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Calxa

By Calxa
4.98 out of 5 stars
Free trial available
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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
111
Xero users
Try this app
Free trial
available
Listed for
10 years
May 2014

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
111 Reviews

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Most recent reviews

TG
Tanya Gamble
Posted 2 Oct 2024
5 out of 5 stars

Flexibility and Support

Calxa provides a high level of reporting options to create customised reporting, budgeting and forecasting. These reports include creating and structuring reports from individual accounts, multiple options of P&L and BS reporting including YTD actuals and balance of the year budget to create forecasting reports, ability to choose monthly or annual reporting over multiple periods and options around cashflow reporting. It is also possible to edit these templates to create custom reports to make changes to suit the individual user. The budgetting tools also provide flexibility to build monthly and annual budgets for short, medium or long term forecasting. The support is excellent, both with regards to available resources, with short videos available to answer questions and demonstrate tools. The live chat is invaluable and very responsive and it has been very important to assist in navigating creating reports. The one tool that I am most pleased about is the automated generation and emailing of reports. So please to have the opportunity to use Calxa within our business.
KH
Kim Hamill
Posted 16 Sep 2024
5 out of 5 stars

Love the ability to customise reports + Consolidated Budgets

The tool that's most important to us is the consolidation of multiple budgets (from Xero Tracking). It was a nightmare doing this on a spreadsheet. We also love how easy it is to customise the reports. That's what truly makes Calxa powerful
AW
Alan Wong
Posted 10 Sep 2024
5 out of 5 stars

great consolidation and reporting tool

Calxa is very responsive to our inquiries. There is a continous upgrades to improve on the features over time. The set up and changes are easy to use.

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

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