How to Prepare for Your Fathom Demo: A Four-Step Checklist

Booked your demo? Nice work. Half an hour with Fathom goes a lot further when you come prepared, so here are four quick things to do before we meet.  

Not booked yet? Book your demo first, then come back to this checklist.

Four things to do before your call

1. Start a free trial

Set yourself up with a free 14-day trial before the call, no credit card needed. It means you can follow along live rather than just watching.  
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Start your free trial

2. Connect your accounting software

Link your accounting software (Xero or QuickBooks Online), so the demo runs on your own numbers, not sample data. Check that your accounts are reconciled and up to date, and everything will look far more useful on the day.
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How to connect your company

3. Bring the right people

Invite whoever helps make the decision, plus anyone who'll use Fathom day-to-day.

4. Bring your questions

Jot down two or three things you're hoping Fathom can help with, whether that's faster month-end reporting, clearer client conversations, or forecasting.

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What to expect in a Fathom demo

Your demo is a conversation, not a hard sell. Here's roughly how it will go.

• It's built around you: Your Fathom specialist will focus on the goals and questions you shared, using your own numbers wherever possible.
• You'll see the areas that matter most: That might be management reporting, cash flow forecasting, financial analysis, or consolidating a group. We'll go where you want to go.
• There's plenty of room to ask: Anything from how a feature works to how firms like yours are using Fathom day to day.
• You'll leave with clear next steps: By the end you'll know whether Fathom is a fit, roughly what it costs, and how to get set up. No pressure to decide on the spot.

Frequently asked questions (FAQs)

1. How long is the Fathom trial?
   Fathom’s trial session runs for 14-days.  
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2. Do I need a credit card to start the free trial?
   No. The 14-day free trial doesn’t require a credit card, so there’s nothing to cancel afterwards.
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3. Which accounting software does Fathom connect with?
   Fathom connects with Xero and QuickBooks Online & Desktop, as well as other tools like MYOB, Sage Business Cloud, Sage 50, and FreeAgent. This means you can run on your own live numbers instead of sample data.
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4. Is the demo tailored to my business, or a generic walkthrough?
   It’s built around you. Your Fathom specialist usesthe goals you share before, and your own numbers where possible, to focus on the areas that matter most to your business.

Not booked your demo yet?

It's the fastest way to see Fathom working on your own numbers, with someone on hand to answer your questions as you go.  

Book your demo and we'll take it from there.

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