Calxa vs ProjectionHub

Calxa is a browser-based budgeting, forecasting and reporting tool for businesses, not-for-profits and accountants. It automates cash flow forecasting, KPI reporting and group consolidations. Users can import budgets from accounting systems or spreadsheets, build formula-based budgets and manage multiple versions. More than 150 report templates can be customised and grouped into scheduled bundles. Forecasting includes cash flow and three-way forecasts using balance sheet and profit and loss budgets. Calxa connects directly to Xero, QuickBooks Online and MYOB, and supports ERP integrations including MYOB Acumatica, NetSuite, Sage Intacct and Microsoft Business Central. It does not work with locally stored accounting files or desktop accounting versions; Calxa Unplugged supports manual imports for bespoke systems. The 30-day free trial requires no credit card. Premier1 costs $18 a month for one organisation and unlimited users; other listed monthly plans include Premier5 at 225.00 USD and Enterprise at $1,200 a month. Subscriptions are billed monthly in advance and can be cancelled before the next month's charge.

ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning. Its library contains more than 100 CPA-developed templates for specific industries. Templates generate five-year income statements, cash flow statements, and balance sheets, with monthly and annual projections. Industry-specific revenue models, highlighted inputs, and customizable financial models help users adapt them to a business. They are designed for Excel and compatible with Google Sheets; Apple Numbers usually works, though it receives less support. Individual templates are available free, while ProjectionHub+ offers lifetime access to the full library for one user or a small team. Larger organizations need a custom license. Other services include expert-created projections, custom business plans, SBA pre-qualification, and financial modeling. Complimentary weekday support is available through chat, email, and screenshare demonstrations, generally 9–5 EST. The company says templates may be used for client deliverables or internal planning, but not resold. Its privacy policy says it collects identifying details, including business financial projection information, and may use aggregated non-identifying data for its own purposes or publication or sale.