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
You want more Grunt
Cashflow Forecasts Made Easy
To create a Xero Cashflow forecast, 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 MYOB 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 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.
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.