Calxa – cashflow forecasting made simple
Calxa makes budgeting and cashflow forecasting simple, and creates graphs and reports that are highly intuitive – even for people who normally find finances intimidating.
Calxa is extremely easy to use and you'll be up and running really quickly. It saves an enormous amount of time compared to the old method of creating budget spreadsheets in Excel, and also reduces errors and improves consistency.
Calxa for small business
For small business owners, Calxa Express helps you predict your expenses and project your cashflow, gives you a budget to work towards, and helps you identify where you're overspending.
Calxa automatically imports your data from Xero, MYOB and Quickbooks, so you can use your actual expenditure to create your next budget. Once it's locked in, you can compare your performance against your budget, and when necessary create additional budgets or forecasts as well. And since it's an Australian program, it even takes your GST and PAYG liabilities into account.
Calxa Express is ideal for you if you're a small business owner who:
- Wants complete visibility over your cashflow forecasting and planned expenditure
- Wants the ability to model different scenarios. (For example, you might want to look at how your cash forecast will be affected if your sales increase dramatically, or if your largest account takes its business elsewhere)
- Needs to keep investors or bank managers up-to-date on business performance
- Is preparing to sell your business and need to demonstrate its worth and potential to buyers or business brokers
With the insights provided by Calxa, we've seen business owners have access to cashflow forecasts they can rely on for the first time ever. If you'd like to know whether it could do the same for you, please get in touch with us for a chat.
Calxa for not-for-profit organisations
Calxa Premier has been developed to help not-for-profits manage their accounting and reporting requirements. We work with many not-for-profit organisations, from the very large to the very small, and have found it to be the best tool of its kind for managing the complex and ever-changing budgets and reports that are a way of life in the not-for-profit sector.
Even if you don't have an in-house financial team, Calxa allows you to create professional financial reports quickly and easily, and takes into account that you may need to present your data differently for different purposes, whilst ensuring the reports are always accurate.
It has the capacity to drill down to a job, project or department level, model different scenarios, and automate repetitive calculations. And since all the source data comes from your existing accounts, it ensures your reports always add up!
At the end of the day, your financial governance and the way you report on it could help you keep your funding or access more, so if you'd like our advice on whether Calxa could be of value to your not-for-profit, please contact us today for an obligation-free assessment.