Sage Intacct + Velixo: bringing live data to Excel

Excel is still the workspace of choice for finance teams. It’s where budgets are modeled, forecasts are refined, and leadership decks come to life.

While Excel is powerful, it was never designed to function as a live extension of your ERP. That disconnect becomes especially visible during budgeting season when teams are juggling spreadsheets, approvals, revisions, and manual uploads back into Sage Intacct.

That’s the gap Velixo helps close.

“If Velixo were a person, it would be the friend who shows up, organizes your garage, labels everything and leaves cookies on the counter,” comments Brandee Alexander, Director of Customer Success at Alta Vista.

Who is Velixo

Velixo was founded in 2017 and has grown rapidly into one of the top-performing applications in the Sage Intacct Marketplace. In just a few years, they’ve expanded globally and now support thousands of customers across North America, Europe, Australia, and beyond.

That growth signals something important: finance teams are looking for smarter ways to extend the value of their ERP. Especially when it comes to budgeting, forecasting, and industry-specific reporting workflows.

Why it matters

• Zero learning curve. If you know Excel, you know how to use Velixo. No new platform, no coding, no heavy training.
• Self-service with governance. Users stay in control of their reporting while maintaining security, permissions, and alignment with Sage Intacct.
• Work your way. Windows or Mac, desktop or cloud — fully formatted, pixel-perfect financials that stay in Excel for further analysis, budgeting, and controlled data push scenarios.

Watch how it works

Christian Guerri, Partner Account Manager at Velixo, walked through a live demonstration showing how Excel connects to Sage Intacct and how planning workflows can move from spreadsheet to system more efficiently.

The session also covers:

• Multi-location reporting with simple formula adjustments
• Drill-down from summary numbers to transaction-level detail — all the way back into Sage Intacct
• Distribution lists to share reports as live Excel files, static versions, or PDFs
• Writeback functionality to push budgets and journal entries from Excel into Intacct
• Querying any object (e.g., GL, AR, AP, Projects) directly from Excel
• Pre-built templates for financials, construction, nonprofit, and other industry-specific needs

Industry-specific reporting

Velixo’s value shines when reporting needs go beyond standard financial statements — specially for organizations requiring highly specific, tailored views into their business.

• For construction, Velixo supports reporting such as detailed commitment analyses, cash flow forecasting, project cost accounting, and estimating at various levels of granularity.
• For nonprofits, finance teams benefit from real-time reporting structures like net asset rollforward, GAAP- and IRS 990-ready formats, purpose-restricted net asset tracking, and grant and actual-to-budget allocation tools by dimensions, user-defined dimensions, and dates.
• For healthcare, finance leaders can build customized views for boards and investors. Whether that’s operational analytics, cost center reporting, budgeting across service lines, or revenue cycle.

Choosing the right fit

Every organization’s reporting and planning priorities are different. For some, Excel-connected reporting is the right next step. For others, a more budgeting-centric solution such as Martus or other tools within our ecosystem, may be a better fit.

At Alta Vista Technology, our role is to help you evaluate your goals and recommend the solution that aligns best with your strategy.

🤝 If you are exploring ways to modernize budgeting, forecasting, or reporting within Sage Intacct, reach out to us or your Customer Success Manager. We are here to guide you toward the right fit, not just a product.