Calxa
About this App
Integrated 3-way forecasting, KPIs and group consolidations
Calxa saves time for businesses, not-for- profits and accountants by automating budgeting, 3-way forecasting, group consolidations and KPIs, intelligently.
Calxa connects to accounting systems like Xero and QuickBooks Online and can also be used independently.
Simplify and Make Better Decisions
Make your management reports easier and create better, more accurate and professional-looking insights. Accurate information in a readable, understandable format is the foundation of good decision-making.
SAVE TIME
Wizards to prepare budgets and pre-made templates cut down time. Workflows automate the process.
IMPROVE ACCURACY
Linking directly to the accounting data ensures full transparency and guarantees reliability.
Connect to your Accounts
Calxa works with popular accounting systems such as MYOB AccountRight, MYOB Essentials, Xero and QuickBooks Online. Follow the simple steps to link once and then schedule updates monthly, weekly or daily, depending on your needs.
Build your Budgets
Bring in existing budgets from your accounting system or import them from a spreadsheet. If you’re starting from scratch, use the Budget Factory Wizard to create a quick first draft and then the sophisticated Budget Builder to fine-tune and manage in detail.
Deliver your Reports
Start with a pre-built Report Bundle Kit to get the flavour of the most popular reports. Use a workflow to schedule delivery at a time and frequency of your choice. Now select your reports from the library, batch them and automate their delivery.
Cost (from)
£49/month
Free Practice Subscription
Trial
30 day free trial, fully functional, no credit/debit card required
Partner Program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
Calxa
Calxa Unplugged
Harcourts
muscleworx
RAMS
UNIVERSAL HARDWARE
Geographies Served
Australia
Canada
DRC
Hong Kong
Ireland
Japan
Kenya
Malaysia
Netherlands
New Zealand
Philippines
Singapore
South Africa
United Arab Emirates
United Kingdom
Show 2 more...
Industries
App features per category
3-Way Forecasting
Accounting Integration
Historical actuals
Import chart of accounts
Import Xero Budget
Journals
Export forecast
CSV
Forecast transaction options
Create bespoke formulas using account data
Foreign currency transactions
Set expected payment dates for A/R & A/P invoices
Tracking forecasting
Xero
Transactional VAT
Accrual
Cash
Integration
Trial balance
Xero tracking
Type
3-Way
Chart of Accounts
Add new accounts
Amend order of display
Group
Forecast period
12 m
Custom periods
Financial year
Yearly, up to 15 years by month
Forecast transaction values
Fixed value
Repeat transaction with decreasing transaction value % / £
Repeat transaction with increasing value % / £
Scenarios
Add scenario to base forecast
Create from actuals
Create from scratch
Include forecasts from other scenarios in new scenario
Include a single scenario
Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
Comparisons
Forecast vs actual
Scenario vs scenario
Forecast transaction frequency
Annual
Monthly
Quarterly
Forecast view period
Annual
Monthly
Quarterly
Transaction options
Rules (inc corp tax)
Cash Flow Forecasting
Accounting Integration
Historical actuals
Import chart of accounts
Import Xero Budget
Journals
Trial balance
Xero tracking
Export forecast
CSV
Forecast transaction options
Create bespoke formulas using account data
Foreign currency transactions
Set expected payment dates for A/R & A/P invoices
Transactional VAT
Accrual
Cash
Scenarios
Add scenario to base forecast
Create from actuals
Create from scratch
Include forecasts from other scenarios in new scenario
Include a single scenario
Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
Chart of Accounts
Add new accounts
Amend order of display
Group
Forecast period
12 m
Custom periods
Financial year
Yearly, up to 15 years by month
Forecast transaction values
Fixed value
Repeat transaction with decreasing transaction value % / £
Repeat transaction with increasing value % / £
Transaction options
Rules (inc corp tax)
Tracking forecasting
Xero
Comparisons
Forecast vs actual
Scenario vs scenario
Forecast transaction frequency
Annual
Monthly
Quarterly
Forecast view period
Annual
Monthly
Quarterly
Type
3-Way
Reporting and Dashboards
Analysis
Comparatives
Financial KPIs
Non financial KPIs
Ratios
Variances
Consolidation
Balance sheet
Elimination
Multi-currency
P&L
Some details on this page are subject to change. If you see something wrong please contact us here.
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