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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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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
63 Reviews
5 star(97%)
4 star(3%)
3 star(0%)
2 star(0%)
1 star(0%)
SR
Simone Rosengren
Posted
5 out of 5 stars

Great Tracking Category Reporting

Calxa provides excellent reporting, in particular for Xero Tracking Categories. The team at Calxa are always helpful and continually enhancing and improving the product. Would be lost without it for some of my clients.

Response from Calxa

We've appreciated your support over the many years Simone. Thanks for sharing your thoughts here.
CP
Carrie Piper
Posted
5 out of 5 stars

Impressive

The Calxa team can't do enough for you - their customer support is superb. The product is great, very flexible and crucially has a much longer forecast period than competitors, which was important to us. Standard reports are good, but they can also be customised if you want.

Response from Calxa

Thanks for your vote of confidence Carrie. Glad we can help with your forward planning.
RW
Ronan Wicks
Posted
5 out of 5 stars

Amazing

Calxa has changed the way we do accounting! The software and support are beyond amazing! Highly recommend linking into Calxa and Xero.

Response from Calxa

Wow Ronan - really appreciate your lovely feedback. Glad we can help your Community Centre with better decision-making.

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.