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KEY FEATURES
Financial Analysis
Indepth insights into business performance
Management Reporting
Create custom management reports
Cash Flow Forecasting
Cash flow forecasting and planning
Consolidated Reporting
Fast and accurate consolidated financial reporting
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Customers
Who is it for?
Small and Medium Business
Track KPIs and business performance
Accountants & Bookkeepers
Deliver advisory and reporting services
Franchises & Groups
Monitor group performance
Customer Stories
Haydenshapes
Haydenshapes is a modern performance surfboard brand founded in 1997 in Sydney, Australia, by Hayden Cox.
MAP
MAP offers a highly experienced finance function exclusively to digital creative agencies so they can increase their growth and profitability.
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Featured Content
KPIs Demystified
Define and track the KPIs that are most important to your company
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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.
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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
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 data.
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Dedicated to your success
Get help from our world-class customer support team whenever you need it.
Technical support
Get answers quickly so you can get back to running your business.
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Our product experts run free weekly webinars to help you master Fathom.
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Gain a deep understanding of Fathom, and become a certified Fathom advisor. Free for you and your staff.
Matt
Allanah
James
Antoni
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
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