Taking time out to evaluate Calxa and compare 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
OtherĀ 
Other
Accounts Integration
Links to MYOBYes
Links to XeroYes
Links to QuickBooks OnlineYes
Unplugged: Stand-alone or Excel ImportYes
Forecasting
3-Way ForecastYes
Statement of CashflowsYes
Transactional Forecasts (daily/weekly)No
GSTĀ  / VAT Timing SchedulesYes
Auto Estimate of Timing of PaymentsYes
Manual Override of Cashflow SchedulesYes
Budgeting
Cost-Centre BudgetsYes
Bulk Creation of BudgetsYes
Budget ScenariosYes
Add New Budget AccountsYes
Budgets on any Date RangeYes
Multi-Year Budgets (up to 20 years)Yes
Budget CalculatorYes
Budgets by Driver / MetricYes
Budget ImportsYes
Loan WizardYes
Reporting
Report Library – 180+ Reports & ChartsYes
Ability to Batch Reports & ChartsYes
Flexible Cost-Centre ReportingYes
Dashboards – PresetYes
Dashboards – CustomisableYes
Add Annotation Docs & ImagesYes
Re-arrange Accounts for ReportingYes
Global Report Styling & BrandingYes
Group Consolidations
Multi-Entity ConsolidationsYes
Multi-Currency ReportingYes
Inter-Company EliminationsYes
Business Units across EntitiesYes
Performance Tracking
KPIs & RatiosYes
Non-Financial MetricsYes
Customisation
KPI Editor – Customisable KPIsYes
Customise Report Structure & FormatYes
Automation & Workflows
Automated Accounting Data UpdatesYes
Scheduled Report DeliveryYes
Automated Budget CreationYes
Time Requirement
Set up & Configuration (one-off)10 min
Initial Organisation Set Up (one-off)10 min
Monthly Reporting5 min
Monthly Reporting with Schedules0 min
Pricing (AUD)
other currency pricing available
Monthly SubscriptionAU$220 /mo
Extra UserUnlimited
Extra OrganisationAU$22 /mo
# Organisations in base subscription1
Support
Free TelephoneYes
Free EmailYes
Free Onboarding HelpYes
Online ResourcesYes
Classroom TrainingYes

 

Calxa features are continuously being updated and improved.