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Calxa

By Calxa
4.98 out of 5 stars
Free trial available
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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
105
Xero users
Try this app
Free trial
available
Listed for
10 years
May 2014

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
105 Reviews

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Most recent reviews

AL
Aislinn Lambert
Posted 26 Jun 2024
5 out of 5 stars

Really useful and great customer service

Mick is super helpful whenever I have questions and Calxa makes our financial management a lot more efficient
JA
Jonathan Amos FCA
Posted 17 Jun 2024
5 out of 5 stars

Great for Consolidations

Calxa made my first ever consolidation very logical and manageable, even fun! I can't imagine what it would be like to do a consolidation without Calxa.

Response from Calxa

Glad you are enjoying Calxa Jonathan. Thank you for your feedback.
SD
Steven Dangaard
Posted 28 Apr 2024
5 out of 5 stars
Amazing product. I've worked 15 years as a CFO in the Not For Profit sector and this product delivers a highly configurable platform for multiple reporting requirements, such as board, divisions and funding acquittals. Would highly recommend for NFP's.

Response from Calxa

Your recommendations means a lot to us Steven. We like helping NFPs so sharing your thoughts here helps us spread the word.

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

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