One-stop-shop for your reporting. Automate your 3-way forecasts, budget preparation, KPIs, consolidations and financial statements. Suits not-for-profits, accountants and small businesses.

    Calxa simplifies management reporting for businesses, not-for-profits and accountants. Connecting to this Xero app, will get you doing budgets and cash flow forecasts in just minutes. Easily add KPIs and ratios to your financial reports to get valuable business insights. Automating processes like report delivery and budget creation, it will save you time.

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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. Do budgets for up to 10 years for your organisation and department budgets for your tracking categories. Choose from over 120 templates to get started or customise your own.

    Reviews & ratings

    23 Reviews
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    1 star
    Maren Henk
    Fabulous product. Easy set up and interface to MYOB and Xero. Makes reporting to clients easy and more meaningful. The graphs show quickly how the business is tracking. Creates quickly and easy detailed budgets. Highly recommended.
    Jeremy Gleeson
    Such a brilliant product. For many of our clients we have been able to bin the excel worksheets, and use Calxa soley for budgeting, forecast updates, reporting & cashflow. Set-up is easy & support is brilliant. Once set up, reporting each mth is now a breeze. Report customisation is a little tricky, but plenty of help to get you there. They were quick to address a feature request we asked for, and are awlays on the look out for improvements. Cant wait for the business unit tree function.
    Simon Herd
    We have looked at a large variety of cashflow forecasting apps that build on Xero. Calxa is the best of all of them for our business. In particular we needed a tool that could product a three-way budget and cashflow forecast. Calxa has done it with easy, based on the information we have in Xero. It has also given us a much better insight into our cashflow movements particularly with Withholding Tax and superannuation. It might take a little to get get used to, but the quality of the reporting is outstanding.
    Additional info

    App details

    Added in 2014


    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




    Setup walkthroughIntegration walkthrough


    1800 733 149 AU or 0800 086 614 NZ



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