In this article
Key takeaways
Velixo connects Excel directly to MYOB Acumatica: It allows finance teams to work in Excel while drawing on live ERP data, with MYOB Acumatica remaining the system of record.
Excel remains the finance workbench: Most finance teams rely on it for analysis and reporting, the challenge is the manual process required to move data in and out of ERP systems.
Connecting Excel to ERP data changes the reporting process: With Velixo, spreadsheets refresh directly from MYOB Acumatica rather than relying on exported data.
Finance teams spend less time preparing reports: When reports are linked to ERP data, manual steps reduce and reporting stays aligned to current performance.
ERP insight becomes easier to access and explain: Finance leaders can drill into transactions, model scenarios and support decisions using familiar Excel workflows.
Excel, accelerated
If your finance team works in Excel but your data lives in MYOB Acumatica, you’re not alone. For many mid-sized businesses, month end still means exporting data, rebuilding reports, reconciling versions and double-checking numbers before they go to the board. Then repeating the process when something changes.
Velixo removes that friction. It connects Excel directly to MYOB Acumatica, allowing finance teams to continue working in Excel while drawing on live ERP data. The result is a reporting process that stays familiar, but moves faster. In effect, Excel, accelerated.
Manual workflows are what slow finance teams down
Excel remains popular with finance teams because it’s flexible, powerful and widely understood. The challenge is the manual workflow that often surrounds it:
Exporting static data from MYOB Acumatica
Rebuilding the same reports each period
Managing multiple versions of board packs
Re-keying budgets and journals back into the ERP
Logging back into the system to answer ‘one more question’
These steps take time and introduce opportunities for error. Over time, reporting can become a production task rather than a source of insight.
What Velixo does
Velixo connects Excel directly to MYOB Acumatica in real time. Spreadsheets pull data from the ERP while MYOB Acumatica remains the system of record.
In practice, that means:
Refresh rather than rebuild
Reports stay linked to live data. Figures can be refreshed instantly without exporting, copying or recreating templates.
Drill to transaction level
Numbers in Excel can link directly back to the underlying transactions in MYOB Acumatica, helping finance teams investigate and explain variances quickly.
Write back securely
Budgets, forecasts and journals prepared in Excel can be written back into MYOB Acumatica, reducing the need to re-enter data.
Consolidate with control Multi-entity or divisional reporting can be managed within a single workbook, with permissions and governance aligned to MYOB Acumatica.
Excel continues to be the workspace, while MYOB Acumatica maintains control of the underlying data.
Three practical shifts for finance teams
1. A more efficient close
When reporting runs on live ERP data, entire layers of manual work disappear:
No repeated spreadsheet exports
Less reformatting board packs each month
Reduced risk of errors and version conflicts
Month-end reporting becomes more about refreshing and reviewing information, rather than rebuilding reports from scratch. This creates more space for forecasting, scenario analysis and better supporting business decisions.
2. Reporting that stays aligned to the business
Static spreadsheets reporting locks you into a single point in time. When reports are connected to live ERP data information stays aligned to current business performance.
Refresh a P&L to view the latest results
Drill from summary balances into transaction detail
Model scenarios in Excel using current ERP data
Push approved budgets or journals back into the system
This helps reporting evolve from retrospective analysis toward forward-looking insight.
3. Stronger return on ERP investment
Connecting Excel directly to ERP data can also help organisations make greater use of the systems they already have.
Over time, finance teams often see benefits such as:
Immediate operational gains
Reduced manual reporting effort
Lower reliance on spreadsheet workarounds
Mid-term insight advantages
More reliable data for planning and forecasting
Greater visibility across entities, projects or divisions
Long-term leadership impact
More time spent analysing performance and risk
Less time spent preparing reports
Want a quick summary to share with your team?
Download the MYOB Acumatica + Velixo fact sheet to see how connected Excel reporting can reduce manual reporting effort and improve finance visibility.
A pragmatic approach to reporting
Many ERP strategies try to move finance teams away from Excel entirely. But in reality, Excel continues to play an important role in financial analysis and reporting.
With Velixo and MYOB Acumatica, organisations can take a more pragmatic approach:
Excel remains the familiar analysis environment
MYOB Acumatica remains the single source of truth
Data moves between the two in real time
Rather than replacing Excel, the goal is to connect it more closely to ERP data, allowing finance teams to continue working the way they know best, while improving speed, accuracy and visibility.
Getting started
If your finance team regularly exports MYOB Acumatica data into Excel as part of the reporting cycle, connecting the two environments may be worth exploring.
MYOB Acumatica customers can trial Velixo for 14 days using their own ERP data.
To activate your trial or learn more about how Velixo can support your reporting and planning workflows:
If you’re an MYOB Acumatica customer, click here or speak with your MYOB Customer Success Manager.
If you currently work with one of MYOB’s Business Partners, click here or reach out to your Partner to get started.
Information provided in this article is of a general nature and does not consider your personal situation. It does not constitute legal, financial, or other professional advice and should not be relied upon as a statement of law, policy or advice. You should consider whether this information is appropriate to your needs and, if necessary, seek independent advice. This information is only accurate at the time of publication. Although every effort has been made to verify the accuracy of the information contained on this webpage, MYOB disclaims, to the extent permitted by law, all liability for the information contained on this webpage or any loss or damage suffered by any person directly or indirectly through relying on this information.
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