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 Figured + Xero is the fully cloud-based farm accounting and planning solution replacing outdated desktop software like Phoenix, so your firm can deliver structured, scalable advisory without reinventing the wheel every time.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

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.

	Phoenix
Cloud-based Access	Hosted Desktop (RDP)	Native browser SaaS
Core ledger/accounting		via Xero
Agri-specific Chart of Accounts
Cropping & livestock modules
Forecasting by crop/enterprise
Cost allocation by crop	Manual only	With automated allocation rules
Crop-level margin reporting	Production-based only, manual cost alignment	Integrated with financials and unit metrics, ready for client reports
Cost-per-unit production tracking		View cost per litre, hectare, head, or tonne
Inventory tracking	Partial	Track stored/sold/harvested per crop, integrated with financials
Multi-entity reporting	No group-level or cross-entity consolidation	Consolidated P&L, cashflow, and reporting across separate farms or entities
Scenario modelling	Very limited	Full-featured - model outcomes on a variety of scenarios up to 10 years into the future
In-season balance sheet & rolling cashflow
AI-enabled features		Auto-categorisation and coding
Structured advisory templates & workflows	Primarily built for farmers	Purpose-built advisory tools and workflows
Real-time client collaboration		Real-time data, shared access, saved views, add comments/tags to reports
Live bank feeds & auto-coding	Manual setup & matching	Live feeds + AI auto-coding
Custom dashboards & reporting		Build your own report packs, customisable dashboards, add your own branding
Integration		Xero, MYOB, Agworld, Agriwebb (coming!)

Streamline BAS Returns

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

Invoicing made easy

Manage billing with speed and accuracy. No double handling.

End-of-year reporting

Easily compile and reconcile reports across farms and entities.

Automated reconciliations

Set smart rules to reduce manual coding and bank matching.

Payroll simplified

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

Agri chart of accounts

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

Accountants using Figured have increased their advisory revenue by 198%

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

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

“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."

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 →

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

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.

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.

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.

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