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’
- 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
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, and 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 spreadsheet reporting locks you into a single point in time. When reports are connected to live ERP data, information stays aligned to current business performance.
This helps reporting evolve from retrospective analysis toward forward-looking insight.
3. Stronger return on ERP investment
Connecting Excel directly to ERP data helps organisations make greater use of the systems they already have. Over time, finance teams often see reduced manual reporting effort, lower reliance on spreadsheet workarounds, more reliable data for planning and forecasting, and greater visibility across entities, projects or divisions.
Real outcomes from real customers
Havelock North High School
Public schools may not operate like traditional businesses, but the financial complexity behind the scenes is just as real. At Havelock North High School in New Zealand, nearly 1,000 students generate thousands of transactions every month — all of which must be processed, tracked and reported accurately.
For contracting accountant Mike Hosking, scale and control were non-negotiable. Managing that volume through legacy systems was no longer sustainable. When COVID accelerated the need for cloud access and their existing software was withdrawn, the school made a strategic shift to MYOB Acumatica.
The first transformation was operational. MYOB Acumatica provided the processing power to handle high transaction volumes without friction, with 116 sub-accounts and finances broken down by activity. But the bigger shift came in reporting.
Previously, monthly reports were printed and physically distributed. Generating deeper financial insight across departments was time-consuming and manual. With MYOB Acumatica and Velixo, reporting moved from static and slow to dynamic and accessible.
“Some reports used to take us months to do, but with MYOB Acumatica and Velixo, it’s just so smooth — it’s unbelievable really.”
— Mike Hosking, Contracting Accountant, Havelock North High School
Department leaders can now access more granular insight, and finance can respond to questions without rebuilding reports from scratch. The system supports flexibility without sacrificing governance or control.
Revelop
Fifteen years ago, Revelop was a growing property development business with ambition. Today, it owns and manages more than 80 properties across Australia, supports over 1,800 tenants and continues to expand a development pipeline worth $1 billion.
When Head of Finance Paul Shrestha joined Revelop in 2017, the business was managing more than 100 entities manually through an external tax agent. Financial visibility was limited. Reporting cycles were slow. Confidence in the numbers required constant back-and-forth.
The decision to bring finance in-house demanded a platform capable of handling complex inter-entity transactions, increasing volumes and future acquisitions. MYOB Acumatica provided that foundation — and as reporting requirements intensified, Velixo extended it further.
By connecting Excel directly to live ERP data, Revelop replaced weeks of manual funder reporting with real-time insight. Complex reports that once took weeks can now be generated at the click of a button.
“Revelop has expanded five times over since we implemented the MYOB Acumatica platform — and it’s easily scaled with us.”
— Paul Shrestha, Head of Finance, Revelop
Beyond speed, the visibility has transformed performance oversight. Revelop can now see holding costs for new development projects, compare and check for variances on the previous year, and present numbers to internal and external stakeholders with confidence.
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, and 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.
