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FIGURED VS PHOENIX

Why Accountants Are Switching from Phoenix
to Figured + Xero

Built for advisory. Trusted by leading rural practices. Figured + Xero is the fully cloud-based farm accounting and planning solution replacing outdated desktop software like Phoenix, so your firm can deliver structured, scalable advisory without reinventing the wheel every time.

✨ Accountants using Figured have increased advisory revenue by 198%, and up to 327% for multi-entity clients.

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THE #1 CHOICE

The world's largest agriculture
financial management platform

There's a good reason why Figured is used by over 35,000 farmers and thousands of accountants across Australia, New Zealand and the USA.

FIGURED FOR FARMERS

Interested in Figured?

Used by almost every agri-accounting firm in New Zealand, chances are your accountant may already use Figured on your behalf.

Check in with your accountant, or submit the form if you'd like to find out more or get set up on Figured.

Why accountants are
moving off Phoenix

Phoenix might cover the basics, but it wasn’t built for today’s advisory-focused accounting firms.

The workflows are manual and inconsistent. The reports offer limited insight into true farm performance. And when it comes to planning, there’s no structure to support repeatable advisory conversations.

That leaves accountants doing the heavy lifting—patching together spreadsheets, chasing data from clients, and working around a tool that wasn’t designed for them.

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Why they're choosing
Figured + Xero instead

Figured is purpose-built for agri advisory, giving firms the tools, structure, and visibility to deliver more value with less effort. Coupled with the world’s leading accounting software, it’s a win-win situation for accountants.

  • Designed for collaboration: giving both you and your clients a shared view of the numbers.
  • Advisory-ready workflows: Built-in tools that support repeatable, scalable services
  • Crop-level planning and forecasting: designed to drive real advisory conversations.
  • Multi-entity reporting at scale: Quickly generate group-level report. No spreadsheets, no manual work.
  • Real-time dashboards for clearer insights: See the full financial picture as it unfolds, not weeks later.

COMPARE SOLUTIONS

Figured vs Phoenix

Phoenix

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Cloud-based Access

6652c780-d612-4e29-a4bb-49d6067b7c79 Hosted Desktop (RDP) Tick-Green Native browser SaaS

Core ledger/accounting

Tick-Green Tick-Green via Xero

Agri-specific Chart of Accounts

X-Red Tick-Green

Cropping & livestock modules

Tick-Green

Tick-Green

Forecasting by crop/enterprise

Tick-Green

Tick-Green

Cost allocation by crop

6652c780-d612-4e29-a4bb-49d6067b7c79 Manual only Tick-Green With automated allocation rules

Crop-level margin reporting

6652c780-d612-4e29-a4bb-49d6067b7c79 Production-based only, manual cost alignment Tick-Green Integrated with financials and unit metrics, ready for client reports

Cost-per-unit production tracking

X-Red Tick-Green View cost per litre, hectare, head, or tonne

Inventory tracking

6652c780-d612-4e29-a4bb-49d6067b7c79 Partial Tick-Green Track stored/sold/harvested per crop, integrated with financials

Multi-entity reporting

6652c780-d612-4e29-a4bb-49d6067b7c79 No group-level or cross-entity consolidation Tick-Green Consolidated P&L, cashflow, and reporting across separate farms or entities

Scenario modelling

6652c780-d612-4e29-a4bb-49d6067b7c79 Very limited Tick-Green Full-featured - model outcomes on a variety of scenarios up to 10 years into the future

In-season balance sheet & rolling cashflow

X-Red Tick-Green

AI-enabled features 

 

X-Red Tick-Green Auto-categorisation and coding

Structured advisory templates & workflows

X-Red Primarily built for farmers Tick-Green Purpose-built advisory tools and workflows

Real-time client collaboration

X-Red Tick-Green Real-time data, shared access, saved views, add comments/tags to reports

Live bank feeds & auto-coding

6652c780-d612-4e29-a4bb-49d6067b7c79 Manual setup & matching Tick-Green Live feeds + AI auto-coding

Custom dashboards & reporting

X-Red Tick-Green Build your own report packs, customisable dashboards, add your own branding

Integration

X-Red Tick-Green Xero, MYOB, Agworld, Agriwebb (coming!)

Better together: Figured + Xero

Xero’s world-leading accounting engine, combined with Figured’s agri-finance tools, gives your firm the workflow efficiency and advisory power Phoenix can’t match.

ICONS (18)

Streamline BAS Returns

Keep compliance simple with up-to-date coding and GST visibility.

Invoice-Icon

Invoicing made easy

Manage billing with speed and accuracy. No double handling.

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End-of-year reporting

Easily compile and reconcile reports across farms and entities.

ICONS (22)

Automated reconciliations

Set smart rules to reduce manual coding and bank matching.

Allocation-icon-2

Payroll simplified

Stay on top of wages, leave, and super with Xero’s built-in payroll.

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Agri chart of accounts

Use a farm-ready structure that aligns with your reporting needs.

SPECIAL OFFER

There's never been a
better time to switch

Xero logo_No WB-1

50% discount for 12 months
for new business edition customers and existing customers upgrading to business edition.

Figured Logo-Bottom Padding

50% discount for 6 months
for new Figured customers (min. 5 new subscriptions per firm) and existing customers upgrading to Farm Manager.

The impact advisers see from Figured

These aren't hypothetical numbers.
They're the result of structured workflows, collaborative tools, and a system built for real farm conversations.

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Accountants using Figured have increased their advisory revenue by 198%

Allocation-icon-2

For larger, multi-farm clients: they've seen a 327% uplift in revenue

ICONS (20)

Farmers value their accountants 260% more when they provide advisory services.

US BUDGETING (1)

The undisputed leader in agri accounting

Whether you're scaling advisory firm-wide or starting small, Figured gives you the structure, tools, and support to deliver more value — with less effort.

“With Figured and cloud accounting software working together, we can see where things will end up in 5-to-10 years. You’ve got real numbers and good reports, and it gives farmers something to think about and tangible to work on.”

"The increased collaboration with our clients gives us a greater depth and knowledge of their goals and what they’re seeking to achieve."



"Figured is a great tool for financial management reporting because it really allows the opportunity for us to help clients establish a great structure around their financial reporting system that actually gives them meaningful information."

FREE RESOURCES

Learn more about Figured

HOW-TO GUIDE

Building Advisory Services for Crop and Mixed Farming Clients


Download Guide →

VIDEO SERIES

How to Design and Deliver Agri Advisory Services

 

Watch Now →

HOW-TO GUIDE

Farm Financial Planning & Budgeting at Scale with Figured


Download Guide →

GOT QUESTIONS?

We've got answers

 

Don't see your question listed?
Send us a message below.

Does Figured work for all farm types?

Yes, cropping, dairy, livestock, mixed farming, and more. You can track production and financials in a connected workflow that supports both compliance and advisory.

Do I need Xero to use Figured?

Yes, Xero provides the general ledger. Figured adds the agri-specific planning, forecasting, reporting, and advisory tools on top.

Figured connects directly to Xero via a live integration. You enter data once and it's reflected across both systems, giving you a unified view of financials and farm performance.

Does Figured also work with MYOB?

Yes, Figured also works with MYOB in the same way it works with Xero. So no matter what accounting platform you use, Figured integrates seamlessly.

How do I get farmers onboard with moving to Figured?

Figured’s QuickStart Program and Partner Program are designed to help accountants guide their farming clients through the transition.

We provide everything you need to demonstrate the value of Figured — from ready-to-use client materials and co-branded marketing support to help hosting online or in-person events.

Our team works alongside you to ensure your clients understand how Figured can help them take control of their finances and plan for the future.

How long does Figured take to get up and running?

Many firms get started with their first clients in under 30 days, supported by Figured’s locally based Partner Success Team.

Ready to upgrade your
farm accounting tools?

Accountants aren’t just saving time, they’re turning better insights into better business.

Book a free walkthrough with our local team and see how much more efficient and impactful your firm could be with Figured.