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Calxa

By Calxa
4.98 out of 5 stars
Free trial available
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Pricing from
AUD 220.00 per month
Cash Flow Forecasts | Tracking Category Budgets | Multi-Currency Consolidations | Not-for-Profit Reporting | KPIs | 3-Way Forecasts
Rated
5.0
out of 5
Reviewed by
115
Xero users
Try this app
Free trial
available
Priced from
$220.00
AUD per month

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.

Calxa
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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
115 Reviews

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Most recent reviews

TP
T3 Partners
Posted 12 Nov 2024
5 out of 5 stars

Goodbye Excel I must break up with you

Excellent app for budgets, reporting, KPI Dashboards are very cool and service and support is 10 stars. I can't wait to learn more and be able to extend Calxa beyond internal use to our clients.
VR
Virginia Rose
Posted 6 Nov 2024
5 out of 5 stars
I've been using Xero for five years, for our not-for-profit organisation - we've been campaigning for the environment for over fifty years - and we find Calxa an absolute blessing. With Calxa importing our Xero data every night, we can do complex budgeting - for the whole organisation, and projects - and create a range of forecasts, very quickly and easily. Calxa is great. I should also say that the Help, with real people, in real time, in Australia, is absolutely fantastic!

Response from Calxa

Hey Virginia, we love helping organisations like yours to make the world a better place. Keep up the good work Virginia and thanks for such kind words.
SH
Sherryn Hancock
Posted 9 Oct 2024
5 out of 5 stars

Calxa - a Life Saver

We moved to Calxa from Spotlight Reporting as it gave me much more options for my management accounts. I am able to do the managment reports I need in the colours and format that Management want. I can also do fully costed budgets using unit costs and quanties, a costing person dream in a system. Would recomment Calxa to anyone
One person found this review helpful.

Response from Calxa

So glad we could make your dreams come true Sheeryn:) Thanks for your recommendation.

Additional info

Shared data

Xero
Calxa
Accountsshared from Xero to Calxa and from Calxa to Xero
Budgetsshared from Xero to Calxa
Overpaymentsshared from Xero to Calxa
Tracking Categoriesshared from Xero to Calxa and from Calxa to Xero
Prepaymentsshared from Xero to Calxa
Paymentsshared from Xero to Calxa
Journalsshared from Xero to Calxa
Invoicesshared from Xero to Calxa

Functions

ReportingAccountant tools

Industries

FranchiseAccountingNot for profit

App details

By Calxa
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 walkthroughContact supporthelpme@calxa.com

Contact

+61 3 9016 3447

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Try Calxa for free

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.