For manufacturing businesses using MYOB Acumatica, timely and accurate data is critical.
Margins are tight. Inventory moves quickly. Decisions need to be made with confidence.
Yet many manufacturers still rely on manual Excel processes for reporting, budgeting, and analysis, creating delays, inconsistencies, and unnecessary workload.
In our recent session, we explored how Velixo helps manufacturers turn Excel into a real-time reporting and automation layer, directly connected to MYOB Acumatica.
The Challenge: Disconnected Data Across Production, Inventory and Finance
In manufacturing environments, reporting is rarely simple.
Teams often need to bring together:
• Financial data (P&L, costs, margins)
• Inventory and stock movements
• Production and project data
• Sales and demand forecasts
Without a connected approach, this typically results in:
• Manual data extraction from MYOB Acumatica into Excel
• Time-consuming consolidation across multiple sources
• Static reports that are outdated as soon as they’re created
This is particularly challenging for businesses managing multiple warehouses, production lines, or entities.
A More Efficient Approach: Live ERP Data in Excel
Velixo integrates directly into Excel, enabling manufacturing teams to work with live MYOB Acumatica data in real time.
This allows you to:
• Build real-time manufacturing reports in Excel
• Refresh data instantly with no exports required
• Maintain a single, accurate version of your numbers
For most teams, this removes the need to rebuild reports every period and significantly reduces manual effort.
Key Use Cases for Manufacturing Businesses
1. Inventory and Stock Reporting
Track and analyse:
• Stock on hand
• Inventory turnover
• Days of supply
• Warehouse-level performance
With real-time data, operations teams can respond faster to stock shortages, overstocking, or demand changes.
2. Production and Job Costing Analysis
Velixo enables detailed visibility into:
• Production costs
• Bill of materials (BOM) performance
• Job and project profitability
Reports can be structured to reflect how your manufacturing operation actually runs, rather than being limited by standard ERP formats.
3. Margin and Profitability Reporting
Understand profitability at a deeper level by analyzing:
• Cost of goods sold (COGS)
• Product-level margins
• Customer or channel profitability
With drill-down capability, teams can trace variances back to source transactions quickly.
4. Faster Month-End Close
Recurring processes such as:
• Journals and accruals
• Allocations across cost centers
• Consolidations across entities
can be automated using Excel-based templates.
This reduces manual workload and helps finance teams close faster with greater consistency.
5. Budgeting and Demand Forecasting
Businesses often rely heavily on Excel for planning.
With Velixo, you can:
• Build budgets and forecasts in Excel
• Model different demand scenarios
• Write data back into MYOB Acumatica without rekeying
This makes it easier to adjust forecasts in response to supply chain changes or production constraints.
6. Automated Reporting Packs for Operations and Management
Velixo allows you to:
• Generate multi-entity or multi-site reports automatically
• Create tailored reports for operations, finance, and leadership
• Distribute reports via email with up-to-date data
This ensures stakeholders receive consistent, accurate information without manual preparation.
Beyond Reporting: Improving Operational Efficiency
Velixo can also support:
• Bulk updates to pricing or inventory data
• Streamlining data entry processes
• Consolidating data across multiple systems or subsidiaries
In some cases, teams can manage significant parts of their workflow directly through Excel, while remaining fully connected to the ERP.
Business Impact
• Significant reductions in manual reporting time
• Improved visibility across inventory, production, and financials
• Faster access to insights for operational decision-making
This allows teams to focus less on preparing data and more on optimising performance across the business.
Is This Relevant for Your Business?
If your team is:
• Exporting inventory or production data into Excel
• Managing complex reporting across warehouses or entities
• Spending excessive time on month-end
• Re-entering budgets, forecasts, or journals
There is a clear opportunity to improve efficiency and accuracy.
At Acacia Consulting Services, we work with manufacturing businesses to align ERP systems, reporting, and operational processes.
If you’d like to:
• Explore Velixo for your environment
• Review your current reporting workflows
• Identify opportunities for automation
Get in touch with our team.
