Financial Reporting Tool to Make Better Decisions

Make your management reports easier and create better, more accurate and professional-looking insights. Deliver accurate information in a readable, understandable format to build the foundations of good decision-making.

It connects seamlessly with Business Central, syncing your data daily and automating your financial reports into your inbox. Create insightful management reports every month.

Who Benefits

Calxa helps businesses, not-for-profits and accounting firms. Businesses with inhouse finance teams as well as non-profits and charity organisations will benefit from Calxa's powerful budgeting and reporting engine. Accounting firms are able to streamline their client reporting with a professional edge. Teams will save hours each month - start delivering automated reports today.

How Calxa Works

Build your Budgets

Bring in existing budgets from your accounting system or import them from a spreadsheet. If you’re starting from scratch, use the Budget Factory Wizard to create a quick first draft and then the sophisticated Budget Builder to fine-tune and manage in detail.

Deliver your Reports

Start with a pre-built Report Bundle Kit to get the flavour of the most popular reports. Use a workflow to schedule delivery at a time and frequency of your choice. Now select your reports from the library, batch them and automate their delivery.

Powerful Budgeting

Build your budgets using formulas, drivers or simply base them on last year’s actuals. Alternatively, import your own budgets. Create budgets for up to 20 years – at the company level or by department, project, cost centre or division.

3-Way Forecasts

Combine your P&L and balance sheet budget with a cash flow forecast to deliver a seamless 3-way forecast to your bank. Create rolling forecasts and automate them for delivery to your inbox.

Cost Centre Reports

Budget and report on department, branches, programs and activities. Group them with different headers, consolidate them all or display them side-by-side. You can even create combinations at the intersection across various cost centres.

KPI Reporting

Use standard KPIs or create your own. Then add non-financial metrics to track company-specific goals.

‘What If’ Scenarios

Add ‘best case’ and ‘worst case’ scenarios and display them as a visual comparison to see the effect of those planned additional staff hires or asset purchases.

Group Consolidations

Consolidate multiple companies in any currency to deliver cash flow forecasts and comparison reports with ease.

Monthly Management Reports

Compare actuals to your revenue/expense and balance sheet budgets. Contrast them to last year’s actuals or budgets. Or re-forecast your budget to reflect changing economies.