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Far too many businesses “run blind” financially, relying on total monthly sales figures and “do I have cash in the bank”. This approach doesn’t give you the ability to properly drive you business; resulting in opportunities lost or processes to be inefficient.

Entry level accounting systems offer basic reporting, however to really understand the financial performance of your business you might need something extra.  Only by truly understanding your business, and its finances, can you begin to improve it!

Features that are likely to deliver valuable insights to your business include:

  • Reporting actual financial results against budget or this years actual financial results against previous years.
  • Reporting actual results to date plus forecasting coming months compared to your original budget. This allows you to easily check the rear view mirror to see how you have been tracking financially. Furthermore, forecasting assists you to see what’s ahead and plan accordingly. You can only improve performance of your business in the future, forecasting, not the past which reflects actual results. Use accurate and easy to prepare forecasts to map your future direction, rather than just looking in the rear view mirror.
  • Accurate cashflow forecasts!  Profitability of your business is clearly important, but if you can’t pay your bills on time then your business will struggle. Cashflow forecasts with Calxa will help you identify cashflow problems in the future and put plans in place to overcome this issue.
  • Develop your own KPI reports, to track what is critical to the success of your business.

To get the best out of Calxa you need to get the set up right, which is where Cloudsolve comes in. We will work with you and your team to help you get the best out of this awesome product.

  • Correct set up; Cloudsolve consultants analyse your business and advise the right set up for your accounting system to facilitate effective reporting.

Why do we love implementing Calxa solutions?

INFORMATION IS KING: You get to have easily understandable financial information at your fingertips.  Calxa gives you the tools to drive your business properly and improve performance in the future. By utilising the out of the box reports from this impressive solution you can plan with confidence that you are making good financial decisions.

EXTREMELY EASY TO USE: You'll be up and running really quickly and it saves an enormous amount of time compared to the old method of creating budget spreadsheets in Excel, whilst also reduces errors and improves consistency.

WORKS FOR SMALL BUSINESS: 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 Premier adds on report customisations, reporting by profit centre and many other features needed by slightly larger businesses.

GREAT FOR NOT FOR PROFITS: Almost all not for profits have more onerous reporting requirements than similar sized SMEs.  Reporting to funding providers (especially if you are in the disability sector where the NDIS is having a major impact), and reporting to an external board.  Calxa’s “grant acquittal” reporting makes satisfying funding bodies a breeze, and being able to produce a 12 month rolling cash forecast will make your board very happy indeed!

AUTOMATIC DATA IMPORTING: No matter if it’s from Xero, MYOB or 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.

AUSTRALIAN MADE: Since it's an Australian program, it even takes your GST and PAYG liabilities into account.

THE MORE YOU KNOW: if you ever prepared to sell your business, Calxa can help you effectively demonstrate your company’s worth to potential buyers or business brokers.

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!

Thanks to the insights of Calxa working correctly, 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.