Evaluating Calxa and comparing forecasting tools will make sure you find the right fit for you. Ultimately, figuring out the best forecasting tool for the job is not an easy task. The question is, how do you compare ‘apples with apples’?

 

Evaluating Calxa

Honestly, we don’t think Calxa is the solution for everybody. Over time, we have listened to many questions from our prospective customers. After that, we combined these in the evaluation form here. It guides you to test the different features during your free trial period and if you are checking out other tools this is a good way of comparing them side-by-side. We’ve put together this checklist that we hope will make your life a bit easier.

Before you start, you can print this compare forecasting tools checklist as a working paper if you prefer. Just download the Word Document here.

Other

Compare Forecasting Tools – The Checklist

Compare Forecasting Tools
Calxa Express
Calxa Premier
Other
Accounts Integration
Links to MYOB AccountRight & EssentialsYesYes
Links to XeroYes
Yes
Links to QuickBooks OnlineYesYes
Unplugged: Stand-alone or Excel ImportYesYes
Forecasting
3-Way ForecastYesYes
Statement of CashflowsYesYes
Transactional Forecasts (daily/weekly)20212021
Australian and NZ GST SchedulesYesYes
Automatic Estimate of Timing of PaymentsYesYes
Manual Override of Cashflow SchedulesYesYes
Budgeting
Cost-Centre BudgetsNoYes
Bulk Creation of BudgetsYesYes
Budget ScenariosYesYes
Budgets on any Date RangeYesYes
Multi-Year Budgets (up to 20 years)YesYes
Budget CalculatorYes
Yes
Budgets by Driver / MetricNoYes
Budget ImportsYesYes
Loan WizardYesYes
Reporting
Report Library with 140+ Reports & ChartsYesYes
Ability to Batch Reports & ChartsYesYes
Multi-Company ConsolidationsNoYes
Multi-Currency ConsolidationsNoYes
Flexible Cost-Centre ReportingNoYes
Cost Centres across Multiple CompaniesNo2021
DashboardsYesYes
Dashboards – CustomisableNo2021
Document Editor for Annotations & ImagesYesYes
Re-arrange Chart of Accounts for ReportingNoYes
Performance Tracking
KPIs & RatiosYesYes
Non-Financial MetricsNoYes
Customisation
KPI Editor – Customisable KPIsNoYes
Report Designer – change Structure & FormatNoYes
Automation & Workflows
Automated Accounting Data UpdatesYesYes
Scheduled Report DeliveryYesYes
Automated Budget CreationYesYes
Application Type
DesktopNoNo
Online Browser AppYes Yes
Time Requirement
Set up & Configuration (one-off)5 min 10 min
Initial Organisation Set Up (one-off)5 min 10 min
Monthly Reporting5 min 5 min
Monthly Reporting with Schedules0 min 0 min
Pricing (AUD)
Monthly Subscription$42 /mo $176 /mo
Extra User$10 /mo$10 /mo
Extra Organisation$10 /mo$10 /mo
Users included in base subscription15
Organisations included in base subscription15
Support
Free TelephoneYesYes
Free EmailYesYes
Free Onboarding HelpYesYes
Online ResourcesYesYes
Classroom TrainingNoYes

 

Calxa features are continuously being updated and improved.