Introducing The CAPS Clinic

The CAPS Clinic is a privately-owned healthcare business based in Canberra, with 5 businesses operating under one roof.

As CFO, Mark is trying to make their tech stack more robust, with a big focus on bringing all of the different elements in and consolidating them.

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Calxa for Reporting:

I love that Calxa enables us to consolidate all of our entities into custom consolidations. We can look at them individually and we can look at them as a group. As we've grown in our confidence there, we're now starting to include KPI reporting in that, bringing in metrics and adding more value to our reporting.

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Calxa for Forecasting:

The other side of Calxa that I really like is the ability to cast budgets and forecasts. We now have an idea of what a rolling 12-month forecast looks like for us, and can confidently forecast our cash flow as well. Being a small business: cash flow is king.

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Mayday for Intercompany:

We have a lot of cash movement between our different companies, so being able to reconcile those with Mayday on a daily basis as we do our bank recs has taken so much of the headache out. We also really like the new feature where we can reconcile our intercompany payables and receivables as well.

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Employment Hero for Payroll:

EmploymentHero is great for a business of this size and works really well for the cost centres, but I wish it was a bit easier to integrate to get the level of information into Xero that we'd like. We're doing a lot of off-board calculations to get the detail that we want.

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