Velixo is a self-service Excel add-in that fully integrates with Acumatica to give you a seamless and real-time ERP reporting and planning experience within the comfort of Excel. It literally feels like Acumatica in Excel, and Excel in Acumatica!

In this webinar, you will learn:

  • How Velixo integrates with Acumatica and enables you to build real-time reports for financial, project or any other module.
  • How Velixo enables you to become fully self-sufficient with your report creations, take control and become more efficient.
  • Open your mind to use cases you may not have thought could be automated (budgeting, planning, any business process scenario)

Everyone loves reporting and analyzing data in Excel, but no one wants a disconnected experience to their ERP. Velixo changes the game by bridging two worlds and ensuring Acumatica remains the central source of truth.

Meet the Speaker

Jeremy is a Channel Sales Manager at Velixo. He is an entrepreneurial sales professional with over 20+ years of experience. His expertise lies in identifying and developing intricate technical solutions for clients and partners, ranging from mid-market to enterprise sales. He has successfully led programs via direct sales, OEM, and channel partnerships with specialized knowledge in analytics, SaaS, accounting, HRIS, and merchant services.


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