Better Reports, Easier Work

Powerful engine to make your reports (and you) look good

INTEGRATION

Connecting to your Accounts is the Key

Link to your MYOB, Xero or QuickBooks Online as the first step in automating the process – let Calxa do some heavy lifting

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Account Structure

Your account structure and any new accounts each month will automatically appear in Calxa.

Cost Centres

Jobs, Classes, Tracking Categories will all sync each time you connect to your accounts.

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Opening Budgets

If you already have a budget in your accounting system, we will import it when you first connect.

Auto-Updates

Set a workflow to schedule your accounting system update while you are sleeping.

Auto-Budgets or Make Your Own

Bring in your accounting system budgets, import your spreadsheets or simply use shortcut formulas to build your own for as many years ahead as you want.

Budget by company or cost centre and easily copy budgets for new scenarios and re-forecast for the rest of the period. Add comments to document your workings. Create next year’s budgets in just seconds with the Budget Factory.

Cashflow Forecasts Made Easy

Simply select your payment cycles for Taxes like GST, VAT, PAYG and Employee Liabilities and Calxa will project this forward. We take the hard work out of predicting the timing of payments and receipts by analysing your current average Creditor Days and Debtor Days.

Then just add Balance Sheet and P&L budgets and your 3-Way Forecast is ready to go.

KPIs to stay on Track

Some of the most powerful business insights are Key Performance Indicators (KPIs). We have designed some standard ones we think are useful, but you can put this on steroids by creating your own. Imagine tracking your core business targets each month.

Farmers now can get insights into yield per hectare or revenue per kg of milk; Restaurants and Cafes check Food Cost Percentage. Retailers monitor Average Transaction Values.

FEATURES

You can do (almost) anything

The most sophisticated and rich management reporting app right here

Multiple Budget Versions

Unlike spreadsheets, multiple budget versions are easy to manage. Just copy from one to another and run comparisons.

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120+ Report Templates

We’ve prepared more than 120 modern-looking templates for you to choose from. You can customise them too.

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Report Bundles

Group reports in a bundle for quick and simple delivery. Then produce them with one click or schedule delivery.

Budget Factory

Create next year’s budgets for dozens of business units in just seconds. Or, use it for bulk updates. It just saves time.

Budget Formulas

Build driver-based budgets that automatically re-calculate when the underlying data changes. Base formulas on accounts or metrics for ultimate flexibility. [Coming Soon]

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Lock Approved Budgets

Lock off budgets and turn them into read-only to prevent unauthorised users from making any changes.

continuous Updates

We listen to feedback and regularly deliver new features and improvements. Our Change Log keeps track of our updates.

Manage User Permissions

Add users and delegate permission to managers and department heads to edit or report on their own budgets.

Standard KPIs

We’ve prepared a set of default KPIs. Debtor Days, Wages to Turnover, Working Capital Ratio and more straight out of the box.

Collaborate

Invite different stakeholders to share your workspace and collaborate with you. For your advisor or accountant, access is free.

Automation

Fast-track your report delivery. Set workflows to auto-update your accounts and send reports directly to your inbox.

Dashboard

We have selected some key charts for your screen. Soon this will be customisable so you can add the data you like and need. [Coming Soon]

INCLUDED IN ALL PLANS

Some Things are just a Given

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Full Support

You are not left to your own devices. Our support team is available by phone and email to assist you when you need them.

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Data Security

We totally get that you are dealing with sensitive data. So we have made sure we apply the most stringent security.

Automation

Use triggers to kick-start workflows that will automatically update your accounting data and deliver reports into your inbox.

MORE FEATURES

Calxa Premier is Calxa on Steroids

If you desire advanced functionality and are a power user, this was so made for you

Cost Centres

Budget and report against cost centres, departments, branches, projects, programs, jobs… you name it.

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Report Designer

Add and remove columns, delete footers, change titles, insert logos and more. This super-powers your reports.

Document Editor

Polish off your reports by adding cover pages, images, notes and annotations to your report bundles.

KPI Builder & Metrics

Build custom KPIs to dive deep into the company data. Use non-financial metrics to monitor the drivers of performance (Desktop only).

Account Trees

Re-order your account structure to deliver summarised reports. Add these to reports to help non-accountants better understand.

Consolidations

Merge budgets, cashflow, balance sheet forecasts and KPIs across multiple companies.

Loan Wizard

Run this wizard to quickly calculate loan payment plans. Automatically add principal and interest payments to your budget.

NDIA Claim Uploads

For NDIS Providers on MYOB AR Live, the NDIA bulk portal upload grabs time-billing invoices for quick claim submissions.

Customisable Dashboard

Populate the dashboard with information important to you. See at a glance how your business is performing. [Coming 2019]

Calxa for Bigger Business

Franchise and multi-organisation reporting is catered for by Calxa’s consolidation features. It doesn’t matter that no two Chart of Accounts have the same structure, just add a common Account Tree and Bob’s your Uncle.

SHARED WORKSPACES

Flexible to manage user permissions and data access within a busy and complex environment. Easily manage organisation data.

CONSOLIDATION REPORTS

Most templates can be consolidated across companies. You can even create custom KPIs and share these.

SEE IT IN ACTION

What we Deliver

We designed and built this app for the end-user. Our top criteria is ‘Must be Easy’.

Graphs

Visual data helps highlight patterns and trends. It makes it easy for the non-accountants and helps them to understand how things are going.

Traditional Reports

Sometimes you need to check in on the detail. There is nothing like a numbers report to expose the intricate detail and help find the variances.

Summarised Version

For the less savvy report audience, a summarised version helps to get a good snapshot of the situation.

Where Did Our Money Go?

Calxa’s flagship report answers some hot questions like how differences in timing mean that making a profit doesn’t always result in an increased bank balance.

30-Day Free Trial

Test-drive Calxa with your own data, import your budgets and play.