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Calxa

By Calxa
4.98 out of 5 stars
Free trial available
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Pricing from
NZD 253.00 per month
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
113
Xero users
Try this app
Free trial
available
Priced from
$253.00
NZD per month

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
113 Reviews

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Most recent reviews

SH
Sherryn Hancock
Posted 9 Oct 2024
5 out of 5 stars

Calxa - a Life Saver

We moved to Calxa from Spotlight Reporting as it gave me much more options for my management accounts. I am able to do the managment reports I need in the colours and format that Management want. I can also do fully costed budgets using unit costs and quanties, a costing person dream in a system. Would recomment Calxa to anyone
EC
Emily Court
Posted 4 Oct 2024
5 out of 5 stars

Finally!

I can't believe I have been spending hours consolidating budgets in excel for years! Such a huge time saver.

Response from Calxa

What a great story Emily - glad we can help your not-for-profit organisation make life easier.
TG
Tanya Gamble
Posted 2 Oct 2024
5 out of 5 stars

Flexibility and Support

Calxa provides a high level of reporting options to create customised reporting, budgeting and forecasting. These reports include creating and structuring reports from individual accounts, multiple options of P&L and BS reporting including YTD actuals and balance of the year budget to create forecasting reports, ability to choose monthly or annual reporting over multiple periods and options around cashflow reporting. It is also possible to edit these templates to create custom reports to make changes to suit the individual user. The budgetting tools also provide flexibility to build monthly and annual budgets for short, medium or long term forecasting. The support is excellent, both with regards to available resources, with short videos available to answer questions and demonstrate tools. The live chat is invaluable and very responsive and it has been very important to assist in navigating creating reports. The one tool that I am most pleased about is the automated generation and emailing of reports. So please to have the opportunity to use Calxa within our business.

Response from Calxa

Wow! Tanya this is amazing feedback. Thank you for taking the time to share your experience. We're glad Calxa can help you and your business on your journey.

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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