ISV Partners

Velixo

Excel-based reporting, budgeting and planning for Sage Intacct. Velixo helps finance teams create live reports, forecasts and analysis using familiar spreadsheet tools, while connecting directly to Sage Intacct data for greater accuracy, visibility and control.

Compatible: X3

Category: BI & Reporting

Integration: Native Connector

Stage: 1+

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Mysoft legislation projects

Smarter reporting in Excel, powered by Sage Intacct.

Who is it for?

Finance teams using Sage Intacct who want live, refreshable reporting in Excel without relying on exports, disconnected spreadsheets or separate BI tools.

What will you gain?

Faster reporting, clearer insight and better control over budgeting, analysis and data updates, all from the Excel environment finance teams already know.

Where does it fit?

Velixo connects Excel directly to Sage Intacct through the API, giving finance teams a governed reporting layer that works with live Intacct data, dimensions, entities, books and project codes.

How it works with Sage X3

From Sage Intacct data to board-ready Excel reports.
One live workbook.

Praxedo’s native Sage X3 connector keeps both systems in lockstep. Jobs, customers, stock and invoicing move automatically — so nobody re-enters anything, and nothing falls between the two.

Direct Intacct connection

Velixo connects Excel to Sage Intacct through the API, pulling live data without exports or staging layers.

Excel-native reporting

Finance teams use Velixo functions to report on GL, dimensions, entities, books and project data.

Live refresh

Change a parameter, refresh the workbook, and figures update from Sage Intacct data in real time.

Drilldown and analysis

Users drill from summary numbers into transactions, helping explain movements without leaving the reporting process.

Budgeting and writeback

Budgets, allocations, journals and data updates can be pushed back to Sage Intacct from Excel.

Distribution and templates

Pre-built templates, PDF exports and scheduled distribution help teams share governed outputs without rebuilding every report.

Proven at scale

2014

founded with deep ERP expertise behind Excel-based reporting, budgeting and automation.

3,400

customers across 25 countries use Velixo across finance, operations and project-based teams.

97%

customer retention across a global customer base built around ERP reporting and automation

SOC 2 Type II

certified and recognised by G2 across financial and accounting software categories.

What changes for finance & ops

Reporting the finance team can trust.

Less repoting admin

Live reports and reusable templates reduce exports, copy-paste work and manual spreadsheet rebuilding.

Faster insight from trusted data

Teams can refresh reports, drill into transactions and understand changes using data held in Sage Intacct.

Budgeting without rekeying

Finance teams can push budgets, journals and data updates back into Sage Intacct from Excel.

Who it's for

Built for Sage Intacct finance teams that live in Excel.

If your team uses Sage Intacct but still depends on Excel for reporting, budgeting, analysis or board packs, Velixo helps connect those workflows more directly to live system data.

Financial Reporting

Build P&L, balance sheet, cash flow, trial balance and dimensional reports using live Sage Intacct data.

Budgeting & planning

Use Excel-based models for budgets, allocations, forecasts and scenario planning, then push approved data back.

Multi-entity organisations

Report across entities, books, dimensions and structures without building each view from disconnected exports.

Financial close

Support reconciliations, variance reports, subledger checks and journal-related workflows from one familiar reporting environment.

Project-based teams

Report on project data, estimates, costs and forecasts where Sage Intacct project accounting needs Excel-level flexibility.

Operational analysis

Pull AR, AP, payroll, time, expenses and other operational data into reports that teams can refresh and investigate.

Frequently Asked Questions

Your Questions.
Mysoft's Expertise.

Does Velixo work with Sage Intacct?

Yes. Velixo connects to Sage Intacct through the API and is listed on the Sage Intacct Marketplace.

Does Velixo replace Excel?

No. Velixo extends Excel so finance teams can use familiar workbooks while working with live Sage Intacct data.

Can Velixo push data back into Sage Intacct?

Yes. Velixo supports writeback for budgets, journals, allocations and other Sage Intacct data updates.

Can teams use templates?

Yes. Velixo provides pre-built report templates that can be connected to Sage Intacct and adapted to the business.

Can reports be shared securely?

Yes. Reports can be distributed as Excel or PDF outputs, with security handled through Sage Intacct and Microsoft 365.

Why implement Velixo through Mysoft?

Mysoft understands Sage Intacct finance processes, so Velixo can be positioned around your reporting structure, data model and wider system goals.

Next step

Get the Velixo + Sage Intacct architecture right from the start.

We act as the single integration owner across the ecosystem. Co-ordinating Velixo, Sage Intacct, and first-line support so you manage one relationship, not three.