Excel-based reporting for
Working alongside MYOB Advanced, Velixo offers a unique and intuitive reporting solution that’s lightening fast. Velixo gives you the power to leverage the unique capabilities of MYOB Advanced and bring your data to life in Excel.
With Velixo you can start building financial and project reports in Excel with live data in minutes.
Velixo adds a toolbar to Excel with over 45 essential functions designed to work with your GL and Project data.
Thanks to a seamless integration – getting started is a breeze. Simply connect using your MYOB Advanced login details and you’re good to go.
Using Velixo means having the most up-to-date data at your fingertips. And the changes you make to formulas and cells are instantly reflected in your spreadsheet.
Update cells. View P&L’s of other branches. Run different financial periods. It’s the Excel you use every day, enhanced with new features.
You can even track travel expenses for a project over time, by copying the column to the right and every formula will follow.
Build financial and project reports with live data
Built from the ground up for MYOB Advanced, Velixo Reports is the only reporting tool of its kind designed exclusively for MYOB Advanced.
Easily connect Excel to Your MYOB Advanced Data. It’s best used for financial and project reports.
Velixo Points of Difference:
- Zero Learning Curve
- Data is loaded and refreshed in seconds
- Unlimited flexibility to create any financial or project report
- Grow without worry with unlimited user licensing
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View Live Results While Building Reports
You’re always working with the most up-to-date data. Changes you make to formulas and cells are reflected immediately in your spreadsheet. Easily update the cell to see the P&L of another branch, or run it for a different financial period. To track travel expenses for a project over time, just copy the column to the right and every formula will follow. In brief, everything you know and love about Excel works just like you’re used too.
Save Days of Work with Smart Refresh
No more exports or manual entries required. Velixo Reports always gives you up-to-date information. Thanks to Smart Refresh, new data is updated quickly, allowing you to refresh even the most complex report in just a few seconds.
Build Any Type of Reports
We won’t judge you if you only use it for your P&L, but any spreadsheet that requires GL or PM data will benefit from Velixo Reports. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, project progress reports are just some examples of what our customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.
Get to the bottom of everything
Right-click on any cell and get detailed insight into the data referenced in a calculation. You can drill all the way down to the original document in MYOB Advanced and review any note, activity or file attached to it. Smart Drilldown lets you analyze formula cells that reference other cells, such as a Gross Profit or Net Income calculation, and will even show you where the Velixo Reports functions were found. Smart!
Consolidate Data From Multiple Sources
Multiple companies, multiple branches, even multiple tenants – Velixo Reports can consolidate your data in a single Excel spreadsheet while maintaining full history. If you can access it from your web browser, Velixo Reports can connect to it.
Secure Your Access
Use the same login and password that you use when connecting to MYOB Advanced from a web browser. You can restrict access to specific roles and users. Branch access rights, as well as account and subaccount restriction groups, are also applied, allowing you to control who has access to what.
Unlimited Excel Users, at no extra charge.
Unlimited user licensing allows you to grant access to anyone who needs it, at no extra charge. Give your whole workforce the benefit of up-to-date information
General Ledger Writeback
Create and post General Ledger entries without leaving Excel Automated report distribution
Discover the benefits of real-time insights with Velixo
To find out how Velixo can help you with reporting and data analysis, fill out the form below and we will get back to you.