Oomph for your QuickBooks
Calxa and QuickBooks Online together deliver powerful business insights. Reporting on cashflow forecasts, 3-way forecasts, budgets, KPIs and so much more.
WHEN YOU WANT MORE
Making your QuickBooks Online go further
Cashflow Forecasts Made Easy
To create a QuickBooks Online cashflow forecast, simply use Calxa with QuickBooks Online. Set 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 your Trade Debtors and Creditors by calculating these based on last year. Then just add Balance Sheet and P&L budgets and your 3-Way Forecast is ready to go.
Automate your Reports
Choose from over 120 reports using Calxa, a QuickBooks Online Add on. Now add a cover and some notes and batch them to be delivered to your inbox each month. Don’t be limited by your chart of accounts and simply add headers to re-order them and summarise your data. Set workflows to automatically syncing your QuickBooks Online data while you are sleeping.
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 supplement these 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 can check food cost percentages. Retailers monitor Average Transaction Values and more.
Budgets by Class, Customer or Location
Whether you want details or summary information, Calxa will give it to you. Using Calxa as an add on with QuickBooks Online, you can deliver better budget management, group your classes, consolidate at different header levels and report in rows or side by side. Lower level budgets can automatically roll up to the organisation budget and the Budget Factory will strip hours or even days from your annual budget process.
120+ Pre-built Templates
Select from the many reports – line charts, bar graphs, number reports, pie or waterfall charts.
Re-group your chart of accounts to summarise and simplify your reports for the various audiences.
Customise your reports to add columns, adjust colours, insert logos, content. Make them yours.
Batch & Deliver
Batch reports into a Bundle, add a cover page, do some annotations and automate its delivery.
SEE IT IN ACTION
We designed and built this app for the end-user. Our top criteria is ‘Must be Easy’.
Where Did Our Money Go?
What Customers Say
Join many other organisations saving time
Michelle Brown - Owner, Oakleaf Bookkeeping
"It's like air-conditioning. Once you've had it, you can't go without it."
Trevor McFarlane - Business Manager, Leisure Networks
"We have now been using Calxa coming onto 6 years. It still works a treat.."
Joanna Williamson - Owner, Golden Goose Foods Ltd
"I'm a raving fan. The most enjoyable budgeting experience I've ever had."
30-Day Free Trial
Test-drive Calxa with your own data, import your budgets and play.