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Calxa

By Calxa
4.98 out of 5 stars
Free trial available
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Pricing from
AUD 99.00 per month
Cash Flow Forecasts | Tracking Category Budgets | Multi-Currency Consolidations | Not-for-Profit Reporting | 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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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.(https://www.xero.com/au/partnerships/qbr/)

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
96 Reviews

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Most recent reviews

TM
Trevor McDougall
Posted 17 Nov 2023
5 out of 5 stars

Calxa - Exceptional reporting

Fantastic application, support is responsive and professional. Affordable reporting, budgetting and cashflow. One of my favourite Xero plugins.
JB
Justin Bunter
Posted 15 Nov 2023
5 out of 5 stars

Love it!

As a busy NFP we use Calxa to quickly report on our monthly results and build our budgets. It is really easy to use, flexible and has reduced our month end reporting deadlines. A great product!
LB
Libby Barker
Posted 1 Nov 2023
5 out of 5 stars

Excellent Program

Great for developing and tracking budgets, especially within business units

Response from Calxa

Thanks Libby for the recommendation.

Additional info

Shared data

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

Functions

Accountant toolsReporting

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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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.