Comparing Velixo NX and Velixo Classic
Created by Damien Zwillinger, Modified on Thu, 1 Aug at 6:15 PM by Harry Lewis
This article provides an overview of the differences between our two flagship products: Velixo Classic and Velixo NX.
Velixo originally released Velixo Classic as an add-in for Excel for Windows, and more recently released Velixo NX.
NX is the new version of Velixo that adds many functionalities, such as support for Sage Intacct, Excel Online, and Excel for Mac.
Note: If your ERP is Acumatica/MYOB/Cegid, you can always switch from one version to the other without affecting your reports. It is fully expected that reports created in Velixo Classic will operate in Velixo NX without modification.
Side-by-side Comparison
There are few notable advantages to using Velixo NX:
- Online install is only supported by Velixo NX
- Sage Intacct is only supported in Velixo NX
- Status pane is only available in Velixo NX
Additional comparisons:
Feature | Classic | NX | Notes |
Compatibility | |||
Excel Desktop <2019 for Windows | ✓ | ❌ | Excel 365 is strongly recommended |
Excel Desktop 365 for Windows | ✓ | ✓ | |
Excel for Mac (Evergreen version) | ❌ | ✓ | |
Excel Online/Web | ❌ | ✓ | |
Mobile support | ❌ | ✓ | |
ERP Support | |||
Acumatica | ✓ | ✓ | |
Sage Intacct | ❌ | ✓ | |
Cegid XRP Flex | ✓ | ✓ | |
Jamis Prime | ✓ | ✓ | |
Haufe x360 | ✓ | ✓ | |
Report Design | |||
Finance functions | ✓ | ✓ | |
Project functions | ✓ | ✓ | |
Budget functions | ✓ | ✓ | |
Generic Queries | ✓ | ✓* | * NX in Excel Online (only) is limited in its ability to return large datasets from a GI() function |
Drilldown | ✓ | ✓ | |
Writeback & Push | |||
Journal Writeback | ✓ | ✓ | |
Budget Writeback | ✓ | ✓ | |
Project Forecast Writeback | ✓ | ✓ | |
Generic Writeback | ✓ | ✓* | Since 2024.4 for Sage Intacct. Available as Beta. |
Templates | ✓ | ✓ | |
Administration & management | |||
Connection management | ✓ | ✓ | |
Advanced refresh progress UI. Status panel showing active ERP requests & Velixo functions | ❌ | ✓ | |
Error summary in Status pane | ❌ | ✓ | |
Report Distribution List | ✓ | ✓* | Since 2024.4. Available as Beta. |
Scheduled Distribution in Unattended Mode | ~ | ~ | Requires Windows task scheduler and a CLI-based tool, or use of Power Automate. |
Backend & Other | |||
Refresh using cached data | ✓ | ✓ | |
Microsoft 365 integrations | ~ | ✓ | |
Software auto-upgrade | ❌ | ✓ | NX is a modern Office add-in that automatically updates when a new version is available (in general every month or so). |
Free Trial & enhanced Microsoft account auth. | ~ | ✓ |
Note: Velixo is dedicated to maintaining both versions of Velixo until Velixo NX eventually surpasses Velixo Classic, at which time Velixo would deprecate Velixo Classic and only add new features to Velixo NX.
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