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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
85 Reviews
5 star(98%)
4 star(2%)
3 star(0%)
2 star(0%)
1 star(0%)
Ernest Chunge
5 out of 5 stars

I wish I'd committed to sooner

I have explored Calxa extensively over the years and witnessed significant improvements in their platform. However, I never fully committed to becoming a power user until this year. The reason behind my commitment was that I reached a point where other Xero-connected forecasting tools failed to keep up (especially when dealing with large Xero files containing over 1,000 invoices per month). Additionally, these alternatives either lacked true cloud functionality or were unable to handle multiple entities in forecasting, detailed eliminations, multiple account trees, easy versioning, and efficient report refreshing. I cannot emphasize enough the abundance of great training materials and excellent customer support provided by Calxa. Unlike many other tools, Calxa allows for quick report refreshing, enabling last-minute changes just before a board meeting. I wholeheartedly recommend Calxa, as they consistently strive to improve their product and actively listen to user feedback. While mastering the platform may seem intimidating at first, the rewards are undoubtedly worth it. I would also like to highlight the remarkable feature of generating reports in branded A4 PDF format, which adds to the overall commendable experience with Calxa.
Sally Pitson
5 out of 5 stars

Calxa review

Calxa is everything that they say it can do! Prior years I completed budgets in Excel and imported in Xero, and had multiple versions, With Calxa the process is so much easier and give you far better reporting tools. The support provided, is almost at an unreal level... talking to a real live person, who would have thought.
Marcus Tonelly
5 out of 5 stars
Unbelievable service! The team is so responsive and helpful. Actively take improvement feedback on board to look for ways to improve the usability of the system.

Response from Calxa

Thank you Marcus for sharing your experience. It means a lot to hear that. We'll let the team know.

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.