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Beautiful insights with Fathom for FreeAgent

Fathom's FreeAgent integration combines actionable insights, custom reports, and fast cash flow forecasts in one powerfully simple solution.
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Join 90,000+ companies already using Fathom

Integrate with FreeAgent in minutes

Connecting FreeAgent to Fathom is simple. Connect your data to enable Fathom’s features in a couple of clicks.
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FreeAgent to Fathom
Add your FreeAgent company to Fathom in a few quick steps.
Take your data further
Use your connected FreeAgent data to generate insights, create beautiful reports and produce reliable forecasts.
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“We needed processes in place for efficiency and to allow ourselves to grow and Fathom was such a key part of that. The team sees it's saving so much time on the back end.”
Patrick Ball
Director, Technology Advisory Operations, Aprio

Why Fathom could be right for your business

Use Fathom’s FreeAgent integration to track your financial performance, share insights, and make informed decisions.
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Up-to-date analysis

Fathom will automatically sync data from FreeAgent every 24 hours for accurate insights.

Look to the future confidently

Fathom’s three-way cashflow forecasting tool lets you accurately project up to five years into the future.

Fast, flexible reporting

With our reporting software, you can bring your FreeAgent data into Fathom and create beautiful custom reports in minutes.

Get a clearer picture of performance

Achieve clarity and confidence with Fathom’s FreeAgent integration

Interactive tools

Perform insightful analysis on key areas of your business using Fathom’s interactive tools.  

KPIs analysis

Keep an eye on your business goals by tracking both financial and non-financial KPIs.

Trend analysis

Chart your financials, KPIs, and non-financial data over time, and pair with illuminating comparatives. 

Cash flow analysis

Helping you visualise the difference between profit and cash and where cash is being spent. 
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“When business owners say,  'My eyes glaze over when I see numbers', we can show them some great visuals in Fathom. It's really easy to pull their Xero or QuickBooks data into Fathom quickly and show a standard report. We show them what we can do and they can actually see the value we offer.”
Tori Van Der Donk
Founder & MD, Aegis Business Services

Loved by forward thinking businesses

Businesses and advisors of all sizes and industries love using Fathom to elevate their business planning and reporting. 

Small business

Whether you need to create a report for investors or lenders or update your management team, Fathom will always help you be prepared. 
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Advisors

Provide personalised, worthwhile reports, presenting your client’s numbers beautifully.  
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Franchises

Keep franchisees up to date with automated reports that include key metrics and benchmark data. 
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Sam Coverdale
Founder - Polperro Winery
Angelica Rickwood
Advisor at Robertson Scannell
Jamie Griffiths
Accounts Senior at Thomas Westcott

Future-proof your business with forecasting

Looking for FreeAgent cash flow forecasting? Use your  data as a starting point to help you build a clear and agile five year-forecast in Fathom.
Look to the future confidently by including your cash flow forecast, budget, and future projections in your reports.
Rolling live forecasts means figures automatically update in line with your financial data in Fathom.
Scenario planning lets you test out unlimited future scenarios so you can be prepared for anything.
Use key operational drivers to craft forecasts and budgets.   
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Powerful features for modern accountants

Customisable reporting

With Fathom’s easy-to-use report editor, you can create impactful management reports and share your business results in a clear, visually compelling way.

Track KPIs

Include financials, KPIs, non-financial data, and comparatives in your reports with our comprehensive collection of adaptable chart and table elements.     

Automate reports

Set up a schedule to automate report creation and delivery.  

Consolidate effortlessly

You can generate accurate, consolidated financial reports in minutes. 

Easy templates

Save your own custom report templates to streamline your reporting process. 
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Angelica Rickwood
Advisor at Robertson Scannell
“Fathom is a critical tool that allows us to get a complete view of finances across our entire franchise network.”
Connie Francis
Lawhorn CPA Group

Frequently asked questions

What is Fathom’s FreeAgent integration?
Fathom’s FreeAgent integration enables you to easily bring your financial data into Fathom and make the most of our features, including:
  • Interactive analysis tools  
  • Three-way cash flow forecasting  
  • Customisable reporting  
  • KPI tracking
  • Consolidations  
  • Benchmarking
How do I connect FreeAgent to Fathom?
For a step-by-step guide on bringing your FreeAgent financials into Fathom, please read this article from our Help Centre:  Importing from FreeAgent.

We also have helpful guides on importing tracking category data and importing a budget from FreeAgent.
Can Fathom be used with multiple FreeAgent accounts?
Yes, you can import multiple FreeAgent accounts into the one Fathom account.  

Fathom is also a FreeAgent accounts consolidation solution that lets you easily consolidate multiple FreeAgent accounts and companies from different sources, including our other integrations such as MYOB, QuickBooks, and Sage50.      

For more information on consolidations, see this Help Centre article: Creating a consolidated group.  
Is my data secure when using Fathom’s FreeAgent integration?
We understand that when you use Fathom, you are entrusting us with one of your most valuable assets: the financial data of your company or client. We take this responsibility very seriously.
  
We are in essence ‘caretakers’, looking after your financial data, to provide a service. We ensure you have the necessary controls to manage access to your data.
  
Find out more about our security.
How often is FreeAgent data updated in Fathom?
Fathom’s FreeAgent integration software updates your company data automatically every 24 hours before 8 am AEST. You can initiate a manual update within company settings at any time.
How does Fathom help with financial forecasting for FreeAgent companies?
Fathom’s cash flow forecasting tool enables you to create a three-way forecast stretching up to five years into the future. You can combine your FreeAgent financial data, custom formulas, and non-financial drivers to craft your projections.
‍
This live rolling forecast lets you project your financial future including income, costs, and cash position. Confidently plan for the future with our additional scenario planning tools.  
 
Watch our Forecasting Overview Video to learn more.  
Can Fathom consolidate my FreeAgent data?
Fathom is a simple and fast consolidation software for your FreeAgent data, as well as data imported from our other integrations such as Excel, MYOB or QuickBooks.  

Fathom’s consolidation reporting helps automate the time-consuming, manual process of consolidating financial data for businesses.
 
Learn more about our financial consolidation software with this webinar: Month-end consolidations made easy  
What versions of FreeAgent are compatible with Fathom?
Fathom works with all the FreeAgent Business versions. Fathom also works equally well with all the different regionalised editions of FreeAgent (i.e. NZ, AU, UK, US, and Global).
Is there an additional cost for FreeAgent integrations?
No, Fathom charges per company connection. For more details on how Fathom’s pricing tiers work, visit our pricing page.
How do I get support if I have issues with my Fathom-FreeAgent integration?
Our Help Centre is a great resource for information to help you get started with Fathom.  

You can also reach out to our amazing 24/5 support team who are ready to help.  
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