Business Advisory SOFTWARE

Deliver engaging business advisory services

Get access to relevant insights and help clients with management reporting and cash flow forecasting and be an integral part of their business success.

Trusted worldwide for over 10 years

80,000+ businesses use Fathom to forecast, report and consolidate

One platform purpose-built for business advisors

Make an impact

Advise your clients in valuable ways and help them make better business decisions.

Be more efficient

Spend less time number-crunching, and more time consulting with your clients.

Grow your practice

Grow your clients, team and bottom line, as a result of delivering high-value services.

ANALYSIS & INSIGHTS

Gain insights into business performance

Explore your clients’ performance and share key findings using the Financial Analysis tools.  
More about Financial Analysis

ESSENTIAL management REPORTING

Deliver reports your clients will love

Craft personalized management reports which present numbers beautifully and give insights needed for informed decision making.
More about Management Reporting

Better Forecasting

Fast and accurate cash flow forecasts

Help your clients to plan for the future with
three-way cash flow forecasts. Easily model different scenarios and then report against plan.
More about Cash Flow Forecasting

SCALABLE management REPORTING

Streamline your workflows

Create custom management reports in minutes. Then share or schedule your reports to ensure that your clients receive regular performance reports.
More about Management Reporting

BRANDED management REPORTS

Customize reports to match your brand

Design professional looking management reports which put your brand at the forefront.

consolidated Reporting

Effortlessly consolidate multiple entities

Need to create reports for a multi-company business? Easily group related companies together to create consolidated financial statements and reports.
More about Consolidated Reporting

Other features for progressive business advisors

White label

Design professional looking management reports which put your brand at the forefront.

Custom KPIs

Create your own custom KPIs using the formula builder.

Client benchmarking

Monitor and compare the performance of your entire client portfolio.

Free certification

Become an expert on Fathom and better serve your clients.

Share access

Set user permission, then collaborate easily and securely with clients.
Angelica Rickwood
Advisor at Robertson Scannell
Integrations

Connect to your favorite accounting software

Fathom integrates directly with leading accounting platforms.
Making it easy to get started, stay connected and get more
out of your financial data.

Dedicated to your success

Get help from our world-class customer support team whenever you need it.
World-class support
Get answers quickly so you can get back to running your business.
View help centre
Online training
Our product experts run free weekly webinars to help you master Fathom.
View resources
CPD Certification
Become a certified Fathom Advisor with this free, simple and easy certification.
View certification

Trusted by leading advisory firms worldwide

Read customer stories
“Fathom makes management reporting and forecasting simple – you can give clients as much or as little information as they require.”
Vikki Coe
Accountant, Pink Pig Financials

Frequently asked questions

Not seeing your question answered here?
What is business advisory software?
Business advisory software is a tool to help advisors get access to the relevant insights that will help their clients.

Best-in-class business advisory software contains management reporting and cash flow forecasting, to be an integral
part of your clients' business success.
How does business advisory software benefit advisors and their clients?
Fathom's business advisory software benefits businesses and their clients in the following ways:
- You'll be able to advise your clients in valuable ways that will help them make better business decisions.
- You'll be working more efficiently with less time number-crunching and more time consulting with your clients.
- You'll have the capability to grow your practice, including your clients, team and bottom line, all while delivering high-value services
What types of insights can be generated using business advisory software?
Fathom's fully integrated and powerfully simple business advisory software can help your clients in the following ways:
- Measuring their business profitability and efficiency
- Analyzing their cash flow
- Tracking their leading business KPI's
- Breaking down their business activity

Watch our webinar on this topic, deliver engaging advisory services with Fathom.(https://www.fathomhq.com/webinars/deliver-engaging-advisory-services-with-fathom)
Can business advisory software integrate with other tools or platforms?
Fathom's business advisory software integrates with the following systems:

- QuickBooks Online
- QuickBooks Desktop
- Xero
- MYOB AccountRight
- MYOB AccountRight Live

This will make it easy to get started, stay connected and get more out of your data. See all our integrations. (https://www.fathomhq.com/integrations)
Is business advisory software suitable for both small businesses and large enterprises?
Fathom's business advisory software is trusted by both small businesses and large enterprises worldwide.

You can how customers of all shapes and sizes get value from Fathom with our customer stories. (https://www.fathomhq.com/customers)
Try it for free

Ready to take your business advisory services to the next level?