Why Excel Reporting Still Wins | Velixo, Duffy Cohen | Episode 302

In this episode of PartnerTalks, host Rick McCutcheon speaks with Duffy Cohen, Vice President of Partnerships at Velixo, about the evolving role of financial reporting in Dynamics 365 Business Central and why the ERP-to-Excel workflow remains a major opportunity for Microsoft Partners. The discussion explores the widely used three-layer reporting model, where ERP data flows from Business Central into analytics tools and ultimately into spreadsheets for adjustment, formatting, and presentation. Rather than replacing Excel, solutions like Velixo connect live ERP data directly into governed spreadsheet environments, helping organizations improve accuracy while maintaining flexibility for financial reporting teams. Tune in to learn how Business Central Partners can reduce reporting risk, improve financial governance, and create recurring revenue opportunities by formalizing the reporting layer between ERP data and published financial results. (Originally Aired February 27, 2026)