Case Study: RSM Australia improves agri advisory and future planning with Figured

RSM Australia - Customer Case Study

RSM Australia, a major accounting firm serving agricultural clients, faced the challenge of providing timely, forward-looking advice to farmers who were dealing with increasing complexity and uncertainty. They needed to move beyond traditional annual reporting to help clients model future scenarios and manage production quantities, a gap not filled by their cloud accounting software, Xero. They turned to the farm financial management system Figured for a solution.

The solution implemented was Figured, which integrates with Xero to provide production and livestock tracking, automated reporting, and advanced scenario planning tools. This allowed RSM advisors to work with live data to model the financial impact of decisions for their clients, leading to more frequent and strategic advisory conversations throughout the year. The measurable impact was a significant improvement in strategic tax planning and the ability for farming clients, including husband-and-wife teams, to collaboratively understand their financial position and make informed decisions about their future.

RSM Australia

Jo Gilbert

Director – Business Advisory Division