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Cash Flow Forecasts | Tracking Category Budgets | Company Consolidations | 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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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
64 Reviews
5 star(97%)
4 star(3%)
3 star(0%)
2 star(0%)
1 star(0%)
Eve Thompson
5 out of 5 stars

Excellent Reporting System

Calxa provides excellent reporting, functionality and customization for amazing value. I've been extremely impressed with what you can create for Financial reporting and customise for KPIs. And the ability to create, generate and email out reports automatically to management every month is such a game changer for us. The Calxa team have gone above and beyond to help with any queries I've had and answer within minutes. I've generally worked with the larger Oracle based reporting system and Calxa has really impressed me with their product offering! This is already having a real impact on how we run our day to day business!
Simone Rosengren
5 out of 5 stars

Great Tracking Category Reporting

Calxa provides excellent reporting, in particular for Xero Tracking Categories. The team at Calxa are always helpful and continually enhancing and improving the product. Would be lost without it for some of my clients.

Response from Calxa

We've appreciated your support over the many years Simone. Thanks for sharing your thoughts here.
Carrie Piper
5 out of 5 stars


The Calxa team can't do enough for you - their customer support is superb. The product is great, very flexible and crucially has a much longer forecast period than competitors, which was important to us. Standard reports are good, but they can also be customised if you want.

Response from Calxa

Thanks for your vote of confidence Carrie. Glad we can help with your forward planning.

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


+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.