Calxa is a self-proclaimed “badass” cloud-based budgeting and forecasting tool designed for small to medium-sized businesses. It provides a range of features to help businesses create accurate budgets, perform forecasting, and generate reports to support their decision-making processes. Calxa integrates with a wide range of accounting software, allowing businesses to import financial data from their accounting systems into Calxa for greater analysis and reporting purposes. Calxa also provides a flexible, user-friendly interface and a range of customisable templates, making it easy to get the most out of it.
It’s suitable for a wide range of businesses, including non-profit organisations, small to medium-sized enterprises and charities. It is particularly useful for organisations that need to manage multiple budgets, forecast future financial performance, and generate reports for stakeholders and boards. In general, Calxa is well-suited for organisations that require comprehensive and flexible budgeting and reporting solutions.
Here are our top 5 reasons to introduce Calxa into your business.
- Time-saving: Calxa streamlines the budgeting and reporting process, saving users valuable time and effort.
- Accurate financial forecasting: Calxa’s forecasting tools allow users to create accurate and informed financial projections, reducing uncertainty and risk.
- Improved financial visibility: With Calxa, users can easily access and understand their financial data, allowing for better informed decision making and improved financial performance.
- Integration with accounting software: Calxa integrates with a wide range of accounting software, including Xero, MYOB and QBO, allowing for the seamless transfer of financial data.
- Customisable reports: Calxa provides a range of customisable reports, allowing users to access the information that is most important to them, in a format that suits their needs.
Cloudsolve has implemented Calxa for dozens of clients around the world including e-commerce businesses experiencing growth. Being able to deeply analyse and manipulate their data with ease has helped to facilitate and manage rapid growth.
After a Calxa implementation and training, we always provide a few tips and tricks for effective business reporting with Calxa.
Here are our top 5, just for you.
- Use meaningful report names: Use descriptive and meaningful names for your reports to make it easier to find them later.
- Organise reports by department or purpose: Create folders for different departments or report types to help keep your reports organised and easily accessible.
- Utilise calculated fields: Calxa’s calculated fields allow you to perform complex calculations and create custom fields that are specific to your business.
- Make use of report filters: Report filters allow you to refine your reports and display only the information that is most relevant to your needs.
- Keep data up-to-date: Regularly updating your financial data in Calxa ensures that your reports are accurate and up-to-date, providing you with the most reliable information possible.
Considering Calxa in your business? Please reach out to support@cloudsolve.com.au to transform the financial reporting within your business.