Cash Flow Forecasts | Tracking Category Budgets | Company Consolidations | KPIs | 3-Way Forecasts

    Overview

    Calxa helps businesses, not-for-profits and accounting firms. It connects seamlessly with your Xero, syncing your data daily and automating your financial reports into your inbox. Create insightful management reports.

    3-Way Forecasts Combine your P&L and balance sheet budget with a cash flow forecast to deliver a seamless 3-way forecast to your bank.

    Actual vs Budgets Compare actuals to your P&L and balance sheet budgets. Contrast them to last year’s actuals or budgets.

    Tracking Category Reports Report on department, branches, programs and activities. Group them with different headers, consolidate them all or display them side-by-side. You can even create combinations at the intersection across the tracking categories.

    KPI Reporting Use standard KPIs or create your own. Then add non-financial metrics to track company-specific goals.

    ‘What If’ Scenarios Add ‘best case’ and ‘worst case’ scenarios and display them as a visual comparison to see the effect of those planned additional staff hires or asset purchases.

    Group Consolidations Consolidate multiple Xero entities in any currency to deliver cash flow forecasts and comparison reports.

    Watch this Short Video

    Explore all features of Calxa

    Calxa + Xero

    Connect to your Xero and Calxa will extract your account structure, opening balances and tracking categories to help you prepare visual financial reports. Sync your overall budget or import your tracking category budgets for up to 10 years to report on your departments, branches or activities. Now choose from over 150 report templates to get you started or customise your own.

    Reviews & ratings

    5.0
    55 Reviews
    5 star
    (96%)
    4 star
    (4%)
    3 star
    (0%)
    2 star
    (0%)
    1 star
    (0%)
    NO
    Nikki O'Sullivan
    Posted

    Amazing service & easy to use

    Easy to use and the team go above and beyond if you have any queries! Definitely recommend!

    Response from Calxa

    Thanks for the lovely words and recommendation Nikki. Much appreciated.
    JK
    J Kerree Green
    Posted

    Love the Calxa reporting app and the support

    We have a number of business departments to our P & L, Calxa have given us the flexibility to create many different reports, and most importantly their support is almost immediate whenever we have a query, and if it is not easily sorted, I get to talk to someone which is such a bonus with all of the online programs.

    Response from Calxa

    We love helping not-for-profits Kerree and talking to our customers makes our day. Keep up the great work.
    JZ
    Jane Zhong
    Posted

    Smart and Neat

    I love this app, it has got very good functionality for budget/cashflow reporting, especially with consolidated groups and suits grant reporting. I like that you can custom make your own formatting and data fields, still learning but enjoying so far.

    Response from Calxa

    Glad you are enjoying the app Jane. We're always here if you need a hand with your learning.
    Additional info

    App details

    Added in 2014

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

    Contact

    +61 3 9016 3447

    Follow

    TwitterFacebookLinkedIn
    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.