Velixo – Hero

Velixo · Excel Reporting for Microsoft Dynamics 365 Business Central Bring Realtime Data From Business Central ERP Into Excel.

Velixo connects directly to Microsoft Dynamics 365 Business Central, letting your finance team build reports, plan budgets, and write data back to the ERP – right inside Excel, with AI assistance in every cell. No data warehouse, no rigid reports, no waiting on IT.

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Velixo · Profit & Loss – Business Central
Velixo Profit and Loss Report - Business Central
7 Core Capabilities

From reporting to automation – one platform inside Excel

Velixo goes from reading ERP data to writing it back, with AI assisting at every step – all living inside the workbook your finance team already uses every day.

AI Step 1/7

Intelligence – AI in the cell

Velixo Intelligence runs right inside the Microsoft 365 your finance team is already signed into. Ask in natural language and get an answer with the underlying data rows highlighted – never leaving Excel.

Velixo Intelligence - Analysis in Excel
Natural-language Q&A
Automatic source citations
Same permissions as the ERP
Never leaves Excel
Reporting Step 2/7

Report – Live reports, no re-exporting

GL data, customer/vendor sub-ledgers, and dimension-level balances pull straight into Excel cells through built-in functions or an AI query builder for reports you’ve never built before.

Velixo Profit and Loss Report
Real-time refresh
Excel-native functions
No intermediate data warehouse
Ready-made templates
Analysis Step 3/7

Analyze – Every number is traceable

Click any figure to open the underlying record, pivot and slice by dimension from whatever angle you need – jump straight from an Excel cell to the original ERP transaction.

Velixo Analyze - Drill down report
Drill down to the source transaction
Slice by dimension
Budget Step 4/7

Budget & Plan

Build budgets in Excel, allocate by dimension, and manage multiple scenario versions. Push hundreds of budget lines back into the ERP from a single sheet.

Velixo Budget & Plan
Allocate by dimension
Manage by period
Writeback Step 5/7

Push – Write data back to the ERP

Post hundreds of General Journal lines, bulk-update entries, reclassify mismatched dimensions – all from Excel. If a push fails, just ask Velixo Intelligence why.

Velixo Journal Writeback
Bulk-post General Journal entries
Full audit trail
Governance Step 6/7

Govern & Collaborate

Sign in via Microsoft Entra ID, inherit permission sets from the ERP, SOC 2 Type II compliant. Every writeback is logged to an audit trail for compliance.

Velixo Governance
Inherits permissions from the ERP
SOC 2 Type II compliant
Automation Step 7/7

Distribute & Automate

Schedule reports to be emailed out, embed live Excel cells into Teams, or trigger Power Automate flows every time data is refreshed.

Velixo Distribute & Automate
Automated scheduled emails
Power Automate triggers
Report Library

Complete Business Central financial data, right inside Excel

From daily financial reporting to operational analysis, consolidation, and budgeting – all in a single Excel workbook, not a rigid set of reports built into the system.

Financial Reporting

  • Profit & Loss
  • Balance Sheet
  • Trial Balance
  • Cash Flow Statement
  • Bank and Expense
  • Asset Re-evaluation

Financial Consolidation

  • Multi-company consolidation
  • Multi-environment consolidation
  • Currency conversion audit
  • Group internal control reporting

Financial Close Management

  • Account reconciliation
  • Bank reconciliation
  • Intercompany transaction management
  • Eliminations

Budgeting & Planning

  • Strategic planning
  • Cash flow forecasting
  • Scenario analysis
  • Revenue & expense planning

Dynamic Allocation

  • GL journal allocation
  • GL budget allocation
  • By dimension, date and account

Operational Analysis

  • AR aging
  • AP aging
  • Sales analysis
  • Purchasing analysis
  • Inventory analysis
Why Velixo

Flexible analysis, not locked into rigid reports

Velixo doesn’t replace your ERP – it turns Excel into a reporting and automation layer sitting directly on top of the ERP data you already run.

Flexible analysis, no waiting on IT for a new report

Build, pivot, and slice reports right in Excel to match the exact question you’re answering – instead of relying on rigid built-in ERP report templates or waiting on IT every time you need a new angle.

True two-way writeback

Post General Journal entries, create or update budget entries, reclassify mismatched dimensions – all from Excel, with a full audit trail. Most BI tools only read; Velixo writes back to the ERP too.

AI right in the cell – Velixo Intelligence

Ask in natural language why a number changed and get an answer with the underlying data rows highlighted – same permissions, same data as the ERP, never leaving the workbook.

No IT or coding needed, still fully governed

Extend Excel with cell-level dynamic functions, build pixel-perfect reports right in the workbook you already know. Permissions inherit from the ERP, sign-in via Microsoft Entra ID, SOC 2 Type II compliant.

S4 Consulting – Official Velixo Partner in Vietnam

Ready to bring your ERP data into Excel?

Talk to S4 for a Velixo implementation roadmap tailored to your Microsoft Dynamics 365 Business Central system.

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Frequently Asked Questions

Answers about Velixo

Common questions businesses ask when evaluating S4 Consulting’s Velixo Excel reporting solution.

Is S4 Consulting an official Velixo partner in Vietnam?
Yes. S4 Consulting is the official Velixo partner in Vietnam, responsible for consulting, implementation, and support for businesses running Microsoft Dynamics 365 Business Central locally. Every demo request, quote, and technical support case is handled directly by S4.

How does Velixo integrate with Business Central?
S4 Consulting implements Velixo for Microsoft Dynamics 365 Business Central – the core ERP platform in S4’s consulting portfolio in Vietnam. Velixo connects directly through the Business Central API, with no intermediate data warehouse required.

Do I need to know how to code to use Velixo?
No. Velixo extends Excel with cell-level dynamic functions – if you’re already comfortable in Excel, you can build your own reports, slice data by dimension, or use Velixo Intelligence to ask questions in natural language without writing code or waiting on IT.

Can Velixo write data back to the ERP, or does it only read reports?
Yes. This is Velixo’s key difference from typical BI tools – its Push (Writeback) capability lets you post General Journal entries, create or update budget entries, or reclassify dimensions directly from Excel, with a full audit trail for every write action.

Is the data in Velixo real-time?
Yes. Velixo reads directly from the ERP’s API – not a data copy or an overnight extract. Every time you refresh, the report reflects exactly what’s in the system at that moment.

Is Velixo Intelligence (AI) safe to use with financial data?
Yes. Velixo Intelligence runs under the same permissions and access to the same data a user already has in the ERP, signs in via Microsoft Entra ID, and is SOC 2 Type II compliant. Data never leaves Excel or gets copy-pasted into an external chatbot.

How long does it take S4 to implement Velixo?
With ready-made report templates (P&L, Balance Sheet, Cash Flow, and more), your finance team can be up and running just a few days after setup and connection. Timelines for deeper customization depend on your specific requirements and are scoped by S4 project by project.
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