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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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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. 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

5.0 out of 5 stars
76 Reviews
5 star(97%)
4 star(3%)
3 star(0%)
2 star(0%)
1 star(0%)
AO
Andrea Osborne
Posted
5 out of 5 stars

Reporting made easy

I find Calxa perfect for our reporting needs. We have numerous levels of reporting along with grant reporting and can have our account trees set up to match the audience. Report bundling means end of month is merely a press of a button (or even less work if you schedule the auto emails). We are looking forward to exploring bringing KPI ratios into the reports themselves. The team is very helpful and quick to respond to questions.

Response from Calxa

Thank you for the lovely feedback Andrea. It's been great having you along for the journey over the years. We're here when you are ready to explore those KPI ratios, make sure to reach out.
DH
Danny Hayden
Posted
5 out of 5 stars

Calxa Feedback

Calxa is a powerful and robust reporting tool providing all the features and flexibility you should ever need. Divisional budget reporting, cashflow reporting and consolidations, can all be set up in minutes and automatically send reports each month to the various stakeholders. And best of all, I have never encountered better telephone and remote support from any software provider.

Response from Calxa

What great feedback Danny - thank you so much for that glowing mention. We will make sure to let the team know. Thank you for all the support over the years - it means a lot to us.
KI
Kirily Isherwood
Posted
5 out of 5 stars

Takes the pain out of consolidation and 3 way reporting

Very user friendly flexible and able to be customized, Calxa is making consolidation of many entities and financial reporting easier every day. The support is fantastic also, with almost instant replies to questions.

Response from Calxa

Thanks for the lovely comments Kirily - always appreciate your support. Hope to work with you for many moons to come.

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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