Velixo Unveils Velixo Intelligence, Its New AI-Powered Assistants, at Acumatica Summit

SEATTLE - EntSun -- Velixo, the number one Excel-based reporting and automation platform trusted by finance, operations, and project-based teams, today announced a major expansion of its product capabilities for Acumatica users. The latest release introduces powerful new tools designed to help organizations improve efficiency, increase reporting confidence, and manage growing business complexity without leaving Excel.

These new capabilities build on Velixo's long-standing focus on Excel as the primary working environment for finance and operational teams. The platform now extends that foundation with embedded AI intelligence, deeper access to Acumatica data, and purpose-built solutions for industries where reporting accuracy, auditability, and scale matter most.

Velixo's Newest Enhancements Include:

Velixo Intelligence
Velixo's native, Excel-embedded AI assistants that understand both Velixo and the ERPs it supports, including Acumatica. Velixo Intelligence analyzes reports at any level, helping generate Velixo formulas, queries, and reports. It bridges business insight with ERP complexity through a single intelligent assistant.

Query Builder
A new intuitive interface that allows users to build Acumatica queries without complex inquiries or technical expertise. With deep integration into Acumatica's core data model, Query Builder enables flexible self-service reporting for users across the organization.

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Multi-Connection Consolidation
Designed for multi-tenant and multi-instance environments, Velixo enables smart cross-connection consolidation without complex data merging or duplicated formulas. This supports scalable reporting, forecasting, and audit-ready workflows.

Velixo for Acumatica Construction
A brand-new reporting and forecasting solution featuring dozens of pre-built templates designed specifically for construction workflows. From commitment analysis and project tracking to cost and cash flow forecasting, Velixo helps construction businesses gain visibility and automate reporting with purpose-built project intelligence.

STACK Integration
Complementing Velixo's Construction solution is a new integration with STACK, a leading pre-construction software for takeoff and estimation. Together, Velixo and STACK enable construction teams to estimate with confidence and automate key pre-construction reporting and analysis workflows.

Velixo Portal
A new web application that supports Velixo by introducing organization-wide capabilities such as centralized connection management and streamlined access to Velixo's growing library of pre-built templates. The Templates Gallery includes financial, project, reconciliation, inventory, and sales commission templates.

Additional Productivity Enhancements
Expanded support for new Acumatica features including reporting slicing and snapshots, smart links, improved VBA support, formula-based GL writeback, attachment retrieval, and more.

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"Excel is still where work gets done. That hasn't changed," said Gabriel Michaud, CEO of Velixo. "What has changed is the level of responsibility teams carry as their businesses grow. With embedded ERP intelligence and deeper integrations, Velixo helps organizations operate with confidence today while preparing for what comes next, enabling faster decisions and a platform that scales with real-world complexity."

Velixo has supported Acumatica customers since 2017 and is trusted by thousands of organizations and tens of thousands of users to streamline reporting, budgeting, and analysis. The platform is designed to scale with growing data volumes, complex dimensions, and multi-entity environments without sacrificing the flexibility teams rely on.

The new capabilities will be showcased at Acumatica Summit 2026, with additional product demonstrations and customer sessions scheduled following the event.

About Velixo

Velixo empowers tens of thousands of finance, accounting, and operations teams to do real work faster right inside Excel. Designed for mid-market ERPs including Acumatica, Sage Intacct, and Microsoft Dynamics 365 Business Central, Velixo connects Excel directly to the ERP for live data, real-time reporting, seamless writeback, and full governance.

If you know Excel, you know Velixo. Learn more at www.velixo.com.