Simplify Complex Reports

Automating and making light work of NZ Charities’ Reporting Standards

Z

Reduce Human Errors

This laborious task is not the easiest job you’ll do. Minimise double-entry and human misses by linking to your accounts.

Z

Simplify

The annual report brings together a lot of information from different areas. Use pre-made templates to guide you.

Z

Automate to Save Time

Once the initial set up is done, you can automate the process with workflows for easy delivery year-after-year.

Calxa provides greater transparency. When our full consolidated report is 67 pages it’s very nice to use the Report Bundles to generate that in one click. Michelle Zehnder

Administration Manager, Taranaki Rescue Helicopter Trust

BASE DECISIONS ON GREAT DATA

Automating the Annual Report

Save time by doing less spreadsheets and integrating directly to your data.

1. Connect to the Accounts

Gain significant time-savings by integrating directly with your MYOB, Xero or QuickBooks Online data.

2. Tier 3 & 4 Pre-built templates

Calxa provides you with pre-set templates for tier 3 & tier 4 linked directly to your accounting data.

3. Batch & Deliver

Now easily add any word document, images or other docs to your financials and batch them for delivery.

SEE IT IN ACTION

What we Deliver

We designed and built this app for the end-user. Our top criteria is ‘Must be Easy’.

INCORPORATE CALXA INTO YOUR MONTHLY ROUTINE

Impress with Great Board Reports

Deliver professional management reports that help your organisation be sustainable

Program Budgeting

Easily manage your program budgets. Lock your approved version then copy to run re-forecast versions throughout the year. Create next year’s budgets in just minutes.
h

KPI Reporting

Some of the most powerful business insights are Key Performance Indicators (KPIs). We have designed some standard ones but you can create your own.

Cashflow Forecasts

Simply select your payment cycles for GST, PAYG and Employee Liabilities and Calxa will project this forward. Run it as a graph to give you an instant cash position.

TechSoup Donation Program

Calxa donates its software through Tech Soup New Zealand to enable grassroots not-for-profits minimise their administration burden. Tech Soup New Zealand is a not-for-profit organisation that administers a technology donation & discount program. Calxa Premier is available to organisations with a turnover of less than $1million subject to eligibility criteria.

What Customers Say

Join many other organisations saving time

It's like air-conditioning. Once you've had it, you can't go without it.

Michelle Brown

Owner, Oakleaf Bookkeeping

We have now been using Calxa coming onto 6 years. It still works a treat.

Trevor McFarlane

Business Manager, Leisure Networks

I'm a raving fan. The most enjoyable budgeting experience I've ever had.

Joanna Williamson

Owner, Golden Goose Foods Ltd

Find out how other organisations are doing their reports.