Maximize Reporting, Budgeting, and Automation with Excel + Sage Intacct Construction

Still exporting spreadsheets and rebuilding reports every month? That gets old fast.

There’s a better way to work in Excel without disconnecting from Sage Intacct Construction.

Join Alliance Solutions Group and Velixo to see how construction finance teams are simplifying reporting, budgeting, and financial workflows with live Sage Intacct data directly inside Excel.

If your team is still relying on manual updates, static exports, or disconnected spreadsheets, you’re already feeling the frustration. Reports become outdated. WIP reporting takes longer. Budget updates become manual cleanup projects. Finance teams spend more time fixing spreadsheets than using the data.

Manual work adds up. Reporting slows down. Visibility becomes harder to trust.

Velixo helps construction teams work directly in Excel with live Sage Intacct data, including access to 20+ prebuilt templates designed specifically for construction reporting and financial workflows. That includes commonly used reports like WIP and cost-to-complete reporting without rebuilding everything from scratch every month.

Key Takeaways

In this session, we’ll show how Sage Intacct users are simplifying reporting, budgeting, and financial workflows directly in Excel. You’ll see how live data and automation can help teams spend less time updating spreadsheets and more time using the numbers.  

 In this webinar, you’ll learn:

• How to build live Excel reports connected directly to Sage Intacct
• Ways to automate budgeting and forecasting workflows
• How smart writebacks simplify updates and reduce manual entry
• Faster access to financial insights without rebuilding spreadsheets
• How finance teams are improving reporting accuracy and efficiency 

If your team is spending too much time updating spreadsheets, rebuilding reports, or chasing financial data across disconnected systems, this session is worth your time.

👉 Save your spot now and join us live