Calxa

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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.

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3-Way Forecasting Features

  • Accounting Integration
    • Historical actuals
    • Import chart of accounts
    • Import Xero Budget
    • Journals
  • Chart of Accounts
    • Add new accounts
    • Amend order of display
    • Group
  • Comparisons
    • Forecast vs actual
    • Scenario vs scenario
  • Export forecast
    • CSV
  • Forecast period
    • 12 m
    • Custom periods
    • Financial year
    • Yearly, up to 15 years by month
  • Forecast transaction frequency
    • Annual
    • Monthly
    • Quarterly
  • 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
  • Forecast transaction values
    • Fixed value
    • Repeat transaction with decreasing transaction value % / £
    • Repeat transaction with increasing value % / £
  • Forecast view period
    • Annual
    • Monthly
    • Quarterly
  • Integration
    • Trial balance
    • Xero tracking
  • Scenarios
    • Add scenario to base forecast
      Add a scenario back to the 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%)
  • Transaction options
    • Rules (inc corp tax)
  • Type
    • 3-Way

Cash Flow Forecasting Features

  • Accounting Integration
    • Historical actuals
    • Import chart of accounts
    • Import Xero Budget
    • Journals
    • Trial balance
    • Xero tracking
  • Chart of Accounts
    • Add new accounts
    • Amend order of display
    • Group
  • Comparisons
    • Forecast vs actual
    • Scenario vs scenario
  • Export forecast
    • CSV
  • Forecast period
    • 12 m
    • Custom periods
    • Financial year
    • Yearly, up to 15 years by month
  • Forecast transaction frequency
    • Annual
    • Monthly
    • Quarterly
  • 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
  • Forecast transaction values
    • Fixed value
    • Repeat transaction with decreasing transaction value % / £
    • Repeat transaction with increasing value % / £
  • Forecast view period
    • Annual
    • Monthly
    • Quarterly
  • Scenarios
    • Add scenario to base forecast
      Add a scenario back to the 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%)
  • Transaction options
    • Rules (inc corp tax)
    • Tracking forecasting
      Create a forecast for a specific reporting field within your connected accounting software, such as a tracking category, and track actuals against the forecast.
    • Xero
  • Type
    • 3-Way

Reporting and Dashboards Features

  • Anaysis
    • Comparatives
    • Financial KPIs
    • Non financial KPIs
    • Ratios
    • Variances
  • Consolidation
    • Balance sheet
    • Elimination
    • Multi-currency
    • P&L
Cost (from)
£25.00
Trial
30 day free trial, fully functional, no credit/debit card required
Free Practice Subscription
No
Partner Program
Yes
Accounting Software
MYOB, QuickBooks Online, Xero
Data Sync
Daily, Manual Sync, Monthly, Other, Weekly
Mobile OS Compatibility
No mobile app
Two Factor Authentication
No
Head Office
Townsville (AU)
Offices
Townsville (AU)
Geographies Served
Australia, Canada, DRC, Hong Kong, Ireland, Japan, Kenya, Malaysia, Netherlands, New Zealand, Philippines, Singapore, South Africa, UAE, UK, USA, Vanuatu
Support Channels
Email, Live Chat, Online Help Centre, Telephone, Web Form
Support Availability
22:00 – 07:00 GMT, Mon – Fri, Out of hours support for international customers
Training
Live Online, Self Guided, Third Party Led
App Category
3-Way Forecasting, Cash Flow Forecasting, Reporting and Dashboards
Client Sector
Accounting and Bookkeeping, Agriculture, Construction, Contracting Services, Creative Agencies, Education, Engineering, Entertainment, Event Management, Financial Services, Franchising, Government Bodies, Healthcare, IT and Telecomms, Legal Service, Manufacturing, Marine, Media, Motor, Not For Profit, Professional Services, Public Relations, Real Estate and Property, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale

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