Features
Share Your Farm Business Data With Your Banker, Adviser and Accountant
Your farm adviser and accountant are more effective when they can see your numbers. P2PAgri lets you share your business data with the people who help you manage it, securely, with the level of access you choose.
How Can My Adviser or Accountant Access My Farm Data?
Working with a farm business adviser or accountant is much easier when you can both see the same data. P2PAgri lets you invite your adviser by email and grant them viewing rights, so they can review your reports, help with scenario analysis, and provide informed advice without needing their own copy of your data.
Invite by Email
If you have a paid subscription, you can invite your adviser to create their own free P2PAgri account to view your data. Simply enter their email address and send an invitation — they'll immediately see the businesses you've shared.
Role-Based Permissions
You control the access level: view access (your adviser can see all data and generate reports, but can't change anything) or edit access (your adviser can enter and modify data on your behalf). You can change or revoke access at any time.
For Advisers
If you're a farm adviser or consultant, P2PAgri lets you manage multiple client businesses from a single login. See all your clients' businesses, generate reports, and collaborate on planning. P2PAgri offers specific Adviser and Accredited Adviser account types with tools designed for managing a portfolio of farm clients.
For Accountants
Access your farm client's financial data directly in P2PAgri. View their balance sheet, P&L, and cash flow alongside the farm-specific analysis that P2PAgri provides. Use the data for tax preparation, compliance, and advisory work.
Multi-User Access & Universities
A farm business can be shared with multiple people. Farm partners, the family accountant, and the farm adviser can all have their own login and access the same data. P2PAgri also supports university classroom use with bulk student provisioning and demo farm sharing.
Get Started
Collaboration features are available on all plans. Invite your adviser or accountant at any time from your P2PAgri settings.
FAQ
Frequently Asked Questions
Your adviser creates a free adviser account. They don't need their own paid subscription to access businesses you've shared with them. Advisers managing multiple clients may choose an adviser subscription for additional tools.
Yes. You can share your business with as many advisers, accountants, or partners as you need. Each gets their own login with individually controlled permissions.
Your adviser can only see businesses you've explicitly shared with them. You can revoke access at any time.
Yes, if you give them edit access. Some advisers actively manage their clients' P2PAgri plans, entering seasonal data, building scenarios, and generating reports. You choose the level of involvement.
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