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Community > App Reviews >

Calxa

Started by Xero API -   in App Reviews |Reporting

4.9 out of 5 stars
 
Based on 12 user ratings
If you are a user of Xero and Calxa, tell us how you are getting on and your experience so far. Any tips?

About Calxa


One-stop-shop for your reporting. Automate your 3-way forecasts, budget preparation, KPIs, consolidations and financial statements. Suits not-for-profits, accountants and small businesses.
Check out Calxa.

Tip

Remember if you have questions or need assistance with Calxa, this is not the best place to ask - this forum is for reviews and feedback only.

For support contact info and a guide on how to setup Calxa and Xero, check out the Calxa help centre.

I used Calxa in a previous role and found it invaluable. The reports fitted our needs, it consolidated our budgeting process and then the cashflow tool was great. So I had no hesitation about implementing Calxa in my new role where we need consolidation functionality.
 

Paul Marlow  

I used Calxa several years ago for NFP clients with MYOB but in October decided to have another look and was so impressed with the new online version that I joined up on the spot. The support imediately offered to me to get setup was absolutely brilliant. The range of reports available is so vast that I have barely scratched the surface, but what I have used so far has really blown away the client and their bank manager! I have only setup 1 client who has 4 businesses at this stage but as I am so impressed I will be adding more as I get time.
 

Fiona Woon  

We've been using Calxa for over 3 years and found the software simple to use, yet sophisticated enough to handle complex consolidated accounts. Once set up, we can produce monthly reports against budget and forecasts within minutes. In addition the customer service and help is fantastic. We always get an immediate response despite the time difference of being in the UK. Would highly recommend Calxa as the number one cloud based forecasting tool.
 

Chris Atkinson  

Hi
I was wonderring if anyone is still using Calxa? One of my clients is looking for a reporting tool which can consolidate 3 entities and also report along the 8 different "tracking" setup on Xero (which incorporates pulling information from all 3 entities!). Calxa looks like it may be able to do all of this and would be interested if anyone has experience of whether it can or not.
 

james heywood  

I have been working with Calxa for >2 years in a 4 NFP clients. The results for the organisations are amazing! From youth workers managing the funds of a $600 programme to trustees managing >NZ$1m organisations, everyone is amazed at the relevance and speed of reports generated. The newly released reporting bundle for NZ charities to comply with XRB reporting standards is a winner for Tier 3 & Tier 4 organisations.
 

Russell du Plessis (CA)  

We are the fist UK partners with Calxa and have been blown away with the functionality this software brings to the table. It will enable us to add yet more value to clients by delivering speedy, accurate and reliable management reports. The seamless link to Xero and ease with which we can specify reports make this a remarkable product. The support provided by their entire team has been second to none - nothing is too much trouble.
 

Peter Atkinson  

The combination of Calxa and Paul Drendel has taken our business to a new place where we are staying relevant in an ever changing market. We are now offering our clients a solution that is mandatory to their sustainability but not time consuming to deliver. I LOVE THIS PROGRAM
 

FirstClassAccounts Mordialloc  

Calxa provides reporting beyond what is provided in Xero. Detailed budgets and cashflow that assist forecasting and planning within your business. Customisation is possible for KPI's and creation of management package is a breeze with the reporting batches. I highly recommend Calxa for all my NFP and SME clients.

Bronwyn Baird
B cubed Management Consulting Pty Ltd
 

Bronwyn Baird  

Calxa is easy to set up and use. It allows reporting on multiple jobs, which is ideal for non-for-profit organisations. Reports can also be customised to ensure you can create the exact format required by the organisation for reporting purposes.
I also found the Calxa support staff very helpful and always available to answer all the questions I had.
 

Kathy Pitrans  

Calxa is brilliant for management reporting and cashflow budgeting. Goes the next step above and beyond what Xero can produce. Best of all it links seamlessly with xero with no fuss that actually works quickly and easily. You can now produce your entire reporting package from within Calxa - financial statements based on actuals, projected 3-way reports, cashflow budgets, budget P & L compared to actual, and so on, which makes the program extremely useful. Well worth it and highly recommended.

Ian Wheeler
Wise Lord & Ferguson, Chartered Accountants
 

Ian Wheeler  

Calxa enables us to easily value-add compliance reports and simplify tax planning calculations for
clients. The integrations and tools within Calxa enable it to be used across the majority of our client base

We have now made Calxa an integral part of our practice toolkit and I would recommend that If you are looking at stepping into the world of Add-Ons and advisory services, Calxa would have to be the first product you look at.

Tony Caccaviello
Capitis Accounting Solutions
 

Tony Caccaviello  

A hidden gem, Calxa is a fantastic product. Quickly & easily you can create budgets & cashflow forecasts. With some of the new features you can now bundle reports together & present them to your clients - providing absolute value via a "click of a button". I love using this product & my clients likes to see graphs that can show them quickly how their business is tracking. The team at Calxa - Mick, Alex, Chem & Paul are all so very helpful. Thank you!
 

Melissa Newsome  

I have been using Calxa for many years and am very excited about the integration with Xero. Calxa is an excellent tool to assist businesses plan for success. Mick, Alex, Shem and the team provide excellent support. I highly recommend Calxa.
 

Janelle Redgwell  

It was great to actually meet Shem face to face. His support to myself over the past years has been fantastic. He has always solved my query without hesitation. Thanks Shem
 

Debbie Innes  

Calxa is a great solution for any Xero user needing simple and reliable cashflow forecasts. It’s easy to setup and use and comes with many useful reports and charts.
 

Chery Hartley