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One-stop-shop for your reporting. Automate your 3-way forecasts, budget preparation, KPIs, consolidations and financial statements. Suits not-for-profits, accountants and small businesses.
Overview

Calxa simplifies management reporting for businesses, not-for-profits and accountants. Connecting to this Xero app, will get you doing budgets and cash flow forecasts in just minutes. Easily add KPIs and ratios to your financial reports to get valuable business insights. Automating processes like report delivery and budget creation, it will save you time.

Explore all features of Calxa

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. Do budgets for up to 10 years for your organisation and department budgets for your tracking categories. Choose from over 120 templates to get started or customise your own.

Reviews & ratings

5.0
26 Reviews
5 star
(96%)
4 star
(4%)
3 star
(0%)
2 star
(0%)
1 star
(0%)
MM
Mary Moore
Posted

Great software, great support

I found Calxa after various attempts to use other reporting software. It is really easy to setup, love the charts and forecasts and the editable bundles enable me to have bespoke reporting packs for clients which include pdfs from Xero, WorkflowMax and payroll as well as the automatic Calxa ones. Mick and the team went out of their way to help me get going - and it is so refreshing to phone a software provider and get to speak to a real person who knows what they are talking about!!
HA
Helen Agosti
Posted
This is such great software. It has turned what used to be a really tedious process producing customised not-for-profit reports into a simple, quick process. The flexibility to report easily on lots of different budgets is brilliant for a charity with multiple income streams, and being able to see all that consolidated just by a simple click to change settings is way simpler than all the old spreadsheets I used to maintain and spend hours cross-referencing. And it's not just the software that is great - the support has also been brilliant. I've had several queries about how to get set up properly for our specific circumstances, and the responses are always prompt, helpful and clear. I would definitely recommend this product.
JG
Jennifer Grauer
Posted

Brilliant Financial Reporting capabilities at your fingertips.

Love Calxa! As a not-for-profit organisation we require specific documentation for our Board Reports which most accounting systems do not provide. Calxa integrates beautifully with Xero and other accounting systems to generate the reports we need. What once took 2 days of manually reconfiguring reports each month is now only a couple of clicks to print out our fully customisable templated monthly reports. Calxa continues to save us a huge amount of time and effort. Even better are the helpful support team, and the additional features being added in response to customers requests. Calxa helps us manage at least 60 project budgets and the new addition of multiple Account Tree views to the Budgets will make that even easier. I highly recommend Calxa for your financial reporting needs.
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

1800 733 149 AU or 0800 086 614 NZ

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