Fathom
Fathom is an easy to use, and scalable solution for your management reporting service. Fathom helps you to assess business performance, monitor trends and identify improvement opportunities. Creating insightful analytics, reports and dashboards has never been easier! Fathom also helps you easily compare, rank or consolidated multiple organisations.
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What’s all the fuss about Fathom?
As part of our App of the Month series Will Farnell had a conversation about…
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Fathom release 6 Advisable Guides
6 new free guides on key topics including Pricing, Service, Education, Process, Technology and Marketing.
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Fathom QuickBooks Online Integration
Fathom has a good integration with QuickBooks Online, bringing through the data every day automatically.
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3-Way Forecasting Features
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Accounting Integration
- Historical actuals
- Import chart of accounts
- Import Xero Budget
- Journals
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Automatic Predictions
- Automatic cash flow predictions based on historical data
- Account level
- Explanations of predicted data
- VAT / GST calculations from actual/predicted data
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Chart of Accounts
- Add new accounts
- Amend order of display
- Group
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Comparisons
- Forecast vs actual
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Export forecast
- CSV
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Forecast period
- 36 m
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Forecast transaction frequency
- Annual
- Monthly
- Quarterly
- Set end date
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Forecast transaction options
- Create bespoke formulas using account data
- Drivers
- Rules (inc corp tax)
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Forecast transaction values
- % COGS
- % Drivers
- % Sales
- % Wages
- Driver x Rate
- Fixed value
- Link to cost units
- Link to sales units
- Repeat transaction with decreasing transaction value % / £
- Repeat transaction with increasing value % / £
- Units x Price
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Forecast view period
- Annual
- Monthly
- Quarterly
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Scenarios
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Add scenario to base forecast Add a scenario back to the base forecast
- Create from actuals
- Create from pre-built templates
- Create from scratch
- Include forecasts from other scenarios in new scenario
- Include a single scenario
- Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
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Add scenario to base forecast
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Type
- 3-Way
Cash Flow Forecasting Features
-
Accounting Integration
- Historical actuals
- Import chart of accounts
- Import Xero Budget
- Journals
-
Automatic Predictions
- Automatic cash flow predictions based on historical data
- Account level
- Explanations of predicted data
- VAT / GST calculations from actual/predicted data
-
Chart of Accounts
- Add new accounts
- Amend order of display
- Group
-
Comparisons
- Forecast vs actual
-
Export forecast
- CSV
-
Forecast period
- 36 m
-
Forecast transaction frequency
- Annual
- Monthly
- Quarterly
- Set end date
-
Forecast transaction options
- Create bespoke formulas using account data
- Drivers
- Rules (inc corp tax)
-
Forecast transaction values
- % COGS
- % Drivers
- % Sales
- % Wages
- Driver x Rate
- Fixed value
- Link to cost units
- Link to sales units
- Repeat transaction with decreasing transaction value % / £
- Repeat transaction with increasing value % / £
- Units x Price
-
Forecast view period
- Annual
- Monthly
- Quarterly
-
Scenarios
-
Add scenario to base forecast Add a scenario back to the base forecast
- Create from actuals
- Create from pre-built templates
- Create from scratch
- Include forecasts from other scenarios in new scenario
- Include a single scenario
- Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
-
Add scenario to base forecast
-
Type
- 3-Way
Reporting and Dashboards Features
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Alerts Receive notifications based on changes to KPI
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Anaysis
- Comparatives
- Financial KPIs
- Non financial KPIs
- Ratios
- Variances
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Benchmarking
- Financial
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Groups Benchmark against companies within the same group
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Non financial Integrate non-financial data sources for benchmarking
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Consolidation
- Balance sheet
- Elimination
- Multi-currency
- P&L
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Reports
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Brand Add your brand to the reports
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Commentary Provide report commentary within the app
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Create templates Create report templates for use across multiple clients
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Custom Create custom reports
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Customise pre built template Customise pre built templates
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Download Download reports as PDF
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Graphs Include graphs and visual information
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Pre built templates Use pre-built templates provided by the app
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Scheduled generate and send Automatically generate and send reports
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Share online with client Share a link to view the reports online
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Brand
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Tracking Report on tracking information via direct integration with accounting software
- QB classes
- QB locations
- Sage analysis
- Xero tracking
- Cost (from)
- £29.00
- Trial
- 14 day free trial, fully functional, no credit/debit card required
- Partner Program
- No
- Free Practice Subscription
- No
- Accounting Software
- MYOB, QuickBooks Online, Xero
- Mobile OS Compatibility
- No mobile app
- Head Office
- Brisbane (AU)
- Offices
- Brisbane (AU), Cambridge (UK), Seattle (US)
- Geographies Served
- Australia, Canada, Hong Kong, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, UK, USA
- Data Sync
- Daily, Manual
- Support Channels
- Email, Telephone, Web Form
- Support Availability
- 08:30 – 17:00 GMT, Mon – Fri, Out of hours support for urgent issues
- Training
- Vendor Led
- App Category
- 3-Way Forecasting, Cash Flow Forecasting, Reporting and Dashboards
- Sector
- Accounting and Bookkeeping, Agriculture, Construction and Engineering, Creative Agencies, Education and Training, Event Management, Franchising, Healthcare, Hospitality, IT and Telecomms, Legal Service, Manufacturing, Motor, Not For Profit, Professional Services, Property and Real Estate, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale
- Non-Accounting Integrations
- Google Sheets
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