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Phoenix Financial

by AGDATA Holdings ( · Since 1990
No reviews yet
Active1+ countriesCloudOn-premise
Quick facts
VendorAGDATA Holdings (
Year launched1990
StatusActive
LocationAustralia 122 Russell Street Toowoomba QLD 4350
Countries served1+
Languages6
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesN/A

About Phoenix Financial

Phoenix Financial is a financial management software from AGDATA Holdings that provides comprehensive solutions for agricultural businesses. It includes budgeting tools, financial reporting, and invoicing capabilities to help users manage their finances effectively. The software supports accurate tracking of expenses and revenues, facilitating better decision-making. Additionally, it offers features for inventory management and cost analysis. Key capabilities: budgeting tools financial reporting invoicing inventory management cost analysis Best for: agricultural businesses that need to maintain detailed financial records and improve financial oversight.

Phoenix Financials is a robust, industry-specific farm accounting package designed for Australian agribusinesses, extending far beyond typical dollars-and-cents tax solutions. Its core value lies in tracking physical farm data, including livestock numbers and weights, while automatically calculating necessary compliance elements like Fuel Tax Credits and GST reporting. The system incorporates a simple yet intuitive double-entry Cashbook, live bank feeds, and powerful farm budgeting tools that allow detailed planning and enterprise analysis by the hectare and per head. A key strength of Phoenix is its integration capability, which is crucial for modern farm management. The Financials module seamlessly connects with Phoenix Production modules—Livestock, Cropping, and Mapping—ensuring data collaboration and streamlining operations across the entire business. Deployment is enhanced by the innovative Phoenix File Library and Receipt Scanner App (Phoenix Live app), which allows all users to capture receipts and documents in the field, even when offline, linking them effortlessly to transactions for a complete, paperless management solution. Phoenix offers clear product options tailored to different farm needs, all delivered with first-class local support.

Pros & Cons

Pros
  • Industry-specific design for Australian agriculture provides tailored GST, Fuel Tax Credit, livestock, and cropping management for farmers.
  • Integrated financial and production modules reduce double entry and streamline farm data management across operations.
  • Phoenix Live mobile app enables offline field data capture for livestock, mapping, cropping, and receipts, improving on-farm efficiency.
  • Multiple deployment options including desktop offline and cloud-hosted versions cater to different farm sizes and connectivity levels.
  • Strong reporting and dashboards allow detailed tracking of livestock performance, enterprise financials, and operational insights.
Cons
  • Advanced integrations such as payroll require additional fees, increasing the total cost for full functionality.
  • Bank feed connectivity may incur extra charges depending on the financial institution, adding unpredictability to expenses.
  • Desktop version requires installation, maintenance, and manual updates, which may be challenging for less tech-savvy users.
  • Multi-enterprise tracking within a single database can be complex to set up and manage, potentially causing operational confusion.

Features

Key features

Farm-specific budgeting tools

Budgets by hectare and head to plan and protect cash flow for agricultural operations.

Cash Book (double-entry)

Intuitive double-entry cashbook with transaction auto-complete, bank statement import, and EFT generation.

Payroll & Single Touch Payroll (STP)

Farm payroll solution with STP compliance to simplify payroll management.

Livestock management

Record livestock numbers, weights, individual histories, and performance tracking.

Phoenix Live mobile app

Offline-capable field app for capturing livestock, mapping, cropping, weather, and receipts data.

Phoenix File Library & Receipt Scanner App

Capture, store, and link receipts/documents to transactions for paperless record keeping.

Automatic bank feeds & bank statement import

Integrates live bank feeds and allows statement import to simplify reconciliation.

Additional features

Cashbook

Double-entry cashbook with transaction auto-complete, import bank statements, and EFT payment generation.

Automatic Bank Feeds

Live bank feeds to automatically bring in bank transactions, simplifying reconciliation.

Phoenix File Library

Centralized document and receipt repository integrated with Phoenix Live mobile app.

Transaction Auto Complete

Reuse previous entries to streamline data entry and save time.

Import Bank Statements

Import bank statements directly into the system for reconciliation.

Generate EFT Payments

Create and process EFT payments directly from the accounting system.

Schedule Regular Transactions

Automate recurring transactions to reduce manual work.

Email Statements & Reports

Send financial statements and reports via email to stakeholders.

Attach Images to Transactions

Link receipt images and documents to individual transactions for auditing purposes.

Track Multiple Enterprises

Manage multiple farm enterprises in a single database for consolidated reporting.

Cash & Accrual GST Reporting

Offers cash-based GST reporting without invoicing and accrual GST reporting with invoicing.

Transaction Audit for GST Reporting

Provides audit functionality to support GST compliance and reporting.

Phoenix Payroll Integration

Integrates payroll functionality (additional cost) including STP compliance.

Cash Sale Accounts & Invoice Generation

Generate and email invoices with customizable layouts for clients.

Linking & Transfers

Manage linking and transfers between cashbook and trading accounts.

Asset & Liability Accounts

Track and report on assets and liabilities within the farm business.

Agricultural Specifics

Calculate Fuel Tax Credits, GST, and budgets tailored specifically for Australian farming operations.

Budgets Module

Industry-specific budgeting with scenario planning to forecast business performance.

Integration with Production Modules

Seamless integration with Phoenix Livestock, Cropping, Mapping, and other production modules.

Mapping Module

3D farm mapping for paddocks, assets, and operational planning.

Reporting & Dashboards

Generate financial and livestock reports for better business insights.

Desktop or Cloud Hosted Deployment

Offers both desktop offline options and cloud-hosted Phoenix Live versions for connectivity.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Lite
AUD 57/mo
billed monthly

Countries & Languages

1
Countries served
6
Interface languages
1
Billing currencies

Available in

Australia

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇦🇺AUD

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