How do I set up Fathom Sage Accounting integration?

The Fathom Sage Business Cloud Accounting (UK) direct integration can be done in just a couple of clicks through our Open Authorisation.

What types of data can I integrate from Sage Accounting to Fathom?

Fathom can pull a monthly profit and loss and balance sheet.

Is my data secure when using the Fathom Sage Accounting 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, in order to provide a service. We ensure that you have the controls necessary to manage access to your data. Find out more about our stance on security. (https://www.fathomhq.com/security)

How often is the data updated in Fathom after integrating with Sage Accounting?

You can let your company to automatically update every day, your data will then be automatically updated from your accounting system once every 24 hours before 8 am AEST.However, if you made changes within the source, you don't need to wait for the next day to update your data in Fathom, instead, you can initiate an immediate manual update.

How can I find out more about the Fathom Sage integration?

Learn more about how to get started and adding a company in our Help Centre - read the article here.

framework

Software

Forecasting depth

Consolidation

Scenarios

Ease of use

Pricing

Strong (3-way, microforecasts, rolling)

Full (multi-entity, FX, eliminations)

Strong (linked scenarios, driver-based)

Strong (intuitive, advisor-friendly)

Mid-tier

Spotlight Reporting

Strong (3-way, consolidated)

Full (up to 75 entities, FX)

Good (limited scenarios)

Good (modular, templates)

Mid-tier

Syft Analytics

Strong (4-way, weekly/monthly)

Full (unlimited entities)

Good (standalone scenarios, driver-based)

Good (some learning curve)

Low-to-mid tier

Futrli

Good (3-way, daily cash, weekly reporting)

Full (multi-entity)

Strong (scenario modelling for SMEs)

Good (functional)

Mid-tier

Reach Reporting

Good (spreadsheet-style 3-way)

Full (same source only)

Good (basic scenarios)

Strong (presentation-first, client portal)

Premium-tier

Calxa

Strong (10-year forecast)

Partial (entity and division splits only)

Limited (basic assumption tweaks)

Good (functional interface)

Premium-tier

Software

Integrations

Reporting quality

Forecasting

Consolidation

User experience

Pricing

Strong

Strong (board-ready packs, KPIs, variance analysis)

Strong (3-way, microforecasts, rolling)

Full (multi-entity, FX, eliminations)

Strong (intuitive)

Mid-tier

Spotlight Reporting

Good

Good (industry templates)

Strong (3-way, consolidated)

Full (up to 75 entities, FX)

Good (modular)

Mid-tier

Syft Analytics

Strong

Good (visual dashboards, AI commentary)

Strong (4-way, weekly/monthly)

Full (unlimited entities)

Good (learning curve)

Low-to-mid tier

Futrli

Good

Good (clear operational views)

Good (3-way, daily cash, weekly reporting)

Full (multi-entity)

Good (functional)

Mid-tier

Reach Reporting

Good

Strong (highly polished, presentation-first)

Good (spreadsheet-style 3-way)

Partial (same source only)

Strong (presentation-ready)

Premium-tier

Calxa

Limited

Basic (fully custom but manual)

Basic (Customisable, but manual)

Partial (manual only, no FX or eliminations)

Skill-dependent

Premium-tier