Resource centre

Guides, videos and articles to help you get the most out of Fathom.
Video
Learn about the reporting, analysis, forecasting and consolidation features of Fathom – in under 10 minutes.
Watch the new Expert Series
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EXPERT SERIES
How Aegis optimise Fathom to deliver advisory services
Learn how to optimise Fathom for advisory services with Tori van der Donk, CA, founding partner of award-winning firm, Aegis.
EXPERT SERIES
Big impacts for small business: Helping clients crack the code
Keila Hill-Trawick, CPA, MBA, founder of Little Fish Accounting, shows how she makes accounting information accessible to small business owners to make a big impact on business performance.
Reports with impact: Scaling insights for clients
EXPERT SERIES
Reports with impact: Scaling insights for clients
Aprio’s Patrick Ball, CPA, shares how they’re using Fathom to scale the delivery of reports and insights to clients nationally. Aprio is the fastest growing accounting firm in the US.
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A guide to planning for the new financial year
Webinar
A guide to planning for the new financial year
Learn how to plan for business events and understand how you can use Forecasting to run best-case/worst-case scenarios.
Cash flow forecasting overview for businesses
Webinar
Cash flow forecasting overview for businesses
Learn how Forecasting gives you the tools to make informed business decisions, helps you understand your current and future cash position and plan for different scenarios.
Save time and add value with consolidations
Webinar
Save time and add value with consolidations
Discover how Fathom's Consolidation feature saves you time and improves data accuracy through the smart use of automation.
Featured guides
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Numbers Tell Stories
Guide
Numbers Tell Stories
Explore how movements in the financials are simply the result of actions taken, and how you can understand the narrative around that.
Calculating and Proposing the Price of Advisory
Guide
Calculating and Proposing the Price of Advisory
Help clients understand which advisory services are valuable to them, and work out how much they're prepared to pay.
Reporting when it is not business as usual
Guide
Reporting when it is not business as usual
This guide will help you create plans to navigate your business through leaner months, control costs and explore scenarios.
Flippy (in £)Download Sample Report Icon
PDF
Flippy (in £)
Management accounts prepared for a technology or SaaS company, includes a summary of key metrics and results, breakeven analysis, and a cash flow forecast.
Foundry FitnessDownload Sample Report Icon
PDF
Foundry Fitness
A franchise benchmark report prepared by an advisory firm. Compares and benchmarks performance against other franchise locations.
Lumin Digital AgencyDownload Sample Report Icon
PDF
Lumin Digital Agency
A management report for a digital creative agency. This reports contains key financial metrics, client analysis, project performance, cash flow and cash flow forecast.
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Reporting Overview
PRODUCT
Reporting Overview
Learn how to quickly create and share compelling Fathom reports, enabling stakeholders to make informed financial decisions.
Forecasting Overview
PRODUCT
Forecasting Overview
Understand how Fathom’s dynamic forecasting tool helps you maintain an up-to-date and comprehensive forecast so you can make better financial decisions.
Analysis Overview
PRODUCT
Analysis Overview
Discover how Fathom’s Analysis tools enable you to better understand a business’s financial standing, interact and investigate your financial results, and meet future performance goals.
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Visit our help centre to find answers to your questions about Fathom.
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