The financial management platform trusted around the world
There's a reason accounting firms across the US, Australia, New Zealand, and the UK use Figured. More than 1,500 accounting & advisory firms trust the platform — and the advisors who use it every day know exactly why.
When Your Commercial Clients Need You, Figured is There
P&L, cashflow, and balance sheet forecasting in a single plan, built from your client's live accounting data. Plan in cash or profit view without losing account-level detail.
Build report templates once, roll them out across every commercial file in your practice, and watch the data populate itself. AI-powered Auto Analyst even writes the commentary for you.
Forecasting and scenario modeling help your clients see the future. Plan the year's budget, then plot out multiple scenarios based on current trends, modeling the potential impact before your clients commit.
Custom account categories work for any business type. Apply the same planning and reporting workflow across farming and commercial clients, improving efficiency across the practice.
Commercial Manager is the platform for better, faster advisory, giving commercial accountants one place for all of their budgeting, cashflow forecasting, scenario modeling, and reporting work.
Build financial plans that connect P&L, cashflow, and balance sheet forecasting in a single view, drawn from your client's live accounting data. Plan in cash or profit view without losing account-level detail. When assumptions change, update the forecast and the impact flows through immediately.
Making life even easier, when it comes time to plan the next year's budget, rollover last year's numbers so you don't have to rebuild from scratch.
Map the financial implications of major decisions — like taking on debt, investing in equipment, or planning succession — before your clients commit.
Figured's Scenario Planner lets you model out future pathways based on a client's live cash position, then copy and adapt them to quickly compare how different scenarios could play out. When a client has tough questions about the future of their business, you'll have the answers.
Figured reimagines reporting for US commercial accountants.
Build highly visual report templates at the organization level and watch as the KPIs, charts, and tables populate automatically at the client level. With Auto Analyst, AI even writes the commentary for you — so bank packs, management summaries, board reports, and all the other reports you need each year can be produced in minutes, consistently, across your entire commercial portfolio.
Within Figured, custom account categories let you configure the chart of accounts to match how any commercial business really operates. Then, if you have clients with multiple accounting files, Multi-Entity allows you to track each file separately, or consolidate into a single reporting view, from the same login.
Advising clients with multiple entities, but one accounting file? Multi-Enterprise provides the same convenience, enabling separate tracking at the enterprise level, with group reporting to report on the performance of the whole.
Connect your clients' Xero or QuickBooks Online accounts and actuals flow in automatically, giving you a real foundation to build a forecast from. Most clients are set up and planning within a single session.
For practices onboarding a larger commercial book, the consistent setup process makes it significantly more efficient to move through the portfolio.
I can almost remember to the day when we discovered Figured, and it was like — oh my gosh, this is it. 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.
We're all spending money to try to make money, and that is definitely where Xero and Figured come in as a very integral tool for our business — so that we are constantly looking forward, not backwards.
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.
For your clients
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Earn recognition for the advisory work you're already doing — and get found by the commercial and farming clients looking for an advisor who knows Figured.
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