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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

MeridianLink® Data Connect delivers automated, secure access to structured origination data directly into your data warehouse—ready for reporting, analytics, BI tools, and downstream integrations. With more than 65 normalized tables, a comprehensive data dictionary, and an easy-to-consume data model, Data Connect keeps all your data in-house, making it simple to analyze, generate reports, and make smarter, faster decisions. Rapid Access to Historical Data Sync of up to three years of structured MeridianLink Consumer and Opening data, complete with a data model diagram and data dictionary, so your team can start analyzing and acting immediately. Continuous, Automated Delivery Normalized delta files, including intra-day updates, are delivered daily to your data warehouse, keeping your analytics and reporting always current without manual effort. Empowered In-House Analytics Centralized data powers BI tools, reporting, advanced analytics, and downstream integrations, giving your team insight and control to explore trends, uncover opportunities, and optimize performance. Complete, Aggregated View Combine origination data with other enterprise sources to uncover richer KPIs, streamline operations, and track the full lifecycle of every application. Enterprise-Grade Data Sharing Secure, reliable data transfers powered by Databricks Delta Sharing provide fast, compliant, and automated partner integrations. Access to Advanced Solutions Enable AI, fraud detection, and marketing tools by giving partners immediate access to structured data—without building custom connections. Integrated Intelligence Combine Data Connect feeds with MeridianLink® Insight to generate instant analysis and visualizations, providing

Description

Velixo is a powerful tool that integrates with Excel and leverages APIs to provide instantaneous ERP reporting, automation, budgeting, planning, and data analysis, all while maintaining strict governance standards and formatting integrity. This solution facilitates self-service reporting right within Excel, allowing finance and operations teams to take charge of their tasks and save valuable time. With bi-directional connectivity to your cloud ERP and Microsoft 365, Velixo offers live data extraction, the ability to create dynamic reports, and one-click writeback for budgets, journal entries, project forecasts, and various ERP records. Its Smart-Refresh engine enhances performance through in-memory caching and incremental updates, ensuring that users always work with the most current data. The tool includes specialized Accelerator functions designed for ERP, making the report creation process user-friendly and efficient, while also enabling seamless multi-company, multi-currency, and multi-tenant consolidations. Additionally, users can take advantage of advanced drill-down features, allowing for an in-depth exploration of underlying transactions and easy navigation back to specific ERP documents, fostering a deeper understanding of their financial data. Overall, Velixo transforms traditional reporting practices by streamlining workflows and empowering users with robust analytical capabilities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
Cegid HR No 
JAMIS Prime ERP No 
MYOB Acumatica No 
MeridianLink Consumer Yes 
MeridianLink One Yes 
MeridianLink Opening Yes 
Microsoft 365 No 
Microsoft Excel No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft SharePoint No 
Microsoft Teams No 
Microsoft Word No 
Sage Intacct No 

Integrations

Acumatica Cloud ERP Yes 
Cegid HR Yes 
JAMIS Prime ERP Yes 
MYOB Acumatica Yes 
MeridianLink Consumer No 
MeridianLink One No 
MeridianLink Opening No 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Microsoft Word Yes 
Sage Intacct Yes 

Pricing Details

Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/meridianlink-data-connect/

Vendor Details

Company Name

Velixo

Founded

2017

Country

Canada

Website

www.velixo.com

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation No 
Filtered Views No 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

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