Velixo for MYOB Acumatica: Revolutionising Excel Integration

Still using OData feeds in Excel to query MYOB Acumatica?

Velixo isn’t just an upgrade—it’s a transformation. Say goodbye to clunky queries and hello to fast, flexible,  and intelligent reporting in Excel.

What Velixo Does That OData Can’t

Financial Reporting & Analysis—Reimagined

Velixo streamlines financial and project reporting by replacing cumbersome tables with 70+ dynamic Excel functions, purpose-built for finance professionals. Instead of relying on manual OData queries and pivot tables, these functions expand automatically as your data or filters change, eliminating the need for complex URLs or hand-crafted queries. Drill-down capabilities allow users to explore balances, break down results by subaccount, and seamlessly jump into MYOB Acumatica for in-depth analysis—an invaluable feature for accountants and controllers during audits. By leveraging opening balances and monthly totals, Velixo delivers calculation performance that surpasses raw OData and Generic Inquiry (GI) methods.

Speed & Performance That Scales

Velixo is designed for speed and scalability. Its smart refresh technology caches data locally and fetches only changes, resulting in significantly faster updates—especially vital during busy periods like month-end close. Reports are purpose-built for finance and project data, avoiding the drag of real-time aggregation across massive datasets. Say goodbye to delays caused by slow, full-table OData queries.

Smarter, Simpler Excel Experience

Velixo enhances Excel by extending its formula engine with finance-specific functions, working in harmony with existing Excel features. There’s no need to craft manual OData expressions—Velixo filtering, sorting, and aggregating can be automated, using standard filter functions which filter the data before it is imported into Excel. Errors are returned in a clear, user-friendly manner, unlike the cryptic messages from raw OData feeds. Additionally, Velixo includes extra Generic Inquiries and Import Scenarios, streamlining common reporting and writeback processes.

Governance & Security You Can Trust

Velixo prioritises security by enforcing authentication with each user’s MYOB Acumatica credentials, ensuring data access aligns with ERP permissions. Unlike standard Excel OData queries—which often use a single shared “Basic” account and introduce governance risks.

Bidirectional Power: Reporting + Writeback

Velixo goes beyond traditional reporting by supporting writeback functions for journals, budgets, forecasts, and more. These can be embedded directly into any report, enabling workflow automation and bulk data updates via Import Scenarios, all within Excel.

Tools That Go Beyond Reporting

Velixo offers pre-built templates designed to boost immediate productivity, allowing users to get started with their reporting tasks straight away. Automated report generation and distribution via email ensure that stakeholders receive timely updates without manual intervention. The platform also supports connected or disconnected report snapshots, providing flexibility for working online or offline. Additionally, Velixo enables report bursting, efficiently generating individual sheets for each department, branch, or dimension, streamlining the dissemination of targeted information across the organisation.

Self-Service Reporting Without IT Bottlenecks

Velixo empowers users to take control of their reporting. Unlike OData/Generic Inquiries, which require ERP permissions to modify GIs and predefine columns and filters, Velixo lets users select and configure these elements directly from Excel. For simple to moderately complex needs, Velixo can query the MYOB Acumatica DAC model directly—no GI required—simplifying data access even further.

Turning Data into Decisions with Velixo

With Velixo, you’re not just getting a reporting tool—you’re equipping your team with faster insights, greater flexibility and the confidence that your financial and project data is accurate, secure and easy to manage. By eliminating the complexity of OData feeds, Velixo frees you from manual workarounds and delivers the clarity accountants, controllers and business leaders need to make better decisions.

See Velixo in action with MYOB Acumatica

Book a one-on-one workshop and in just one hour we’ll help you:

• Download and set up the software
• Connect reports to your Acumatica URL
• Tailor formulas to match your Chart of Accounts
• Adjust settings to expose Generic Inquiries

Take the first step toward smarter, simpler reporting—schedule your session today.