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Based on 700+ real customer questions

Blog

What's new and what's next at Fathom: your Product Update recap

Catch up on Fathom's biggest 2026 releases and get a first look at what's coming next, from our Head of Product, Luke.

Blog

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Fathom vs Joiin: Which Software Is Best for Your Business?

Compare Fathom and Joiin on forecasting, consolidation, reporting, AI and pricing to find the right fit for your accounting firm or business.

Blog

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Comparison

Fathom vs LLMs: Which Should You Trust with Your Financial Reporting?

See how Fathom compares to LLMs like ChatGPT and Claude for financial reporting, forecasting, consolidation, security, and AI-generated commentary.

Blog

Can we trust the numbers?

CFOs & finance leads

Accounting firms

Comparison

Multi-Entity Consolidation: Why Growing Businesses Need It

Multi-entity consolidation explained: What it is, why growing SMBs need it, and how to combine entity financials without headaches.

Blog

Can we trust the numbers?

CFOs & finance leads

Features

Fathom Fall 2026 Achievements: G2 Leader for Financial Reporting and FP&A Software

From Leader to Momentum Leader, Fathom swept G2's Fall 2026 categories with a 4.7 rating from verified reviewers. Full results, by segment and region.

Blog

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Company

The Best Financial Reporting Software for Healthcare Practices

Compare Fathom, Syft Analytics, Spotlight Reporting, Reach Reporting, and Futrli to discover which tool best suits your healthcare practice reporting needs.

Blog

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Comparison

How to Consolidate Financial Data Across Different Accounting Systems

Bring entities from Xero, QuickBooks, MYOB, or other systems into one consolidated report. See how to solve mismatched systems without the manual workarounds.

Blog

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Advisory

Top 10 KPIs Every Healthcare Practice Should Track

Discover the 10 healthcare KPIs that can help practices track financial health, staffing, capacity, patient experience, and operational performance.

Blog

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Guides

Cash Flow Forecasting with QuickBooks: What's Missing & How to Fix It

QuickBooks forecasting tool is trend-based, single-scenario, and locked to one plan. See what value Fathom adds and how to connect it to your QuickBooks data.

Blog

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QuickBooks

How to Prepare for Your Fathom Demo: A Four-Step Checklist

Half an hour with Fathom goes a lot further when you come prepared, so here are four quick things to do before we meet.

Blog

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The Best Financial Reporting Software for Investment Management

Compare Fathom, Syft Analytics, Spotlight Reporting, Reach Reporting, and Futrli to discover which tool best suits your investment management needs.

Blog

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Comparison

Cash Flow Forecasting for Small Business Owners

Learn why small businesses need cash flow forecasting for survival, and what steps to take to start forecasting today.

Blog

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Small Business

Cash Flow Forecasting Audit: Knowing Your Numbers

Learn how to audit your cash flow forecast with confidence. Spot errors, document assumptions, and present numbers you can defend, with guidance from Fathom.

Blog

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Features

Financial Scenario Modelling: Evaluating the Right Software

Learn how financial scenario modelling works, how it differs from traditional financial planning, and what to check before choosing the right software for you.

Blog

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Comparison

Fathom vs Reach Reporting: Which Financial Software Is for You?

Compare Fathom and Reach Reporting on forecasting, consolidation, reporting, AI insights, pricing, and support to find the best fit for your firm.

Blog

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Comparison

Fathom vs Futrli: Which Is the Best for Your Business?

Compare Fathom vs Futrli on reporting, forecasting, multi-entity consolidation, and pricing to find the best financial reporting tool for your business.

Blog

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Comparison

The Profit Margin Trap: Why Revenue Growth Still Feels Tight

Great sales but struggling to cover expenses? Learn how high revenue growth can hide low profit margins and how you can fix it.

Blog

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Small Business

Best Financial Reporting Software for Hospitality Businesses

Compare the best financial reporting software for hospitality businesses, including Fathom, Syft, Spotlight, and Power BI, to find the right fit for you.

Blog

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Comparison

Best Financial Reporting Software for Real Estate Businesses

Compare Fathom and other alternative platforms to find the best real estate financial reporting software for multi-entity groups, investors, and property teams.

Blog

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Comparison

Best MYOB Integrations for Reporting and Financial Visibility

Discover the best MYOB integrations for reporting, forecasting, and financial visibility. Compare top tools and find the right fit for your firm.

Blog

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MYOB

Comparison

How to Explain Financial Reports to Clients More Effectively

Learn how financial storytelling helps accountants and advisors explain reports clearly, improve client communication, and strengthen advisory relationships.

Blog

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Guides

How to answer 'What does the next 12 months look like?' for your board

Answer “What does the next 12 months look like?” with scenarios, cash clarity, and a board-ready financial story.

Blog

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Features

How to answer 'Are we on track?' when the variance isn't the full story

Are we on track?” isn’t about variance. Show what happened, why it matters, and where you’re heading with a clear financial story.

Blog

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Features

How BPA CPAs Turned Monthly Meetings Into Moments That Actually Move the Needle

Jeremy Slone, CPA and Advisory Manager at Butrica Ployd and Associates, on shifting from survival mode to strategic advisory and the tool that made it possible.

Blog

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Advisory

Customer Story

Board-ready answers: how eg technology uses Fathom to plan ahead with confidence

Discover how eg technology layers forecasting and management accounts in Fathom to stay ahead of every question their board throws at them.

Blog

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Customer Story

What Is Cash Position & How Do You Measure It?

Learn what cash position is, how to measure it, and why it is essential to cash flow forecasting, liquidity management, and financial visibility.

Blog

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Guides

Best Xero Integrations for Reporting and Business Efficiency

Learn the best Xero integrations for reporting, forecasting, and bookkeeping. Find the right tool that can improve efficiency and financial visibility for you.

Blog

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Comparison

Xero

How to answer 'Why am I profitable but have no cash?' without losing your client in the detail

Explain why profit ≠ cash using visuals and clear commentary, so clients understand where the money went without the confusion.

Blog

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Advisory

How to answer 'Can I afford to hire?' in your next client meeting

Help clients answer “Can I afford to hire?” with clear scenarios, cash impact, and forecasts. So decisions feel confident, not guesswork.

Blog

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Advisory

What North American finance teams and accountants are both hearing right now: Two sides of the same conversation

Cash leads every conversation for accountants and finance teams. Here's how the best are looking ahead to answer it.

Blog

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Advisory

The questions UK finance leaders are being asked right now (and how the best ones prepare)

44% of UK finance leaders say cash flow is their top concern. Here's how the best ones stay ahead of the questions before they're asked.

Blog

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Advisory

Cash flow, margins, and what's coming: what APAC finance teams need to know right now

Cash flow dominates. Margins are under pressure. And the questions are getting harder. Here's what APAC finance teams are dealing with right now.

Blog

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Advisory

Fathom vs Syft Analytics: Which Reporting Tool Fits Your Business?

Compare Fathom vs Syft Analytics to find the right reporting, forecasting, and consolidation tool for your business.

Blog

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Comparison

Fathom vs Qvinci: Which is Better for Your Business?

Compare Fathom vs Qvinci to find the best reporting, forecasting, and consolidation software for your business or accounting firm.

Blog

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Comparison

HiSmile and Multi-Entity Reporting: Why It Breaks and How to Fix It

Multi-entity reporting breaks when you scale. Here's why manual consolidation fails and how to automate it for accuracy, speed, and sanity.

Blog

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Guides

Customer Story

Inside HiSmile’s Finance Transformation with Adin Kenavan, Senior Accountant

How HiSmile's finance team moved from manual Excel consolidation to automated multi-entity reporting — and stayed lean while scaling globally.

Blog

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Company

Customer Story

How to deliver profitable quarterly reports to FreeAgent clients using Fathom’s Portfolio Plan

Learn how UK practice, Ginger Bucks, uses Fathom Portfolio to manage 9 FreeAgent clients profitably with quarterly reporting, at just £5 per client. See the scalable model for MTD compliance.

Blog

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Advisory

Guides

Cash is king. Fathom helps me prove it.

How Nexist uses Fathom to answer the one question every small business owner is really asking: where is my money?

Blog

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How to Design Reports That Executives Actually Use

Your management report isn't being read the way you think. Here's how to design reports structured around how executives actually consume information.

Blog

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Customer Story

Company

AI in Financial Reporting 2026: Use Cases, Risks & Tips

Explore how AI is changing financial reporting, from faster insights to real risks. Learn use cases, tools, and how to implement it with confidence in 2026.

Blog

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Guides

Payday Super Guide for Employers in Australia

Payday Super starts 1 July 2026. Learn how businesses can manage cash flow, streamline reporting, and stay compliant with every pay cycle.

Blog

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Guides

Behind the Build: Fathom Commentary Writer

How Fathom built AI commentary you can trust in management reports — with symbolic attribution, context windows, and zero compromise on accuracy.

Blog

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Features

Introducing Commentary Writer: AI That Goes Deeper

Our biggest product AI release is here. Commentary Writer. AI built for financial reporting that understands your business and shows its work.

Blog

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Features

AI in finance is everywhere. But would you trust the numbers with your CEO or a business owner?

70% of CFOs question their numbers. We asked 20 finance leaders what it really takes to trust AI in financial reporting. Here's what they said.

Blog

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Advisory

Features

Best AI Accounting Tools: What to Use and Why (2026 Guide)

Read the 2026 guide to the best AI tools for accountants and compare the different options for bookkeeping, practice management, and AI financial reporting.

Blog

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Guides

How Business Context Powers Smarter AI

Find out how Fathom's Commentary Writer uses two layers of context to generate AI financial commentary that's specific to each business rather than generic.

Blog

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Features

AI for FP&A: The Best Tools for Efficient Planning and Reporting

Compare AI reporting tools for FP&A, including features such as narrative commentary generation, to help finance teams move confidently with clear insights.

Blog

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Guides

Best QuickBooks Integrations for Reporting & Forecasting

Compare QuickBooks-integrated reporting tools like Fathom, Reach Reporting, Syft, and Spotlight, along with their must-have features.

Blog

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Comparison

Guides

The Best Management Reporting Software for 2026

Compare the best management reporting tools for 2026: Fathom, Spotlight, Syft, Reach Reporting, Joiin, and Power BI, with strengths, limitations and use cases.

Blog

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Comparison

Guides

The state of advisory services in 2026: Key challenges and emerging solutions

Discover the top advisory challenges firms face in 2026 and how leading practices are scaling insights, visibility, and value at speed.

Blog

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Advisory

11 Financial KPIs You Should Be Tracking in 2026

Read this guide to discover the financial KPIs that matter most and how to use them to grow your business in 2026.

Blog

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Guides

The shift to smarter financial planning: key trends and insights for 2026

We surveyed 80+ financial professionals to uncover the key challenges in forecasting. Discover insights and how Fathom can solve them.

Blog

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Advisory

Features

10 Hard Questions About Fractional CFO Work

Fractional CFO Kevin Steel answers hard questions about pricing, data quality, and making advisory work profitable using Fathom's forecasting and reporting tools.

Blog

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Advisory

Jason Blumer's framework for scaling advisory without burning out

Learn Jason Blumer's proven 4-part framework for scaling advisory services without burnout. Includes pricing strategies, team development, and cash flow management tips.

Blog

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Advisory

Fathom Wins Best Management Reporting App for Xero Users | State of Stack 2026

Fathom recognized as top management reporting software for Xero in CFO Techstack's State of the Stack 2026 report. See why 20+ finance teams choose Fathom for financial reporting and forecasting.

Blog

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Xero

Advisory

The 6 Best Financial Consolidation Software in 2026

Looking for the best financial consolidation software in 2026? Learn the top 6 consolidation tools and find the right fit for your business needs.

Blog

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Guides

Features

Cash Flow Forecasting Best Practices: What You Need to Know

If you’re looking to gain critical insights into where your business’s finances are headed, our cash flow forecasting best practices will help you do just that.

Blog

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Guides

Three Funding Experts. One Mission: Get You Funded.

Three funding experts break down what investors really look for and how to build forecasts, visuals and narratives that actually get deals funded.

Blog

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Guides

HiSmile’s Better Way to Report to Investors 

Scaling across regions and currencies pushed HiSmile beyond Excel. See how they built fast, reliable reporting investors can trust.

Blog

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Customer Story

Announcing Fathom’s integration with FreeAgent

Today, Fathom now integrates directly with FreeAgent, so you can bring every client into the same workflow and deliver the same depth of insight without compromise.

Blog

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Features

How to productise your accounting services and scale profitably

Expert strategies to transform accounting services into profitable, repeatable products.

Blog

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The 6 Best Financial Modelling Software for Businesses in 2026

A practical guide to the best financial modelling software in 2026, comparing forecasting, scenario planning, and FP&A tools for businesses.

Blog

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Guides

The 6 Best Financial Analysis Software in 2026

Read this detailed comparison article to find out the 6 best financial analysis software for 2026, designed to simplify and improve your financial planning.

Blog

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The 6 Best Cash Flow Forecasting Software For 2026

Discover the 6 best cash flow forecasting software for 2026 to boost your finances, improve accuracy, optimise cash management, and plan smarter.

Blog

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How to interpret a financial health check

Learn how to interpret your financial health check, apply benchmarks, and turn insights into strategies for smarter business decisions.

Blog

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How to create a financial health check

Learn how to create a financial health check that combines key data to boost profit, cash flow, and enterprise value.

Blog

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Fathom named Australia's most-used financial reporting software for accountants

Australian accountants choose Fathom over competitors for financial reporting. See why 36% of firms trust Fathom for client advisory and cash flow analysis – Practice Protect 2025 data.

Blog

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10 essential KPIs every real estate finance leaders should know

Learn the 10 key performance indicators that help every real estate finance leader turn portfolio activity into actionable insights.

Blog

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How to prepare clients for the Autumn Budget 2025

Learn how accountants and CFOs can prepare for the Autumn Budget using Forecast Snapshots. Model staff costs, business rates, and VAT impacts before 26 November.

Blog

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Advisory

The calm before the Autumn Budget: How financial leaders can bring clarity to uncertainty

Financial leaders face rising uncertainty ahead of the UK's Autumn Budget 2025. Discover why 67 percent of accountants lack confidence and how to prepare clients for change.

Blog

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Advisory

Client Meeting Framework: How to Structure Advisory Conversations That Drive Results

Learn how Darren Van Zyl, Partner at Elements Advisory Group, uses Fathom to structure better advisory conversations. Discover his practical framework for leading confident client meetings, handling tough questions, and turning insights into action.

Blog

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Advisory

Fathom vs Spotlight Reporting: Which reporting tool fits your business?

Compare Fathom vs Spotlight Reporting across reporting, forecasting, and consolidation to find the right management reporting tool for your business.

Blog

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Comparison

Introducing Forecast Snapshots: Compare actuals, budgets and forecasts

Forecast Snapshots is here! Save up to 25 forecast versions, run three-way variance analysis, and track accuracy over time. All inside Fathom, no Excel needed.

Blog

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Features

Why great financial stories win startup funding (not just great ideas)

Learn why investors back businesses, not just ideas. CFO Kat Wellum-Kent shares how to turn financial data into compelling stories that win startup funding.

Blog

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Customer Story

From complexity to clarity: PMI’s $72B property management reporting overhaul

“Fathom doesn’t just show numbers, it gives us insight and confidence.”

Blog

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Customer Story

How a Financial Controller manages multi-entity reporting with confidence

Learn how Jesse Chapman manages financial reporting across 9 entities at Harris Real Estate. Discover strategies for budget vs actuals, reforecasting, and stakeholder reporting.

Blog

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Features

Human connections, clarity, and confidence:  What we learned at Xerocon Brisbane 2025

At Xerocon Brisbane 2025, one theme stood out above all: Advisory and finance leadership is still, and always will be, about people.

Blog

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Events

New in Fathom: Add images & files to your reports

Now you can add images, PDFs, and external files to your Fathom reports. Create complete, branded management packs without leaving Fathom.

Blog

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Features

Fathom achieves SOC 2 Type 2 accreditation

We're proud to share some big news in our commitment to data security and customer trust: Fathom has achieved AICPA SOC2 Type 2 accreditation.

Blog

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Company

Features

Building financial resilience #3: Can you safeguard growth plans during economic uncertainty? 

Explore how accountants and advisors can help businesses shift from growth to survival mode and build resilience during economic uncertainty.

Blog

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Guides

How to structure client meetings that deliver real value (in under an hour)

How Erica Goode structures client meetings that drive clarity, action, and real value, in 45 minutes or less.

Blog

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Customer Story

Advisory

Investor-ready in minutes: Inside Harris Real Estate’s board reporting overhaul

From #REF errors to investor-ready reporting, see how Harris Real Estate transformed board reports and multi-entity consolidations with Fathom.

Blog

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Customer Story

Building financial resilience #2: What can you do when cash flow comes under strain?

Learn four practical ways advisors can help businesses maintain cash flow and long-term survival when faced with economic pressures.

Blog

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Guides

How Erica Goode answers clients’ toughest questions (And how you can too)

Erica Goode shares how to guide clients through tough decisions with clear, scenario-based forecasts and confident, data-driven advice.

Blog

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Advisory

Building financial resilience #1: Are you proactively preparing for rising supply costs? 

Discover the top five strategies for accountants and advisors to help businesses proactively prepare and tackle rising supply costs.

Blog

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Guides

New: Dashboard Saved Views, Sage 50 Accounts integration live, and visual updates

This month, we are excited to introduce our most requested feature in the Insights Dashboard, unveil a refreshed and more user-friendly design for Company Settings, and announce the availability of our Sage 50 (UK) integration.

Blog

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Features

Beyond the booth: what we learned at Scaling New Heights 2025

AI, advisory, and what’s next for accountants. Our key takeaways from Scaling New Heights 2025.

Blog

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Events

Need to confidently manage all your clients? 3 ways to use the Insights Dashboard

3 ways to use the Insights Dashboard to confidently manage your clients

Blog

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Features

Is funding keeping your clients up at night? Here’s how to forecast decisions.

Help clients navigate funding pressure and tough cashflow calls. See how advisors are forecasting loans, runway, and what comes next.

Blog

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Features

Are your clients asking, “Can I afford this?” Here’s how to give them cash flow clarity.

From cost spikes to slow sales, clients want decision-ready insights. See how advisors are forecasting cash flow with Fathom.

Blog

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Features

Are your clients asking, “What should we cut?” Here’s how to forecast for profit clarity.

Clients aren’t chasing growth, they’re chasing survival. Learn how advisors are using Fathom to forecast break-even and protect profit.

Blog

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Features

Are your clients worried about tariffs? Here’s how to respond with confidence.

Help clients navigate tariff uncertainty with confidence. Learn how advisors are modelling the impact and planning ahead using Fathom.

Blog

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Features

New: Insights Dashboard & Summary Report Improvements

The latest enhancements to Fathom’s Insights Dashboard, continuing our commitment to delivering greater value, usability, and actionable insights.

Blog

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Features

Accountex London 2025: What we learned, shared and loved

From packed panels to real talk on advisory, here’s what stood out at Accountex London 2025.

Blog

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Events

How do I showcase the value of advisory?

The Gap helps accounting firms worldwide with the tech, education and community to scale profitable business advisory services and support their clients’ success. In this article, we hear from CEO Mark Jenkins CA as he shares insights on how to showcase your value as an advisor.

Blog

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From growth to survival: Why finance leaders are now business lifelines

Discover the 7 toughest questions businesses are facing and how financial leaders are helping clients survive and thrive in today’s uncertainty.

Blog

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Business Unusual Series

Advisors’ Assembly UK 2025: Inside Fathom’s First UK Community Events

Fathom’s Advisors’ Assembly came to the UK for the first time in 2025. Discover key insights, conversations, and how firms reacted to our new Portfolio tool.

Blog

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Events

Advisory

DAS 2025: What we learned, shared and loved

AI, outsourcing, and scalable advisory topped the agenda. Here’s what we learned (and shared) at this year’s Digital Accountancy Show.

Blog

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Events

Why we built the Insights Dashboard and Fathom Portfolio Plan

Firms want to scale advisory, but face roadblocks. Learn why we built the Insights Dashboard and Portfolio plan to help overcome them.

Blog

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Advisory

Features

How CFOs become strategic storytellers: moving beyond data to real impact

Shift from being reactive reporter to being a strategic storyteller, as Deborah Harris of Grow CFO Co. as she shares tips on how to become a finance leader with impact.

Blog

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Guides

Features

Webinars

The Build: “Can I afford to hire?”

Accountant Edition: Your client wants to grow, but they’re nervous about the cash. Build the three-scenario hiring forecast and plain-English recommendation that answer their real question: how many people, and when?

Webinar

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Quarterly Product Webinar - October 2026

Fathom ships fast, and there's a lot to catch up on. Join Luke, our Head of Product, for a session covering what's new, what's next, and what it means for how you work.

Webinar

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Ask an Expert: Live with Mike Michalowicz

Best-selling author Mike Michalowicz makes the case that the traditional accounting formula is quietly killing small business profitability — and introduces Profit First, the method that flips the equation on its head and puts cash in your pocket from day one.

Webinar

Will we have enough cash?

CFOs & finance leads

Accounting firms

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The Build: "What does the next 12 months look like?"

CFO Edition: Your board wants to know where the business is heading over the next 12 months. Build the three-scenario forecast and board-ready pack that answer their real question: are we going to be OK?

Webinar

Will we have enough cash?

What happens if...?

What should we do next?

CFOs & finance leads

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Ask an Expert: Live with Chris Ortega

Fractional CFO Chris Ortega makes the case that budgeting is a waste of time for most SMBs, and shows how a lighter, rolling forecast gives owners more clarity, confidence and control at a fraction of the cost.

Webinar

What happens if...?

What should we do next?

CFOs & finance leads

Accounting firms

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Forecasting Beyond Compliance: How Ginger Bucks Helps Clients See What's Next

This session explores the shift from traditional compliance-based accounting to proactive, advisory-led financial management.

Webinar

Can we afford this decision?

What happens if...?

Accounting firms

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The Build: "Why am I profitable but have no cash?"

Accountant Edition: Your client made $142K in profit but cash fell $38K. Build the cash waterfall and client-ready summary that answer their real question: where has my cash gone?

Webinar

Will we have enough cash?

Accounting firms

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Ask an Expert: Live with Alex Bond Burnett

Executive coach Alex Bond-Burnett shares her five non-negotiables for communicating financial data with impact — so your insights land, and your stakeholders act on them.

Webinar

Can we trust the numbers?

CFOs & finance leads

Accounting firms

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The Build: "Are we on track?"

CFO Edition: You beat budget but revenue fell 24%. Build the board report and reforecast that answer the board's real question: are we actually on track?

Webinar

Can we trust the numbers?

What should we do next?

CFOs & finance leads

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Ask an Expert: Live with Jessica Morton

Jessica Morton, Co-Founder of Jessica & Morton Limited and award-winning Fractional CFO, shares how she builds the reporting foundation that makes forecasting actually reliable — and why getting this right first is the key to every forward-looking conversation that follows.

Webinar

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Ask an Expert: Live with Patrick Ball (Aprio)

Patrick Ball, Director at Aprio, shares how his team delivers consolidated reporting across multiple entities and platforms using Fathom — and how that process becomes the foundation for strategic advisory conversations.

Webinar

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Ask an Expert: Live with Ben Cooper

Ben Cooper, Founder of Amplify Advisory, shares a visual framework for understanding cash flow and demonstrates how Fathom's forecasting tools help businesses plan for big decisions without the guesswork.

Webinar

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What Your Clients Are Asking in 2026 — And How to Answer Them

We surveyed 260+ finance professionals and accountants to find out what questions they’re being asked most in 2026. This is what they said — and how they’re answering them using Fathom + QuickBooks.

Webinar

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Ask an Expert: Live with John Miller

CFO and board member across 8 companies, John Miller shares how to simplify reporting and turn financial insight into action.

Webinar

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Ask an Expert: Live with Adin Kenavan

Adin Kenavan, Senior Accountant at Hismile, shares how they ditched spreadsheet chaos for automated, investor-ready reporting across multiple Shopify entities using Fathom.

Webinar

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Introducing AI Commentary Writer

In this session, watch our first official Commentary Writer demo. See Business Context, Symbolic Attribution, and Report Context in Fathom.

Webinar

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Ask an Expert: Live with Roman Villard

Roman Villard shares how he transforms heavy Excel models into simple, decision-ready forecasts in Fathom; the same approach he uses with SaaS and AI leaders navigating uncertain fundraising environments.

Webinar

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Ask an Expert: Live with Jason Blumer

Jason Blumer shares practical insights on how advisory firms can scale when client demand grows faster than team capacity.

Webinar

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What's Next for Fathom: Roadmap Reveal + 2025 Year in Review

In this session, we’ll walk through our 2025 product showcase. You'll also get a sneak peek into our roadmap of innovations for 2026.

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Introducing Forecast Snapshots: Compare actuals, budgets and forecasts

If you've ever had to wrestle with spreadsheets just to compare actuals, budgets and forecasts, this update is going to make things a lot easier.

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Ask an Expert: Live with Darren Van Zyl

Discover how to structure, guide, and elevate your client conversations with advice from Darren Van Zyl, Partner at Elements Advisory Group.

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New in Fathom: More powerful management reporting with images and PDFs

Stop Juggling Multiple Platforms. Start Building Professional Management Reports.

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Ask an Expert: Live with Kat Wellum-Kent

Learn how to turn numbers into a financial story investors believe, with Kat Wellum-Kent’s proven funding framework.

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The 5 hidden costs of guessing: how to make decisions on a forecast, not a feeling

Learn the 5 hidden costs of gut decisions and how forecasting brings clarity and confidence to every choice.

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Fathom Tips for Franchises

Join us for a practical, hands-on session where we’ll show you how to bring all your franchise financials together in one clear, consistent view so you can make faster, more confident decisions.

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Ask an Expert: Live with Jesse Chapman

Get expert answers from Jesse Chapman on handling complex reporting, reforecasting, and keeping stakeholders informed

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Master your KPIs: See a clear path through the business storm

Join us for a practical session on how to identify, set, and track relevant KPIs to chart your path through the business storm.

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Ask an Expert: Live with Erica Goode

Learn how to answer your clients’ toughest questions with confidence, with practical advice from fractional CFO, Erica Goode.

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Control an unclear future with Microforecasts and Scenarios

In a time of economic uncertainty and shifting consumer confidence, businesses are under pressure to plan ahead without knowing what’s coming next. That’s where Microforecasts and Scenario Planning in Fathom can help.

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Own FY26: Break down reporting and forecasting by division in Fathom

Learn how to treat tracking categories as standalone entities – giving you deeper insights, cleaner reports, and tighter control.

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The 20% Test: How to Identify Your Most Powerful Growth Drivers in Fathom

If you're tired of guessing and want more confidence in your next best decision toward growth, this one's for you.

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The Real Deal: Smarter Reporting & Benchmarking in Fathom for Real Estate

How real estate investment firms and property managers can simplify financial reporting

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Practical Financial Forecasting: How to answer six questions that keep business owners up at night

We'll explore how to get the answers you need to confidently navigate growth, from hiring and expansion to pricing and unexpected costs.

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Produce a professional consolidated report in Fathom before lunch

Let’s make group reporting faster, clearer, and a whole lot easier.

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Building CFO Strategies: Your Fathom toolkit for smarter reporting, forecasting, & consolidations

Webinar designed to provide practical strategies and tools to simplify your workload and develop your financial insights.

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Introducing the Insights Dashboard and the Fathom Portfolio Plan

We can’t wait to show you around our two new offerings built for multi-entity management

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From Data to Decisions: Quickly creating valuable reports for stakeholders with Fathom

In this video, we’ll break down these common challenges and show you how to transform your reporting process to save time, improve decision-making, and demonstrate your value to stakeholders

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Budgeting for the New Year – build, update and report effectively in Fathom

With the new year just around the corner, reporting on this year, updating your current budgets and setting your budgets for the new year are sure to be top of mind.

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Stay Ahead: Strategic Planning Using Forecasting

Are you ready for the year ahead? Let us show you how to leverage Fathom’s forecasting tools to plan strategically and stay ahead of the curve.

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Build, Schedule, Relax – Simplify Financial Reporting

Let us show you the simple approach to building a monthly, quarterly or annual financial performance report that you can scale.

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Month-end consolidations made easy

Multi-entity financial consolidations are necessary but often a tedious, labor-intensive, and error-prone process. Get your month-end reporting sorted.

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Optimizing Cash Flow: Using Fathom to improve cash flow tracking and management

The way that a business tracks and manages their cash flow has huge impacts on its long-term success. In this webinar, we’ll show you the value of optimising these processes and how Fathom can help you level up.

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Five non-negotiables of game-changing client communication

Alex talks through her 5 absolute non-negotiables so that you can have game-changing client communication and make a real impact.

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Forecasting for clients with Fathom

How you can help your clients to to better understand what their future cash flow and profit will look like, to guide actionable decisions

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Deliver engaging advisory services with Fathom

Learn how each of the features of Fathom work together seamlessly as a complete business advisory toolkit

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Building a Custom Report in Real Time

Learn how to build a custom report in Fathom

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Leverage Fathom Benchmarking

Discover how Fathom's Benchmarking feature gives you and your clients improved clarity around business performance, leading to more meaningful advice.

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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.

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Creating a budget for the new financial year

Learn how to build a budget using Forecasting, how to set business targets against your budget and how to report on budget vs actual performance.

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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.

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Custom exchange rates for multi-currency consolidations

Learn how Custom FX Rates improve flexibility and control when reporting on consolidated groups in multiple currencies.

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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.

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KPIs Demystified

Learn how to define and track the KPIs that are most important to your company, ensuring you can get started with Fathom quickly.

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Cash flow forecasting overview for accountants

Discover how Forecasting can help you add value to your clients' businesses and improve the client relationship through more efficienct and effective forecasting.

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Expert Series

Darren Van Zyl, CA 

Darren Van Zyl, CA, partner and co-founder at Elements Advisory Group, reveals why advisory fails and shares how he’s built a profitable advisory practice using Fathom.

Expert Series

How do we grow our advisory practice?

Accounting firms

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Kate Douglass

Learn how solving problems for clients and delivering customised scalable services can work in practice with Kate Douglass CA, Partner at Walker Wayland NSW Sydney.

Expert Series

Can we afford this decision?

How do we grow our advisory practice?

Accounting firms

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Brad & Meredith Ebenhoeh

Discover how chartered accountants, Brad and Meredith Ebenhoeh, built, scaled and sold a 70+ person firm. BELAY use Fathom to transform numbers into actionable insights for every client.

Expert Series

How do we grow our advisory practice?

Accounting firms

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Paul Barnes

Learn how to translate numbers for business owners and achieve financial maturity using Fathom with Paul Barnes FCCA, Managing Director of MAP, winner of Xero’s Most Innovative Firms.

Expert Series

Can we trust the numbers?

How do we grow our advisory practice?

Accounting firms

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David Maher

Case study: Using Fathom forecasting and analysis to navigate a business from survival to success with CFO David Maher, Founder of Right Brain Insights.

Expert Series

Will we have enough cash?

What happens if...?

Accounting firms

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Geni Whitehouse, Keila Hill-Trawick, Patrick Ball

Three top US advisors show how they customise Fathom management reports for their clients. Featuring Geni Whitehouse CPA, Keila Hill-Trawick CPA, and Patrick Ball CPA.

Expert Series

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Darren Hull

Darren Hull CA, Director at Venter & Hull, shares his firm's personalised approach to growing advisory services for SME clients.

Expert Series

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Ryan Lazanis

Ryan Lazanis, CPA and CEO of Future Firm, unpacks his proven 5-step process for scaling advisory services and building a profitable firm that balances the firm owner’s goals with clients’ needs.

Expert Series

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Tyler Caskey

Tyler Caskey CA, Partner at TheBeanCounters, delivers a masterclass in how to automate consolidated reporting and produce a report in under 10 minutes.

Expert Series

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Tori van der Donk

Learn how to optimise Fathom for advisory services with Tori van der Donk, CA, founding partner of award-winning firm, Aegis.

Expert Series

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Keila Hill-Trawick

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.

Expert Series

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Patrick Ball

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.

Expert Series

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Geni Whitehouse

Top 100 Accountant and CPA, Geni Whitehouse shows how she uses Fathom’s analysis tools to open up client conversations and visualise business levers easily onscreen.

Expert Series

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Dimitri Matsouliadis

Dimitri Matsouliadis, shares a simple 3-step process to help clients understand profit and cashflow to improve business performance.

Expert Series

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