Figured
32 Case Studies
A Figured Case Study
The farming business Overhill Farm needed to gain control over its financial planning and budgeting, which was previously dictated by their bank. They partnered with their accounting advisor Polson Higgs and implemented the Figured software, integrated with Xero, to gain clarity and ownership of their financial data.
Figured provided a live, integrated platform that allowed Overhill Farm, Polson Higgs, and their bank Rabobank to collaborate on the same data simultaneously. The solution gave the farm real-time visibility into their budget versus actuals, enabling confident monthly updates and proactive scenario planning to navigate financial challenges. This resulted in empowered decision-making, a trusted advisor relationship, and the ability to confidently plan for both the farm's and the family's future.