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

Here is what you’ll learn:

  • How Velixo integrates with Sage Intacct and enables you to build real-time reports for financial, project or any other module. It can also improve decision-making thanks to 300% improvement in reporting speed.
  • 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) and unlock 250% more efficiency with data entry through automation.

Everyone loves reporting and analyzing data in Excel, but no one wants a disconnected experience to their business management solution. Velixo changes the game by bridging two worlds and ensuring Sage Intacct 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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