Calxa
CheckedPreparing budgets and cash-flow forecasts outside the accounting system each cycle.
Ledger: QuickBooks Online · XeroFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
P2 / Evidence stack builder
Assemble a context, then read the evidence.
Select the firm context and workflow. LedgerAtlas returns documented fits and keeps the evidence gaps visible.
01 / Context
What has to fit?
Every field maps directly to a recorded evidence value. The builder does not infer compatibility.
Quick contexts
Start from a firm pattern
Solo / QuickBooks OnlineBookkeeping automation for a solo practiceSmall firm / QuickBooks OnlineMonth-end close for 5-15 clientsGrowing firm / QuickBooks OnlineClient communications for 15-50 clientsSolo / XeroBookkeeping automation for a solo practiceSmall firm / XeroMonth-end close for 5-15 clientsGrowing firm / XeroReporting and advisory for 15-50 clients
02 / Evidence register
15-50 clients · Xero · Reporting & advisory
49 records cover this workflow; 13 meet all three selected conditions with a Checked status.
Documented fit 13
Cashflow Frog
CheckedGuessing at future cash positions instead of forecasting from connected ledger data.
Ledger: QuickBooks Online · XeroFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Usage-basedLast checked:
Cube
CheckedManually assembling and reconciling FP&A data from accounting, CRM, HR, and payment systems.
Ledger: QuickBooks Online · XeroFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
Fathom
CheckedSpreadsheet-based management reporting and recurring advisory report preparation.
Ledger: QuickBooks Online · XeroFirm size: 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
Float
CheckedBuilding short-term cash-flow forecasts and scenario plans in spreadsheets.
Ledger: QuickBooks Online · XeroFirm size: 15-50 clients · 50+ clients · Not statedPricing: Flat subscriptionLast checked:
Futrli
CheckedBuilding cash-flow forecasts, budgets, and advisory reports manually in spreadsheets.
Ledger: QuickBooks Online · XeroFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
Jirav
CheckedBuilding client budgets, forecasts, and management dashboards in spreadsheets each period.
Ledger: QuickBooks Online · XeroFirm size: 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
LiveFlow
CheckedExporting ledger data into spreadsheets and rebuilding multi-entity consolidation by hand.
Ledger: QuickBooks Online · XeroFirm size: 5-15 clients · 15-50 clients · 50+ clientsPricing: Contact salesLast checked:
Merge
CheckedBuilding and maintaining a separate integration for every accounting or HR system a client uses.
Ledger: QuickBooks Online · XeroFirm size: 15-50 clients · 50+ clients · Not statedPricing: Usage-basedLast checked:
Reach Reporting
CheckedAssembling recurring client financial reports and KPI dashboards manually in spreadsheets.
Ledger: QuickBooks Online · XeroFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
Spotlight Reporting
CheckedAssembling recurring client reports, forecasts, and dashboards by hand for advisory engagements.
Ledger: QuickBooks Online · XeroFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
Syft Analytics
CheckedManual dashboard assembly, consolidation, and recurring financial report production.
Ledger: QuickBooks Online · XeroFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
Vena
CheckedSpreadsheet-based budgeting, forecasting, and multi-entity financial consolidation.
Ledger: QuickBooks Online · Xero · OtherFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
Evidence gaps 36
Relevant to this workflow, but not a documented fit for every selected condition.
Abacum
CheckedNo documented Xero integration
Ledger: OtherFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
Acumatica
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Usage-basedLast checked:
Adra by Trintech
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Airbyte
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: UnverifiedFirm size: 50+ clients · Not statedPricing: Usage-basedLast checked:
Anaplan
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Beancount
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: Solo · Not statedPricing: Not statedLast checked:
BlackLine
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Boomi
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Caseware
CheckedNo documented Xero integration
Ledger: UnverifiedFirm size: 5-15 clients · 15-50 clients · 50+ clientsPricing: Contact salesLast checked:
Celigo
CheckedNo documented Xero integration
Ledger: QuickBooks Online · OtherFirm size: 15-50 clients · 50+ clients · Not statedPricing: Flat subscriptionLast checked:
Clockwork
CheckedNo documented Xero integration
Ledger: QuickBooks OnlineFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
Digits
CheckedNo documented Xero integration
Ledger: OtherFirm size: 5-15 clients · 15-50 clients · 50+ clientsPricing: Contact salesLast checked:
Drivetrain
CheckedNo documented Xero integration
Ledger: OtherFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
Fivetran
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: UnverifiedFirm size: 50+ clients · Not statedPricing: Usage-basedLast checked:
FreeAgent
CheckedNo documented Xero integration
Ledger: OtherFirm size: Solo · 5-15 clients · 15-50 clientsPricing: Flat subscriptionLast checked:
HighRadius
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Usage-basedLast checked:
hledger
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: Solo · Not statedPricing: Not statedLast checked:
Ledger
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: Solo · Not statedPricing: Not statedLast checked:
Manager.io
CheckedNo documented Xero integration
Ledger: OtherFirm size: Solo · 5-15 clients · 15-50 clientsPricing: Flat subscriptionLast checked:
Mosaic
CheckedNo documented Xero integration
Ledger: OtherFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
Nominal
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: UnverifiedFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Parabola
CheckedNo documented Xero integration
Ledger: UnverifiedFirm size: 5-15 clients · 15-50 clients · 50+ clientsPricing: Usage-basedLast checked:
Planful
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Puzzle
CheckedNo documented Xero integration
Ledger: OtherFirm size: Solo · 5-15 clients · 15-50 clientsPricing: Flat subscriptionLast checked:
No documented Xero integration
Ledger: OtherFirm size: Solo · 5-15 clients · 15-50 clients · 50+ clientsPricing: Flat subscriptionLast checked:
Sage Intacct
CheckedNo documented Xero integration
Ledger: OtherFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
Trintech
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: UnverifiedFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Trullion
CheckedNo documented Xero integration
Ledger: OtherFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
Workiva
CheckedNo documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Zoho Books
CheckedNo documented Xero integration
Ledger: OtherFirm size: Solo · 5-15 clients · 15-50 clientsPricing: Flat subscriptionLast checked:
Datarails
UnverifiedVerification status is not Checked · No documented Xero integration · Firm-size fit is not documented for this context
Ledger: Other · UnverifiedFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Docyt
UnverifiedVerification status is not Checked · No documented Xero integration
Ledger: QuickBooks OnlineFirm size: 15-50 clients · 50+ clients · Not statedPricing: Contact salesLast checked:
DualEntry
UnverifiedVerification status is not Checked · No documented Xero integration · Firm-size fit is not documented for this context
Ledger: OtherFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Numeric
UnverifiedVerification status is not Checked · No documented Xero integration · Firm-size fit is not documented for this context
Ledger: Other · UnverifiedFirm size: 50+ clients · Not statedPricing: Contact salesLast checked:
Truewind
UnverifiedVerification status is not Checked · No documented Xero integration · Firm-size fit is not documented for this context
Ledger: QuickBooks OnlineFirm size: Not statedPricing: Contact salesLast checked:
Zeni
UnverifiedVerification status is not Checked · No documented Xero integration · Firm-size fit is not documented for this context
Ledger: UnverifiedFirm size: Not statedPricing: Flat subscriptionLast checked: