Are You... An Accountant or Consultant?
With Calxa Premier you can create budgets and cashflow forecasts for your clients quickly and easily by simply importing their accounting data. Then use Calxa’s simple tools to create accurate, professional-looking budgets, cashflow forecasts, reports, graphs and charts. Use the built-in reports or customise to suit your particular needs.
Save Time with Budget Shortcuts
- Create monthly budgets for your business
- Use last years actuals as a basis for current budget
- Set one account as a percentage of another and automatically re-calculate when changed
- Enter a fixed amount per week, fortnight, month, and Calxa Express will convert everything to the correct monthly budgets
- Capture your work process by adding comments to each calculation
Simple, Fast Integration with Your Existing Accounting Files
- Automatically import Accounts, Jobs, Categories and Actuals
- New or changed Accounts, Jobs or Categories are automatically updated
Impress your clients with professional reports
- Easy to understand - graphical features in the reports make numbers simple to interpret
- Add a watermark to reports
- Display your logo on reports
- Change report titles to suit your client
- Save customised report templates
- Select report columns: Choose from This Months Budget, Year to Date Budget, Full Year Budget and many more options
You and your staff will love...
- Saving time– free yourself to do other important tasks
- Consistency – keep the same standards month after month
- Ease of use – little or no training time; delegate easily when you are away
- Reduce errors – no accidental formula over-riding
- No re-typing – automatically import actuals and changed accounts, jobs and categories
Re-sell Calxa Premier or Calxa Express to your clients
- Earn generous commissions
- Generate consulting income from installation and training
- Strengthen your client relationship with regular reviews
Click on the links if you’d like to learn more about partner opportunities, Calxa Premier, Calxa Express, Sample Reports, System Requirements