Getting Started

with Calxa

Connect to your Accounts to start your evaluation and get your first management report.


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

Contact us by phone or chat with us in the app whenever you need a hand. Call us old-fashioned, but good service matters to us.

Consult An Expert

Calxa Accredited Partners are experts in Calxa. Engage them to come onsite or to help you remotely.

Free Webinars

Our 30-minute getting started webinars run on Tuesdays, Wednesdays and Thursdays. Join as often as you like.

Personalised Session

To discuss your specific needs or simply if you’re stuck, just book a personalised one-on-one session. It’s free.


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.