Skip to content
SPECIFICTION
Get listed

Phoenix Financials

agdata.com.au

From A$57/mo Free trial WebWindowsmacOSiOSAndroid
Visit agdata.com.au
Spec score 8.6 #6 of 26 in Farm Accounting Software

What it is

Phoenix Financials is farm accounting software for Australian farmers, with livestock accounting, Fuel Tax Credits, and GST functionality. Its double-entry cash book includes live bank feeds, and a paperless Phoenix File Library holds receipts and documents that can be linked to transactions. The Phoenix Live app can capture those records for the library. Farm-specific tools record livestock numbers and weights, calculate Fuel Tax Credits, and support budgets by hectare and head. Budget periods can be customized for up to five years, with PDF, CSV, or XLSX export. Financials integrates with Phoenix Production modules, while Phoenix Payroll integration costs extra. Desktop editions are locally installed Windows applications; the Live service is cloud-hosted and accessible from computers regardless of operating system. The mobile app requires iOS 26 or later or Android 13 or later. Live requires a stable, low-latency internet connection, and the maker notes that some satellite connections may provide a poor experience. 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.

Spec sheet

What it does
Phoenix Financials is an Australian farm accounting product covering cashbook, budgets, payroll and agricultural reporting.Read 21 Oct 2026 · agdata.com.au
Purpose
Phoenix Financials is farm accounting software for Australian farmers, with livestock accounting, fuel tax credits, and GST functionality.Read 4 Oct 2026 · agdata.com.au
Integrations
Financials integrates with Phoenix Production modules, and Phoenix Payroll integration is available at additional cost.Read 4 Oct 2026 · agdata.com.au
Privacy
AGDATA’s privacy policy identifies the Australian Privacy Act 1988 (Cth) and says it may collect personal information including financial information, app usage, and device information.Read 4 Oct 2026 · agdata.com.au
Support
Independent listings describe phone and online support plus documentation, webinars, videos and live training.Read 21 Oct 2026 · slashdot.org
Headquarters
Toowoomba, Queensland, AustraliaRead 28 Sep 2026 · agdata.com.au
Accounting
The cash book is a double-entry accounting system with live bank feeds and a paperless Phoenix File Library.Read 4 Oct 2026 · agdata.com.au
Agricultural features
It records livestock numbers and weights, calculates Fuel Tax Credits, and supports budgets by hectare and head.Read 4 Oct 2026 · agdata.com.au
Budget exports
Budget output can be exported to PDF, CSV or XLSX.Read 21 Oct 2026 · agdata.com.au
Budgeting
Budgets can cover periods up to five years, load actuals, merge budgets and use multiple accounts.Read 21 Oct 2026 · agdata.com.au
Commodity accounts
The comparison table lists commodity trading accounts in the Pro tiers.Read 21 Oct 2026 · agdata.com.au
Company customers
A Google case study published in 2017 said AGDATA had 18 team members and more than 10,000 customers.Read 21 Oct 2026 · blog.google
Company founded and size
LinkedIn lists AGDATA Holdings as founded in 1984 with 11–50 employees.Read 21 Oct 2026 · linkedin.com
Company headquarters
LinkedIn lists AGDATA Holdings headquarters in Toowoomba, Queensland.Read 21 Oct 2026 · linkedin.com
Company legal name
The licence identifies the maker as AGDATA Holdings Pty Ltd trading as AGDATA Australia.Read 21 Oct 2026 · help.agdata.com.au
Connectivity
Phoenix Live requires a stable, low-latency internet connection, and the maker says some satellite connections may provide a poor experience.Read 4 Oct 2026 · agdata.com.au
Documentation
AGDATA publishes a user-help site with setup wizard instructions and a tutorial catalogue covering accounts, bank feeds, GST, reports and backups.Read 21 Oct 2026 · help.agdata.com.au
Double-entry cashbook
The cashbook is a double-entry accounting system with bank feeds and transaction management.Read 21 Oct 2026 · agdata.com.au
Enterprise analysis
Financials provides seasonal enterprise analysis and farm gross-margin reporting.Read 21 Oct 2026 · agdata.com.au
Extensibility
Phoenix Exporter is offered to professional partners to transfer or export data from Phoenix financial products to other applications.Read 21 Oct 2026 · agdata.com.au
File Library
The Phoenix File Library stores receipts and documents and links them to accounting transactions.Read 21 Oct 2026 · agdata.com.au
Fuel tax credits
Phoenix calculates Australian Fuel Tax Credits.Read 21 Oct 2026 · agdata.com.au
GST
The product supports cash or accrual GST reporting, including GST without invoicing in the Lite comparison.Read 21 Oct 2026 · agdata.com.au
Licence
Phoenix is proprietary software licensed per authorized device; its code remains AGDATA property and reverse engineering is prohibited.Read 21 Oct 2026 · help.agdata.com.au
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.Read 21 Oct 2026 · infrastructure.gov.au
Limit: integrations listing
Slashdot lists no integrations for Phoenix By AGDATA.Read 21 Oct 2026 · slashdot.org
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.Read 21 Oct 2026 · agdata.com.au
Live connectivity limit
Phoenix Live requires stable low-latency internet; AGDATA recommends latency below 300ms and warns some satellite connections may perform poorly.Read 21 Oct 2026 · agdata.com.au
Livestock accounts
Livestock trading accounts record animal numbers and weights and provide taxation and management reports.Read 21 Oct 2026 · agdata.com.au
Mobile capture
The Phoenix Live mobile app captures receipts and documents, including multi-page scans, for linking in Financials.Read 21 Oct 2026 · agdata.com.au
Offline mobile use
Phoenix Live supports offline data entry and synchronizes automatically when connectivity returns.Read 21 Oct 2026 · play.google.com
Ownership news
CB Insights reports Arcadea Group's strategic acquisition of AGDATA Holdings, including Phoenix, announced in April 2025.Read 21 Oct 2026 · cbinsights.com
Payroll integration
Phoenix Payroll integration is available at additional cost.Read 21 Oct 2026 · agdata.com.au
Phoenix integrations
Financials integrates with Phoenix Production modules so production and financial data can be shared across the suite.Read 21 Oct 2026 · agdata.com.au
Platform requirements
Desktop is a Windows application; Phoenix Live is hosted and can be accessed from computers regardless of operating system, while the mobile app requires iOS 26 or later or Android 13 or later.Read 4 Oct 2026 · agdata.com.au
Praise: farm KPIs
Independent agricultural adviser Connole Carlisle says Financials Pro produces financial and physical performance indicators for farming activities.Read 21 Oct 2026 · connolecarlisle.com.au
Praise: recommendation
The sole Capterra reviewer gave customer service 5.0/5 and likelihood to recommend 10/10.Read 21 Oct 2026 · capterra.com
Public API
The reviewed maker pages document Phoenix Exporter but do not present a public REST API, SDK or developer portal.Read 21 Oct 2026 · agdata.com.au
Rating on Apple App Store
No rating displayed because the app does not have enough ratings or reviews for an overview.Read 21 Oct 2026 · apps.apple.com
Rating on Capterra
4.0 out of 5 from 1 reviewRead 21 Oct 2026 · capterra.com
Rating on Google Play
0 out of 5 from 0 reviewsRead 21 Oct 2026 · appagg.com
Rating on SourceForge
No user reviews; rating unavailableRead 21 Oct 2026 · sourceforge.net
Receipt capture
The Phoenix Live app can capture receipts and documents for the File Library, where they can be linked to transactions.Read 4 Oct 2026 · agdata.com.au
Reporting
Available reports include profit and loss, reconciliation, trial balance, projected cashflow, livestock, commodity and enterprise reports.Read 21 Oct 2026 · agdata.com.au
Security and privacy
Google Play states that app data is encrypted in transit, no data is shared with third parties and deletion requests are supported.Read 21 Oct 2026 · play.google.com
Self-hosting
Desktop editions are installed locally, while Phoenix Live is hosted on AGDATA servers.Read 21 Oct 2026 · agdata.com.au
System requirements
Desktop requires Windows 10 or 11, at least 2GB 32-bit or 4GB 64-bit memory and 1366×768 display resolution.Read 21 Oct 2026 · agdata.com.au
Trial terms
The maker offers a free trial with no credit card required but does not state its duration on the page.Read 4 Oct 2026 · agdata.com.au
User limit
Live subscriptions limit concurrent users according to the number paid for, up to 20 in the order form; this limit does not apply to Phoenix Live Mobile App users.Read 4 Oct 2026 · agdata.com.au

Plans and prices

Desktop LITE A$57 a month from AUD 57 per month locally installed Windows application · cashbook and basic GST reporting · selected reports Read 21 Oct 2026 · agdata.com.au
Financials Desktop Lite A$57 a month From AUD 57 per month; prices GST inclusive. Desktop, locally installed · feature availability varies by tier Read 4 Oct 2026 · agdata.com.au
Desktop PRO A$77 a month from AUD 77 per month locally installed Windows application · agricultural analysis · livestock and commodity accounts · budgeting Read 21 Oct 2026 · agdata.com.au
Financials Desktop Pro A$77 a month From AUD 77 per month; prices GST inclusive. Desktop, locally installed · feature availability varies by tier Read 4 Oct 2026 · agdata.com.au
Financials Live Pro A$90 a month From AUD 90 per month; prices GST inclusive. Cloud-hosted · Financials Live Pro must be selected separately for a Live subscription Read 4 Oct 2026 · agdata.com.au
Live PRO A$90 a month from AUD 90 per month cloud hosted · concurrent users purchased from 1 to 20 · separate books required for each ABN Read 21 Oct 2026 · agdata.com.au

Every Phoenix Financials plan and price →

Strong points and limits

Strong points

  • Double-entry cash book includes live bank feeds.
  • Tracks livestock numbers and weights.
  • Budgets can span up to five years.
  • Exports budgets to PDF, CSV, or XLSX.
  • Free trial includes customer support.

Limits

  • Desktop software is Windows-only.
  • Live requires stable, low-latency internet.
  • Mobile app requires iOS 26 or Android 13.
  • Payroll integration costs extra.

Who it suits

Phoenix Financials suits Australian farmers who need accounting alongside livestock, fuel-credit, and farm-budget records. The choice between locally installed Windows software and cloud-hosted Live may matter to users’ connectivity and device setup.

Phoenix Financials in depth

Read the full write-up

Phoenix Financials combines farm accounting with livestock, fuel-credit and farm-budget records. It is best suited to Australian farmers who want those workflows together; the choice between its locally installed Windows desktop and hosted Live service is central to whether it fits.

Overview

The double-entry cash book pairs with live bank feeds, while the paperless File Library keeps documents associated with the accounts. Phoenix Live’s mobile app can capture receipts and other documents for the library, where they can be linked to transactions. That connection is useful for farms that need supporting paperwork kept with its corresponding entry.

Agricultural records are a substantial part of the offer: the software tracks livestock numbers and weights, calculates Fuel Tax Credits and supports GST. Budgets can be organized by hectare or head, cover custom periods up to five years, and export to PDF, CSV or XLSX. Integration with Phoenix Production modules extends the connection to farm operations; Phoenix Payroll is available at additional cost.

Key features

Double-entry cash book and bank feeds: A conventional accounting foundation with live bank feeds suits farms that want transaction records alongside farm-specific accounting rather than a standalone livestock tool.

Livestock and tax records: Recording livestock quantities and weights, Fuel Tax Credits and GST makes the product particularly relevant to Australian farm bookkeeping.

Farm budgeting: Budgets by hectare or head and periods up to five years accommodate farm-oriented planning. PDF, CSV and XLSX exports make it possible to take budget data into other workflows.

Receipt and document capture: The Phoenix Live app sends captured documents to the File Library, where they can be attached to transactions. This is most useful to customers using the Live workflow; it does not make the desktop installation itself a mobile app.

Pricing

All three published monthly prices are GST inclusive. Financials Desktop Lite starts at A$57 a month and Financials Desktop Pro at A$77 a month. Both are locally installed desktop products, and feature availability varies by tier.

Financials Live Pro starts at A$90 a month. It is cloud-hosted, and must be selected separately for a Live subscription. That higher starting price buys the hosted option rather than the locally installed desktop setup; users whose priority is avoiding a connectivity-dependent service may prefer desktop instead.

The maker offers a free trial without requiring a credit card and provides customer support throughout the trial, but does not state its duration. There is no free plan. Live subscriptions limit concurrent users to the number paid for, up to 20 in the order form; Phoenix Live Mobile App users do not count against that limit. That distinction matters for farms with several mobile users, but desktop and Live subscription seat needs should still be checked against the team’s working pattern.

Platforms

The desktop application runs on Windows. Phoenix Live is hosted and can be accessed from computers regardless of operating system, while the mobile app requires iOS 26 or later or Android 13 or later. The listed platform coverage includes Android, iOS, macOS, web and Windows, but those labels do not mean every version is available as a native app: desktop is Windows-only, and browser access comes through Live.

Live requires a stable, low-latency internet connection, and some satellite connections may provide a poor experience. Farms relying on satellite or inconsistent connectivity should weigh that limitation carefully against the convenience of hosted access. AGDATA’s privacy policy identifies the Australian Privacy Act 1988 (Cth) and says it may collect personal information including financial information, app usage and device information.

Who it's for

Phoenix Financials is a strong match for Australian farms that need double-entry bookkeeping alongside livestock records, Fuel Tax Credit calculations, GST and budgets structured by hectare or head. It is especially compelling when Phoenix Production integration or the transaction-linked document library fits the farm’s existing workflow.

It is less suitable for teams that need a non-Windows locally installed desktop, mobile devices older than the stated minimums, or dependable hosted access over high-latency connections. Farms that need payroll integration should also account for its additional cost.

Pros and cons

Pro — Farm records are built into the accounting workflow: Livestock numbers and weights, Fuel Tax Credits, GST and farm-oriented budgeting address needs that general bookkeeping alone would leave separate.

Pro — Documents can stay with transactions: Live receipt capture feeds the File Library, where documents can be linked to entries.

Pro — Flexible budget periods and exports: Up-to-five-year custom periods and PDF, CSV or XLSX exports give farms options for planning and sharing.

Con — Desktop is Windows-only: Mac users need the hosted Live route rather than a locally installed Mac application.

Con — Live depends on connection quality: A stable, low-latency connection is required, and some satellite services may perform poorly.

Con — Tier differences are not clear in the plan names: Feature availability varies by tier, so the lower monthly price alone is not enough to determine whether Lite covers a farm’s needs.

Con — Some costs sit outside the base choice: Live is a separately selected subscription, Payroll integration costs extra, and Live concurrent-user limits depend on paid seats.

Alternatives

For a broader shortlist, start with Farm Accounting Software.

Figured is another paid option with a free trial and web platform; its Multi-Entity plan consolidates multiple files with group-wide reporting and bank and governance packs.

Farm-Ledger is worth considering for a freemium option with Android, iOS and web support; its free Starter plan is aimed at solo operators, while Farm is priced at $25 a month.

AgriERP offers a standalone farm operations application for smaller growers, with pricing depending on platform, operation size and modules.

Traction Ag is a paid alternative with a free trial and Android, iOS and web support; its Basic plan includes multiple entities, bank and credit-card sync, and cash-based accounting reports.

CropBook is a free option with iOS and web support and no subscription.

FarmRaise Tracks is a paid alternative with a free trial and mobile and web platforms; its yearly Premium plan covers income and expenses, transaction imports and invoices.

Harvest Profit is a paid alternative with a free trial; its Standard plan focuses on field-by-field profit analysis, grain inventory and marketing plans.

IRRural is a paid alternative with a free trial and Android, iOS and web support.

Verdict

Choose Phoenix Financials if your Australian farm needs bookkeeping tied to livestock, GST, Fuel Tax Credits and hectare- or head-based budgets, particularly if Phoenix Production integration matters. Its farm-specific accounting and document workflow are the clearest reasons to choose it. Look elsewhere if you need a Mac desktop installation, cannot rely on low-latency internet for Live, or want simpler certainty about tier features and total integration costs.

Verdict

Phoenix Financials pairs core bookkeeping with farm-specific tracking, budgeting, and document capture. Compare the GST-inclusive monthly tiers and confirm that the desktop, Live, or mobile requirements fit your setup.

Where Specifiction places it

Alternatives to Phoenix FinancialsAll alternatives →