Figured is proud to announce a partnership with CooperAitken, an advisory firm that's leading the way in delivering progressive solutions for the Waikato agri sector.
As a part of our new partnership, CooperAitken is integrating the Figured connected platform across its agri client base, elevating its advisory to a new standard—combining trusted expertise with real-time financial insights to empower smarter, more informed decisions.
Together, we’re setting the benchmark for future-fit advisory in the Waikato and beyond, ensuring rural businesses have the clarity and confidence they need to thrive in a data-driven world.
CooperAitken’s systems have served them well for many years, but the firm could see the industry increasingly desiring more frequent insights, connected data, and tailored advisory that responds to real-time business need. The partners are always looking for technology that supports their high level of service and fosters stronger, more informed conversations.
In Figured, they found both.
“We are proud to announce this strategic alliance with Figured," said CooperAitken partner and CEO Deborah Hollands, "enabling us to combine CooperAitken’s extensive agri client base and expertise with Figured’s innovative digital tools to deliver enhanced, cloud-based solutions for the agricultural industry.”
The firm's decision to integrate Figured into their systems introduces three powerful tools to their workflow:
Agri business is continuing to evolve and develop to meet the needs of the industry—partnering with Figured enables CooperAitken to meet the change head on.
By leveraging Figured Farm Reporter's advanced, real-time insights, CooperAitken's farm finance experts can more easily and accurately integrate farming data into their financial reports, giving them space to focus more on interpreting and advising on data as opposed to compiling data.
For more proactive and forward-thinking clients, Figured's Farm Manager tool allows CooperAitken to work more closely with them on future-focused scenario planning, forecasts, and cashflow visibility. Work that once relied on limiting spreadsheets now goes so much further—providing advisers with customisable, cloud-based dashboards to bring clients financial certainty and clarity.
Figured Insights is a data tool that clients and fellow professionals can use as a powerful guide, measuring on-farm performance and areas in which their business can improve.
CooperAitken's extensive annual benchmarking statistics—going back four decades—makes the firm a market leader in the agri industry. Now, Figured Insights enhances that existing historical data, streamlining their ability to process those insights and provide customised reporting for individual farms, as well as opening up opportunities to work more closely with clients on tailored solutions.
Together, these tools combine into one consistent, modern system, providing CooperAitken's agri clients more advanced, insightful reporting that’s easier to understand and more useful for their day-to-day business.
Powerful digital tools—such as the combination of Xero and Figured—make it easier for CooperAitken's clients to have useful conversations with their advisers without breaking capacity. This helps the team improve clients' businesses in a few important ways:
Figured is incredibly proud to support CooperAitken’s digital journey. Their clarity of vision and their commitment to delivering more for the farming community aligns strongly with our focus at Figured.
Together with Xero, we’ve mapped a transition plan that supports both their team and their farming clients, backed by the product capability to help them grow.
With all this development of new systems, CooperAitken is well-positioned to further offer insight-rich advisory services that agri businesses increasingly rely on.
We're excited to keep working alongside CooperAitken and their clients to continue to enhance their financial agri services to the industry throughout the regions.