Calxa
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
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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
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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%)
-
Add scenario to base forecast
-
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%)
-
Add scenario to base forecast
-
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
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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
- Sector
- Accounting and Bookkeeping, Agriculture, Construction and Engineering, Creative Agencies, Education and Training, Event Management, Financial Services, Franchising, Healthcare, IT and Telecomms, Legal Service, Manufacturing, Motor, Not For Profit, Professional Services, Property and Real Estate, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale
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