Velixo + MYOB Acumatica (formerly MYOB Advanced) = Flexible financial reporting

Powerful dashboard reporting with Microsoft Excel, using real-time data from your MYOB Acumatica (formerly MYOB Advanced) cloud software.

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Built for better MYOB Acumatica (formerly MYOB Advanced) reporting

Take advantage of accounting data captured in your MYOB cloud ERP using the Excel spreadsheet functionality you already know and love. It’s a seamless combination made possible by the Velixo plugin.

Quickly augment your MYOB software with this practical and potent third-party tool.

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How Velixo for MYOB Acumatica (formerly MYOB Advanced) speeds up financial reporting for small business

Instant access to up-to-date financial information from MYOB Acumatica (formerly MYOB Advanced) that you can play with using Excel dashboards, formulas and pivot tables—Velixo Reports offers the best of both worlds for small business accountants and finance managers.

Seamless connection

Fast, simple and secure connection with Excel, no manual exports needed

User-friendly

Velixo adds a toolbar to Excel with 45 functions

Accurate data

All team members can work with accurate data from MYOB Acumatica

Smart Refresh

Changes in data are applied to reports quickly

Spreadsheets updates

Changes to formulas and cells reflected immediately in spreadsheets

Permission control

Control over roles and permissions to modify access for different users

Why it’s better to work with general ledger and project data in Excel

Make data more manageable using familiar tools, for both end-of-month and ad hoc reporting
Create more dynamic and well-structured reports that surpass MYOB Acumatica (formerly MYOB Advanced) capabilities
Make reports attractive with graphics, borders, colours, graphs, and conditional formatting
Present data across multiple tabs in one file, whether it’s different reports or different filters

Let’s be pragmatic: when it comes to getting your financial statement in shape and managing your accounting data on a day-to-day basis, it’s can be more convenient to work in Microsoft Excel.

Give your team members more freedom to use everyday Excel reporting tools even as they harness comprehensive MYOB Advanced data.

Leverage Excel tools for P&L, Balance Sheet, Project and KPI reporting

Success in a small to medium business means operating at a fast pace and embracing digital tools to consolidate data, better serve customers and remain competitive. That’s why a robust, cloud computing ERP solution like MYOB Acumatica (formerly MYOB Advanced) makes perfect sense.

Velixo for MYOB Acumatica (formerly MYOB Advanced) further expands your business’ agility when it comes to understanding—and acting on—detailed financial reporting information, thanks to the flexibility inherent in Excel.

The Velixo Reports plugin makes life easier when it comes to customising financial reports like your income statement, balance sheet, cash flow, budgets, project budget versus actuals, progress reports, sales dashboards, and KPI reporting.

Benefits of Excel for MYOB Acumatica (formerly MYOB Advanced)

Velixo Reports makes MYOB Acumatica (formerly MYOB Advanced) more useful for your business. Achieve the reporting format you want in Excel, so you can create visually-compelling and logically structured spreadsheets that you can comprehend quickly.

Always organised

Organise and update data from one window for variables like financial period, year, multiple companies, branches, sub-account, etc., (Velixo additionally enables you to exclude specific sub-accounts)

Get more insights

Use groupings and headings to show both summary information and expandable rows or columns that reveal more detail as needed

Easy to use

Access the standard tools you expect like copy/paste, fill down, find & replace, undo—plus the advanced formula functionality of Excel—to reduce frustration when manipulating data

Connect the dots

Combine GL, project management and external data sitting outside your ERP (such as from other software) into one consolidated report

Consolidate your reporting

Velixo’s Smart Drill-down feature enhances Excel to fully support consolidation so you can see the detailed transaction history and documents that sit behind any calculation

Unlock the power of MYOB Acumatica (formerly MYOB Advanced) with Velixo’s Excel-based financial and project reporting capabilities

Interested in giving your team greater reporting flexibility in Excel, using real-time data from MYOB Acumatica (formerly MYOB Advanced)? Call us on 1300 045 046 or submit the form below to learn more.

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