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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
117
Xero users
Try this app
Free trial
available
Priced from
$253.00
NZD per month

Calxa can help your business

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
117 Reviews

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Most recent reviews

GS
Greg Scanlan
Posted 9 Dec 2024
5 out of 5 stars

Calxa, If not, Why not ?

I've been using Calxa for quite a while and all I can say is, if you want to manage your business or not for profit in a proficient manner then now is the time to move from outdated, time-consuming spreadsheets to one of the best, if not the best tool to assist in making your business or not for profit more profitable or more accountable for a better outcome. If you're not using Calxa ... Why not?

Response from Calxa

Thank you for the encouraging words Greg. As always we love your feedback and appreciate the support.
KC
Karina Chaban
Posted 18 Nov 2024
5 out of 5 stars

Such a game changer!

Started to use Calxa instead of "million" google sheets and excel files. Really spead up the process. Great tool for accountats and finance managers.

Response from Calxa

Thanks for sharing your experience Karina - what a great outcome. We love hearing stories like yours and love working with you.
TP
T3 Partners
Posted 12 Nov 2024
5 out of 5 stars

Goodbye Excel I must break up with you

Excellent app for budgets, reporting, KPI Dashboards are very cool and service and support is 10 stars. I can't wait to learn more and be able to extend Calxa beyond internal use to our clients.

Response from Calxa

Fiona and Team - thanks for the lovely sentiment. We're glad you are enjoying Calxa. We'll make sure to pass on your feedback to the team.

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

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.