Phoenix Financials
Phoenix Financials is farm accounting software for Australian farmers, combining double-entry bookkeeping with livestock records, Fuel Tax Credits, and GST f…
What Phoenix Financials is
Phoenix Financials is farm accounting software for Australian farmers, combining double-entry bookkeeping with livestock records, Fuel Tax Credits, and GST functionality. Its cash book has live bank feeds, while the paperless Phoenix File Library stores receipts and documents that can be linked to transactions. The Phoenix Live app can capture those records for the library. Farm tools track livestock numbers and weights, calculate Fuel Tax Credits, and support budgets by hectare or head. Budget periods can run for up to five years, with PDF, CSV, or XLSX export. Financials integrates with Phoenix Production modules; Phoenix Payroll is available at additional cost. Desktop plans are locally installed Windows applications, while Financials Live Pro is cloud-hosted and must be selected separately for a Live subscription. Live access from computers is available regardless of operating system, but the mobile app requires iOS 26 or later or Android 13 or later. Live subscriptions limit concurrent users according to the number paid for, up to 20 in the order form; mobile app users are excluded from that limit. Prices are GST inclusive: Desktop Lite is A$57 a month, Desktop Pro is A$77 a month, and Live Pro is A$90 a month. A free trial is available without a credit card.
Good
- Tracks livestock numbers and weights.
- Calculates Fuel Tax Credits.
- Budgets can cover periods up to five years.
- Free trial includes customer support.
- Receipt capture links documents to transactions.
Watch out
- Desktop software requires Windows.
- Mobile app requires iOS 26 or later or Android 13 or later.
- Live requires a stable, low-latency internet connection.
- Phoenix Payroll integration costs extra.
Who it suits
Phoenix Financials suits Australian farmers who need bookkeeping alongside livestock, fuel-credit, and farm budgeting records. Its desktop and cloud options may suit businesses choosing between local Windows installation and hosted access.
Verdict
Phoenix Financials combines accounting with farm-specific records and budgeting, and offers desktop and cloud subscription options. Check the platform requirements and concurrent-user limit when selecting a plan.
Plans and prices
From Phoenix Financials's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Desktop LITE | A$57 a month | locally installed Windows application · cashbook and basic GST reporting · selected reports · from AUD 57 per month |
| Financials Desktop Lite | A$57 a month | Desktop, locally installed · feature availability varies by tier · From AUD 57 per month; prices GST inclusive. |
| Desktop PRO | A$77 a month | locally installed Windows application · agricultural analysis · livestock and commodity accounts · budgeting · from AUD 77 per month |
| Financials Desktop Pro | A$77 a month | Desktop, locally installed · feature availability varies by tier · From AUD 77 per month; prices GST inclusive. |
| Financials Live Pro | A$90 a month | Cloud-hosted · Financials Live Pro must be selected separately for a Live subscription · From AUD 90 per month; prices GST inclusive. |
| Live PRO | A$90 a month | cloud hosted · concurrent users purchased from 1 to 20 · separate books required for each ABN · from AUD 90 per month |
The facts
Each one read from Phoenix Financials's own pages, with the date it was checked.
What it does
- Accounting
- The cash book is a double-entry accounting system with live bank feeds and a paperless Phoenix File Library.checked 4 Oct 2026
- Agricultural features
- It records livestock numbers and weights, calculates Fuel Tax Credits, and supports budgets by hectare and head.checked 4 Oct 2026
- Budget exports
- Budget output can be exported to PDF, CSV or XLSX.checked 21 Oct 2026
- Budgeting
- Budgets can cover periods up to five years, load actuals, merge budgets and use multiple accounts.checked 21 Oct 2026
- Commodity accounts
- The comparison table lists commodity trading accounts in the Pro tiers.checked 21 Oct 2026
- Connectivity
- Phoenix Live requires a stable, low-latency internet connection, and the maker says some satellite connections may provide a poor experience.checked 4 Oct 2026
- Documentation
- AGDATA publishes a user-help site with setup wizard instructions and a tutorial catalogue covering accounts, bank feeds, GST, reports and backups.checked 21 Oct 2026
- Double-entry cashbook
- The cashbook is a double-entry accounting system with bank feeds and transaction management.checked 21 Oct 2026
- Enterprise analysis
- Financials provides seasonal enterprise analysis and farm gross-margin reporting.checked 21 Oct 2026
- Extensibility
- Phoenix Exporter is offered to professional partners to transfer or export data from Phoenix financial products to other applications.checked 21 Oct 2026
- File Library
- The Phoenix File Library stores receipts and documents and links them to accounting transactions.checked 21 Oct 2026
- Fuel tax credits
- Phoenix calculates Australian Fuel Tax Credits.checked 21 Oct 2026
- GST
- The product supports cash or accrual GST reporting, including GST without invoicing in the Lite comparison.checked 21 Oct 2026
- Integrations
- Financials integrates with Phoenix Production modules, and Phoenix Payroll integration is available at additional cost.checked 4 Oct 2026
- Licence
- Phoenix is proprietary software licensed per authorized device; its code remains AGDATA property and reverse engineering is prohibited.checked 21 Oct 2026
- Limit: connectivity outages
- A 2021 Australian regional telecommunications submission reported repeated Phoenix Live dropouts for a satellite-connected grazing user before backend changes reduced the problem.checked 21 Oct 2026
- Limit: integrations listing
- Slashdot lists no integrations for Phoenix By AGDATA.checked 21 Oct 2026
- Limit: refunds
- AGDATA says subscription services are paid in advance and generally are not refunded after termination, except pro-rata refunds for cancelled annual subscriptions.checked 21 Oct 2026
- Live connectivity limit
- Phoenix Live requires stable low-latency internet; AGDATA recommends latency below 300ms and warns some satellite connections may perform poorly.checked 21 Oct 2026
The company
- Company customers
- A Google case study published in 2017 said AGDATA had 18 team members and more than 10,000 customers.checked 21 Oct 2026
- Company founded and size
- LinkedIn lists AGDATA Holdings as founded in 1984 with 11–50 employees.checked 21 Oct 2026
- Company headquarters
- LinkedIn lists AGDATA Holdings headquarters in Toowoomba, Queensland.checked 21 Oct 2026
- Company legal name
- The licence identifies the maker as AGDATA Holdings Pty Ltd trading as AGDATA Australia.checked 21 Oct 2026
- Headquarters
- Toowoomba, Queensland, Australiachecked 28 Sep 2026
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