Company Overview
A growing pet products manufacturer and eCommerce distributor with a wide range of SKUs and multi-channel sales operations. The company relies on Acumatica to manage financials, inventory, and operations.
The Challenge
As the business scaled, reporting processes became increasingly difficult to manage:
- Finance teams relied heavily on manual data exports into Excel
- Reports were rebuilt every month, leading to inconsistencies
- Significant time was spent reconciling numbers across departments
- Key insights: such as product profitability and cost variances, were only available at month-end
- Leadership lacked real-time visibility into performance
The Solution
Working with Lucid Consulting, the company implemented Velixo to enable real-time reporting directly within Excel.
Beyond implementation, Lucid helped:
- Design a reporting structure aligned with financial and operational goals
- Standardize key reports across departments
- Ensure data accuracy and consistency across Acumatica
- Guide teams on how to transition from manual reporting to real-time analysis
This allowed teams to:
- Pull live data from Acumatica into Excel-based reports
- Automate report generation without manual exports
- Maintain flexibility using a familiar tool (Excel)
The Results
- Reporting time reduced from days to hours: and in some cases, minutes
- Elimination of repetitive manual data preparation
- Improved accuracy and consistency across reports
- Real-time visibility into financial and operational performance
- Shift from reactive reporting to proactive decision-making
The Lucid Advantage
Lucid Consulting didn’t just implement a tool - they helped the organization rethink how reporting should support the business.
- Bridged the gap between ERP data and real-world decision-making
- Aligned reporting with how finance, operations, and leadership actually work
- Enabled long-term scalability, not just short-term fixes
- Empowered teams to use data confidently and independently
Key Takeaway
The company didn’t need to replace their ERP: they simply needed a better way to access and use the data already within it.
By combining Acumatica with Velixo, and guided by Lucid Consulting - they transformed reporting from a manual, delayed process into a real-time intelligence engine.