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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
101
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
101 Reviews

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Most recent reviews

PD
Paula Dower
Posted 26 Feb 2024
5 out of 5 stars

Multiple funds and budgets are easy to analyse

Multiple funds mean multiple budgets, Calxa makes it easy to adjust, analyse and run scenarios. I also love the graphs and pie charts, helping to paint a picture and present to the board in a different way.

Response from Calxa

Glad Calxa makes your life easier Paula. Thanks so much for the great feedback.
NF
Natalie Forsey
Posted 19 Feb 2024
5 out of 5 stars

Saving us HOURS on variance reporting for the Board

Calxa is intuitive, quick to set up and the support team is extremely responsive. We've been able to easily tailor reports and accounting trees to present information in different ways for different purposes. It has hugely enhanced our variance reporting and reforecasting process - much more flexibility than we have in Xero itself - and saves us manyt hours, if not days each month!

Response from Calxa

Hey Natalie - that time-saving is great to hear. Thanks for sharing your experience here with others.
RB
Ryan Bayley
Posted 1 Feb 2024
5 out of 5 stars

Great tool

Using Calxa has been very easy to pick up from a non-accounting background. Mick and the team are eager to assist with questions, demos and bespoke reporting.

Response from Calxa

Thanks for the feedback Ryan. It's great to see you are enjoying Calxa and that we can help your business along the way.

Additional info

Shared data

Xero
Calxa
Budgetsshared from Xero to Calxa
Accountsshared from Xero to Calxa
Tracking Categoriesshared from Xero to Calxa

Functions

Accountant toolsReporting

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

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.