NEw INTELLIGENCE foundation

Welcoming Fathom Evo

Your new AI Financial intelligence platform that gets you from data to decisions, fast.

WHAT IS FATHOM EVO?

A considered approach to AI — built specifically for finance professionals

Fathom Evo transforms your data into trusted, conversational financial intelligence.

Combining deep Report Commentary with in‑meeting Copilot insights, it understands context, remembers goals, and traces every figure to its source.

Boost capacity, save 10–15 hours monthly, and avoid guesswork, without black‑box AI or compromising standards.

WHAT IS FATHOM EVO?

Everything in Fathom Evo, clearly explained

Fathom Evo has three distinct components. Here's what each one does, what makes it different, and what's available to you.

01 ·

Phase 1 — Global, available now

01. Phase 1 — Global, available now

Evo Commentary

Fathom-native AI · Intelligent narratives you can trust and customise
Auto-generates narrative insights on every report from your financial data
Incorporates your goals, strategy, and market conditions
Every claim is verified via click any figure to see its source
Writes "why the numbers changed" narratives automatically
Learn more

02·

Phase 2 — AU/NZ, from 16 Feb

02. Phase 2 — AU/NZ, from 16 Feb

Access Evo

The Access Group's enterprise AI platform · Conversational AI infrastructure
Secure AI copilot for general business and finance questions
Ask questions like "What's the difference between EBIT and EBITDA?" or "Explain working capital"
Includes Feed (personalised task notifications) and Spaces (customisable dashboards)
SOC 2 compliant, audit trails, tenant-isolated — enterprise-grade, not consumer ChatGPT
Learn more

03 ·

Phase 2 — AU/NZ, from 16 Feb

03. Phase 2 — AU/NZ, from 16 Feb

Evo Skills

Fathom-specific intelligence on Access Evo · YOUR data + compliance + proactive workflows
Query YOUR Fathom P&L, KPIs, and multi-entity data conversationally
Integrated ATO/Fair Work (AU) and IRD (NZ) compliance information
Pre-meeting briefings — surfaces questions your board or clients will likely ask
Advisory prompts, portfolio driver analysis, and structured meeting agenda creation
Learn more

WHAT IS FATHOM EVO?

Everything in Fathom Evo, clearly explained

Fathom Evo has three distinct components. Here's what each one does, what makes it different, and what's available to you.

Consolidations

The "Customisable AI" capability

You provide qualitative business information — your goals, strategy, market conditions, current position — to tailor Evo's commentary to your specific situation.

Generic AI summaries could apply to any business. Evo Commentary reflects your business reality, making narratives instantly credible to your CFO, board, or clients.
Think of Business Context as: "What would I tell someone before they reviewed this report?"
Learn more

Symbolic Attribution

The "Verifiable AI" capability

Every claim in Evo's commentary links directly to the specific data source that generated it. Click any financial metric, and a popup shows the exact GL accounts, line items, or KPIs referenced.

This solves the #1 objection to AI in finance: "How do I know it's not hallucinating?" You can verify accuracy in 5 seconds — no blind trust required.
Generic AI summaries could apply to any business. Evo Commentary reflects your business reality, making narratives instantly credible to your CFO, board, or clients.
Competitor comparison: Most AI tools are black-box with no source verification. Fathom Evo Commentary gives full transparency — see exactly where every claim originates.
Learn more

Symbolic Attribution

We show you where every number comes from

Within generated commentary, figures are highlighted in light blue. Hover to see exactly where the result came from — the name and period of the data, or the formula used if it was calculated.

When you add commentary to a report, the blue highlights persist in the online version so readers can verify too. This solves the #1 objection to AI in finance: "How do I know it's not hallucinating?"
Learn more
Other Tools
Symbolic Attribution
Full traceability
Limited or none
Multi-level Context
Business + Report + Chat
Basic or none
Chat + Prompts
Both available
Often one or the other
Direct Report Integration
Click to insert & edit
Many lack this
Other Tools
Symbolic Attribution
Full traceability
Limited or none
Multi-level Context
Business + Report + Chat
Basic or none
Chat + Prompts
Both available
Often one or the other
Direct Report Integration
Click to insert & edit
Many lack this

Trusted by 100,00 companies worldwide

What customers say

Trusted by 100,000 companies worldwide

Finance professionals who use Commentary Writer every day — in practices, corporates, and advisory teams across APAC, EMEA, and AMER.

"The breakthrough isn't just AI powered commentary — it's making accountants trust it. By letting us click through to verify every number behind the narrative, Fathom Evo solves the confidence problem ChatGPT and Claude ignore. You can trust AI calculations when you can verify the source number.

David Boyar, FCA
Accounting Professional · APAC.

“It's a brilliant addition. Embedding it into our templates so commentary updates each period would save us hours of manual drafting, and the stakeholder questions would be invaluable in client meetings.content.”

Paul, MD
Accounting Firm · EMEA

"Your prompt uses the client's built-in data and context, it explains the chart, and you can edit the commentary right there.

Roman, VCFO
Virtual CFO · AMER

"For the price that we pay for Fathom, I think the value is tremendous — even without the AI function.

Vincent, Controller
SMB Finance · AMER

What each tier can do

Access Evo vs. Evo Skills — at a glance

Access Evo handles general finance questions. Evo Skills is where the power is — your data, compliance integration, and proactive workflows.
Capability
Access Evo
Evo Skills
General finance questions (EBIT, working capital, etc.)
Query YOUR Fathom P&L and KPI data conversationally
ATO / Fair Work / IRD compliance information
AU/NZ
Pre-meeting briefings & anticipated questions
Advisory recommendation prompts
Multi-entity portfolio driver analysis
Structured meeting agenda creation
Feed, Spaces, single sign-on
Pricing (AU/NZ)
Free
+10% of subscription

Security & trust

Enterprise-grade AI — built for professionals who handle sensitive data

Access Evo operates on a three-tier security model. Your data never leaves the Access Group's secure infrastructure, and AI capabilities cannot bypass your existing permission controls.

Company Security

All data stays within Access Group's closed, secure infrastructure. No customer data leaves the environment. AI features operate in complete isolation from the open internet.

User Permission Controls

Access Evo maintains the same rigorous permission controls that exist in Fathom today. Copilot and Evo Skills can only surface data a user is already authorised to see — nothing more.

Individual Confidentiality

Your personal use of Copilot remains completely private within your organisation. Individual AI interactions are never shared, and usage data is automatically purged.

What each tier can do

Up and running in three steps

Setting up Access Evo and Copilot in Fathom takes just a few minutes. Here's the recommended workflow from the Fathom Help Centre.

Set up your Access Evo account

You'll receive an email invitation with the subject line "Sign Up to Access Evo" from noreply@access-workspace.com.au or noreply@accessacloud.com. Click Join, create your password, and you're connected. Check your junk/spam folder if you don't see it.Once set up, you can sign in to Fathom using Access Single Sign-On (SSO) and access Copilot via the Access button in the top-left corner of Fathom.

Open Copilot in Fathom

Logged in with Access SSO? Click the Access button in the top-left corner of Fathom, then select Copilot. Type a prompt to begin — or use the paperclip icon to upload a Fathom PDF report and ask questions about your financials.
Use follow-up questions to refine responses, or select New Topic to start fresh. Your topic history is private to you and available for 28 days.

Invite your colleagues

Only users with both a Fathom account and an Access Evo account can use Copilot in Fathom. As an admin, you can invite colleagues from within Access Evo so your whole team has access.
Ensure everyone uses the same email address for Fathom and Access Evo — this is required for the Access button to appear correctly.

Frequently asked questions

What is the maximum number of companies in a consolidated group?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data. Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data. Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data. Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
What is the maximum number of companies in a consolidated group?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
What is the maximum number of companies in a consolidated group?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
What is the maximum number of companies in a consolidated group?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
What is the maximum number of companies in a consolidated group?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
Which currencies does Fathom support?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
Which currencies does Fathom support?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
Which currencies does Fathom support?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
Which currencies does Fathom support?
Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your data.
Which currencies does Fathom support?
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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