Free Guide For Accountants and Ag Advisors

Farm Financial Planning and Budgeting at Scale

Using the capabilities of ag-specific technology, it is now possible to deliver high-value planning and advisory services across your entire client portfolio without needing more people or more time. Download a free copy of our guide to scaling agribusiness financial planning services with the Figured platform — including the types of actions to take throughout the year, when, and how.

Download the Free Guide

Your farmers have never needed to plan more than they do today. But this is placing you under more pressure than ever before.

Volatility in commodity prices, interest rates, supply costs and weather have come one on top of another. Most firms are responding by combining the expertise that has served them well for years with the familiar tools of QuickBooks Online and highly customized spreadsheets — and using generalist tools for a job as specialized as ag planning stretches your time and staff beyond what is sustainable.

In This Free Guide, You'll Learn

Why Farmers Need Your Help Planning

Why forward-thinking financial planning and budgeting are more critical than ever for your farming clients, and how you can lead the way.

Learn from Firms Already Doing It

How other firms are successfully delivering planning, budgeting and advisory services without sacrificing tax and compliance work.

The Right Tools Make Planning at Scale Possible

How ag-specific finance tools work with QuickBooks Online or Xero to help you deliver planning services across your entire client portfolio.

Examples of Best-Practice Planning

The planning actions firms can take throughout the year — when and how — to deliver more proactive planning and advisory services.

What's Inside

Planning Through the Year with the Figured Platform

By reframing planning as an always-on service, you help clients achieve better outcomes by instilling best-practice financial management — and create more opportunities to unlock high-value services for your firm. The guide maps the year:

End-of-year reporting. Building your foundation for value-added services
Annual planning. Integrated three-way forecasting
Ongoing reviews. Monitoring clients with the advisory dashboard
Price changes and severe weather events. Updating forecasts and planning for change as they happen
Dynamic benchmark reporting. In-season benchmarking for compliance and planning clients

Download Guide

The Three Products Behind It

Farm Reporter. Ag-specific end-of-year reporting integrated with advanced planning tools, so you can build your data asset and lay the foundation to scale high-value services
Farm Manager. Powerful three-way forecasting to scale planning services across all your agribusiness clients
Figured Insights. The practice tool for monitoring your whole portfolio, modeling commodity price changes and spotting which farms are most affected