Integrated 3-Way Forecasts

 Make the most of your Xerocon visit.

Supercharge your Advisory Services. Automate integrated 3-Way Forecasts and deliver relevant insights to your clients.

Integrated 3-Way Forecast
William Buck
BHP Accountants
Moore Australia
Nexia Perth

ONE APP TO DO IT ALL

Complete Management Reporting Tool

Budget Builder

Create your budget, import them from a spreadsheet or simply sync yours from Xero. Choose your views and layouts.

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Scenario Modelling

Build different scenarios. Compare ‘what ifs’ as a trend line or side-by-side with variances.

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Consolidations

Multi-currency reporting across unlimited companies to deliver consolidated budgets, cash flow forecasts and KPIs.

KPIs and Metrics

Use pre-configured KPIs or create your own. Add non-financial metrics to track performance.

Tracking Categories

Bring in tracking categories to budget and report on your departments, programs or jobs. Combine divisions across any Xero files.

Charity Reporting

Reports designed for not-for-profits. Deliver actuals vs budget, unspent funds and re-forecast your programs.

Flexible Reporting Engine

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180+ 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 Customiser

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

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Automated Delivery

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

Xero Developer since 2011

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

Xero Reviews Star Rating
How do we do it?
  • Seamless integration to Xero

  • Building an easy to use and functional app
  • Applying in-depth statistical analysis to deliver quality insights
  • Use great design to solve complex problems and user experiences
  • Tap into our accounting experience to simplify reporting processes

WHAT OUR CUSTOMERS SAY

Ian Wheeler - Partner, WLF Accounting & Advisory

“Calxa is brilliant for management reporting and cashflow budgeting. We have found the product adds value to our services and enables us to give better advice to our clients. It has many useful reports including 3-way projections and accurate cashflow budgets that are easy to create.”

30-Minute Demo

See how Calxa can work for your practice and enhance your advisory services.

FEATURES TO  DO COMPLEX REPORTING

Management Reporting in One Xero App

Fully Integrated 3-Way Forecasts

Start from the Profit and Loss budget (easily built from your Xero actuals); add in a Balance Sheet budget (we calculate the complex accounts for you); select the right schedule for your GST/VAT, PAYE and Super/Pension Funds and the hard work is done. We estimate the timing of payments and receipts based on your current debtors and creditors, but you have the option of over-riding that to suit your needs. Add the 3 reports to a bundle and it’s just one click every month from there.

Cost Centre Comparison

Tracking Categories are essential to many of your clients and Calxa gives you the tools to budget and report on them. Your Tracking Category budgets can roll up to the organisation budget, ensuring it’s always in sync. Create and save lists of Tracking Categories to use on reports. Almost all of our reports and charts can be run on cost centres or groups of cost centres, giving you deep insights into the whole organisation.es.

Consolidation of Multiple Entities

Almost all the 120+ reports and charts in Calxa can be run for a consolidated company group and there are some special overview and comparison reports as well. Create an Entity Group once and re-use it forever. If the Chart of Accounts doesn’t match, create a standard Account Tree structure and copy from one company to another, matching up the missing accounts. Put together a bundle for each group and monthly reporting will be simple.

Powerful Budgets

Use the Budget Factory to build multi-year budgets based on your Xero data, at the company or Tracking Category level. Tracking Category budgets roll up to the company budget so there’s no need to maintain both. Set your budgets by financial year, calendar year or whatever period suits your needs. Create alternate budgets for scenario planning. Then use the flexibility of our reports to give your clients the level of information they need.

Powerful Budgets

Use the Budget Factory to build multi-year budgets based on your Xero data, at the company or Tracking Category level. Tracking Category budgets roll up to the company budget so there’s no need to maintain both. Set your budgets by financial year, calendar year or whatever period suits your needs. Create alternate budgets for scenario planning. Then use the flexibility of our reports to give your clients the level of information they need.

Consolidation of Multiple Entities

Almost all the 120+ reports and charts in Calxa can be run for a consolidated company group and there are some special overview and comparison reports as well. Create an Entity Group once and re-use it forever. If the Chart of Accounts doesn’t match, create a standard Account Tree structure and copy from one company to another, matching up the missing accounts. Put together a bundle for each group and monthly reporting will be simple.

Automate Report Delivery

Once you’ve set up a Report Bundle for each client, create a Workflow to automate the delivery every month – or week or day. Send a copy to yourself first if you want to review the numbers and then schedule a copy to the client for the following day, ready to arrive reliably in their inbox without any extra effort on your part. Workflows can automate updates from Xero to Calxa and the sending of any bundle of reports to one or more email addresses. Use them to drive your efficiency.

Custom KPIs and Non-Financial Metrics

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.

Choice of 120+ Templates

While you can start quickly with one of our Report Bundle Kits, to really give your clients the information they want, explore the full suite of 120+ report and chart templates. There are KPI reports, statutory reports, reports suitable for a bank and more. Choose financial year reports or those with a flexible date range. Select from line charts, bar charts, waterfall charts or simply a report with numbers. And if that’s not enough, the Report Designer lets you add your own variations.

Set Up Your Accounts and Reports in Minutes

We save you time by doing the heavy lifting for you. Quickly sync your favourite data source or import your spreadsheets to Calxa

Calxa Integration

Bookkeepers & Accountants Love It

When our customers take time out of their busy schedule, their feedback means a lot.

It’s like air-conditioning.

Once you’ve had it,

you can’t go without it.

Michelle Brown

Owner, Oakleaf Bookkeeping

There is nothing more rewarding than being able to accurately show a client where they are spending their money. It is an invaluable tool.

Karen Groves

Director, Successful Alliances

This is for anyone wanting clarity with their financials. Calxa allows me to provide my clients with this invaluable information easily.

Fiona Bell

Principal, DependaBell Accounting

30-Day Free Trial

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