Calxa

Alex Lewis

Mick Devine

Shem Bogusz

Getting Started

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Getting Started Step 1 - Set Up Budgets

Second step in getting started with Calxa

Getting Started Step 2 - Run Reports

Third and final step in getting started with Calxa

Getting Started Step 3 - Automate Reports

What accounting software works with Calxa?

Settings related to the automated daily sync with your accounting data.

Daily Auto-Sync

Logically group organisations and users in workspaces then navigate between workspaces to keep data separate.

Workspaces in Calxa

Introduction to Calxa

Configure your General Settings to configure opening balances, financial years, overdraft limits, last actual periods and currency.

General Settings

Connecting and updating your accounting data

Connecting to your accounting system

Go back to the Calxa Website

How Calxa Works

Descriptions of Calxa Products and how to work out your Plans.

Calxa Product Range

Compare Calxa to Others

Consider whether Calxa is the right too for your budgeting and reporting

How to evaluate Calxa

Status Page

Contact Us

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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