Finance-Grade Reporting for Acumatica,
Powered by Velixo.
We help finance and leadership teams turn Acumatica data into trusted, board-ready insight using Velixo—designed, implemented, and optimized by senior consultants.
Native to Acumatica. Built for finance. Implemented with purpose.
Why Velixo For Acumatica?
Velixo is purpose-built for ERP-driven finance teams
that need accuracy, transparency, and control.
Unlike traditional BI tools or spreadsheet exports, Velixo connects directly and natively
to Acumatica, allowing finance teams to work in Excel while staying connected to live ERP data.
Key Advantages:
Real-time access to Acumatica data from Excel.
No manual exports, no disconnected datasets.
Full traceability back to source transactions.
Reports finance can explain, defend, and trust.
velixo
capabilities
With Velixo, we help clients deliver:
Financial Reporting
Income statements, balance sheets, cash flow, and operational reports built directly on Acumatica data.
Multi-Entity & Consolidation
Consolidated reporting across companies, branches, and locations—without manual reconciliation.
Budgets & Forecasts (Writeback)
Budgeting and forecasting directly in Excel, with controlled writeback to Acumatica.
Dashboards & KPIs
Finance and executive dashboards that combine accuracy with clarity.
Operational & Management Reporting
Reports tailored to how leadership actually runs the business.
Business Scenarios
Where Velixo Adds Value
Velixo is especially valuable when:
Month-end close and reporting take too long.
Reports don’t reconcile or require manual fixes.
Finance relies heavily on exported spreadsheets.
Leadership questions the numbers.
Multi-entity reporting is complex or fragile.
Budgeting and forecasting are disconnected from actuals.
In these scenarios, Velixo becomes the bridge between ERP data and financial decision-making.
how we
Implement velixo
At KALM, Velixo is not a standalone tool—it’s part of how we design reliable reporting environments.
OUR APPROACH IS:
🤝
Client-First
We start with reporting needs, not templates.
🔬
Root-cause driven
We validate data, structure, and logic.
👨💼
Senior-led
Consultants who understand both Acumatica and finance.
We work with finance, operations, and IT to ensure Velixo:
Your Acumatica Project
Doesn’t Get Better On Its Own
Velixo is powerful—but its value depends on how it’s designed and adopted.
Working with KALM means:
✓ Faster, more accurate report design.
✓ Fewer reworks and broken models.
✓ Better alignment between ERP and reporting.
✓ Finance teams that truly own their reports.
We combine Velixo expertise, Acumatica consulting,
and finance process understanding to deliver reporting environments that last.
Turn Acumatica Data Into Trusted Financial Insight
If finance needs faster, clearer, and more reliable reporting from Acumatica,
the next step is a focused conversation about how Velixo can support your team.