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Financials

Phoenix Cash Book

Industry-specific cash book software to minimise bookwork and maximise productivity.

Financials
Cashbook
Budgets
Payroll

Phoenix Cash Book is a simple and intuitive double entry accounting solution designed specifically for agribusiness.

General Ledger

Manage GST and reconcile Customers + Suppliers & Assets + Liabilities across livestock and commodity accounts.

Reconcile & Report

Flexible reporting including Fuel Tax Credit calculations, enhanced ratio reports & farm gross margin reports.

Integrated Tools

Phoenix Cash Book integrates across budgeting, payroll and even our production modules, creating a seamless data collaboration.

A Cash Book for Farmers​

Tailored for Agriculture

From fuel tax credits to commodity and livestock taxation and reporting, Phoenix is made for Aussie farmers.

Transaction Audit for GST Reporting

Clearly identifies and calculates the GST compliance for ATO reporting.

Manage Multiple Businesses

Phoenix allows you to store and manage multiple sets of books with just one subscription.

Manage Farm Inventory

Integrate with the Livestock and/or Cropping modules to record the costs of farm inventory like chemical and feed.
Agdata Phoenix Farm Management Software

Bookwork Made Simple

Auto Complete Transactions

Phoenix Cash Book becomes familiar with regular transactions allowing you to auto complete entries without needing to create rule sets.

Live Bank Feeds

Live bank feeds are available through a direct integration of your account with most banks in Australia.

Fuel Tax Credits

Phoenix can automatically calculate the amount of Fuel Tax Credit claimable on fuel purchases and include it in BAS reporting.

Local Support

Our local support team understands agriculture and are here to help you work through any issues you may have.

Phoenix File Library

Receipt Scanner App

Have everyone across your organisation involved in capturing receipts and documents via the Phoenix Live app.

A Complete File Management Solution

Integrated end-to-end from the Phoenix Live App through to Phoenix Financials.

Link Receipts to Transactions

Effortlessly link receipts and documents to transactions to simplify your workflow.

Electronic Receipts

No more missing or faded receipts, or issuing threats of physical harm over missing paperwork...

Phoenix Bank Feeds

Product Options

Desktop LITEDesktop PROLive PRO
FROM

$57

AUD per month
FROM

$77

AUD per month
FROM

$90

AUD per month
Automatic Bank Feeds
Additional charges may apply depending on Financial Institution.
Phoenix File Library
Transaction Auto Complete
Import Bank Statements
Generate EFT Payments
Schedule Regular Transactions
Email Statements & Reports
Attach an image to a transaction
Track Multiple Enterprises
Cash based GST Reporting without Invoicing
Transaction Audit for GST Reporting
Phoenix Payroll Integration
Additional cost involved
Cash Sale Accounts
Generate and Email Invoices
Customisable Invoices & Statement Layouts
Linking & transfers between cashbook & trading accounts
Asset & Liability Accounts
Cash or Accrual based GST Reporting with Invoicing
Automatically notify suppliers when paid via EFT
Receipt Scanner App
Fuel Tax Credit Calculation
Able to Integrate with Phoenix Production
Livestock Trading Accounts - With Taxation and Management Reports
Commodity Trading Accounts
Seasonal Farm Enterprise Analysis
Farm Gross Margin Reports by Season
Provides for Group Comparative Analysis & Benchmarking
Provides for Group Comparative Analysis & Benchmarking
Cashflow Budgeting
Customisable Budget period up to 5 years
Load Actuals figures into Budgets
Load Projected Budgets – combine Actuals & Budget figures into a budget sheet
Merge two Budgets into one
Automatic Interest Rate Calculation
Budget using multiple accounts
Quickly edit a range of budget cells with the easy to use Factor tool
Export your Budget to PDF, CSV, or XLSX
Variable reporting period independent of Budget Period
GST Calculated and displayed Inclusive or Exclusive
Calculate the values in your Budget using Worktables
Plan out your season with the Use of Planning Tables
Utilise Multiple Sheets within a single budget
Budget to an Enterprise Level
Locally installed
Cloud hosted
Transaction List
Category Review
Account Statement
Reconciliation Summary
Reconciliation Statement
Trial Balance
Income & Expenditure
Profit & Loss
Budget Comparison
Net Worth
Actuals Report
Card File Report
Quantities Report
Projected Cashflow
Commodity Reports
Livestock Reports
Ratio Report
Enterprise Report
Price in AUD per month
FROM

$57

FROM

$77

FROM

$90

Financial Reports

Transaction List
A list of bank transactions from a business account. Searchable for payee, comments, date range, amount etc
Category Review
All transactions entered into specific categories Professionals call this the General Ledger - would be good to get those words in
Account Statement
Lists all transactions month-by-month, and account by account. With account balances
Reconciliation Summary
Lists for each reconciled account selected, and for the selected period, all period reconciliation totals. That is the Opening, Closing and Projected balances, Deposits, Withdrawals and uncleared Deposits and Withdrawals.
Reconciliation Statement
Lists all cleared transactions month by month, and account by account. Along with each transaction is printed a debit or credit amount and a balance.
Trial Balance
A Trial Balance is a report that is used to confirm that your income and expense entries balance with your account entries.
Income & Expenditure
Shows all income and expenditure broken up by category.
Profit & Loss
Gross profit and loss sustained by your business during the financial year.
Budget Comparison
Compare your actual figures versus those that you have budgeted for including quantities as well as dollars
Net Worth
Shows the cash at the bank, current assets and long-term assets at the top of the report, and moves to the current and long-term liabilities at the end of the report. Other systems call this Statement of position.
Actuals Report
View the actuals that have been entered into all accounts in Phoenix as a monthly cashflow
Ratio Report
A comparative-ratio analysis can help you identify and quantify your business’s strengths and weaknesses, evaluate its financial position and understand the risks you may be taking. Key word is KPI.
Card File Report
Stores important details like phone numbers and bank details of suppliers etc. can print mailing labels.
Quantities Report
Shows all of the transactions for selected categories showing the total quantity entered over the nominated period.
Projected Cashflow
Shows expected cashflow from a point in time assuming the budget is followed. - New report - I will have to research when this report was added.
PRO
Commodity Reports
Inventory reconciliation showing purchases, production (if applicable), sales and losses and Gross trading profit.
PRO
Livestock Reports
Livestock reconciliation showing purchases, natural increase, sales and deaths and Gross trading profit with either user assessed or statutory valuation.
PRO
Enterprise Report
The Enterprise report, groups income and expenditure to the production season for which they were attributed. The report is specifically designed for individual agricultural enterprises.

Financial Reports

PRO
Livestock Trading Report
The Livestock Quantities Report displays the number of head traded and, if recorded, the corresponding kilograms for liveweight or dressed weight. Utilising a predetermined dressing percentage, the report further calculates the effective weight had all livestock been traded in liveweight or dressed form.
PRO
Livestock Management Report
This is a Livestock Trading Account using the user's assessment of the livestock valuation. It provides a realistic picture of profitability of a livestock trading enterprise.
PRO
Livestock Taxation Report
This is a Livestock Trading Account using the 'Cost Price' method of livestock valuation. If used with actual herd valuations as calculated for taxation reporting, it will give an indication of the taxation liability for the livestock enterprise.

Testimonials

Phoenix is a comprehensive and sophisticated accounting platform tailored to meet the unique financial management requirements of agricultural enterprises. It offers an extensive suite of features designed to support every aspect of farm and agribusiness operations, including budgeting, reporting, and compliance. Additionally, Phoenix is backed by a highly knowledgeable and responsive support team, ensuring users receive prompt and expert assistance when needed.

Edwina Gadsby – Gadsby Agriculture
NSW

I have used Xero, a program marketed as easy to use and found that it is overpriced, limited in capability, and has issues with some basic functions such as preparing BAS. I use Quick books for another business as it is cheap, however in doing so I lament the fact that it is very quirky and not intuitive to operate. As a program designed specifically for agriculture, Phoenix does as much as possible to reduce the time taken and to simplify the tasks.

Andrew Rice – ASPIRE Agri
Parkes, NSW

“I initially switched from Phoenix to Xero on the advice of our accountant, hoping to save time in the office. However, I quickly realised that Xero lacked the specific reporting capabilities essential for our agricultural business. Extracting the necessary data was cumbersome. After a year- a very long year -I was eager to return to Phoenix.

Phoenix is designed specifically for the agriculture industry, making it perfectly suited to our business. The ease of use, the ability to speak with someone in Australia when I need support, and the helpful online tutorials make Phoenix the ideal choice for managing our farm’s finances. I highly recommend AGDATA’s Phoenix to anyone in the agricultural sector looking for reliable and industry-specific financial management software.”

Anita Dennis – Coolagh
Blackall, QLD

One of the things we love about Phoenix Live is the ability to give our partners in the business access remotely. So now our accountant and bank manager relationship is a very simple situation.

Amanda Barwick
Warialda, NSW

Financials and budgeting are key in any business. To be able to compile it all in the program and then send it to our account is terrific. We also use the invoicing for our customers/suppliers. This is very simple to use and it looks professional.

Horton Harvesting
Oakey, QLD

Phoenix is very easy to use across our different businesses. As I do nearly all the cash book management, time efficiency is paramount. With the Bank function in Phoenix Financials, there is very little double entry of data. And BAS time is a breeze with Activity Statements lodged in minutes

Align Pilates and Body Compass Health
Wagga Wagga, NSW

Our business structure has become increasingly complex and Phoenix has accommodated all of that complexity. Phoenix has continuously improved over the years making financial reporting so much more efficient. There are always times when small errors in financial reporting are made, and I love that Phoenix allows me to rectify errors easily. It’s so intuitive. Recently we’ve moved into paying wages and the timesheet and STP is amazingly efficient. The software has grown so much to make bookkeeping so much easier and time efficient. I have had experience with other financial and timesheet reporting programs in other businesses I have been involved with, but Phoenix is so comprehensive that we won’t be moving away from this suite of tools.”

Katie Cameron – Cameron Livestock

Access Phoenix Live via the App

Take Phoenix in to the field and update it on the go without being online or in service.
The quickest way to record your properties data for Livestock, Mapping, Cropping, Weather and to capture documents and receipts on the go with Phoenix File Library.
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