The Financial Management Platform Trusted Around the World
There’s a reason thousands of agri-accounting firms across Australia, New Zealand, the UK, and the USA use Figured. More than 1,500 accounting & advisory firms trust the platform — and the advisers who use it every day know exactly why.
When Your Commercial Clients Need You, Figured Is There
P&L, cashflow, and balance sheet forecasting in a single plan, built from your client’s live accounting data. Plan in profit or cash view without losing account-level detail.
Build report templates once, roll them out across every commercial file in your practice, and watch the data populate itself. AI-powered Auto Analyst even writes the commentary for you.
Forecasting and scenario modelling tools help your clients see the future. Plot out multiple scenarios based on current trends, modelling the potential impact before your clients commit.
Custom account categories work for any business type. Apply the same planning and reporting workflow across farming and commercial clients, improving efficiency across the practice.
Commercial Manager extends Figured’s planning grid, three-way forecasting, and custom reporting to every non-farming client in your books, helping you deliver better, faster advisory to more of your portfolio.
Build financial plans that connect P&L, cashflow, and balance sheet forecasting in a single view, drawn from your client’s live accounting data. Plan in cash or profit view without losing account-level detail. When assumptions change, update the forecast and the impact flows through immediately.
Making life even easier, when it comes time to plan the next year’s budget, rollover last year’s numbers so you don’t have to rebuild from scratch.
Map the financial implications of major decisions — like taking on debt, investing in equipment, or a slow trading period — before your clients commit. Build scenarios from their live financial position, copy and adapt them to compare how different paths play out, and save snapshots at any time to keep a record of how things developed throughout the year.
Figured reimagines reporting for Australian commercial accountants.
Build highly visual report templates at the organisation level and watch as the KPIs, charts, and tables populate automatically at the client level. With Auto Analyst, AI even writes the commentary for you — so bank packs, management summaries, board reports, and all the other reports you need each year can be produced in minutes, consistently, across your entire portfolio.
Within Figured, custom account categories let you configure the chart of accounts to match how any commercial business really operates. Then, if you have clients with multiple accounting files, Multi-Entity allows you to track each file separately, or consolidate into a single reporting view, from the same login.
Advising clients with multiple entities, but one accounting file? Multi-Enterprise provides the same convenience, enabling separate tracking at the enterprise level, with group reporting to report on the performance of the whole.
Connect your clients’ Xero, MYOB, or QuickBooks Online accounts and actuals flow in automatically, giving you a real foundation to build a forecast from. Most clients are set up and planning within a single session.
For practices onboarding a larger commercial book, the consistent setup process makes it significantly more efficient to move through the portfolio.
We think Figured is a great tool for the financial management reporting side of things. It allows the opportunity for us to help clients establish a great structure around their financial reporting system that actually gives them meaningful information out the other end.
Compliance is now a by-product of having a system that does stuff properly. So because the admin and compliance is taken care of [in Figured], we can spend more time helping clients look forward.
I can almost remember to the day when we discovered Figured. It’s just been so nice to get off the spreadsheets, get off the pen and paper, get off the napkins, and actually put some useful tools and information out there that you rely on and have confidence in.
For your clients
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Earn recognition for the advisory work you’re already doing — and get found by the commercial and farming clients looking for an adviser who knows Figured.
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