Client Area

Business insights. Automated.
 
For businesses and not-for-profits.

Calxa is the leading Australian budgeting and cashflow forecasting app today. It is the reporting choice for many businesses and not-for-profits alike.

Budgeting
No complicated spreadsheets required here. The easy Budget Builder is a shortcut to setting up your new budgets. Use some of the automation tools to create next year’s budgets for all your cost centres in one go. Easily create multiple budget versions to use for scenario building and planning.

Cashflow forecasting
Creating cashflow forecasts in just minutes, Calxa links directly to your accounting data to help you easily predict your cash position. It quickly identifies upcoming ‘Hotspots’ and enables you to make informed decisions. Impress your bank and gain instant credibility to sleep better at night.

Reporting 
The flexible reporting engine gives you many pre-formatted templates - choose from graphs or number reports depending on your needs.  Re-arrange your account structure to lay out the reports the way you want them to look. For the savvy user, a report designer helps create a customised output.
 


Simplify your management reports

Budgets

Budgets

Use the flexible budget builder to prepare budgets for the overall business or for individual jobs, departments, projects or programs. Bulk updates and next year’s budgets are a breeze.

Cashflow forecasts

Cashflow forecasts

Take hours and days off your workload each month. Simply select from various cashflow forecast templates or combine your budgets to deliver a 3-way forecast your bank manager will love.

KPIs and metrics

KPIs and metrics

Choose from many pre-built KPIs or build your own to dive deep into your company data. Use the non-financial metrics to monitor the drivers and give you a picture of the real performance.

Report engine

Report engine

Select from 120+ reports and charts. Batch them into your favourite reports. You can even re-arrange the account structure and add/remove columns to customise them to suit your business.

Automation

Automation

Use auto-budgets and the budget factory to quickly build budgets based on your existing data. Then set workflows to update your accounts and send reports directly to your inbox.

Getting started is easy

1. Link to your accounts

Calxa works with popular accounting systems such as Xero, QuickBooks Online and MYOB. Simply link once and then schedule updates monthly, weekly or daily, depending on your needs.

2. Build your budgets

Bring in existing budgets from your accounting system or import them from a spreadsheet. Or, use the sophisticated budget builder to fine-tune and manage your cost centres.

3. Deliver your reports

Select from over 120 report and chart templates or start with a pre-built report bundle kit. Now use a workflow to schedule delivery at a time and frequency of your choice.
contact us today

for a complimentary 30 minute consultation

To find out more about this service or request a complimentary consultation, simply fill in the form below and a member of our friendly team will be in touch shortly.

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