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Unlock Better Planning & Budgeting
for Your Farm Clients

From basic budgeting to long-term strategic planning, provide more proactive, forward-thinking advice
to your farming clients—efficiently and at scale.

→ Try for free Book a demo
US BUDGETING (1)

Figured gives advisors an easier way to deliver farm budgeting, forecasting, and financial insights, without the manual overhead.

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Build scalable budgeting services across your client base.

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Cut time spent on spreadsheets and manual updates.

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Turn plans into advisory conversations that matter.

Planning and Budgeting Matter More Than Ever

Market volatility, rising input costs, and unpredictable seasons mean farmers need more than gut feel to manage their finances—they need clarity. Accountants and advisors are uniquely positioned to provide that clarity through proactive farm budgeting and forecasting support.

With better planning in place, you can:

  • Identify margin pressure early, before it impacts profitability.
  • Support smarter input purchasing and pricing decisions.
  • Prepare your clients for lender conversations with confidence
  • Strengthen your role as a trusted, proactive financial partner

It’s a smarter, faster way to make a bigger difference—for your clients and for your firm.

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Over 50% of accountants told us their farm clients aren’t budgeting at all. That’s a huge opportunity.

Source: Audience poll conducted during Figured webinar, hosted in partnership with the Indiana CPA Society, May 2025.

Why Does Planning Often Get Overlooked?

We get it—planning and budgeting services have been tough to deliver at scale. The reasons are all too familiar:

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Incomplete or delayed financial and production data.

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Spreadsheets that are time-consuming, error-prone, and hard to update.

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Uncertainty around where to start with planning & budgeting.

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A lack of tools built specifically for agriculture workflows.

The result? Reactive conversations, missed insights, and valuable time lost to manual work.

Figured replaces this outdated process with an intuitive, agriculture-specific farm planning and budgeting platform that saves you time, keeps data live, and allows you to adjust budgets in a few clicks as conditions change.

With the right framework and tools, you can turn farm financial planning into a scalable, efficient service across your entire client base.

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Why Advisors Are the Key

You already know your clients’ numbers, goals, and challenges better than anyone.  With Figured, you can go further—delivering tailored budgets, accurate cashflow forecasts, and scenario plans that farmers trust and banks respect.

What once took hours in spreadsheets can now be done in minutes—with better accuracy, deeper insights, and collaborative tools that keep clients engaged throughout the season.

Use real-life data to change real-life outcomes.

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Support Farmers at Any Planning Level

Whether you’re helping a client get started with simple cashflow estimates or building out detailed, multi-year forecasts, Figured makes it easy to deliver the right level of support—efficiently, accurately, and at scale.

BASIC

Basic Budgeting

A working budget with basic cash or accrual views.

Blue-tickIdeal for smaller or less complex farms, or those just starting with budgeting.

INTERMEDIATE

Intermediate Planning

More granular cashflow, operational insights, profit per acre/unit.

 

Blue-tickGreat for farming operations who track yield and simple production information.

DETAILED

Detailed Forecasting

Full cashflow forecast, Multi-year scenario plans, Live Balance Sheet and Financial Position.

Blue-tickBest for clients with growth mindsets or larger, more complex operations.

Built for Ag. Built for Advisors. Built for You.

Seamlessly integrated with QuickBooks Online and Xero, and purpose-built for agriculture, Figured gives advisors powerful tools to deliver high-value farm planning and budgeting services—efficiently, accurately, and at scale.

Built for Agriculture

  • Supports crops, livestock, dairy, and mixed farm operations.

  • Connects production planning directly to financial forecasting.

  • Live data feeds ensure budgets and forecasts stay current and accurate.

Built for Advisors

  • Real-time collaboration tools keep clients engaged all season.

  • Scenario planning and automated reporting simplify complex decisions.

  • Streamlines farm budgeting workflows for greater efficiency and accuracy.

Built for You

  • Reduces time spent using manual spreadsheets.

  • Standardizes farm planning and budgeting processes across clients.

  • Unlocks scalable advisory opportunities to grow your practice.
AU Planning Guide-1

FREE GUIDE

How To: Farm Financial Planning & Budgeting at Scale
See real examples of how other advisors deliver planning, budgeting and other high-value advisory services.

The Undisputed Leader in Agri Accounting

Whether you're scaling farm planning services across your entire client base or starting with just a few forward-thinking farms, Figured gives you the structure, support, and flexibility to deliver greater value—without greater workload.

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It [Figured] means really good budgeting, planning, cash flow and break-even analysis, great reports including comparing actuals to variances. We get great insights and some light-bulb moments.

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Adams Brown CPAs Turner Polzin

Being able to take advantage of technology and data is the best way that farmers can be progressive. Now this isn’t just a dream, it’s a reality. We have to use tools such as Figured.

Jeremiah R. Woltemath
Dickinson & Clark CPAs J.R. Woltemath

With Figured, I'm able to work with our customers and show them in real-time what their year-end is going to be, which saves a tremendous amount of time.

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JC Ag Financial Services Jeff Janssen

GOT QUESTIONS?

We've Got Answers

How do I get started with Figured?

Most firms begin by using Figured with a few clients and quickly scale after experiencing time savings and value. Our QuickStart Program helps you onboard smoothly, integrating Figured into your existing workflows without disruption.

How long does implementation take?

You can be up and running with your first clients in just a few days. Implementation is flexible and scalable—you can start with one client or roll it out broadly. Our onboarding team and support resources ensure a quick, confident start.

Can I use Figured without a cloud accounting system?

No, Figured requires a connection to a cloud accounting platform like QuickBooks Online or Xero to provide accurate, real-time financial data for planning and budgeting.

What if my clients aren’t using any cloud accounting software?

We can connect you with our trusted Partner network to help guide your clients through getting started with cloud accounting platforms and provide ongoing support.

What if my clients use QuickBooks Desktop?

QuickBooks Desktop is not directly compatible with Figured. However, we partner with migration experts who can assist in transitioning clients smoothly to QuickBooks Online, unlocking real-time data sync and streamlined workflows.

How does Figured actually work with QuickBooks Online and Xero?

Figured connects directly to QuickBooks Online and Xero, syncing actual financial data such as income, expenses, and the chart of accounts into budgets and forecasts. This ensures planning is always based on accurate, up-to-date numbers and eliminates double entry. Changes flow seamlessly between systems, providing a single source of truth.

Can I import data from existing spreadsheets or accounting software?

Yes! Figured supports importing historic budgets, actuals, and production data from spreadsheets and connected accounting platforms, helping you transition without manual re-entry. Our onboarding team can assist with the process.

How customizable are the budgets and forecasts?

Figured budgets and forecasts are highly customizable for various farm types and operations, including cropping, livestock, and mixed enterprises. You can tailor assumptions, costs, production plans, and revenue streams to reflect each client’s unique business.

Does Figured support multi-year planning and scenario analysis?

Yes. Figured includes scenario planning tools to create multiple “what-if” cases, helping assess impacts of price changes, yields, costs, and more. You can also plan across multiple years, aiding longer-term strategies and investment decisions.

Want to see how Figured can work for your firm?

→ Try for free Book a demo