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Fathom delivers comprehensive financial reporting, forecasting, and analysis capabilities within a unified cloud-based platform designed for businesses and accounting professionals. The software integrates directly with leading accounting systems including QuickBooks Online, Xero, MYOB, Sage, Excel, and Google Sheets, automatically synchronizing financial data to power real-time insights and custom management reports.
The platform enables users to create branded financial reports combining text, charts, tables, and complete financial statements through a streamlined editor. Report generation and distribution can be scheduled and automated, reducing manual reporting workloads. Cash flow forecasting functionality provides three-way projections covering profit and loss statements, balance sheets, and cash flow, allowing businesses to model multiple scenarios and assess the financial impact of strategic decisions.
Fathom supports multi-entity financial consolidations with currency conversion capabilities, enabling organizations to aggregate results across subsidiaries, franchises, or client portfolios. Group benchmarking tools facilitate visual performance comparisons across multiple entities. The Insights Dashboard provides accounting firms with portfolio-level visibility across their entire client base, supporting proactive advisory engagement.
Key performance indicators and financial metrics are presented through interactive dashboards and visualizations designed for non-financial stakeholders. The platform accommodates unlimited users and includes certification programs, training resources, and multichannel support. Fathom Portfolio offers a cost-effective monitoring solution for accounting firms managing large client portfolios, while Fathom Pro delivers advanced analytics, forecasting, and consolidation features.
- Create automated monthly management reports combining financial statements, commentary, and visual analytics for board meetings
- Forecast three-way cash flow projections to evaluate the financial impact of business expansion scenarios
- Consolidate financial results across multiple subsidiaries or franchise locations with multi-currency support
- Monitor key performance indicators through visual dashboards to track progress against business targets
- Generate branded financial reports for clients as part of accounting advisory services
- Benchmark performance metrics across franchise locations to identify top and underperforming units
- Deliver scheduled executive summary reports to stakeholders without manual data compilation
- Track cash flow trends and runway projections to support fundraising conversations with investors
- Compare year-over-year financial performance using automated variance analysis and ratio calculations
- Provide accounting firm clients with real-time access to customized financial dashboards and insights
