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Description
Simplify your management reporting processes and generate more precise, professional insights that enhance your decision-making capabilities. A solid foundation for effective decision-making relies on having accurate data presented in a clear and digestible manner. Calxa seamlessly integrates with well-known accounting platforms like MYOB AccountRight, MYOB Essentials, Xero, and QuickBooks Online. By following straightforward steps, you can establish a connection once and choose to receive updates on a monthly, weekly, or daily basis based on your requirements. You have the option to import existing budgets directly from your accounting software or upload them via a spreadsheet. For those starting anew, the Budget Factory Wizard can help you quickly draft an initial budget, which can then be refined using the advanced Budget Builder for detailed management. Begin with a pre-assembled Report Bundle Kit to explore the most sought-after reports. Additionally, you can set up a workflow to schedule report delivery at your preferred times and frequencies. Select reports from the extensive library, organize them into batches, and automate their distribution for maximum efficiency and convenience. This way, you can ensure that your insights are consistently updated and readily accessible.
Description
Check out the Lightning version's planning process. It takes only ten minutes to understand how it works. CloudBudget allows you to plan your budget and track the financial stability of your company with line-item budgetary tracking. CloudBudget has been helping organizations of all sizes and types plan and budget better since 2010. We sought to solve the problem of spreadsheet-centric budgeting that many organizations still rely on, despite its many drawbacks. Our goal was to create a product that leverages Salesforce's strengths and the force.com platform to provide relief for organizations that struggle with consolidation, workflow control validation, permission control, reporting, integration, and other basic budgeting tasks that spreadsheet methods make difficult.
API Access
Has API
API Access
Has API
Integrations
MYOB AccountRight
MYOB Acumatica
QuickBooks Online
Xero
Pricing Details
$30 per month
Free Trial
Free Version
Pricing Details
$60/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Calxa
Founded
2008
Country
Australia
Website
www.calxa.com
Vendor Details
Company Name
CloudBudget
Founded
2010
Country
United States
Website
www.cloudbudget.com
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control