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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.

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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 150 report templates to get you started or customise your own.

Reviews & ratings

4.9
29 Reviews
5 star
(92%)
4 star
(8%)
3 star
(0%)
2 star
(0%)
1 star
(0%)
MZ
Michael Zammit
Posted

As a beginner

I am a relatively new user of Calxa. I had some professional help to get started but now that I am actually using Calxa, I am finding that whenever I get stuck and ask for support, I get pretty much immediate and excellent support.
JK
Josh Kane
Posted

Great Budgeting Tool

Using Calxa mostly to build up annual budget from projects/business units, and it's awesome for that. Normally this would take at least a week with many Excel sheets... bringing them together... uploading to Xero.... correcting mistakes - Gross. With Calxa it took 1 day. That in its self is worth the price of admission. Starting to use the reporting function which seems flexible The reporting Bundles will save time down the road I know!

Response from Calxa

Great to hear of your great experience Josh. Reach out when you get to the bundles and we'll give you a hand if you need it. Appreciate your feedback.
RS
Robert Schammer
Posted

Great Product & Even Better support

Having used various products I have found that Calxa can produce any of the reports that are required. There support is the best I have encountered in 25 years in the accounting industry.
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

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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.