Free Guide For Accountants and Agri Advisers

A New Kind of Agri Financial Reporting

A guide to Reporting Studio, Figured's reporting builder for agri accounting firms and farm advisers. See the reports you could be sending your clients, how they're built on live farm data, and what it takes to run them across a full client portfolio.

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Most farm clients receive a report once a year. It looks the same as last year. They file it. Nothing happens.

Reporting Studio changes what a farm report can do.

Reports become more efficient to produce, tailored to every farm, and powerful enough to start the conversations that matter β€” all built on live farm data inside Figured.

The guide walks through the reports themselves, and how each one gets built.

What's Inside

Real Reports, and How They Get Built

  • Real report outputs. Cover pages, KPI and chart pages, and a cash flow variance report with YTD comparisons, taken straight from Reporting Studio.
  • The build, step by step. Seven components on one canvas: charts, KPIs, financial reports, farm summaries, gross margin, text, and images.
  • Auto Analyst commentary. Figured's AI reads the numbers on the page and writes the narrative for each farm, in three formats you can edit or leave to run.
  • Gross margin by enterprise. Dairy, sheep and beef run side by side, with variance columns, per hectare breakdowns, and three year averages.
  • Columns you control. Add period, variance, production ratio, and average columns to any financial report, each with its own date range.
  • Snapshots against live actuals. Capture the budget your client signed off on, then set it beside live numbers so variances surface on their own.
  • Setup across the portfolio. Formulas, templates, and column structures built once at org level, then open on every farm in the firm.
  • Live dairy benchmarking. Benchmark against thousands of NZ farms, so every client gets the context that turns numbers into a conversation.
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Who It's For

Written for the People Who Build the Reports

  • Agri accounting firms running farm clients on Xero, where the reporting still gets assembled by hand every cycle.
  • Farm financial consultants and advisers who need enterprise-level numbers in front of a client before the meeting rather than after it.
  • Firms moving from compliance toward advisory, where the year-end pack is currently the only regular touchpoint with a farm client.
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The customisation is the key part of Reporting Studio. We can build our own formulas and templates to report on the KPIs that matter to each client and their farming team. This drives deeper client engagement through professional, easy-to-understand reports, and looking ahead, it scales across our entire practice.

Brett Wooffindin Director, Sidekick Lawson Avery
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Take a Look Before Your Next Round of Client Reports

A report your farmer actually reads, takes to the bank, calls you about, and acts on. That's what changes when the reporting stops being an annual formality.