Getting Started
with Calxa
Connect to your Accounts to start your evaluation and get your first management report.
QUICK AND EASY
Set Up Calxa in just 3 Easy Steps
Link to your MYOB, Xero or QuickBooks Online as the first step in automating the process – let Calxa do some heavy lifting
1. Set Up Budgets
Import your existing budgets or enter your own. To getting started with Calxa quickly, use the Budget Factory.
2. Run Reports
Choose one of 140+ report templates. Then select your business units if needed or consolidate your many entities.
3. Automate Reports
Simply start a report bundle where you add your reports and documents. Set a workflow to deliver to your inbox.
Free Getting Started Webinars
Join our team live on Tuesdays, Wednesdays and Thursdays. Or, watch the recordings.
100% Customer Care
We are here to help you. We pride ourselves on delivering a top notch service.
Help Material
Our online Help Centre is open 24/7. The extensive library is stocked with help notes, videos and guides. Simply help yourself.
Email Us
If you get stuck, simply email us. Our help desk has a fast response time and will get back to you as soon as they can.
Talk to Us
Consult An Expert
Free Webinars
Personalised Session
GUIDES AND TIPS
Learning Material to Help you Better Understand
Try Calxa Free for 30-Days
Calxa is the leading financial reporting software for businesses, not-for-profits and accountants.