For Agri Accountants

The Farm Budgeting Platform that Stays Relevant All Year

Figured is the farm planning tool that NZ agri accountants use to build detailed, flexible financial plans that guide smart decisions all season.

  • Live actuals that update the budget without manual entry.
  • Unlimited reforecasts and multi-year scenario planning, with no manual version control.
  • Generate custom reports in minutes, scalable across your full portfolio.
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The World’s Largest Farm Financial Management Platform

There’s a reason thousands of agri-accounting firms across New Zealand, Australia, the UK, and the USA run their farming clients through Figured. More than 35,000 farms trust the platform — and the advisers who use it every day know exactly why.

Heard This Before?

“We build the budget in June. By October, nobody’s looking at it.”

The problem with traditional farm budgets is that as soon as something changes, they stop being accurate. And in farming, something always changes.

If you were to rebuild the numbers every time, for every client, it’s time you could never get back in billable hours. So farmers do what they can without a plan, and when a key decision comes up mid-season, the numbers are out of date.

But the problem is solvable, and a growing number of NZ practices have figured it out. They’re working from a platform that maintains a live picture all year, with a budget that updates itself, that has flexible planning and reporting built in. When something changes, the plan changes with it, so their advisory conversations keep up.

That platform is Figured.

How Figured Simplifies Farm Financial Planning

Farm Budgeting

Budgets that Connect Production to Cash Position

Figured’s budgeting and planning tool is the Planning Grid, which connects livestock movements, production data, and seasonal income directly to cashflow. As each client updates their trackers throughout the year, everything flows straight into the budget.

Making life even easier, Figured connects to a variety of other accounting and production systems, including Xero, AgriWebb, and the country’s biggest milk processors. Forget the spreadsheet reconciliation — when someone changes a number in another app, or a new milk price comes through, Figured updates automatically.

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Reforecasting

When Conditions Change, Reforecast in Minutes

Farming is volatile, so you’re going to need to reforecast more than once per season. That’s why Figured supports unlimited reforecasts, allowing you to update income or expense assumptions, adjust production volumes, or account for new cost pressures without rebuilding each time.

To keep a record of how the plan has changed throughout a season, save snapshots at the click of a button. When a client asks “how does this compare to what we planned in June?” you have the answers, not the workload.

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Scenario Planning

Model Decisions Before Your Clients Make Them

Figured’s Scenario Planner lets you run alternative financial views without touching the primary budget. See how different price assumptions or debt restructuring scenarios could play out, covering everything from farm expansion scenarios to succession plans and near-term capital calls.

This is how you extend advisory conversations beyond the annual budgeting line, working with farmers and their families to set up not only the season, but the future too.

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Custom Reporting

Generate Instant Reports with Commentary that Writes Itself

Figured’s powerful custom report builder, Reporting Studio, gives you full control over how farm performance is measured and presented.

Build your best layouts once at the organisation level, then open each report at the farm level and watch as the data populates itself. Add whatever KPIs, charts, and tables you need via a simple drag-and-drop editor, and Auto Analyst writes the commentary for you.

With Reporting Studio, reporting work that used to take hours can be produced in minutes, consistently, scalable across your entire client portfolio.

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Collaboration

The Whole Farming Team, One Picture

Figured connects the whole farming team to a shared, live picture. Farmers, accountants, consultants, and even lenders all get their own view, with access that reflects their role.

Show your clients their financial position at any time; include family members, trustees, or the bank in more conversations throughout the year; and give consultants access to the farm’s most recent picture. Nobody has to chase data or manage version control, and there’s no risk that anyone gets stuck working from the wrong information.

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Discover How Figured’s Fast, Flexible Planning Tools Can Get Your Firm in the Conversation Sooner

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We’re all spending money to try to make money, and that is definitely where Xero and Figured come in as a very integral tool for our business — so that we are constantly looking forward, not backwards.

Jarod Creed
Jarod Creed JC Ag Financial Services

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.

Bridget Telfer
Bridget Telfer Chrisp & Davidson

Figured is an online cloud tool that enables clients to plan their cashflow scenario planning for one to five years into the future. Its ability to look at profitability on the farm and not just focus on cash gives a great understanding about how the business is performing.

Mark Edwards
Mark Edwards Murray Nankivell

Integrations

Figured Works with the Software You Already Use

Figured doesn't replace your existing software — it plugs in on top, pulling live data from Xero, QuickBooks Online, or MYOB, and integrates with the apps you already use to manage the farm.

Budgeting & Forecasting Built for the Way Your Clients Farm

Dairy Budgeting that Moves with the Season

From automatic milk price updates and monthly kgMS tracking to milk price scenario planning and sharemilker arrangement support, Figured gives dairy advisers a live financial picture that stays current through every payout revision, capital decision, and breeding call.

Build budgets that connect production to cashflow, reforecast when the payout shifts, and arrive at every bank review with the numbers that can make a difference.

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Livestock Budgets that Reflect How the Farm Works

Build financial plans that connect stock movements, trading decisions, and seasonal income to the farm’s actual cash position, using a planning interface built for how sheep and beef operations move.

For NZ livestock operations, Herd Scheme and National Standard Cost valuations update automatically from IRD each year, and AI even allows killsheets to scan themselves, so the compliance side stays current while you focus on the forward-looking advisory work.

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Cropping Budgets that Handle the Season’s Cash Gap

Build budgets that follow how a cropping season pays. Inputs and contracting land months before the grain sells, so Figured connects sowing programmes, costs, and expected harvest income to the farm’s cash position, showing where the gaps fall before a client has to fund them.

Model gross margin by crop season before your client commits to next year’s rotation, on a per-hectare basis that holds up across farms of different sizes. When prices move, reforecast in the same plan, and roll next season’s budget over from this season’s actuals.

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Financial Planning for Commercial Entities on the Farm

For accountants serving not only farming operations, but non-farm commercial entities too, Figured’s Commercial Manager extends the same planning, forecasting, and reporting workflow to the rest of your portfolio.

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Consolidated Group Reporting for Complex Structures

For any situation where your clients are running more than one farm, Figured Multi-Farm splits a single accounting file into separate farms in Figured, using the tracking categories already in Xero, MYOB, or QuickBooks Online. Each operation gets its own individual plans, which feed into the group as a whole. Where a client group spans several accounting files, Multi-Entity brings those farms together into a single reporting group, tracking performance in one place with internal trading between entities netted off. Detail where the decisions get made, and the full picture when your client needs it.
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Join the Figured Partner Program

Earn recognition for the advisory work you’re already doing — and get found by the farming clients looking for an adviser who knows Figured.

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Questions

Figured for Budgeting & Forecasting — FAQ

No — Figured sits above the accounting system. It connects to Xero, MYOB, or QuickBooks Online and pulls actuals automatically into each client’s financial plan. Your practice and clients keep the accounting software everyone is used to, and Figured adds the agri-specific layer on top.

For a client already on Xero, MYOB, or QuickBooks Online, connecting Figured and building an opening financial plan typically takes just a few hours. We’ll help you through all the onboarding steps to make sure you’ve got what you need, and if you have any questions as you use the platform, our support team is available to all Figured users.

Once your client is in Figured and they’re running the season, setting up a new budget each year is significantly quicker than the first time. That’s because you can easily rollover last year’s actuals into the new budget, giving you a solid base to tailor to the new year’s expectations.

Both work. Figured’s user roles let you control exactly what access each person has on a farm file, from read-only visibility for the farmer through to full edit access for senior partners.

Most practices give their farming clients a real-time view of their own financial position while keeping planning and reporting work in the accountant’s hands. Some firms run joint budget reviews directly in the platform with clients.

Figured is built for farming seasons, not 12-month financial years. There are no fixed season overflows, and you can start a financial plan from any point in time. Planning periods flex to match how each farm actually operates.

For NZ operations running a June year-end alongside a seasonal farming calendar, this means your planning workflow can match the farm’s rhythm.

Yes, you can copy from a previous season. When setting up a new financial plan, Figured lets you bring forward income and expense structures, production volumes, and assumptions from the prior year’s actuals or budget as a starting point.

For advisers managing a portfolio of farming clients, the time that used to be spent building spreadsheet budgets from scratch is instead spent refining the numbers and delivering great advice.

Yes, we’ve worked hard to ensure that Auto Analyst, Reporting Studio’s AI commentary feature, is completely accurate to your farm numbers, and is safe to use.

Within Reporting Studio, Figured calculates every figure, variance, and ratio before Auto Analyst sees anything. The AI’s job is to describe those numbers in writing. A separate checking layer then reads the write-up back against the underlying data and corrects anything that doesn’t reconcile, which minimises the risk of an inaccurate statement reaching the page.

On the data security side, Figured AI works only with what’s in your Figured account. It doesn’t browse the web or pull in outside sources. When Auto Analyst writes commentary for you, Figured sends the relevant data to a model provider for processing, and doesn’t retain the request or the response afterwards.

Read more on our security page.

Give Your Farm Clients a Plan that Keeps Up with Their Season

Join the NZ agri accountants who use Figured to keep farm budgets current all season, so when a decision arrives, the numbers are already there.