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Caleido is a financial planning and analysis (FP&A) and business intelligence (BI) platform for growth-minded SMEs. This page gives you a quick overview of what Caleido does and who it is for.

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What is Caleido?

Caleido brings your bookkeeping data, budgets, forecasts and reporting together in one place. What sets it apart is its direct cash flow, connected to a detailed cash flow forecast. It is built for SMEs that are aiming to grow. Caleido replaces scattered Excel files and manual processes with up-to-date, forward-looking financial management. With Caleido you can:
  • Follow actuals in ready-made and custom reports that update automatically from your accounting
  • Collect reports, charts and key figures into workbooks, organized in tabs
  • Build budgets and rolling forecasts, and type budget values straight into the report grid, Excel style (Budget in the report grid)
  • See profit and loss, balance sheet and direct cash flow from the same data
  • Enrich your data with dimensions, such as cost centers or revenue types, without changing your bookkeeping

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Who is Caleido for?

Caleido is designed for SME leadership teams that need clear, up-to-date visibility into cash flow and the financial health of the business. CEOs and founders. Caleido brings your key reports and financial figures together in one view, so you can follow your cash position and business performance without delay. You can react to changes in time and base investment decisions on reliable data. CFOs and finance teams. Caleido helps you move from backward-looking reporting to rolling monthly forecasts of profit and cash flow. Financial data stays up to date automatically and can be shaped to fit management’s needs. You can put together a clearly visualized board report in a few clicks, freeing up time for analysis instead of copy-pasting and checking formulas. Accounting firms. You get automatically updated, line-level financial data that you can enrich with cost centers and overhead allocations, without touching the bookkeeping itself. Caleido makes your advisory services more efficient and speeds up collaboration with your clients.

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Next steps

Sign in

Sign in to Caleido and set your password.

Navigate Caleido

Learn the sidebar, workbooks and menus.

Use the report library

Start with a ready-made best practice report.

How Caleido works

See how your data flows from accounting to reports.