Figured
32 Case Studies
A Figured Case Study
Campbell Tyson, an accounting practice specializing in agribusiness, faced challenges with managing their growing number of farm clients. They were using a disconnected set of tools including Xero, Dairy Base, and Excel, which required manually pulling information from different sources. This process was time-consuming and made it difficult to gain a clear, unified view of their clients' financial health. They sought a farm accounting solution from the vendor Figured to integrate with Xero and streamline financial management for both their practice and their clients.
By implementing Figured, the practice gained a single source of truth for their clients' data, drastically reducing the time spent preparing for meetings. The solution provided accurate, real-time information that led to more productive client discussions focused on future profitability and cash flow. The measurable impact was a much easier preparation process and the ability to provide farmers with better perspectives for making cost-effective decisions. Furthermore, the integration with bank partner BNZ, which also uses the Figured platform, is expected to further simplify credit reporting and reduce stress for their shared clients.
Sarah Miskell
Campbell Tyson