Automating Budgeting, Cash Flow Forecasting and KPIs
That’s what Calxa is about: providing software that allows you to quickly and easily view, understand and present your financial information. Calxa makes it easier for bookkeepers to add value when delivering client management reports. You can be confident to deliver accurate financial reports that are presented professionally without the fuss of spreadsheets.
Calxa is the leading budgeting and cashflow forecasting software for accounting and bookkeeping practices as well as businesses and not-for-profits. We empower bookkeepers, administrators and business owners by giving them a one stop shop for budgets, forecasts, KPIs and consolidated reporting. To help guide organisations, creating summarised and visual reports for the non-accountant on the board, the bank manager, or the CEO is easy. Find out how accounting professionals use Calxa here.
Foundations of Strong Budget Reports
Calxa and ICB have collaborated on some tips to help you get the best out of your budget reporting.
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Step-by-Step Cash Flow Projections
Whether you’re new to the world of cashflow forecasting or an old hand, you'll find something useful in these tips.
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7 Handy Reports for Not-for-Profits
When collating financial reports it helps to understand the recipients and their end use requirements.
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Calxa Express for Small Businesses
Calxa Express suits smaller businesses that have complex or erratic cashflow or simply need a way to quickly put together financial reports for their bank or plan their future with cash flow scenarios. You can create budgets on an organisational level, and bookkeepers often start with Calxa Express as an easy and quick way to introduce management reporting to their clients. It’s a great way to start a conversation with your client.
- ICB Members receive 20% off – ask us about your member discount code
- Non-Members receive 5% off by using
ICB0510 in the ‘Promo Code’ section
Try Now
Calxa Premier: Board-ready Reports in Less Time
Calxa Premier is designed for the medium sized businesses and enterprises that need all of Calxa’s budgeting and cashflow forecasting tools, as well as the flexibility of creating budgets at the departmental and project level. It allows customisation of reports to include logos for branding and has a KPI calculator for deeper analysis. With Premier, you can easily consolidate reports for multiple entities.
Bookkeepers end up with Calxa Premier to take advantage of the powerful and flexible reporting options. Branding reports is also important when considering a professional output.
- ICB Members receive 20% off – ask us about your member discount code
- Non-Members receive 5% off by using
ICB0510 in the ‘Promo Code’ section
Try Now Demo
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