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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
74 Reviews
5 star(97%)
4 star(3%)
3 star(0%)
2 star(0%)
1 star(0%)
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.
JA
Jacqui Austin
Posted
5 out of 5 stars

Time saver and great analysis tool

As a not-for-profit accountant, Calxa enables me to produce fast, accurate reports that show how our programs are performing. I love the metrics that I can use to drill down to the real drivers of the business. The ability to quickly find and fix errors and then republish reports is a game changer. Calxa is always innovating and improving. Thanks for a great product!

Response from Calxa

Jacqui as always you are a gem. We thank you for all the support over the years. Your feedback helps us build a better product.
RH
Richard Hayden
Posted
5 out of 5 stars

Truly Amazing App !!!

Of all the Apps out there designed to integrate with accounting systems like Xero, Calxa is by far the best I have come across ! It enables all kinds of automatic reporting, analysis, budgeting, forecasting, KPI's, consolidation, etc., directly from your accounting system - in every which way you can imagine ! You name it, it does it. Calxa works right out of the box but gets even better once you master some of the vast array of features, settings and configurations. It's also quite a pleasure to use, with nice customisable presentation styles and colour schemes, both on screen and in published reports you can automatically email to anyone and everyone as often as you want and at whatever time or day they want, for whatever date ranges or period you wish, prior period comparisons, variance analysis, etc. It's also easy to create different account layouts to suit different users and different levels, grouped or detailed, or both. You can use it for one organisation or multiple organisations, whether they be your own or your clients. And it actually makes figures and charts seem exciting ! And it simply keeps getting better and better, with the continuous improvements the Calxa team churn out ! What's more the support from Mick and his team is phenomenal. They are all so helpful and ready to help you in any way, even before you make a commitment to their app. There are also numerous articles, blogs and videos they have published to make your learning curve as easy as possible - not just learning how to use their app but also how to get the most out of the interpretation and analysis of your accounting data. I wholeheartedly recommend Calxa to anyone who uses Xero, which is where we use it, but I'm sure it works just as well with other accounting systems and I know for a fact that it even works with imported excel/csv type data too, as I've tried it !

Response from Calxa

This is amazing Richard. Thanks for taking the time to share your thoughts here for others to see. We're sure this will help many in finding the right tool for them.

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.