Calxa

Calxa Hero
Calxa is an automated business insights software

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
    android icon
  • iOS
    ios icon

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...

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

Visit Calxa

Some details on this page are subject to change. If you see something wrong please contact us here.

Sign up to our newsletter - don't miss out on all the good stuff.

Latest news, events, and updates on all things app related, plus useful advice on app advisory - so you know you are ahead of the game.

Stack

Your App Stack

Your stack is currently empty...

Start building

Compare

Compare

Select up to 4 Apps to compare to choose the ideal App:

View ComparisonRemove all

Connect with us

  • Facebook logo
  • Twitter logo
  • LinkedIn logo
  • YouTube logo