Zentriq vs Velixo

Velixo is a real-time reporting and planning add-in for Excel that connects to Dynamics 365 Business Central (as well as Finance & Operations and Acumatica). Finance teams write live Excel formulas that pull data straight from BC, so they can build financial reports, budgets, and analyses with full spreadsheet control and refresh them on demand. For Excel-native teams that want to design their own reports and plan and budget in a familiar grid, it is genuinely powerful, and it does deep planning work that Zentriq does not. Zentriq takes a different route: ask a question about your BC data in plain language and get instant charts and financial reports back, with no Excel and no formulas, plus the ability to act on your data and a broader toolset across BC.

Limitations of Velixo

• Depends on Excel: the add-in has to be installed and kept up to date on each user's machine
• Reports and models are typically built by hand with formulas, so there is a real learning curve for functions, ranges, and layout design
• Licensing is usually per user and grows with the number of report authors and viewers
• Focused on reporting and planning: no document capture, no cart capture, and no conversational assistant that acts on BC for you
• Answering a new question often means building or editing a spreadsheet first, rather than simply asking
• Built around the spreadsheet for reporting and budgeting, not for creating operational records like purchase orders or purchase invoices on request

Why teams switch to Zentriq

Feature comparison

The verdict

Velixo is a powerful, real-time reporting and planning tool for finance teams that live in Excel and want full control over their report and budget models, and it does planning and budgeting work that Zentriq does not. If instead you want to ask a question in plain language and get charts and financial reports back instantly, with no Excel, an agent that can act on your data, and a broader toolset that includes document capture and PunchOut, Zentriq is the modern alternative. Many teams use both: Velixo for hands-on spreadsheet planning, Zentriq for quick answers and action across BC.

Try Zentriq free

The best way to decide is to try it. Zentriq is free to start, 15 Agent messages per month, plus 8 PunchOut captures to try, no credit card required.

Start free → or request a demo.