Calxa is a leading provider of budgeting and cash flow forecasting software for small businesses and non-profits throughout Australia and New Zealand. It saves time, is easy to use, and delivers professional reports in a fraction of the time compared to spreadsheets. Companies can reduce their reporting burden by automating processes and workflows with the help of Calxa products.
The team faced several challenges:
Calxa software technically is a few products joined in one solution. The structure:
The user can apply shortcuts to multiple lines, whole budgets, or individual fields and watch the totals automatically update.
Unlike spreadsheets, numerous budget versions are easy to manage - copy from one version to another and report on any version, compare approved budgets to current forecasts each month.
Possibility to select from over 40 report templates. Easy to interpret reports for non-accountants.
Comparison of budgets to actual and report on KPIs.
Storing data locally with SQL Server or online with Microsoft Azure.
Software Updates are available every 6-8 weeks and are easy to download.
Simplified budgets for programs and projects. Easy maintenance of monthly budgets by department project or manager.
Next year's budgets for dozens of projects created in just a couple of minutes, with the possibility to make bulk updates.
Possibility to re-arrange and group accounts to produce the needed reports without complex spreadsheets. Minimum time for Management reports and grant acquittals.
Calxa works with popular accounting systems such as MYOB AcoountRight, MYOB Essentials, Xero, and QuickBooks Online. Possibility to link once and then schedule updates monthly, weekly or daily, depending on needs.
Possibility to schedule report delivery at the time and frequency of choice: select reports from the library, batch them, and automate their delivery.
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The solution we have created for our client makes reporting much more manageable, more accurate, and professional-looking. Neatly presented information allows obtaining valuable insights and simplifies decision-making. The applications are easy to use thanks to wizards, pre-made templates, and workflows that automate the reporting process. The cashflow forecast feature helps to make a business strategy.
Businesses use Calxa to deliver management reports to their Owners, CEOs, Franchisors, and Bank Managers.
Non-Profits do detailed program budgets to acquit grants, keep CEOs informed, and deliver complex board reports each month.