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 180 report templates to get you started or customise your own. If you prefer, set up Dashboards to suit your needs.
Sign up for our free trial from your Xero app. During the signing in you will connect with your Xero credentials. Then follow the steps provided to run your first budget and cash flow reports.
Getting Started Checklist
- Sign up for a 30-Day Free Trial.
- Register for free Getting Started Webinars.
- Book a personal session to go through your questions.
The Calxa Team is available by phone, email or Zoom session to help you.
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