For Agri Accountants

The Shared Platform for Great Farm Succession Conversations

Figured is where great succession conversations happen. Bring the whole family into a shared view of the live farm picture, model scenarios to compare future financial positions, and monitor the plan over time to ensure everyone stays on track.

  • Multi-scenario modelling makes it easy to compare transition plans.
  • Generate detailed, visual reports from live farm data — fast.
  • One platform connecting the family, lender, legal advisers, and accountant.
See Figured in Action Watch the Video
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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 help where we can, but the family already has a set plan.”

In farming, succession conversations often start before the accountant is in the room.

This isn’t because farmers don’t trust their accountant, there’s just no natural trigger to create an early advisory moment in succession. Most practices are engaged after the plan has been formed around the kitchen table and the family wants to check the numbers will work.

Except, a growing number of NZ practices are doing it differently. They’re building relationships on a shared financial platform that keeps them in conversations all year, so when the family starts thinking about succession, it’s natural to automatically include their adviser. When someone needs the numbers, they’re already visible, and the conversation can focus on planning, not verifying.

That platform is Figured.

How Figured Simplifies Succession Conversations

Live Data

See the Full Farm Picture, when You Need It

Figured was built to connect the full farming family, and their wider team, to a live view of what’s happening now on the farm.

Budgets and forecasts in Figured draw from live accounting and production information, linking on-farm activity to real financial performance even as the season changes.

The trackers and budgeting tools should look familiar to anyone used to working with spreadsheets, letting the outgoing generation keep doing things their way, while the newer generations can dig deeper — working with you on planning, forecasting, and scenario modelling.

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Scenario Modelling

Map Every Pathway Before the Family Has to Choose

Succession decisions carry long-term financial consequences for both generations, which is where accountants who have the tools to plan ahead can add real value.

In Figured, that’s the Scenario Planner, which lets you model multiple ownership structures, equity release arrangements, and transition timelines in parallel to see how it will impact each party — based on the farm’s live financial picture as it stands today.

By modelling out what decisions could look like over time, in multiple different ways, you’ll have answers to some of succession’s most difficult questions, providing confidence to the family that the decisions being made now will pay off in the long run.

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Custom Reporting

Create Meaningful Reports, Fast, for Everyone

Succession involves multiple stakeholders, and they’re all going to want to see how things are tracking. Figured’s powerful custom report builder, Reporting Studio, gives you full control over how you present farm performance, so the report for the family meeting reads differently from the bank pack — without the extra manual effort.

Build custom layouts once at the organisation level and roll them out at the farm level, populated automatically with live data. Auto Analyst even writes the commentary for you, so you spend more time having great discussions and less on building PDFs.

See Reporting Studio
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Collaboration

A Shared Platform, Not a Shared File

Farms are family enterprises in a way that most businesses aren’t, which is why a shared platform is different from a shared file.

Old spreadsheets depend on one person keeping them up to date, and version control is half the job. A shared platform like Figured means the family, and the people supporting them, can all be as involved as they want to, with appropriate access to the live data based on their role.

Everyone gets what they want, and you aren’t stuck fixing formula errors, chasing mismatched data, and finding out who has what version of the file.

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Lending

From Succession Conversations to Farm Ownership

For clients who are ready to step into farm ownership but don’t yet have the asset base traditional lending requires, the Farm Progression Loan, offered through Figured and Oxbury Agricultural Finance, provides a different pathway. Through the Farm Progression Loan, farmers ready to take control of their own farm, and who have been managing their finances well on Figured, can apply for whole-of-farm financing assessed on their performance data rather than solely on asset values. As the accountant, this allows you to expand your service offerings to include more of the farming journey, reaching younger generations earlier, all within the same platform.
Explore Lending
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See How NZ Accountants Are Using Figured to Get Into Succession Conversations Earlier

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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
Ed Wagstaff Diprose Miller

We use Figured as a tool to plan around cashflow requirements or off-farm investments so that clients can achieve their goals through succession and generational change. Figured’s scenario planning tool enables us to identify the needs and wants of three sets of generations in the family business.

Mark Edwards
Mark Edwards Murray Nankivell

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.

Nicolette Vaughan
Nicolette Vaughan PrincipleFocus

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.

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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

Succession Planning Built for the Way Your Clients Farm

Succession Planning for NZ Dairy Operations

Dairy succession has to account for numbers that keep moving. Payout revisions shift the income picture, Herd Scheme values reset each year, and sharemilking or contract milking arrangements often sit between the two generations already.

Figured keeps that baseline current, with milk price changes and automatic Herd Scheme valuations feeding the live budget all year.

Figured Insights then adds benchmarking against 2,000+ verified NZ dairy farms, so the family can see how their operation compares to their peers before settling on a pathway.

Explore Dairy Advisory
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Succession Planning for NZ Livestock Operations

Before you can model a livestock transition, the stock has to be valued. But the method changes the answer; Herd Scheme, National Standard Cost, and market value can all apply on the same farm.

Figured supports all three and applies IRD’s updated values automatically each year. Then, trackers cover the sheep and beef stock classes your clients run, wool included, and killsheets even scan themselves, so there’s less manual input each season.

By the time the family sits down, the numbers under the plan are ready to be used.

Explore Livestock Advisory
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Succession Planning for NZ Cropping Operations

On a cropping farm, the question at succession is usually which blocks and which crops actually carry the operation. Given that rotations share costs across seasons, the answer rarely sits in the accounts.

Figured’s Allocator assigns income and expenses to the right crop season, including partial splits where a cost spans several crops, so gross margin reads clearly by enterprise and per hectare. Multi-year planning then lets you model a transition across several rotations, helping you get really granular about timeframes.

Cropping might be a complex enterprise to hand over, but when all the data sits in one place, the work gets a lot simpler.

Explore Cropping Advisory
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Succession Planning for Mixed and Commercial Farm Structures

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
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Consolidated Group Reporting for Complex Structures

Where succession splits an operation, the family needs to know what each farm is worth on its own. Figured Multi-Farm separates a single accounting file into individual farms, using the tracking categories already in Xero, MYOB, or QuickBooks Online, so each one carries its own plan, its own trackers, and its own performance history — while still showing performance at the group level. Where a client group spans several accounting files, Multi-Entity brings those farms into a single reporting group, with internal trading between entities netted off so the family sees the true position. This keeps every piece on the table, valued properly, before anyone decides who gets what.
Consolidated Group Reporting for Complex Structures

See Figured in Action

Diprose Miller + Clover Hills Ltd.Includes a video
Case Study

Diprose Miller + Clover Hills Ltd.

Read the Story
MCP + Tom SevernIncludes a video
Case Study

MCP + Tom Severn

Read the Story
Sidekick Rural + Neer EnterprisesIncludes a video
Case Study

Sidekick Rural + Neer Enterprises

Read the Story
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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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Resources

Discover More Figured Insights

View all articles
Why Succession Planning Is New Zealand’s Next Big Advisory Opportunity

Why Succession Planning Is New Zealand’s Next Big Advisory Opportunity

Read Article
Growing 20x in 5 Years: How Ashly Lindberg Built a High-Value, Scalable Advisory Practice

Growing 20x in 5 Years: How Ashly Lindberg Built a High-Value, Scalable Advisory Practice

Read Article
The Capacity Trap: Adding Advisory Services When You’re Already Maxed Out on Compliance

The Capacity Trap: Adding Advisory Services When You’re Already Maxed Out on Compliance

Read Article

Questions

Farm Succession Planning With Figured — FAQ

Both. Figured’s core financial management tools can be used for a variety of purposes, including compliance, budgeting, planning, and reporting. Those same tools are also everything you need when a family wants to start the succession conversation.

The point of Figured is that it brings all of your agri advisory services under one roof, which includes the day-to-day work that builds long-term, year-round relationships, and also specific services like succession and lending.

Yes. Figured’s Scenario Planner lets you build and save multiple financial scenarios in the same client environment — mapping out different timelines, structures, and equity plans as needed to hold really valuable discussions.

Each scenario uses the farm’s live financial data as the baseline, so you’re modelling against real numbers rather than starting from assumptions.

The Farm Progression Loan is available through Figured and Oxbury Agricultural Finance. It’s designed to support NZ farmers stepping into farm ownership by offering whole-of-farm financing assessed on a farmer’s performance, not just their asset values.

This is a unique lending pathway in New Zealand, helping strong sharemilkers, contract milkers, or equity farmers, plus new generations taking over the farm, prove that they have what it takes to run a great business, and get help stepping up.

For their accountants, Figured contributes up to $5,000 towards the advisory work involved, and your role as the adviser is central to the lending process.

Read more about Secured Lending.

Yes. Figured’s user access model lets accountants grant different access levels to different members of the farming team.

A bank manager can see the reporting and data relevant to their role without accessing areas that aren’t. The farmer sees their own operational picture. The family or trust can check in on live performance, or view reports relevant to their view. And the accountant manages it all from the centre.

In Figured, the whole team works from the same financial data, and everyone walks into each succession meeting having already seen the numbers they need to make smart decisions.

Figured supports succession planning for dairy, livestock, and cropping structures, plus non-farming commercial entities.

While the specific production trackers will change from farm type to farm type, Figured’s core tools for succession planning (like scenario modelling and reporting) can be used across all of them.

Figured is priced per farm on a subscription basis, with tiers based on the level of functionality the client needs. There’s no separate succession planning product — the tools are part of the standard platform. For practices managing a portfolio of clients on Figured, pricing scales with the number of farms.

Full details are on our pricing page.

Be the Accountant Who Helps the Next Generation Achieve Their Dream

Join the NZ accounting practices using Figured to shape farm succession conversations from the start, expanding their advisory offering and building longer, better client relationships.
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