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Xero staff picks
4.97 out of 5 stars
Cash Flow Forecasts | Tracking Category Budgets | Multi-Currency Consolidations | Not-for-Profit Reporting | KPIs | 3-Way Forecasts


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 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
80 Reviews
5 star(97%)
4 star(3%)
3 star(0%)
2 star(0%)
1 star(0%)
Ngaire Mansfield
5 out of 5 stars
Sophisticated tool that is enabling next level reporting not achieved before in our business

Response from Calxa

That is great to hear Ngaire - thanks for that feedback.
Kirsten Carter
5 out of 5 stars

Sanity Saver!

Calxa is a great tool that has saved my sanity for forecasting cashflow. I am yet to explore the full functionality of Calxa but I know that when I am ready, Mick and the team will be there to support and assist all the way. Calxa's customer service is second to none. Thanks for the positive difference you have made to my processes.

Response from Calxa

Thanks for sharing this with other organisation Kirsten. We love supporting you so you can make a difference to many families out there.
Bruce Middleton
5 out of 5 stars

Calxa and Charity Consolidations

I found Calxa really useful when consolidating charities. The data feeds easily from Xero into Calxa and then once the Tier 3 charity reports are set up they can be used each year resulting in an efficient consolidation process.

Response from Calxa

Great to hear our charity reporting templates are being put to good use. Keep up the great work Bruce.

Additional info

Shared data

Budgetsshared from Xero to Calxa
Accountsshared from Xero to Calxa
Tracking Categoriesshared from Xero to Calxa

App details

Added in 2014


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




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+61 3 9016 3447


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.