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Planning on the
Figured Platform 

A comprehensive planning solution for scaling your agribusiness accounting services.

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Planning header - 6 Nov

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 incredibly well for so long: their amazing expertise and experience - and combining those skills with the familiar tools of QuickBooks Online and highly customized spreadsheets.

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

And using generalist tools for a highly specialized job like ag planning is stretching your time and staff beyond what is sustainable.

So how are firms successfully delivering planning services
at scale?

By using the capabilities of ag-specific technology to reframe planning, it is now possible to deliver high-quality personalized 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 Extra volatility often results in a budget being out of date after a couple of months.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, you scale positive client relationships too.

83%

of 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.

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 commodity 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 agribusiness 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

Ag-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 ag clients. Easily model production and financial risks for your farmers and provide them with a clear view of what it means for them and their business. 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.
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 commodity 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 agribusiness 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

Ag-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 ag clients. Easily model production and financial risks for your farmers and provide them with a clear view of what it means for them and their business. 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

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.

Nov-Dec

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.

Dec

Annual Planning

Integrated three-way forecasting

Ongoing

Dynamic Benchmark Reporting

In-season benchmarking for compliance and planning clients

NOV-DEC

EOY Reporting

  • Complete your EOY reporting directly in Figured.

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

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

  • Complete an annualized Farm Summary and KPI report to kickstart an advisory conversation

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

DEC

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.

  • Run a variance report to see how your farmer performed according to plan.

  • 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

Price & Season Changes,
Severe Weather Events

  • 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.

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

Scale your planning services with tools purpose-built for agribusiness

INSIGHTS

Figured Insights

On-demand modelling & benchmarking

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FARM MANAGER

Farm Manager

Three-way forecasting & production tracking

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Scenarios - expanded3

Farm Reporter

Efficient EOY & advanced ag-specific reporting tools

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What Figured partners say

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
J.R. Woltemath Dickinson & Clark CPAs

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.

jeff-janssen-jc-ag
Jeff Janssen JC Ag Financial Services

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.

Turner Polzin_Adams Brown
Turner Polzin Adams Brown CPAs

Start planning with the Figured platform

Ag accounting is unique and complex - generalist tools such as spreadsheets no longer cut it. You need specialist ag finance tools to deliver planning services at scale.

See how Figured can take your ag services to the next level. Schedule a demo or a chat with our team to find out more.