Calxa Premier is designed for not-for-profit organisations that need to manage their program and organisational budgets, acquit grants and deliver quicker and better board reports. With Calxa, preparing accurate and professional financial reports is easy.

• As a Board Member you will love the visual data to make more informed decisions.
• Finance Officers save hours each month using automated processed to prepare periodic reports.
• Whilst your Program Managers will be able to manage their budgets and re-forecast unspent funding.

Integrating with your accounting system like MYOB, Xero and QuickBooks Online you will easily connect to your accounts, actuals data as well as your programs.

BUDGETING

Calxa simplifies the process of budget creation and management to save you hours or even days every month.

• Budget by Business Unit: create and manage your programs based on your activities leveraging your Xero Tracking Categories, MYOB Jobs and QuickBooks Classes across multiple years. Easily roll them up into an organisation budget.

• Multiple Budget Versions: Manage budget versions for your approval process and then for your re-forecasting each month.
• Different Views and Layouts: Add budgets by account, by program or your chosen account structure.
• Create Next Year’s Budget: Use the Budget Factory to create next year’s budget in just a few seconds.
• Non-Financial Metrics: Maintain budgets for your social impact goals by creating non-financial metrics. Simply add your actuals each month to compare to your strategic goals.
• Lock Approved Budgets: Secure your board-approved budgets to compare your original plan against the outcome.
• Set Permissions: give access to individual program budgets to hand ownership of activities to the relevant co-ordinators.

FINANCIAL REPORTING

• 200+ Report Templates: choose from many templates of budget vs actuals to business unit comparison reports. Create visual reports with charts to help your non-accountants on the board.
• Batch Reports: use Report Bundles to batch your reports into one pack and then email these as a PDF. Or export any reports to excel.
• Dashboards: deliver your reports via dynamic dashboards. Simply use pre-configured boards or customise your own using various data sources.
• Re-Group Account Structure: add headers and re-arrange your account structure to suit grant providers, board requirements or simply to summarise reports. Insert calculation rows and KPIs into your accounts list turning your financials into multi-dimensional reports.
• Report Styles: add your logo and change colours to match your preferences or branding guidelines.
• Customise Reports: add/remove columns using the Report Designer.
• Add KPIs & Metrics: enhance your reports by adding KPIs to your budget vs actual reports. Include standard ratios or create your own non-financial KPIs to track the impact of your strategic goals.
• Cover and Notes: use the Document Editor to add external data like images and PDFs. Create cover sheets or insert annotations.

With Calxa you don’t only get flexibility for your budgeting and reporting, but the data integrity ensures you have accurate reports. Giving everyone the information they need in a format they can understand will help with great decision-making.

To renew this product, please order the Calxa Premier Renewal.

30-day FREE trial available

All new users to Calxa can get started with a 30-day free trial. That's one month to see just how much Calxa can benefit your budgeting, forecasting, and reporting.