The Fathom Blog

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

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

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.

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.

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

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

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

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

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

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