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 & Essentials Yes Yes
Links to Xero Yes
Yes
Links to QuickBooks Online Yes Yes
Unplugged: Stand-alone or Excel Import Yes Yes
Forecasting
3-Way Forecast Yes Yes
Statement of Cashflows Yes Yes
Transactional Forecasts (daily/weekly) 2022 2022
GST  / VAT Timing Schedules Yes Yes
Automatic Estimate of Timing of Payments Yes Yes
Manual Override of Cashflow Schedules Yes Yes
Budgeting
Cost-Centre Budgets No Yes
Bulk Creation of Budgets Yes Yes
Budget Scenarios Yes Yes
Budgets on any Date Range Yes Yes
Multi-Year Budgets (up to 20 years) Yes Yes
Budget Calculator Yes
Yes
Budgets by Driver / Metric No Yes
Budget Imports Yes Yes
Loan Wizard Yes Yes
Reporting
Report Library with 150+ Reports & Charts Yes Yes
Ability to Batch Reports & Charts Yes Yes
Multi-Company Consolidations No Yes
Multi-Currency Consolidations No Yes
Flexible Cost-Centre Reporting No Yes
Cost Centres across Multiple Companies No 2021
Dashboards Yes Yes
Dashboards – Customisable No 2021
Document Editor for Annotations & Images Yes Yes
Re-arrange Chart of Accounts for Reporting No Yes
Performance Tracking
KPIs & Ratios Yes Yes
Non-Financial Metrics No Yes
Customisation
KPI Editor – Customisable KPIs No Yes
Report Designer – change Structure & Format No Yes
Automation & Workflows
Automated Accounting Data Updates Yes Yes
Scheduled Report Delivery Yes Yes
Automated Budget Creation Yes Yes
Application Type
Desktop No No
Online Browser App Yes  Yes
Time Requirement
Set up & Configuration (one-off) 5 min  10 min
Initial Organisation Set Up (one-off) 5 min  10 min
Monthly Reporting 5 min  5 min
Monthly Reporting with Schedules 0 min  0 min
Pricing (AUD)
Monthly Subscription AU$45 /mo  AU$179 /mo
Extra User AU$10 /mo AU$10 /mo
Extra Organisation AU$10 /mo AU$10 /mo
Users included in base subscription 1 5
Organisations included in base subscription 1 5
Support
Free Telephone Yes Yes
Free Email Yes Yes
Free Onboarding Help Yes Yes
Online Resources Yes Yes
Classroom Training No Yes

 

Calxa features are continuously being updated and improved.