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Calxa

Xero staff picks
4.96 out of 5 stars
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

5.0 out of 5 stars
57 Reviews
5 star(96%)
4 star(4%)
3 star(0%)
2 star(0%)
1 star(0%)
VC
Vivien Cowey
Posted
5 out of 5 stars

No more budgets in spreadsheets

working with multiply companies in one profolio for a 7 - 10 year budget in a spreadsheet use to be timely, prone to human error and complex but with Calxa it makes it so quick, simple and so much more reliable. The system is easy,works like a spreadsheet and fun to use plus the help is very fast and friendly

Response from Calxa

Thanks for the great feedback Vivien. Glad Calxa is working for your clients and making your job easier.
MG
Michael Gordon - Smith
Posted
5 out of 5 stars
I wouldn't be without it. Over the last few years it's saved me days of time in budgeting and forecasting. Support is always fast and useful and the product is constantly improving.

Response from Calxa

Thanks for the lovely feedback Michael. We certainly have appreciated your support over the years.
NO
Nikki O'Sullivan
Posted
5 out of 5 stars

Amazing service & easy to use

Easy to use and the team go above and beyond if you have any queries! Definitely recommend!

Response from Calxa

Thanks for the lovely words and recommendation Nikki. Much appreciated.
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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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.