Fathom for Recruitment | Cash Flow, Margin & Reporting Software

Frequently asked questions

How many entities can Fathom consolidate in a real estate group?

Fathom can consolidate up to 300 entities in a single-currency consolidated group, and up to 50 entities for multi-currency consolidations. For real estate businesses managing property portfolios, franchise networks, or holding structures, this means you can bring together everything from a handful of properties to extensive portfolios like PMI's.

Can Fathom track real estate-specific KPIs like occupancy rates, AUM, and rent per square foot?

Yes, absolutely. Fathom provides 50+ standard financial KPIs out of the box, plus a powerful formula builder that lets you create unlimited custom KPIs specific to your real estate business. You can track metrics like:

Occupancy rates across properties
Assets under management (AUM)
Rent per square foot
Net operating income (NOI)
Cap rates
Lease renewal rates
Average rent increases

You can also import non-financial data via Excel or Google Sheets (like property occupancy figures, square footage, or tenant counts) and combine it with your financial data to calculate sophisticated real estate metrics. These custom KPIs can then be tracked across all your properties, compared to targets, and included in your board and investor reports.

Does Fathom support multi-currency consolidations for international property portfolios?

Yes. Fathom supports consolidations across 97 different currencies, making it ideal for real estate groups with international properties. You can consolidate up to 50 entities with different currencies and convert everything into a single presentation currency for your reports. Fathom uses exchange rates from openexchangerates.org by default, but you can also specify your own custom exchange rates if you prefer to use rates from your bank or accounting policy. This is particularly useful for real estate investment trusts (REITs) or property groups with offshore holdings.

How does Fathom handle inter-company eliminations for property holding structures?

Fathom makes inter-company eliminations straightforward. You can eliminate entire accounts from underlying companies or apply specific-value adjustments to accounts to remove inter-company transactions. This ensures your consolidated reports show the true financial position of your property group without double-counting revenue, expenses, or balances between entities. For example, if your management company charges fees to your property entities, or if you have inter-company loans between holdings, Fathom can eliminate these transactions to present accurate consolidated financials. The eliminations are tracked separately and displayed in consolidated reports for full transparency and audit trails.

Which accounting platforms does Fathom integrate with for real estate businesses?

Fathom integrates seamlessly with the leading accounting platforms used by real estate businesses:

Xero – Popular with property management companies and real estate agencies
QuickBooks Online and Desktop – Widely used for residential and commercial property portfolios
MYOB – Common in Australian real estate markets
Sage Business Cloud and Sage 50 – For UK and international property groups
Excel & Google Sheets – For importing operational data, property-level metrics, or data from property management systems

Once connected, Fathom automatically syncs with your accounting system daily (for cloud-based platforms), keeping your reports and dashboards up-to-date without manual data entry. You can also combine data from multiple accounting systems in a single consolidation – perfect if different properties or subsidiaries use different platforms.

Does Fathom pricing scale with the number of properties or entities?

Fathom's pricing is subscription-based and scales with your organization's needs. For multi-entity real estate groups, each entity in your consolidation is imported as a separate company in Fathom. You can create unlimited consolidated groups, and pricing is based on the number of companies/entities you're managing. This gives you full reporting, forecasting, and KPI tracking capabilities for each property or entity.
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For specific pricing for your real estate portfolio, visit our Pricing & Plans page or contact our team for a customized quote based on the size and complexity of your property group.

Is there a limit to how many entities I can consolidate?

Fathom can consolidate:

Up to 300 entities for single-currency consolidations
Up to 50 entities for multi-currency consolidations

For most real estate businesses, these limits provide plenty of room for growth.

Can I set different reporting periods for different properties?

Yes. Each company (property/entity) in Fathom can have its own financial year-end. This is particularly useful for real estate groups where:

Different entities were acquired at different times
Properties operate in different jurisdictions with different year-ends
You're consolidating entities with varied reporting calendars

When you create consolidated groups, you can align all entities to the consolidated group's financial year-end for reporting purposes, while still maintaining each entity's individual year-end in their separate company settings. This flexibility ensures you can accommodate the realities of complex real estate structures without forcing everything into a rigid calendar.

Can I import property management data alongside my accounting data?

Yes. While Fathom doesn't directly integrate with property management systems, you can easily import operational metrics via Excel or Google Sheets. This allows you to bring in data like:

Occupancy rates by property
Square footage and rentable space
Tenant counts and lease terms
Maintenance requests or work orders
Property valuations

You can then combine this operational data with your financial data to create powerful custom KPIs. For example, calculate revenue per square foot by dividing rental revenue (from your accounting system) by total square footage (imported from your property management system). This gives you a complete view of both financial and operational performance in one place.

How does Fathom help with board and investor reporting for real estate companies?

Fathom transforms complex multi-entity financials into clear, professional reports that boards and investors can understand. Here's how:

Visual dashboards: Instead of dense spreadsheets, create visual charts showing trends in revenue, NOI, occupancy, and other key metrics that tell the story at a glance.
Custom KPIs: Track the metrics that matter to your stakeholders – whether that's cap rates, loan-to-value ratios, occupancy trends, or assets under management.
White-labeled reports: Add your company logo and branding to create professional shareholder packs that reflect your real estate group's identity.
Commentary and context: Add written commentary directly to your reports to explain variances, call out achievements, or flag concerns. This helps directors understand not just what happened, but why.
Scheduled delivery: Automate report distribution so board members receive updates on a regular cadence without you lifting a finger.

Harris Real Estate uses Fathom to create consolidated board reports across their 9 entities, giving directors clear visibility into performance without the #REF errors and manual consolidation headaches of Excel.

Can I model different scenarios for property acquisitions or rent increases?

Yes. Fathom's forecasting tools let you model multiple scenarios for strategic planning:

Property acquisitions: Model the impact of adding new properties to your portfolio, including acquisition costs, financing, expected rental income, and operating expenses.
Rent increases: Run scenarios showing how different rent increase percentages would impact revenue and profitability across your portfolio.
Occupancy changes: See how vacancy rates affect cash flow and profitability.
Debt refinancing: Model different financing structures and interest rate scenarios.
Budget vs. actuals: Create budgets for your property group and track actual performance against plan, with easy variance reporting to understand where you're ahead or behind.

You can save up to 25 forecast versions with Fathom's Forecast Snapshots feature, allowing you to compare optimistic, realistic, and conservative scenarios side-by-side. This is invaluable for board presentations and lender discussions when exploring growth strategies or stress-testing your portfolio.

How does Fathom compare to using Excel for multi-entity real estate reporting?

The difference is dramatic:

Time savings: What takes hours or days in Excel (gathering data from multiple files, consolidating numbers, checking formulas) happens automatically in Fathom. Harris Real Estate eliminated the manual consolidation work that was breaking down after their acquisition wave.
Accuracy: No more #REF errors, broken formulas, or version control nightmares. Fathom connects directly to your accounting system, so you're always working with the latest, most accurate data.
Eliminations made easy: Inter-company eliminations that require complex Excel formulas are handled automatically in Fathom with simple adjustments.
Professional presentation: Instead of sharing clunky spreadsheets with multiple tabs, create visual reports with charts, graphs, and commentary that stakeholders actually want to read.
Collaboration: Multiple team members can work in Fathom simultaneously without overwriting each other's work or creating "v7_final_FINAL" versions.
Scalability: Adding a new entity to your Excel consolidation might mean hours of formula updates. In Fathom, it takes seconds.

Most importantly, Fathom frees you from spreadsheet maintenance so you can focus on analysis and strategic advice rather than fighting with formulas.

What types of real estate businesses use Fathom?

Fathom serves the full spectrum of real estate organizations:

Property management companies: Like PMI (Property Management Inc.), which manages $72 billion in assets under management across 400+ franchisees and uses Fathom to benchmark occupancy, rent, and performance across their network.
Real estate agencies: Like Harris Real Estate, which manages 9 entities and uses Fathom for board reporting, shareholder packs, and consolidated financial statements after outgrowing Excel following acquisitions.
Commercial property investors: Real estate investment groups tracking performance across office buildings, retail spaces, and industrial properties.
Residential property portfolios: Landlords and property groups managing multiple residential buildings or developments.
Real estate developers: Companies tracking project-based profitability across multiple developments.
Franchise networks: Real estate franchise groups needing to consolidate and benchmark performance across franchisees, like Knight Frank.

What they all have in common is the need for clear, consolidated financial reporting across multiple entities or properties – exactly what Fathom excels at.

Can I start small and add more properties as I grow?

Absolutely. Fathom is designed to scale with your real estate business:
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Start with core entities: Many real estate groups begin by importing their primary properties or entities, get comfortable with the platform, and then gradually add more as they expand.
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Add entities anytime: When you acquire a new property or entity, you can add it to your Fathom organization in minutes. It immediately syncs with your accounting system and can be added to existing consolidations.
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Grow your consolidations: As your portfolio grows, your consolidated reports automatically expand to include new entities without requiring you to rebuild formulas or report structures.
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No penalty for growth: Unlike some enterprise systems that require reconfiguration or significant setup work when you add entities, Fathom makes scaling seamless.
This flexibility is particularly valuable for growing real estate groups, acquisition-focused businesses, or franchise networks that regularly add new properties or franchisees.

How secure is our property and financial data in Fathom?

Fathom takes security seriously and employs enterprise-grade protection:

Data encryption: All data is encrypted in transit and at rest using industry-standard protocols.
Cloud infrastructure: Fathom uses secure, SOC 2 compliant cloud infrastructure with regular security audits.
Access controls: You control who can access what data within your organization, with role-based permissions.
Read-only integrations: Fathom connects to your accounting systems with read-only access – we can't modify or delete your source accounting data.
Regular backups: Your data is backed up regularly to ensure business continuity.

For detailed information about Fathom's security practices, data handling, and compliance, visit our Security page or contact our team with specific questions about your data protection requirements.

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