Calxa Hero

Calxa

www.calxa.com

Integrated 3-way forecasting, KPIs and group consolidations

Overview

Calxa saves time for businesses, not-for- profits and accountants by automating budgeting, 3-way forecasting, group consolidations and KPIs, intelligently.

Calxa connects to accounting systems like Xero and QuickBooks Online and can also be used independently.

About this app

Cost (from)

£25/month

Free Practice Subscription
Trial
30 day free trial, fully functional, no credit/debit card required
Partner Program
Support Channels
  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form
Mobile Platforms
  • Android
    android icon
  • iOS
    ios icon
Accounting Platforms
Integrations
    N/A
Geographies Served
  • Australia
  • Canada
  • DRC
  • Hong Kong
  • Ireland
  • Japan
  • Kenya
  • Malaysia
  • Netherlands
  • New Zealand
  • Philippines
  • Singapore
  • South Africa
  • United Arab Emirates
  • United Kingdom
  • Show 2 more...

App features per category

3-Way Forecasting

  • Accounting Integration

    • Historical actuals

    • Import chart of accounts

    • Import Xero Budget

    • Journals

  • Export forecast

    • CSV

  • Forecast transaction options

    • Create bespoke formulas using account data

    • Foreign currency transactions

    • Set expected payment dates for A/R & A/P invoices

    • Tracking forecasting

    • Xero

    • Transactional VAT

    • Accrual

    • Cash

  • Integration

    • Trial balance

    • Xero tracking

  • Type

    • 3-Way

  • Chart of Accounts

    • Add new accounts

    • Amend order of display

    • Group

  • Forecast period

    • 12 m

    • Custom periods

    • Financial year

    • Yearly, up to 15 years by month

  • Forecast transaction values

    • Fixed value

    • Repeat transaction with decreasing transaction value % / £

    • Repeat transaction with increasing value % / £

  • Scenarios

    • Add scenario to base forecast 

    • Create from actuals

    • Create from scratch

    • Include forecasts from other scenarios in new scenario

      • Include a single scenario

    • Quickly adjust overall base forecast (i.e. increase sales/cos by X%)

  • Comparisons

    • Forecast vs actual

    • Scenario vs scenario

  • Forecast transaction frequency

    • Annual

    • Monthly

    • Quarterly

  • Forecast view period

    • Annual

    • Monthly

    • Quarterly

  • Transaction options

    • Rules (inc corp tax)

Cash Flow Forecasting

  • Accounting Integration

    • Historical actuals

    • Import chart of accounts

    • Import Xero Budget

    • Journals

    • Trial balance

    • Xero tracking

  • Export forecast

    • CSV

  • Forecast transaction options

    • Create bespoke formulas using account data

    • Foreign currency transactions

    • Set expected payment dates for A/R & A/P invoices

    • Transactional VAT

      • Accrual

      • Cash

  • Scenarios

    • Add scenario to base forecast 

    • Create from actuals

    • Create from scratch

    • Include forecasts from other scenarios in new scenario

      • Include a single scenario

    • Quickly adjust overall base forecast (i.e. increase sales/cos by X%)

  • Chart of Accounts

    • Add new accounts

    • Amend order of display

    • Group

  • Forecast period

    • 12 m

    • Custom periods

    • Financial year

    • Yearly, up to 15 years by month

  • Forecast transaction values

    • Fixed value

    • Repeat transaction with decreasing transaction value % / £

    • Repeat transaction with increasing value % / £

  • Transaction options

    • Rules (inc corp tax)

    • Tracking forecasting 

      • Xero

  • Comparisons

    • Forecast vs actual

    • Scenario vs scenario

  • Forecast transaction frequency

    • Annual

    • Monthly

    • Quarterly

  • Forecast view period

    • Annual

    • Monthly

    • Quarterly

  • Type

    • 3-Way

Reporting and Dashboards

  • Analysis

    • Comparatives

    • Financial KPIs

    • Non financial KPIs

    • Ratios

    • Variances

  • Consolidation

    • Balance sheet

    • Elimination

    • Multi-currency

    • P&L

Some details on this page are subject to change. If you see something wrong please contact us here.

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