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By Calxa
4.98 out of 5 stars
Cash Flow Forecasts | Tracking Category Budgets | Multi-Currency Consolidations | Not-for-Profit Reporting | KPIs | 3-Way Forecasts


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.

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Earn 21,000 Qantas points when you sign up for Calxa from the Xero App Store.* *T&Cs apply. You must be a Qantas Business Rewards member to earn Qantas points. More details available here.(

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 180 report templates to get you started or customise your own. If you prefer, set up Dashboards to suit your needs.

Reviews & ratings

5.0 out of 5 stars
92 Reviews
5 star(98%)
4 star(2%)
3 star(0%)
2 star(0%)
1 star(0%)

Most recent reviews

Bethany Fraser
Posted 15 Sep 2023
5 out of 5 stars
We're a recent sign up with Calxa and the onboarding experience has been fantastic. The best I've ever experienced from an application with a dedicated Customer Success Specialist showing you the ropes and helping you to actually set your file up the way you need it over a number of sessions so that you can familiarise yourself and ask questions. I loved the structure of this and building a relationship with someone within Calxa. Functionality of the app is great. Powerful reporting on not only financial, but non-financial information and KPIs with reports that can be customised to suit organisational branding. Love the information to support users as well with weekly webinars on the basics plus so many tools available on the website and YouTube. No negatives so far! Love it!

Response from Calxa

Thank you so much Bethany for your lovely feedback - it is much appreciated. We will make sure the team knows they're appreciated too.
Jim Cleave
Posted 3 Sep 2023
5 out of 5 stars

Best Reporting Tool

Calxa is simply the best budgeting and reporting tool out there. Don't bother with the rest, this is the best. We use Calxa to prepare Consolidated budgets and reports across multiple entities to provide our clients a full picture of their performance and projected performance. 3 Way Cashflows for banks were previously time consuming, but is now a few clicks in Calxa. The reports look incredibly professional and the feedback from clients makes us look good. Our dealings with Support has been incredibly positive. They are quick and accurate in their responses and direct you to what you need to do to get your desired result. We can't recommend Calxa enough.

Response from Calxa

It's great to hear you are having a great experience with Calxa. Also, glad you are saving time with your client reporting. We appreciate your honest sentiment here.
Martin Barnwell
Posted 31 Aug 2023
5 out of 5 stars
Fantastic app for reporting and forecasting - excellent support and ongoing development and updates make this a really great tool for financial management

Response from Calxa

Appreciate your positive review here Martin. We are glad we can be of service and assist you and your organisation with the necessary reporting.

Additional info

Shared data

Budgetsshared from Xero to Calxa
Accountsshared from Xero to Calxa
Tracking Categoriesshared from Xero to Calxa

App details

By Calxa
Added in 2014


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




Setup walkthroughContact


+61 3 9016 3447


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.