatica.

Is Velixo suitable for my organization?

Velixo is suitable for organizations of any size and industry. It is designed to be user-friendly for those familiar with Excel and provides a robust set of features for financial and operational reporting, budgeting, and business process automation.

How do I integrate Velixo with Acumatica?

Users with credentials can create a connection to Acumatica ERP data using the Acumatica Excel Add-In. The plugin is fully integrated with Microsoft 365 and is compatible with both Excel Desktop and Online versions. It includes a querying engine and governance capabilities for deep integration with Acumatica.

Can Velixo help with data analysis and report distribution?

Yes, Velixo supports real-time reporting and budgeting for financial and operational data and allows for live writeback of journals, budgets, and project forecasts. It also features flexible and automated report distribution via email, and it supports operations with charts and pivot tables.

Has Velixo received any awards or recognition?

Velixo has received the Acumatica Partner of the Year 2022 and Innovation 2023 awards, solidifying its reputation as a trusted and innovative solution for Acumatica users.