Bank-Ready Farm Reporting Software for NZ Advisers

Heard This Before?

“Advisory reports take too long, so we only offer them to top-tier clients.”

Building quality advisory reports for a farm takes time — pulling the numbers together, filling in gaps, laying it all out, and adding commentary. For one or two clients, it’s worth the effort. Across 60, there’s just no capacity for it.

As a result, NZ agri accounting practices usually offer a tiered approach. The high-value farms get the full treatment. Everyone else gets a standard report, accurate but generic.

But a growing number of accountants have stopped accepting the trade-off. They’re building customised, fully branded reports for all of their farmers, with tailored report commentary and eye-catching visuals, which win results at the board and bank without the capacity constraints.

That’s the power of Figured.

How Figured Simplifies Custom Farm Reporting

Financial Reports

The Reports Lenders Are Looking For

Gain instant insight into the financial activity happening now on your clients’ farms. At the click of a button, generate bank-ready report packs covering P&L, cashflow, balance sheet, variance reporting, and account transactions — with live data synced automatically from Xero, QuickBooks Online, or MYOB.

Plus, Figured’s production and tracker reports cover cost of production, livestock movements, inventory valuations, and year-end trading statements. Save within Figured, embed within Reporting Studio, share with the farming team, or export as a PDF or CSV.

fm-product-image-square-reporting-lenders

Custom Reporting

Custom Branded Reports at Scale

Figured Reporting Studio reimagines what custom reporting means for NZ agri accounting practices.

Simply open a template at the farm level and Reporting Studio builds your reports instantly, with live data drawn from the farm’s current position. Swap out the details you don’t need for the numbers you do, embed a variety of financial reports straight into the pack, and scale across your full client book.

Auto Analyst

AI Commentary that Writes the Story for You

Save time adding insight and explanation to each custom report when you add Auto Analyst to your Reporting Studio templates.

Auto Analyst reads the data you tell it to and produces instant, useful commentary at the level of detail you specify. Ask for a detailed analysis of complex charts, write scannable bullet points showing trends over time, or add an executive summary to the front page — then edit the text if you want to make changes yourself.

Org-Level Templates

Build Once. Open Across Every Client in Your Portfolio

Don’t waste time rebuilding the same report over and over again. In Reporting Studio, you build your best layouts once at the organisation level, which populate instantly at the farm level.

Reporting Studio’s simple drag-and-drop editor makes it easy for anyone to produce new templates, swapping components in and out, resizing to fit the layout you like, and adding AI commentary where you need explanation. And if you have to make changes to a specific template for a particular client, open it at the farm level and access the same level of customisability.

Now, a job that used to be impossible across an entire portfolio can be done in minutes. Package it, scale it, and use it to grow your revenue.

See for Yourself How Reporting Studio Changes What Farm Reporting Can Do

Get a Sample Report

Rather than going back and forth and back and forth and it taking a week to get a final forecast that we can then take to the bank, [on Figured] we can do it all within an hour and have the result then and there.

Ed Wagstaff Diprose Miller

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.

Holly Haralson Empire Ag

The bank really appreciates the clear transparency around cash reporting and being proactive in decisions, and we’ve got some great strong feedback from the bank around the reports they receive [from Figured].

Mark Edwards Murray Nankivell

Xero Accounting

MYOB Accounting

QuickBooks Online Accounting

AgriWebb Farm Management

Agworld Farm Management

FarmIQ Farm Management

Trev Farm Management

Farm Source Dairy Processors

Synlait Dairy Processors

Open Country Dairy Processors

Miraka Dairy Processors

Westland Dairy Processors

Reporting Built for the Way Your Clients Farm

Dairy Reporting that Goes Beyond the P&L

From kgMS production tracking and live milk price data to benchmarking across thousands of verified NZ dairy farms, Figured gives NZ dairy advisers the data to build reports that get attention.

Build firm-wide templates that include production ratios, milk income variance, and breakeven milk price, all opened across your entire dairy book from a single setup.

Explore Dairy Advisory

Livestock Reporting that Reflects Stock Movements

Livestock operations require reporting that connects stock movements, trading activity, and Herd Scheme valuations to the farm’s actual financial position. Figured handles it natively.

Track production and inventory in real time throughout the year, create budgets, forecasts, and scenario models as you need them, and then when it comes time to produce a report, pull it all straight out of the live data.

Explore Livestock Advisory

Gross Margin Reporting for Every Crop and Enterprise

This is crop reporting, in detail.

Figured connects your clients’ financial and production data by crop type or enterprise, down to the field level, giving you year-round access to the kind of detailed gross margin analysis that banks and boards love.

Explore Cropping Advisory

Clear, Professional Reporting for Non-Agri Businesses

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.

Explore Commercial Manager

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. This way, each operation reports on its own performance while the whole business still reports as one. Where a client group spans several accounting files, Multi-Entity brings those farms together into a single reporting group, with consolidated P&L, cashflow, and variance reports, and internal trading between entities netted off. If it’s one client, it should be one relationship, with group reporting that doesn’t add to your workload.

See Pricing

Consolidated Group Reporting for Complex Structures

See Figured in Action

Case Study

Bronze Partner

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.

Find Out More View the Directory

Resources

Discover More Figured Insights

View all articles

Built for the Bank, Not the Business: What Most Farm Budgets Get Wrong

Read Article

How NZ Dairy Teams Are Building a Better Banking Relationship

Read Article

What’s the Real Value-Add in Agri Advisory? Accountability

Read Article

Questions

Figured for Farm Reporting — FAQ

01What is Reporting Studio and how does it differ from Figured’s standard reports?

Reporting Studio is Figured’s customisable reporting layer, built on top of the live data already in Figured and designed to complement the standard reports your practice already relies on.

Figured’s standard reports handle the financial and operational outputs your practice uses every day, including P&L, cashflow, balance sheet, production reports, tracker summaries, and year-end statements.

Reporting Studio is where client-facing advisory reporting lives. When you need a branded report with custom KPIs, charts, tables, and commentary, Reporting Studio lets you build it once at firm level and open it across every farm in your portfolio.

02Can I brand Figured Reporting Studio reports with my firm’s logo and colours?

Yes. Every report in Reporting Studio can carry your firm’s colours, logo, and imagery.

03What is Figured Auto Analyst?

Auto Analyst is Figured’s AI commentary engine, built directly into Reporting Studio.

Add it to any component in a report and it reads the data you tell it to, analysing the farm’s position, and writing a narrative automatically. Swap between an executive summary, detailed analysis, or skimmable bullet points, depending on the level of detail you want to get into.

As the numbers change, Auto Analyst regenerates its commentary, keeping it fresh and current every time.

04What financial reports can Figured produce for a bank review?

All of the standard financial reports you need to get a result at the bank are built into Figured, including P&L, balance sheet, cashflow, and variance reporting against budget. Connected to live data from both the accounting side and production side in Figured, you can generate up-to-date, valuable reports by the time you’ve finished a phone call.

Then, in Reporting Studio, core financial reports including P&L, cashflow, and balance sheet drop directly into any custom layout alongside KPIs, production data, and AI commentary, letting you build a single, branded report that puts the farm’s full financial picture in front of lenders.

05Does Auto Analyst replace the written commentary I produce for clients, or does it work alongside it?

Auto Analyst works alongside your own commentary, if you want it to.

As you build your Reporting Studio templates, or customise at the farm level, you can add any amount of text where you need it to explain your findings in your own words.

Auto Analyst does the same thing for you, at scale. By reading the data and generating the narrative on your behalf (at your choice of detail), it enables you to scale tailored commentary across more farmers — something that just wasn’t possible before, particularly for larger practices.

We find most practices are happy with Auto Analyst’s commentary as-is, but if you need to edit it, you can. That way, the final report carries not only your branding, but your voice, without you having to spend hours per client writing detailed notes.

06Is Figured Reporting Studio’s AI commentary safe to put in front of a client?

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. /en-nz/security

How Figured Simplifies Custom Farm Reporting

The Reports Lenders Are Looking For

Custom Branded Reports at Scale

AI Commentary that Writes the Story for You

Build Once. Open Across Every Client in Your Portfolio

See for Yourself How Reporting Studio Changes What Farm Reporting Can Do

Figured Works with the Software You Already Use

Reporting Built for the Way Your Clients Farm

Dairy Reporting that Goes Beyond the P&L

Livestock Reporting that Reflects Stock Movements

Gross Margin Reporting for Every Crop and Enterprise

Clear, Professional Reporting for Non-Agri Businesses

Consolidated Group Reporting for Complex Structures

See Figured in Action

MCP + Tom Severn

Sidekick Rural + Neer Enterprises

Diprose Miller + Clover Hills Ltd.

Join the Figured Partner Program

Discover More Figured Insights

Built for the Bank, Not the Business: What Most Farm Budgets Get Wrong

How NZ Dairy Teams Are Building a Better Banking Relationship

What’s the Real Value-Add in Agri Advisory? Accountability

Figured for Farm Reporting — FAQ

Create Financial Reports that Get Results — Scalable for the First Time