Case Study: Pollinators achieves better budget reporting and cashflow forecasting with Calxa

Pollinators - Customer Case Study

Pollinators Inc, a social enterprise supporting entrepreneurs in Western Australia, struggled with complex spreadsheet budgets that were difficult to manage and link to their Xero accounting system. This created unreliable reports for their board and prevented effective financial planning for their different business units and funded projects. They needed a streamlined solution to replace their manual processes.

They implemented Calxa Premier for its direct integration with Xero and its ability to budget and report across different projects. The solution allowed them to quickly identify a potential cash flow crisis and take action to avert it, leading to confident, coherent financial planning and reporting for their board. Pollinators also benefited from the Connecting Up donation program, making Calxa a cost-effective choice.

Pollinators

Andrew Outhwaite

Co-Founder & EO