Calxa specializes in management reporting including 3-Way Forecasts, Dimension & Project Budgets, Multi-Currency Consolidations, Nonprofit Reporting, Cash Flow Forecasts and KPI Reporting. Calxa brings in the historical actuals from Sage Intacct so that our customers can combine these with budgets to report on future activity and measure past performance. We bring in monthly totals by account and by location, department, class or project month-by-month. The sync happens automatically each night but you can trigger an update at any time to refresh the data.

Key Benefits:
Calxa helps nonprofits, enterprise businesses and accounting firms. It connects seamlessly with Sage Intacct, syncing data daily and automating your financial reports into your inbox. Create insightful management reports.

KEY BENEFITS

1. Time-Saving with end-of-month reporting and annual budgeting
2. Accurate Data with robust integration, overnight data sync, locked budgets, no spreadsheets
3. Professional Look with stylish and branded reports that are consistent
4. Organizational Visibility by clear formatting, re-grouping of account structure and flexible clustering of departments and projects
5. Compliant Reporting by reliable, consistent and timely delivery automations

KEY FUNCTIONS


Multi-Company Reporting
•    Create common Account Structure
•    Budget and Report across Dimensions in different Entities
•    Multi-Currency Budgeting and Reporting
•    Show Companies Side-by-Side
•    Show Companies Row-by-Row
•    Inter-company Eliminations
•    Manage Partial Ownership

Integrated 3-Way Forecasting
•    Integrate P&L Forecast with Balance Sheet Forecast and your Cashflow Forecast
•    Monthly Forecasts based on Budgets
•    Consolidated Forecasts across Multiple Entities
•    Forecast for up to 10 Years
•    Rolling Forecasts
•    Set Timing for Payments and Calxa calculates the rest

Budgeting & Reporting for Charities
•    Import from Excel
•    Budget at the Dimensional Level and Roll Up to Entity Level
•    Use Non-Financial Metrics to Build Driver-Based to Track Outcomes
•    Calculate with Formulas
•    Lock ‘Approved’ Budgets
•    Set User Permissions by Dimension for Teams to Collaborate
•    Automations like Budget Factory and Loan Wizard

Flexible Reporting
•    Choose from Pre-Configured Templates or Build Your Own – Charts or Tabular
•    Use Dashboards for Live Presentations
•    Re-Group Account Structure to Summarize
•    Report on One, Many or All Dimensions
•    Use Report Styles to Change Formatting
•    Create Report Packs for Re-Use
•    Add Workflows to Automate Monthly Reporting



PRICE
Calxa is available as a monthly subscription with an initial implementation fee – see prices here.

You can get in touch using the online chat in our app. Otherwise, simply contact us:
Email: helpme@calxa.com
Phone: AU 1800 733 149 | NZ 0800 086 614 | INTL +61 3 9016 3447
Website: www.calxa.com


Find out more about Calxa here.

Requirements:

Integrating with this application requires you to use the tech partner’s SenderID. By using the tech partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier.

Price:
monthly subscription with an initial implementation fee

Integration Approved Countries:
Australia; Canada; United Kingdom; United States