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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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Explore all features of Calxa

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

4.9
30 Reviews
5 star
(93%)
4 star
(7%)
3 star
(0%)
2 star
(0%)
1 star
(0%)
JM
Jay Mendoza
Posted

Best reporting software for Xero for SMEs

I have now used Calxa with two SMEs using Xero. I have used enterprise reporting systems from JDEdwards and SUN with larger and more complex corporations. Calxa, for its price, covers a lot of what those big systems do, but for the Xero environment. We had 13 Xero files and about 700 tracking categories in a complex hierarchy that we were able to manage using Calxa - for an absolutely reasonable price that NFPs can afford. Calxa treads that line between functionality, ease of use, and complexity - at just the right level for SMEs. And then as other users have attested to, their service is excellent. You get a real person, responding in real time to any urgent call. They take the time to do their best to address your need if the OOB features don't actually meet it. The team are constantly improving the product. Calxa will allow you to automate the production of set monthly management accounts including emailing them to any user. The budget process is simplified and you will be able to use Calxa reports for developing and presenting your budgets after slicing and dicing them in multiple ways. It actually allows you to set up cost centre hierarchies in Calxa using the Xero tracking categories which used natively in Xero, don't actually have that power. So for any reasonably sophisticared business using Xero, I think Calxa is indispensable even if just for this reason alone. Fantastic software! Fantastic team!

Response from Calxa

Oh Jay - how are we ever going to live up to this glowing feedback. We're just glad Calxa is working for you and making your life easier. The team appreciates your kind words.
MZ
Michael Zammit
Posted

As a beginner

I am a relatively new user of Calxa. I had some professional help to get started but now that I am actually using Calxa, I am finding that whenever I get stuck and ask for support, I get pretty much immediate and excellent support.

Response from Calxa

Good to hear Michael - we enjoy working with all of our customers and really love it when it all works out. Glad Calxa is working out for your business and hopefully saving you some time.
JK
Josh Kane
Posted

Great Budgeting Tool

Using Calxa mostly to build up annual budget from projects/business units, and it's awesome for that. Normally this would take at least a week with many Excel sheets... bringing them together... uploading to Xero.... correcting mistakes - Gross. With Calxa it took 1 day. That in its self is worth the price of admission. Starting to use the reporting function which seems flexible The reporting Bundles will save time down the road I know!

Response from Calxa

Great to hear of your great experience Josh. Reach out when you get to the bundles and we'll give you a hand if you need it. Appreciate your feedback.
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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