Read the story of a major New Zealand accounting firm that used the power of connected data and real-time insights to add massive value to their client relationships.
For years, Findex has held a strong place in New Zealand’s rural sector. Their teams across the country have worked closely with farmers, growing long-standing relationships and delivering dependable compliance and advisory work. It’s a business built on trust, scale, and a genuine connection to farming communities.
But the agricultural landscape has shifted, new technologies have emerged, and clients want clearer insights more often. Findex had to find a way to improve the value their clients received from their own data.
In this shift Findex saw opportunity. They recognised that their national footprint, deep advisory capability, and existing use of planning tools created the foundation for what would become one of the most strategic transitions in their agri division’s history.
When Findex made the decision to embed Figured within their agri services across the country, it brought their highly specialised teams—compliance, planning, advisory, and insight—into one connected platform.
Making the transition easier was that many of their people were already familiar with Figured’s planning tools, using them successfully for years. But the broader platform offered something more: a way to finally combine together the data and workflows that had previously lived separately.
Now, Findex could enhance its services and deliver more relevant agri-specific reporting as a standard offering, with clients benefitting from more flexible budgeting tools and different options in the planning space. Processes could be kept not only efficient but consistent across nationwide offices, and clients saw significantly more value in their experience with the team.
“We already had strong relationships with our farming clients, deep rural expertise, and the scale to support them nationwide. What we needed was a single system that tied production data and financials together in a way that actually works on farm."
"Figured isn’t just software for us, it’s a core part of how we deliver better end-of-year compliance and more practical, forward-looking advice to farmers across New Zealand.”
Neil McAra
Managing Partner, Findex
Farm Reporter now anchors Findex’s compliance work with consistent, efficient processes.
Farm Manager carries that same data into budgeting, forecasting, and advisory.
Figured Insights adds industry benchmarking and analysis that provides crucial context for the conversations happening between advisers and farmers.
Crucially, every Findex office, from regional centres to major hubs, now moves in step with one another.
The experience of their farming clients doesn’t depend on which adviser they meet or which office they walk into; it’s shaped by Findex’s national network of experts, supported by connected, live data that pools together in a central, cloud-based dashboard operating in real time.
Under the hood, Figured pulls together the real numbers that define a farming season: milk production, kill sheet data, livestock movements, financial performance. When set alongside each other, these pieces form a clearer, more accurate picture of the farm, enabling detailed business conversations that take into account actual farm performance—not last year’s data that’s out of date, not guesswork and gut feel, but today’s real figures.
Findex wanted to transition to a connected platform that delivered value-adding services to clients across New Zealand. Figured made it happen.
Here’s what happened next:
“Farming doesn’t stand still. Having live, reliable data in Figured means we can connect what’s happening on farm with the numbers, respond faster during the season, and give clearer advice at year end. It helps our rural clients make decisions with confidence, even when conditions keep changing.”
- Neil
For Findex, this moment marks a new chapter—one built not on reinvention but on strengthening and consolidating what has always made them a key partner to rural businesses.
With a connected platform in place, they’re positioned not only to deliver consistent, high-quality services today, but to grow the sophistication of those services as the industry continues to evolve.
So what can Findex do for your farm? Find a Findex office near you.