Calxa Premier logo

Calxa Premier

by Calxa · Since 2008
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ActiveAvailable globallyCloud
Quick facts
VendorCalxa
Year launched2008
StatusActive
Location8/139 Sturt Street Townsville City QLD 4810 AUSTRALIA
Countries servedGlobal
Languages3
Integrations3+
Free tierN/A
Free trialYES
Contact salesN/A

About Calxa Premier

Calxa Premier is a financial reporting software from Calxa that provides tools for budgeting, forecasting, and reporting. It combines features such as automated reporting, cash flow forecasting, and KPI tracking so users can gain insights into their financial performance. The software is designed for organizations looking to improve their financial analysis and reporting capabilities. Users can create customizable reports and dashboards, conduct variance analysis, and manage budgets across multiple entities. Key capabilities: automated reporting cash flow forecasting KPI tracking customizable dashboards variance analysis Best for: finance teams that need to create detailed financial reports and forecasts.

Calxa Premier is an advanced financial management software designed to simplify budgeting, cash flow forecasting, and management reporting for businesses, not-for-profits, and accountants. The platform integrates seamlessly with popular accounting systems like Xero, QuickBooks Online, MYOB AccountRight, and MYOB Essentials, ensuring smooth data transfer and automated processes. Its intuitive interface, complemented by visually appealing dashboards and pre-built templates, makes it easy for users to generate accurate, professional-looking reports that facilitate informed decision-making. The software's robust functionality includes tools for creating and managing budgets, forecasting cash flow, consolidating financial data across multiple entities, and tracking performance with Key Performance Indicators (KPIs). Users can leverage automation to schedule updates, trigger workflows, and deliver reports directly to their inbox. Features like the Budget Factory and Loan Wizard simplify complex tasks, while multi-currency support and customizable reports enhance usability for global operations. These capabilities make Calxa suitable for a wide range of industries, including non-profits, franchises, and small to large businesses. Calxa Premier offers more than 150 modern, customizable reporting templates, allowing users to tailor reports to specific needs.

Pros & Cons

Pros
  • User-friendly interface suitable for both accountants and non-accountants.
  • Seamless integration with MYOB for efficient data syncing and reliable reporting.
  • Quick setup and real-time data updates with a single click.
  • Effective for creating management and board reports.
  • Offers an impressive free trial experience.
Cons
  • Limited ability to compare past results with future budgets, such as YTD cashflow vs. budget.
  • Requires time to fully explore and understand all features.
  • Potential challenges in transitioning from existing systems.

Features

Key features

Cash Flow Forecasts Made Easy

Predict payment and receipt timings using automated analyses of creditor and debtor days.

Budgeting and Reforecasting

Use shortcuts, formulas, or wizards to quickly build and manage budgets across multiple periods.

KPI Builder

Create custom metrics tailored to your business needs for in-depth performance tracking.

Group Consolidations

Consolidate budgets, balance sheets, and KPIs across multiple entities, even with differing account structures.

Automation

Schedule updates and report deliveries to reduce manual tasks.

Additional features

Multiple Budget Versions

Manage and compare different budget scenarios easily.

150+ Report Templates

Access modern, customizable templates to suit diverse reporting needs.

Report Bundles

Batch multiple reports for streamlined delivery.

Budget Factory

Automate the creation of next year's budgets for various units.

Budget Formulas

Use formulas for driver-based budgets that auto-update with data changes.

Lock Approved Budgets

Secure budgets as read-only to maintain integrity.

Continuous Updates

Regular feature enhancements based on user feedback.

Manage User Permissions

Assign editing and reporting roles to specific managers or teams.

Standard KPIs

Access ready-made KPIs such as Debtor Days and Working Capital Ratio.

Collaboration Tools

Invite stakeholders to collaborate within a shared workspace.

Dashboard Customization

Visualize key data with customizable charts and graphs.

Loan Wizard

Automate loan payment plans and integrate them into budgets.

Multi-Currency Reporting

Generate reports in over 170 currencies.

Document Editor

Enhance reports with cover pages, images, and annotations.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Additional Organisation
USD 22/mo
billed monthly
Premier1
USD 220/mo
billed monthly
Premier5
USD 286/mo
billed monthly

Countries & Languages

Global
Countries served
3
Interface languages
5
Billing currencies

Interface languages

EnglishFrenchSpanish

Billing currencies

🇺🇸USD🇦🇺AUD🇪🇺EUR🇬🇧GBP🇳🇿NZD

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