Live ERP data directly in Excel
Velixo for Nonprofits
Velixo is a financial reporting, budgeting, and automation platform that brings real-time ERP data directly into Microsoft Excel. Designed as an ERP-integrated Excel extension, Velixo helps finance teams create pixel-perfect reports, streamline budgeting and planning, and automate repetitive data workflows — all within the familiarity of Excel.
“Velixo Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier. Excellent product.”
Velixo’s Core Capabilities
- Excel-based financial reporting that connects directly to your ERP for live data and analysis
- Self-service budgeting, planning, and forecasting without exporting and reformatting data
- Dynamic data automation and writeback capabilities from Excel back into your ERP
- Real-time reconciliation, smart drilldown, and interactive analytics powered by ERP APIs
- Support for multi-entity, multi-currency scenarios, and consolidated reporting directly in Excel
- Seamless integration with leading ERP systems like Acumatica, Sage Intacct, and Microsoft Dynamics Business Central
Who Velixo Is a Good Fit For
- Organizations that rely on Excel for financial reporting, budgeting, and analysis
- Nonprofits that want real-time access to ERP data without exporting spreadsheets
- Teams needing consolidated financial and operational views across entities or projects
- Finance teams seeking to automate manual data entry and repetitive workflows
- Organizations using ERPs such as Acumatica, Sage Intacct, or Microsoft Dynamics Business Central
How Velixo Supports Nonprofit Operations
- Faster and more accurate financial reporting without repetitive manual steps
- Centralized data access in a familiar Excel environment to reduce training friction
- Ability to automate data inputs and reduce errors using smart functions and writeback tools
- Live connections to ERP systems so reports and dashboards reflect current financials
- Strong governance, security, and compliance controls inherited from ERP authentication
Why Nonprofits Choose JMT for Velixo Guidance
Nonprofits rely on JMT to help evaluate and integrate financial systems that strengthen reporting workflows and accelerate decision-making. When organizations require deeper insights from their ERP data and more efficient budgeting and planning, JMT may recommend Velixo as a key component of a financial ecosystem that supports mission impact.
JMT Consulting brings:
- Deep expertise in nonprofit finance systems and ERP workflows
- Over 30 years of experience guiding finance teams through automation decisions
- Consultants with public-sector and nonprofit backgrounds who understand real operational challenges
JMT serves as an advisor and connector, helping nonprofits determine whether Velixo is the right fit and how it should integrate with their existing ERP landscape.
Is Velixo the Right Fit for Your Nonprofit?
Our team can help you assess whether Velixo aligns with your reporting, budgeting, and automation needs and supports your organizational goals.
