For Ag 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 modeling makes it easy to compare transition plans.
  • Generate detailed, visual reports from live farm data — fast.
  • One platform connecting the family, lender, legal advisors, and accountant.
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The world's largest farm financial management platform

There's a reason accounting firms across the US, Australia, New Zealand, and the UK run their farming clients through Figured. More than 35,000 farms trust the platform — and the advisors 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 US 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 accountant. 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 modeling.

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Scenario Modeling

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 modeling 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 organization 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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See how US accountants are using Figured to get into succession conversations earlier. Book a free demo and we'll walk you through the platform.

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With the cashflow budgeting feature for our business, we've got the ability to plan ahead and it gives the bank and [our accountant] confidence in us that we can continue to grow and expand as a business.

Duncan Ogilvie
Duncan Ogilvie Ogilvie Group

I can almost remember to the day when we discovered Figured. 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.

Holly Haralson
Holly Haralson Empire Ag

Now with Figured, it has absolutely shifted our whole outlook on the business. I just can't wait to be using the reports to analyse and approve decisions — we've never had time to do that before, we've been too busy just getting the information.

Tracey McNeil
Tracey McNeil McNeil Farming

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 or QuickBooks Online, and integrates with the apps you already use to manage the farm.
Explore All Integrations
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 US Livestock Operations

Before you can model a livestock transition, the stock has to be valued. Figured tracks livestock at the per-head level throughout the year, so the numbers behind the plan reflect the herd's actual position by the time the family sits down.
Explore Livestock Advisory
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Succession Planning for US Cropping Operations

On a cropping farm, the question at succession is usually which fields 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 acre. 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 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

JC Ag Financial Services and Garrett Land & CattleIncludes a video
Case Study

JC Ag Financial Services and Garrett Land & Cattle

Read the Story
Dickinson & Clark CPAsIncludes a video
Case Study

Dickinson & Clark CPAs

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Adams Brown and Johnson Farms
Case Study

Adams Brown and Johnson Farms

Read the Story
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Earn recognition for the advisory work you're already doing — and get found by the farming clients looking for an advisor who knows Figured.

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Resources

Discover More Figured Insights

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Built for the Bank, Not the Business: What Most Farm Budgets Get Wrong

Built for the Bank, Not the Business: What Most Farm Budgets Get Wrong

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What's the Real Value-Add in Agri Advisory? Accountability

What's the Real Value-Add in Agri Advisory? Accountability

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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

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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 ag 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 planning.

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 modeling against real numbers rather than starting from assumptions.

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 center.

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 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 modeling 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.

See pricing →

Be the accountant who helps the next generation achieve their dream.

Join the US 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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