Calxa
Summary
Calxa is a browser-based budgeting, forecasting, and reporting tool for businesses, not-for-profits, and accountants. It automates cash flow forecasting, KPI reporting, and group consolidations. Users can import budgets from accounting systems or spreadsheets, build budgets with formulas, and manage multiple versions. More than 150 report templates can be customised and grouped into scheduled bundles. Forecasting includes cash flow and three-way forecasts using balance sheet and profit and loss budgets. Direct connections are available for Xero, QuickBooks Online, and MYOB, with ERP integrations including MYOB Acumatica, NetSuite, Sage Intacct, and Microsoft Business Central. Calxa does not work with locally stored accounting files or desktop accounting versions; Calxa Unplugged supports manual imports for bespoke systems. The 30-day trial requires no credit card and can use demo data or connected accounting data. Premier1 costs 18.00 USD per month for one organisation and unlimited users; subscriptions are billed monthly in advance and can be cancelled before the next month's charge.
Who it is for
Calxa suits businesses, not-for-profits, and accountants that need budgeting, forecasting, reports, or group consolidations. It is most relevant to teams using supported online accounting connections or spreadsheet-based budgets.
What is good
- More than 150 customisable report templates.
- Supports cash flow and three-way forecasts.
- Connects directly to Xero, QuickBooks Online, and MYOB.
- 30-day trial requires no credit card.
- Monthly billing has no long-term contract.
What to know first
- No free plan is listed.
- Does not support locally stored or desktop accounting files.
- Premier1 costs 18.00 USD per month.
Verdict
Calxa brings budgets, forecasts, and scheduled reporting into a browser app with several direct accounting connections. Check the accounting integration limit and the Premier1 price against your needs.
Calxa plans and pricing
All plansCompared on financial planning & analysis software
- Free plan
- Nocalxa.com
Facts
- Variance analysis
- Yescalxa.com · 20 Sept 2026
- Financial consolidation
- Yescalxa.com · 20 Sept 2026
- Purpose
- Calxa automates budgeting, cash flow forecasting, KPI reporting, and group consolidations for businesses, not-for-profits, and accountants.calxa.com · 30 Sept 2026
- Budgeting
- Users can import accounting system budgets or spreadsheets, build budgets with formulas, and manage multiple budget versions.calxa.com · 30 Sept 2026
- Reports
- Calxa offers more than 150 report templates that users can customise and group into scheduled report bundles.calxa.com · 30 Sept 2026
- Forecasting
- Calxa supports cash flow forecasts and three-way forecasts using balance sheet and profit and loss budgets.calxa.com · 30 Sept 2026
- Integrations
- It connects directly to Xero, QuickBooks Online, and MYOB, and supports ERP integrations including MYOB Acumatica, NetSuite, Sage Intacct, and Microsoft Business Central.calxa.com · 30 Sept 2026
- Integration limit
- Calxa does not work with locally stored accounting files or desktop accounting versions; Calxa Unplugged supports manual imports for bespoke systems.calxa.com · 30 Sept 2026
- Browser app
- Calxa is a browser app, and its site says it works best with Chrome, Firefox, Edge, and Safari.calxa.com · 30 Sept 2026
- Security
- Calxa says customer information is stored in Microsoft Azure data centres in Australia, its security processes are audited annually by Xero and Intuit, and it holds ISO 27001 certification.calxa.com · 30 Sept 2026
- Data retention
- After a subscription ends, Calxa keeps data for at least one year for free trials and two years for paid subscriptions; users can export or request deletion.calxa.com · 30 Sept 2026
- Support
- Support is offered through phone, email, in-app chat, an online help centre, webinars, and expert sessions.calxa.com · 30 Sept 2026
- Billing
- Subscriptions are billed monthly in advance, have no long-term contract, and can be cancelled so the next month is not charged.calxa.com · 30 Sept 2026
- Trial
- The 30-day free trial requires no credit card and can use demo data or connected accounting data.calxa.com · 30 Sept 2026
- Company history
- Calxa says it celebrated its 10-year anniversary on 1 July 2020.calxa.com · 30 Sept 2026
Company
- Founded
- 2008calxa.com · 28 Sept 2026
- Headquarters
- Townsville, Queensland, Australiacalxa.com · 28 Sept 2026
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Sources
- calxa.com· checked 20 Sept 2026
- calxa.com/product/features/· checked 30 Sept 2026
- calxa.com/pricing/· checked 30 Sept 2026
- calxa.com/customers/refer-a-friend/· checked 30 Sept 2026
- calxa.com/learn/help-support/· checked 30 Sept 2026
- calxa.com/about-us/· checked 30 Sept 2026