Lunch & Learn June 25th, 2025 with Carpenter Associates and Velixo
Wed, Jun 25
|Virtual Event
You’ll learn how to improve your reporting process without complex builds or disconnected spreadsheets — using only Excel and Velixo’s powerful integration.
Time & Location
Jun 25, 2025, 12:00 PM – 12:45 PM EDT
Virtual Event
Guests
About the event
Join us for lunch and learn to:
Create Dynamic Reports: Use Excel-like functions to generate advanced, multi-dimensional financial statements or operational reports with ease.
Automate Tasks: Eliminate manual data exports and streamline budgeting, forecasting, and financial consolidation.
Enhance Reporting: Drill down into transaction details, push data updates in real-time, and distribute reports effortlessly.
Leverage AI & Automation: Utilize Excel Copilot for AI-based insights and integrate with Microsoft 365 for enhanced workflows and collaboration.
Use Pre-Built Templates: Leverage dozens of pre-built Templates, or plug-and-play Velixo functions on your existing workbooks.