Management Reporting

Automate your financial reporting with Fathom

May 19, 2025

Instantly transform your financial data into a beautiful and compelling visual story with Fathom’s automated financial reporting software.

What is automated financial reporting?

Automated financial reporting in Fathom brings your financial data to life, instantly.

Fathom automates the entire financial reporting process, from data extraction from your source accounting system, to delivering reports straight to your inbox, to help you focus on confidently making decisions that move the needle.

When you automate financial reporting, you are eliminating manual data entry, which reduces the risk of errors, improves accuracy, and saves you considerable time and effort in the process.

Unlock the answers with automated financial reporting

Stop guessing and start knowing with Fathom’s financial reporting automation.

Designed to do the heavy lifting for you, here’s a handy breakdown of Fathom’s key features:

  • Easy integration and real-time data sync with leading platforms (such as QuickBooks, Xero and MYOB).
  • Report templates that can be customised to your specific needs, allowing you to modify key performance indicators, select layouts and add your company branding.
  • Generate reports automatically for a desired period from pre-defined templates and distribute them to your key stakeholders or clients.
  • Simplify the complex task of advanced financial consolidations and allow for a standardised approach to reporting.
  • Add text references to your data within reports to eliminate data entry errors and the need for manual updates for future report generation.
  • Automated messages will be displayed to provide updates on outcomes for the reporting period.

Save hours on manual report building with financial reporting automation

No more cumbersome spreadsheets to contend with! With Fathom’s automation of financial reporting, you’re in the driving seat to make smarter decisions and drive business growth. Here’s how:

  • Eliminate the need for manual data entry
  • Remove the risk of human error in your data
  • Simplify your compliance requirements
  • Start focusing on the bigger strategic priorities for your business
  • Save considerable time in your day by getting rid of manual report building
  • Create precise, accurate reports in just a few clicks
  • Gain quicker insights at your disposal for real-time decision making
  • Lay a solid foundation with Fathom's automation so you can scale and grow your business.

Automated financial reporting is at your fingertips

Fathom's automated financial reporting software is simple to implement and use.

Automate financial reporting in 4 easy steps:

  1. Start your free trial
    Start your free 14-day trial today and begin building your first report in minutes. No credit card is required
  2. Connect your accounting data
    Once you’ve started your trial, you can securely integrate with your chosen accounting software in a matter of minutes.
  3. Customise your reports effortlessly
    Choose from pre-built templates or create your own custom reports.
  4. Get actionable insights for confident decisions
    Once the report is ready, you’ll be presented with your financial story, told instantly. You can now begin analysing the data contained in the beautiful report and make informed decisions.

FAQ

What is the best automated financial reporting software?

Fathom has powerful features that help businesses and advisors worldwide say goodbye to creating reports from scratch, using automation to give their workflow a jump-start.

Time-poor advisors and businesses alike can use Fathom to rethink how they’re dividing their time, moving reporting tasks along quicker, with more accuracy, less manpower and a minimal risk of data entry errors.

Fathom has baked automation into the reporting process but this is not just about saving time for busy advisors and businesses. The output leads these organisations to move away from frequent, repetitive tasks such as report building, so they have the headspace to think more strategically about their overall direction.

With Fathom, you’ll also get insights at a glance with our financial analysis software helping you make sense of your numbers like never before.

How does financial reporting automation software work?

Automating financial reporting using Fathom works by flawlessly connecting to your existing accounting software and reshaping that raw financial data into visually appealing, actionable management reports that resonate with your stakeholders.

Take a look at our article on financial reporting  automation for more information on this topic.

How can I start automating financial reporting for my business?

Fathom’s automated financial reporting software enables businesses worldwide to focus on analyzing insights and make informed decisions.

Fathom is easy to implement and use. All you need to do is start your free 14-day trial today to build your first report in minutes. No credit card is required. Get started today.

Fathom's financial reporting automation software seamlessly integrates with leading accounting platforms, including:

Is automation of financial reporting suitable for small businesses?

Automated financial reporting is suitable for large enterprises and groups with complex needs. However, Fathom is also loved worldwide by businesses of all sizes for its automation that adds to its simplicity and ease of use.

Small and medium businesses will also reap the same benefits from financial reporting automation. They can use this feature to streamline their internal processes and gain a clearer picture of their financial health.

Business advisors can also use the feature to provide their clients with personalized management reports that present their numbers beautifully.

What are the security measures for automated financial report generation?

We understand that businesses using Fathom as an automated financial reporting tool are entrusting us with one of their most valuable assets - the financial data of their company or client. We treat this responsibility very seriously.

We understand that:

  • You own your data: it is critical for us to make sure you have the necessary controls to manage access to your company data.
  • Security is not a ‘set and forget’ operation: we are constantly reevaluating our approach to security to follow best practices.
  • Data availability is important: for quick recovery in the event of an outage or a disaster, all data required backups and encrypting before it is moved to a secure secondary data center.

View Fathom’s security page for more information on this topic.

Ready for automated financial reporting?

Get immediate clarity from your numbers by trying our financial reporting automation software to create efficient and error-free reports.

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