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Velixo

Smarter reporting in Excel, powered by Sage Intacct

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Velixo Overview

Velixo connects Excel directly to Sage Intacct, providing finance teams with a fast and secure way to build live, refreshable reports using data pulled directly from the source. With Velixo, you’re not relying on spreadsheets to manage your finances; you’re using Excel the right way: as a flexible interface for reporting on your Intacct data in real time.

Velixo connects directly via the Sage Intacct API, no data warehouse no intermediate staging. Finance teams open Excel and immediately pull live data—GL, dimensions, entities, project codes, you name it—with Velixo-native functions and flexible filtering. Change a parameter, refresh once—and the sheet updates instantly.

This isn’t budgeting misuse; it’s governed reporting in a familiar environment.

Why Use Velixo with Sage Intacct

Excel meets Intacct—live

Use intuitive functions to fetch GL balances, transactions and dimensions directly into Excel—no exports or manual copy.

Accurate, timely insight

Reports auto-refresh with current GL data—critical as month-end journals post or forecasts change.

Minimal risk, maximum familiarity

Keep governance intact by managing your data from Intacct; Excel is just your view—no broken spreadsheets.

Multi‑entity, multi‑currency support

Retrieve and present consolidated or segmented data across several Intacct entities with simple formula adjustments.

Drilldown-powered interactivity

Jump from summary figures into transaction level detail instantly—with intuitive navigation and drill functions.

Report distribution and embedding

Push output to PDF or Excel, embed live Velixo workbooks in Intacct dashboards, or automate scheduled deliveries—all respecting Intacct’s security.

Pre-built templates included

Standard finance reports are ready to go—trial balance, P&L, balance sheet, operational dashboards—all built for Intacct structures.

Push data back into Intacct — without rekeying

Use secure input sheets to post data from Excel straight into Sage Intacct, saving time and eliminating manual entry.

Designed for the way finance actually works

Built around the workflows of finance teams, Velixo combines real-time data with the flexibility of Excel — without compromising control.

Hear From Our Customers

Customer success is at the heart of Mysoft’s mission and we take pride in every project we deliver.

Mysoft were transparent, supportive, and helpful. The project was straightforward and smooth.

Nottingham Venues – Financial Controller

Mysoft has been instrumental in the success of this project. Sage X3 has enabled us to automate and implement new business processes and we now have greater visibility of data than ever before.

Madison – IT Director

We’ve received excellent support from Mysoft for our Sage X3 system.  They are quick to respond and resolve issues; and draw-in resources from their wider business to assist where necessary.

TIMCo – IT Director

The Mysoft team have always been really friendly and clearly hard-working, seen through all the days they were willing to come all the way to Wales to see us! It was due to the people at Mysoft that we committed to the contract with them.

Burns Pet Food – Project Manager

As our business has grown so have the expectations of our customers and suppliers. Sage X3 has allowed us to meet the demands of our trading partners by providing us with a powerful, yet easy to use set of tools.

RH Amar – IT Director

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