Calxa
23 Case Studies
A Calxa Case Study
The Student Volunteer Army, a not-for-profit organization, faced challenges in tracking and reporting on its diverse income streams from grants, partnerships, and fundraising. They needed clear visibility and accountability to manage their programs effectively and avoid double-dipping funds. To address this, they turned to their accounting system, Xero, and the vendor Calxa for an enhanced solution.
Calxa provided the solution by integrating with Xero to improve budgeting and reporting. The implementation of Account Trees helped summarize financial data for stakeholders, while the ability to roll up budgets from tracking categories to the organizational level streamlined board reporting. This granted the leadership team better oversight and empowered program leads with clearer budget visualization, ultimately improving decision-making and financial accountability for the organization.