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Calxa

Budgeting, cash flow, KPIs and management reports for SMBs & NFPs.
Added:
August 10, 2025

TL;DR

  • All-in-one management reporting: Build budgets, cash flow forecasts, KPIs, and 3-way forecasts in one platform.
  • Seamless accounting integrations: Connects with Xero, QuickBooks Online, MYOB, plus enterprise ERPs like Acumatica, NetSuite, and Business Central.
  • Automated delivery: Use workflows and report bundles to schedule and distribute professional reports.
  • Ideal for finance teams and advisors: Built for businesses, not-for-profits, and accountants delivering recurring board and management reports.

What is Calxa

Calxa is a financial planning and management reporting platform that streamlines budgeting, cash flow forecasting, KPI tracking, and 3-way forecasting for businesses, not-for-profits, and accounting firms. It connects directly to accounting systems like Xero, QuickBooks Online, and MYOB (with enterprise connectors for Acumatica, NetSuite, and Microsoft Dynamics 365 Business Central) to automate accurate, board-ready reports. As an FP&A and management reporting solution, Calxa solves the time-consuming, error-prone process of building budgets and delivering recurring management and board packs by providing templates, workflows, and consolidated multi-entity reporting.

Key Features
  • Direct accounting integrations: Connects with MYOB Business, Xero, and QuickBooks Online; enterprise connectors available for Acumatica, NetSuite, and Business Central to sync data and maintain transparency.
  • Budget Factory Wizard: Quickly drafts initial budgets from scratch or imported data, accelerating setup for new entities or programs.
  • Budget Builder: A granular, configurable budgeting workspace to fine-tune budgets by cost center, program, or entity with strong version control.
  • Cash flow and 3-way forecasting: Produces cash flow forecasts linked to profit & loss and balance sheet to give a complete forward view of financial health.
  • KPI reporting: Track operational and financial KPIs and include them in management packs to keep stakeholders aligned on performance.
  • Report bundles and templates: Start with a pre-built Report Bundle Kit and a large library of templates to produce consistent, professional reports.
  • Automated workflows: Schedule data refreshes and set up timed report delivery (monthly, weekly, or daily) to eliminate manual distribution.
  • Group consolidations: Combine multiple organisations for group-level reporting, ideal for franchises, holding companies, and multi-entity nonprofits.
  • Scenario modelling: Model best/worst-case scenarios to understand the impact on budgets, cash flow, and KPIs before decisions are made.
  • Unlimited users: Every plan supports unlimited users, enabling collaboration across finance teams, executives, and advisors without extra per-seat costs.
  • Manual organisations (Calxa Unplugged): Create a manual organisation when no accounting system is connected, enabling reporting where direct integrations are not available.

Who is Calxa for?

Calxa is a financial planning and management reporting platform that streamlines budgeting, cash flow forecasting, KPI tracking, and 3-way forecasting for businesses, not-for-profits, and accounting firms. It connects directly to accounting systems like Xero, QuickBooks Online, and MYOB (with enterprise connectors for Acumatica, NetSuite, and Microsoft Dynamics 365 Business Central) to automate accurate, board-ready reports. As an FP&A and management reporting solution, Calxa solves the time-consuming, error-prone process of building budgets and delivering recurring management and board packs by providing templates, workflows, and consolidated multi-entity reporting.

Key Use Cases & Applications

  • Monthly management and board reporting: Automate delivery of consistent report packs to executives and boards.
  • Cash flow planning: Build rolling cash flow forecasts to anticipate funding gaps or investment needs.
  • Grant acquittals and program reporting: Prepare detailed budgets and acquittal reports for not-for-profit stakeholders.
  • Multi-entity consolidations: Combine results across subsidiaries or franchise locations for group-wide insights.
  • Budget vs. actual variance analysis: Track performance and investigate spending or revenue variances quickly.
  • Scenario modelling and what-if analysis: Test strategic decisions (e.g., hiring, pricing, funding changes) before execution.
Pros
  • Seamless integrations with Xero, QuickBooks Online, MYOB, plus connectors for Acumatica, NetSuite, and Business Central.
  • Automated report workflows and bundles substantially reduce monthly reporting time.
  • Unlimited users on every plan enables broad collaboration without per-seat fees.
  • Robust budgeting tools (Budget Factory Wizard and Budget Builder) speed up first drafts and ongoing management.
  • Purpose-built for not-for-profits with strong support for program-level budgets and board reporting.
Cons
  • Advanced features and customisations can present a learning curve for new users.
  • Primarily a desktop web experience; no dedicated mobile app is highlighted.
  • Pricing scales by number of organisations, which can increase costs for large multi-entity groups.
  • Enterprise ERP connectors may require additional configuration and potentially a one-off setup service.

Pricing Info

  • USD Monthly – 1 x organisation: $155/month. Features: 1 x organisation, unlimited users, EXTRA ORGANISATION $16 /mo, no credit card required, 30-Day Free Trial.
  • USD Monthly – 5 x organisation: $200/month. Features: 5 x organisation, unlimited users, EXTRA ORGANISATION $16 /mo, no credit card required, 30-Day Free Trial.
  • USD Monthly – 50 x organisation: $550/month. Features: 50 x organisation, unlimited users, EXTRA ORGANISATION $16 /mo, no credit card required, 30-Day Free Trial.
  • USD Monthly – 100 x organisation: $960/month. Features: 100 x organisation, unlimited users, EXTRA ORGANISATION $16 /mo, no credit card required, 30-Day Free Trial.
  • USD Monthly – 200 x organisation: $1750/month. Features: 200 x organisation, unlimited users, EXTRA ORGANISATION $16 /mo, no credit card required, 30-Day Free Trial.

Notes: All plans include unlimited users. Additional organisations can be added at the per-currency rate listed.

FAQs
Calxa connects with MYOB Business, Xero, and QuickBooks Online. For larger organisations, enterprise connectors are available for MYOB Acumatica, NetSuite, and Microsoft Dynamics 365 Business Central. A manual option (Calxa Unplugged) supports organisations without a live accounting integration.
Yes. Calxa provides 3-way forecasting that links profit & loss, balance sheet, and cash flow, enabling accurate forward-looking cash flow projections and financial scenarios.
Pricing is based on the number of organisations, and all plans include unlimited users. Additional organisations can be added at the listed per-currency rate. A 30-day free trial is available and no credit card is required for the standard tiers.
Yes. Use workflows to schedule data refreshes and automatically deliver report bundles at your preferred frequency (monthly, weekly, or daily) to boards, executives, or clients.
Yes. Calxa is widely used by not-for-profits for detailed program budgets, grant acquittals, and complex monthly board reporting, with templates and workflows to streamline recurring deliverables.
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