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.

Start a free trial

See a sample report

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.

See all integrations

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.

Online training

Our product experts run free weekly webinars to help you master Fathom.

Get Certified

Gain a deep understanding of Fathom, and become a certified Fathom advisor. Free for you and your staff.

Matt

Allanah

James

Antoni

“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