For advisors
Every farm you serve.
One review desk.
For crop advisors, consultants and farm business managers who want to bring measurable, documented savings to their clients.
The desk
Your whole client book, in one ledger.
Each farm stays separate and secure — but deadlines and open claims surface in one place so nothing slips between clients.
| Client farm | Open matches | Claims filed | Next deadline | Your access |
|---|---|---|---|---|
| Riverbend Orchards | 3 | 2 | Oct 31, 2026 | Review & prepare |
| Mesa Verde Greens | 1 | 0 | Nov 15, 2026 | View only |
| Halloran Family Farms | 5 | 4 | Dec 15, 2026 | Review & prepare |
Illustrative example — not real client data.
Why advisors use it
More value for clients. No extra paperwork for you.
Reading every manufacturer guide line by line isn't billable work. We do that part, so your time goes to advice.
Reads the guides for you
Each invoice line is checked against published program terms: windows, minimums, regions and deadlines.
Covers every dealer
Clients buy from more than one retailer. Purchases from all of them are reviewed together.
A clear, flat fee
No cut of the client's rebate check. The grower keeps the full amount the manufacturer pays.
How the desk works
From client invite to a report they can read.
Advisor plans start at $499/month and scale with your client volume.
- STEP 01
Invite each client farm
Clients connect their farm and choose your access level. Each farm's data stays separate.
- View-only or review & prepare
- Owners grant and revoke
Client accessSampleRiverbend Orchards granted you
View onlyReview & prepareOwner can revoke anytime
- STEP 02
Work every deadline from one list
Matches and filing windows from your whole book surface together, soonest first.
- Nothing slips between clients
- Build claim packets on their behalf
Upcoming deadlinesSample- Riverbend OrchardsOct 312 days
- Mesa Verde GreensNov 1517 days
- Halloran Family FarmsDec 1547 days
- STEP 03
Report results clients can read
Show what was found, filed and received — kept strictly apart.
- Per-client season summaries
- Export for client meetings
Client reportSampleHalloran Family Farms · 2026 season
Found
5
Filed
4
Received
2
Let’s talk about your client book.
Tell us about your practice and the farms you serve. Our team can discuss fit, availability and next steps for an advisor workspace.
No grower account or payment required.