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Planning on the
Figured Platform 

A comprehensive agri planning system for scaling your services

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Figured Platform Planning

Your farmers have never needed to plan more than they do today.

Volatility in commodity prices, interest rates, supply costs and weather have come one on top of another.

Most firms are responding to the increase in demand for their planning services by using the skills that have served them so incredibly well for so long: their amazing expertise and experience. And combining those skills with the familiar tools of Xero combined with tailored, specialised spreadsheets. 

But this is placing you under more pressure than ever before.

Scaling planning services to more of your agri clients: the 60%+ in the middle majority is stretching your time and staff beyond what's sustainable.

So how are firms successfully delivering planning services
at scale?

By using the capabilities of technology to reframe planning. It is now possible to deliver high-quality personalised planning services across your portfolio without needing more people or more time.

“The traditional approach of preparing an annual budget and locking it away is irrelevant now. Extra volatility often results in a budget being out of date after a couple of months.

With Figured, we can update forecasts monthly to ensure better financial decisions are made and farming businesses can adapt to changing environments more regularly.”

- Brett Wooffindin, Lawson Avery
Figured Platinum Partner

Scaling planning across your portfolio means you not only scale billing, but you scale positive client relationships too.

83%

of NZ farmers who receive these essential high-value services consider their accountant to be “really valuable” (only 23% do so when their engagement is solely compliance!).

Planning through the year with the Figured Platform


By reframing planning as an always-on service, you help your clients achieve better outcomes by instilling best-practice financial management in them. In doing so, you create more opportunities to unlock high-value services for your firm.

Jun-Aug

EOY Reporting:

Building your foundation for value added services

Monthly or Quarterly

Ongoing Reviews:

Monitor your clients with the advisory dashboard

In-season events

Price changes / Severe Weather Events:

Update forecasts and plan for change.

Aug

Annual Planning:

Integrated three-way forecasting

Ongoing

Dynamic Benchmark Reporting:

In-season benchmarking for compliance and planning clients

Jun-Aug
EOY Reporting

  • Produce client cashflow reports and conduct a retrospective on the year that’s been.

  • Build your client data asset for use in Figured Insights.

  • Differentiate your practice with KPI and value-add agri reporting automatically produced through efficient EOY valuations process - with new livestock valuation workpapers directly in Figured.

  • Benchmark client actuals against your portfolio or a subset of your design.
EOY reporting
Annual planning

Aug
Annual Planning

  • Powerful three-way forecasting using last years actuals, making adjustments using current market conditions.

  • Establish the cadence with your clients to review regularly throughout the season, and readjust with actual income and expenses.

  • Proactively plan for cashflow and finance solutions through Figured Lending and get clients bank-ready.

  • Model the upcoming season across your entire portfolio to identify immediate areas of risk or opportunity.

  • Benchmark a client's forecasts against your client portfolio.

Monthly or Quarterly
Ongoing Reviews

  • Monitor your entire client portfolio through a dashboard view to identify clients facing risk or opportunities.

  • Benchmark a client's in-season performance against your portfolio of clients, or a subset of your design.

  • When the need arises, bring clients onto a Farm Manager plan to easily provide a three-way forecast and plan.

  • Easily make adjustments to existing plans using evolving market conditions.
ongoing reviews
Benchmarking-3

Ongoing
Dynamic Benchmark Reporting

  • Clients on Farm Reporter: Benchmark client actuals-to-date. Provide commentary on how they are performing so far to create interest and demand for planning.

  • Clients on Farm Manager: Benchmark client forecasts and actuals-to-date. Provide commentary on how they are performing so far and how their projected end goal compares to similar farms.

In-season Events
Commodity price, interest costs, weather changes & more

  • Model the impact across your portfolio using actuals to date for clients on Farm Reporter, and forecasts for clients on Farm Manager.

  • Identify clients in need of a plan, or a review of their plan. When the need for finance and cashflow support arises, be ready to act immediately with Figured Lending.

  • Create interest and demand for planning with EOY reporting clients by modelling the impact on their individual farm with Scenario Planner.


Start using the full extent of the Figured Platform to scale your agri planning services.

GET STARTED
ongoing reviews

Diver deeper into Figured
And learn how to start scaling your agri services today

Farm Reporter

Efficient EOY & advanced agri-specific
reporting tools

Learn More

Farm Manager

Three-way forecasting & production tracking

 

Figured Insights

On-demand portfolio modelling & benchmarking

 

FIGURED_LENDING_Long Logo_Navy

Front foot conversations around your clients' lending needs throughout the year.

Establish a more comprehensive role for how you and your firm provides finance & cashflow solutions to your clients. With Figured Lending embedded directly in Figured, it provides the immediate access and transparency that you need to become the expert in advising clients on their lending opportunities, eligibility, execution and ongoing risk management.

Find out more

What Figured partners say

“Figured allows us to step into the advisory role because we get the compliance stuff done so efficiently - it's magic.”

Martin-Stem
Martin Pipe Stem Rural Accountants

"Forward planning and regular reporting made possible with Figured provide better transparency – and banks are incredibly happy with that. It’s a big win and certainly improved our relationship with the client and the bank."

Ryan-BDO
Ryan Stockman BDO Taranaki

“The traditional approach of preparing an annual budget and locking it away is irrelevant now. With technology like Figured, we are able to update forecasts daily if required."

brett-la
Brett Wooffindin Lawson Avery

Discover
planning on the
Figured Platform

Figured Insights

Insights-dashboard

Figured Insights

The ultimate practice tool for firms to unlock more value-added service opportunities.

  • Monitor your entire client portfolio through a dashboard view to identify clients facing risk or opportunities.
  • Model changes in dairy payouts or livestock prices across your portfolio and see which farms are most affected. For example you can instantly see interest coverage ratios and identify those who are at risk. 

Farm Manager

Planning 1

Farm Manager

Powerful three-way forecasting to scale planning services across all your farming clients.

  • Create a budget, forecast, and annual plan for your clients with up-to-date financial and production data.
  • Monitor variance on an on-going basis, reforecast when needed, and make planning a year-round rather than one-off opportunity with your clients as conditions and on-farm performance changes.

Farm Reporter

Scenarios - expanded3

Farm Reporter

Agri-specific EOY reporting integrated with advanced planning tools so you can build your data asset and lay the foundation to scale high-value services across your portfolio.

  • Accessible scenario planning for all your agri clients. Easily model the impact of external factors like El Niño for your clients so you and they have a clear view of what it means for them. Give them the ability to look years into the future as well as the current season. 
  • Take these scenarios and build out a budget and forecast in Farm Manager.

Figured Lending

Lending

Figured Lending

An embedded lending solution, empowering you to provide better advice and service to support your clients through their lending journey.

  • Project Financing for for sustainability, environmental and other capital projects.
  • Halter finance to change the way you pay for Halter.
  • Dairy Flexi Credit to cover operational expenses, plant & equipment. purchases, and unexpected expenses
  • Asset financing for new machinery and implements to accelerate on farm improvements.
Insights-dashboard

Figured Insights

The ultimate practice tool for firms to unlock more value-added service opportunities.

  • Monitor your entire client portfolio through a dashboard view to identify clients facing risk or opportunities.
  • Model changes in dairy payouts or livestock prices across your portfolio and see which farms are most affected. For example you can instantly see interest coverage ratios and identify those who are at risk. 
See it in action LET'S CHAT
Planning 1

Farm Manager

Powerful three-way forecasting to scale planning services across all your farming clients.

  • Create a budget, forecast, and annual plan for your clients with up-to-date financial and production data.
  • Monitor variance on an on-going basis, reforecast when needed, and make planning a year-round rather than one-off opportunity with your clients as conditions and on-farm performance changes.
LET'S CHAT
Scenarios - expanded3

Farm Reporter

Agri-specific EOY reporting integrated with advanced planning tools so you can build your data asset and lay the foundation to scale high-value services across your portfolio.

  • Accessible scenario planning for all your agri clients. Easily model the impact of external factors like El Niño for your clients so you and they have a clear view of what it means for them. Give them the ability to look years into the future as well as the current season. 
  • Take these scenarios and build out a budget and forecast in Farm Manager.
LET'S CHAT
Lending

Figured Lending

An embedded lending solution, empowering you to provide better advice and service to support your clients through their lending journey.

  • Project Financing for for sustainability, environmental and other capital projects.
  • Halter finance to change the way you pay for Halter.
  • Dairy Flexi Credit to cover operational expenses, plant & equipment. purchases, and unexpected expenses
  • Asset financing for new machinery and implements to accelerate on farm improvements.
LET'S CHAT


Keen to learn how you can get more out of Figured?

North Island Enquiries

Book a call

South Island Enquiries
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