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Phoenix Financials

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What Phoenix Financials is

Phoenix Financials is farm accounting software for Australian farmers, combining double-entry bookkeeping with tools for livestock records, Fuel Tax Credits, GST, and farm budgeting. Its cash book includes 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. Agricultural features record livestock numbers and weights, calculate Fuel Tax Credits, and support budgets by hectare and head. Budget periods can extend up to five years, with exports to PDF, CSV, or XLSX. Financials integrates with Phoenix Production modules; Phoenix Payroll integration is available at additional cost. Desktop editions are locally installed Windows applications, while the Live subscription is cloud-hosted and can be accessed from computers regardless of operating system. The maker offers a free trial without a credit card and includes customer support during the trial, but does not state its duration. Prices are GST inclusive: Financials Desktop Lite is A$57 a month, Desktop Pro is A$77 a month, and Financials Live Pro is A$90 a month.

Who it suits

Phoenix Financials suits Australian farmers who need accounting alongside livestock, fuel credit, GST, and farm budget records. Its desktop editions are for Windows, while the Live option is for users with a stable, low-latency internet connection.

What it does well

  • Double-entry cash book with live bank feeds.
  • Tracks livestock numbers and weights.
  • Budgets by hectare and head.
  • Free trial includes customer support.

What to know first

  • Payroll integration costs extra.
  • Live subscriptions limit concurrent users by paid seats.
  • Mobile app requires iOS 26 or Android 13.
  • Live needs a stable, low-latency internet connection.

Limits

Live subscriptions cap concurrent users according to the number paid for, up to 20 in the order form; Phoenix Live Mobile App users do not count toward this limit. The maker does not state the free trial duration.

Plans

PlanBilled and limitsPrice
Financials Desktop LiteFrom AUD 57 per month; prices GST inclusive. · Desktop, locally installed · feature availability varies by tierA$57 a month
Desktop LITEfrom AUD 57 per month · locally installed Windows application · cashbook and basic GST reporting · selected reportsA$57 a month
Financials Desktop ProFrom AUD 77 per month; prices GST inclusive. · Desktop, locally installed · feature availability varies by tierA$77 a month
Desktop PROfrom AUD 77 per month · locally installed Windows application · agricultural analysis · livestock and commodity accounts · budgetingA$77 a month
Financials Live ProFrom AUD 90 per month; prices GST inclusive. · Cloud-hosted · Financials Live Pro must be selected separately for a Live subscriptionA$90 a month
Live PROfrom AUD 90 per month · cloud hosted · concurrent users purchased from 1 to 20 · separate books required for each ABNA$90 a month

As agdata.com.au lists them, read 4 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Phoenix Financials website.
  2. Choose a locally installed Windows desktop plan or select Financials Live Pro separately for a cloud-hosted subscription.
  3. Start the free trial; no credit card is required, and support is included during the trial.
  4. For mobile access, use iOS 26 or later or Android 13 or later.
  5. For Live, use a stable, low-latency internet connection.

Verdict

Phoenix Financials combines accounting, farm-specific records, and budgeting, with desktop and cloud-hosted subscription options. Check the platform requirements, user limits, and separate Payroll integration cost against your needs.

Questions

How much does Phoenix Financials cost?

The listed GST-inclusive monthly prices are 57.00 AUD for Financials Desktop Lite, 77.00 AUD for Desktop Pro, and 90.00 AUD for Financials Live Pro. The pricing note says plans start at 57 AUD/mo.

Is there a free plan or trial?

There is no free plan. A free trial is available, requires no credit card, and includes customer support.

Which platforms does it support?

The listed platforms are Android, iOS, macOS, web, and Windows. The desktop application is for Windows; Phoenix Live can be accessed from computers regardless of operating system. Mobile app access requires iOS 26 or later or Android 13 or later.

Does Phoenix Financials integrate with other products?

It integrates with Phoenix Production modules. Phoenix Payroll integration is available at additional cost.

How many users can use a Live subscription at once?

Concurrent users are limited according to the number paid for, up to 20 in the order form. This limit does not apply to Phoenix Live Mobile App users.

Facts from Phoenix Financials's own pages

Accounting
The cash book is a double-entry accounting system with live bank feeds and a paperless Phoenix File Library. · agdata.com.au, 4 Oct 2026
Agricultural features
It records livestock numbers and weights, calculates Fuel Tax Credits, and supports budgets by hectare and head. · agdata.com.au, 4 Oct 2026
Budget exports
Budget output can be exported to PDF, CSV or XLSX. · agdata.com.au, 21 Oct 2026
Budgeting
Budgets can cover periods up to five years, load actuals, merge budgets and use multiple accounts. · agdata.com.au, 21 Oct 2026
Commodity accounts
The comparison table lists commodity trading accounts in the Pro tiers. · agdata.com.au, 21 Oct 2026
Company customers
A Google case study published in 2017 said AGDATA had 18 team members and more than 10,000 customers. · blog.google, 21 Oct 2026
Company founded and size
LinkedIn lists AGDATA Holdings as founded in 1984 with 11–50 employees. · linkedin.com, 21 Oct 2026
Company headquarters
LinkedIn lists AGDATA Holdings headquarters in Toowoomba, Queensland. · linkedin.com, 21 Oct 2026
Company legal name
The licence identifies the maker as AGDATA Holdings Pty Ltd trading as AGDATA Australia. · help.agdata.com.au, 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. · agdata.com.au, 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. · help.agdata.com.au, 21 Oct 2026
Double-entry cashbook
The cashbook is a double-entry accounting system with bank feeds and transaction management. · agdata.com.au, 21 Oct 2026
Enterprise analysis
Financials provides seasonal enterprise analysis and farm gross-margin reporting. · agdata.com.au, 21 Oct 2026
Extensibility
Phoenix Exporter is offered to professional partners to transfer or export data from Phoenix financial products to other applications. · agdata.com.au, 21 Oct 2026
File Library
The Phoenix File Library stores receipts and documents and links them to accounting transactions. · agdata.com.au, 21 Oct 2026
Fuel tax credits
Phoenix calculates Australian Fuel Tax Credits. · agdata.com.au, 21 Oct 2026
GST
The product supports cash or accrual GST reporting, including GST without invoicing in the Lite comparison. · agdata.com.au, 21 Oct 2026
Headquarters
Toowoomba, Queensland, Australia · agdata.com.au, 28 Sept 2026
Integrations
Financials integrates with Phoenix Production modules, and Phoenix Payroll integration is available at additional cost. · agdata.com.au, 4 Oct 2026
Licence
Phoenix is proprietary software licensed per authorized device; its code remains AGDATA property and reverse engineering is prohibited. · help.agdata.com.au, 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. · infrastructure.gov.au, 21 Oct 2026
Limit: integrations listing
Slashdot lists no integrations for Phoenix By AGDATA. · slashdot.org, 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. · agdata.com.au, 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. · agdata.com.au, 21 Oct 2026

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