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Calxa

By Calxa
4.97 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
121
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
121 Reviews

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Most recent reviews

JR
Jules Reid de Grosbois
Posted 31 Jan 2025
5 out of 5 stars

Timesaver

Calxa has transformed our monthly reporting, ensuring it is delivered on time. The Budget Manager feature also deserves special recognition for its efficiency.

Response from Calxa

Thank you for your lovely review Jules - glad the Budget Manager helps sort out your versions and makes for easier work.
AC
Anna Cullinane
Posted 16 Jan 2025
5 out of 5 stars

Budgeting and Forecasting

Simple and easy to use and set up. Customer service is great - always quick to respond. I have been impressed with how the system has evolved over time and continues to evolve.

Response from Calxa

Thanks for the lovely feedback Anna. We love working with you.
RT
Rhys Tregenza
Posted 9 Jan 2025
5 out of 5 stars

It keeps getting better

We have been using Calxa for a number of year and it simply keeps getting better & better. Calxa are great at communicating and supporting their product. Calxa has saved us so much time particularly around budgeting and cash flow forecasts.

Response from Calxa

Good to hear Rhys - appreciate the feedback and will let the team know. Great to hear it's making your life easier.

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.