Velixo for Business Central

Velixo is a modern, self-service reporting, budgeting, and data automation platform built specifically for Dynamics 365 Business Central. Seamlessly integrated into Excel, Velixo connects to your Business Central data in real-time and bidirectionally, enabling users to both analyze and update data - all within the Excel interface they already know and love.

Unlike traditional BI or FP&A tools, Velixo isn’t just for reporting. It transforms Excel into a complete Business Central workspace for creating, analyzing, and automating data creation and updates - making it a game changer for finance and operations teams.

For any user and organization in any industry, common use cases include: Financial and operational reporting, consolidations, allocations, budgeting and forecasting, project accounting, data imports, and data quality management.

With thousands of satisfied customers worldwide, Velixo bridges the gap between Excel and Business Central, delivering unmatched efficiency, control, and reporting flexibility.

Key Benefits:

• Self-Service Reporting in Excel, Built for Business Central: Velixo lets you access any Business Central data directly from Excel. Using dynamic, cell-based functions, you can build advanced, pixel-perfect reports that leverage dimensions, attributes, and filters - all while combining them with Excel’s native capabilities. No complex training, coding, or IT support required.
• Real-time integration: Velixo delivers a live experience - instantly refresh data, drill down to transactions, or apply AI-powered insights without leaving Excel. Using Business Central’s API v2, web services, and Velixo’s own extended objects, users connect securely via Microsoft authentication. Velixo respects Business Central’s permissions and role-based access.

• True Bi-directional Data Automation - Velixo goes beyond reporting. It enables writeback to Business Central, allowing users to create or update data such as General Ledger journal or budget entries. This enables powerful budgeting, forecasting, data import and data quality scenarios automation - all from Excel.

• Multi-company & multi-environment - Effortlessly consolidate data across multiple companies or environments without duplicating formulas or manual steps.
• Plug & Play or Deploy - Easily add Velixo functions into existing Excel workbooks to make them dynamic, or jumpstart your reporting with dozens of pre-built templates maintained by Velixo.
• Powerful Productivity Tools - Velixo includes features such as: Slice to create filtered copies of workbooks, Freeze and Snapshot to generate offline versions for sharing Report Distribution to export and email PDF/Excel reports without formulas.
• One single product, fully integrated to Microsoft 365 - Velixo is available directly from Microsoft AppSource and works across Excel Desktop, Mac, and Excel Online. Store and collaborate via SharePoint, OneDrive, and Teams for governance, version control, and easy sharing - while taking advantage of Excel Copilot AI insights.