Serious Grunt for your Xero

Calxa and Xero together deliver powerful business insights. Reporting on cash flow forecasts, 3-way forecasts, budgets, KPI’s and so much more.

WHEN YOU WANT MORE

XERO and Calxa Add-On for Serious Reporting

Works beautifully with your accounting data to produce Xero Cash Flow Forecasts, Budgets and KPIs

Xero Cashflow forecast

Xero Cash Flow Forecasts Made Easy

To create a Xero Cash Flow Report, simply use Calxa with Xero. 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 Xero 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 update your XERO data while you are sleeping.

reporting using Calxa an MYOB Add on
KPI reporting with Xero and Calxa

KPIs to stay on Track

Some of the most powerful business insights are Key Performance Indicators (KPIs). We have designed some standard one 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 Costs. Retails monitor Average Transaction Values. You get the idea.

Flexible Cost Centre Budgets

Group and summarise your tracking categories. Consolidate some cost centers or all to give you a better overview. Using Calxa as an add on with Xero, you can deliver better budget management and run reports on one or many, in rows or side-by-side in columns. Plan ahead for 10 years or more. Or simply do some scenario modelling comparing ‘best case’ with ‘worst case’. Tracking Category budgets automatically roll up to the company budget.

Xero budgets with Calxa

Xero Developer since 2011

Calxa has been a leading add-on for many years specialising in delivering deep insights to businesses and not-for-profits.

What is Xero?
  • Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.

  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.

  • Find out more or try Xero Accounting Software for free – go to www.xero.com.
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120+ Pre-built Templates

Select from the many reports – line charts, bar graphs, number reports, pie or waterfall charts.

Re-arrange Structure

Re-group your chart of accounts to summarise and simplify your reports for the various audiences.

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Report Designer

Customise your reports to add columns, adjust colours, insert logos, content. Make them yours.

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Batch & Deliver

Batch reports into a Bundle, add a cover page, do some annotations and automate its delivery.

SEE IT IN ACTION

The Output

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 the timing difference between making a profit doesn’t always result in an increased bank balance.

Our Customers Love our Reports

Our app has grown from thousands of our customers feedback

“It’s like air-conditioning. Once you’ve had it, you can’t go without it.”

Michelle Brown

Owner, Oakleaf Bookkeeping

“We can easily produce scenarios for our lenders, to demonstrate that we have the capacity to service our loans.”

Shelley Green

Owner, Green Eggs

“Am absolutely loving the Calxa program. The reports look great and the budgeting is so easy.”

Barbara Sapwell

Bookkeeper, Progressive Business

Try Calxa Free for 30-Days

Calxa is the leading financial reporting software for businesses, not-for-profits and accountants.