fathomhq.com

# Fathom HQ
> Fathom is a powerful platform for financial analysis, management reporting, forecasting, and multi-entity consolidation—built for finance teams, accountants, and business leaders. Connect your data from Xero, QuickBooks or MYOB and turn it into clear, decision-ready insights with custom dashboards, KPI tracking, and beautifully formatted board reports. Plan with confidence using three-way forecasting, scenario and driver-based modelling, rolling budgets, and variance analysis. For groups, Fathom streamlines consolidations with currency translation, intercompany eliminations, partial ownership, and flexible group structures—delivering accurate, audit-friendly results in minutes. Create tailored report packs with your branding, automate data syncs and distribution, and drill from group to entity to account for complete transparency. With intuitive design, granular permissions, and robust data controls, Fathom helps teams monitor performance, communicate results, and make better decisions—faster.

# Features
- [Fathom | Reporting Forecasting and Consolidation Software](https://www.fathomhq.com/): Financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software that seamlessly integrates with QuickBooks, Xero & more.
- [Fathom Software Features - Discover Our BI Reporting Options](https://www.fathomhq.com/features): Explore every feature for our Financial Software Solution across Financial Analysis, Reporting & Forecasting. Discover why Fathom is the right software for you.
- [Insights Dashboard](https://www.fathomhq.com/features/insights-dashboard): The Insights Dashboard gives you a clear view across all your Fathom companies; helping you quickly spot risks, opportunities, and performance trends.
- [Financial Analysis Software - Track KPIs, Cash Flow & More](https://www.fathomhq.com/features/financial-analysis): Find out why our financial analysis software is right for your business. Understand your numbers, track progress towards goals and make decisions with clarity.
- [Management Reporting Software | Clear Performance Insights](https://www.fathomhq.com/features/management-reporting): With our leading Management Reporting Software, effortlessly create custom management reports & share business results in a clear & compelling way.
- [Cash Flow Forecasting Software | Create Business Projections](https://www.fathomhq.com/features/cash-flow-forecasting): Three-way cash flow forecasting software that syncs with QuickBooks, Xero, MYOB & Excel, ensuring accurate, fast, and visually stunning cash flow forecasts.
- [KPI Tracking Software | Track Business Performance Metrics](https://www.fathomhq.com/features/kpi-tracking): Get started quickly by selecting from 70+ financial KPIs, or create your own non-financial metrics using your Quickbooks, Xero, MYOB, or Excel data.
- [Group Benchmarking & Reporting: Compare & Rank Your Companies](https://www.fathomhq.com/features/group-benchmarking): Easily compare, rank, and benchmark the financials of multiple business locations, groups, franchises, or entities to improve gain clarity of business performance.
- [Financial Consolidation Software | Easy Multi-Entity Reports](https://www.fathomhq.com/features/consolidated-financial-reporting): With our Consolidated Financial Reporting Software, eliminate manual process & quickly consolidate & report on financial statements in multiple currencies.
- [What is financial analysis? Understanding the Fundamentals](https://www.fathomhq.com/features/financial-analysis/what-is-financial-analysis): Learn how to understand your company's financial health by following this guide. You'll learn what to look for in a financial report and more.
- [What is cash flow forecasting? A comprehensive guide](https://www.fathomhq.com/features/cash-flow-forecasting/what-is-cash-flow-forecasting): Explore how cash flow forecasting can help your business make strategic, informed decisions leading to greater financial stability and growth.
- [Management Reporting: What Is It, Best Practices & More](https://www.fathomhq.com/features/management-reporting/what-is-management-reporting): From the basics to advanced techniques, our article covers everything you need to know about management reporting for optimal business growth.

# Pricing
- [Fathom Pricing & Plans: Find The Right Plan For Your Business](https://www.fathomhq.com/pricing): Tiered plans and pricing based on the number of company files connected. All plans get access to all features, unlimited users, and local customer support.
- [Fathom Pricing Calculator | Fathom](https://www.fathomhq.com/pricing/calculator): Find the best option for you. Get an instant estimate today with our pricing calculator.

# Integrations
- [Fathom Integrations - Connecting To Your Platforms & Tech stack](https://www.fathomhq.com/integrations): As a leading financial software solution, Fathom integrates with prominent accounting platforms including QuickBooks, Xero, MYOB, Excel & More.
- [Fathom & MYOB Integration | Connect Your Software](https://www.fathomhq.com/integrations/myob): Fathom, a leading financial analysis, management reporting, KPI tracking & cash flow forecasting software, has native integration with MYOB.
- [Sage](https://www.fathomhq.com/integrations/sage): Fathom, a leading financial analysis, management reporting, KPI tracking & cash flow forecasting software, has native integration with Xero.
- [Fathom & Xero Integration | Connect Your Software](https://www.fathomhq.com/integrations/xero): Fathom, a leading financial analysis, management reporting, KPI tracking & cash flow forecasting software, has native integration with Xero.
- [Fathom & Google Sheets Integration | Connect Your Software](https://www.fathomhq.com/integrations/google-sheets): Fathom, a leading financial analysis, management reporting, KPI tracking & cash flow forecasting software, has native integration with Google Sheets.
- [Fathom & QuickBooks Integration | Connect Your Software](https://www.fathomhq.com/integrations/quickbooks): Fathom, a leading financial analysis, management reporting, KPI tracking & cash flow forecasting software, has native integration with Quickbooks.
- [FreeAgent](https://www.fathomhq.com/integrations/freeagent): Fathom, a leading financial analysis, management reporting, KPI tracking & cash flow forecasting software, has native integration with Xero.

# KPI Glossary
- [KPI Glossary | Fathom](https://www.fathomhq.com/kpi-glossary): Decode the KPI terminology, jargon and key terms used by business advisors and financial business leaders
- [What the Average Treatment Charge KPI Reveals About Your Business](https://www.fathomhq.com/kpi-glossary/average-treatment-charge): The average treatment charge KPI is important because it helps healthcare providers understand the revenue generated from specific treatments or procedures. It can also help providers identify areas where they may be able to increase revenue or reduce costs.
- [What is the KPI: Staff Costs as % of Turnover.](https://www.fathomhq.com/kpi-glossary/staff-cost-as-percentage-of-turnover): It is a financial metric that measures the percentage of total revenue spent on staff costs. It's used to evaluate the efficiency of a company's workforce management and to monitor the impact of staffing decisions on the company's profitability.
- [Total Revenue Made Simple](https://www.fathomhq.com/kpi-glossary/total-revenue): Discover the importance of total revenue in your financial analysis. Enhance your financial insight by learning all about this key metric.
- [What is Accounts Payable Days and How To Calculate It?](https://www.fathomhq.com/kpi-glossary/accounts-payable-days): Discover the meaning of Accounts Payable Days (DPO) and learn how to calculate it. Understand the impact it has on your business and supplier relationships.
- [Understanding Cash Flow Margin: A Definitive Guide](https://www.fathomhq.com/kpi-glossary/cash-flow-margin): Understand the importance of cash flow margin with this deep dive look. Learn how this key performance indicator can boost your business profitability.
- [Staff-to-Patient Ratio: A Critical KPI for Your Healthcare Practice](https://www.fathomhq.com/kpi-glossary/staff-to-patient-ratio): The staff-to-patient ratio is a critical key performance indicator (KPI) that measures the number of staff available per patient in a healthcare facility. It's an important metric that healthcare providers can use to assess their resource management strategies and optimise their operations.
- [Gross Profit: What It Is & How to Calculate It](https://www.fathomhq.com/kpi-glossary/gross-profit-growth): Discover the importance of gross profit in your financial analysis. Enhance your financial insight by learning all about this key metric.
- [What is the Average Cost Per Discharge KPI and Why Does it Matter in Healthcare?](https://www.fathomhq.com/kpi-glossary/average-cost-per-discharge): The average cost per discharge is a key performance indicator (KPI) used in healthcare to measure the average cost of providing care to each patient discharged from a healthcare facility, such as a hospital or clinic. This KPI considers all the costs associated with a patient's care, including direct costs such as medications, procedures, and room and board, as well as indirect costs such as administrative and overhead expenses.
- [Patient Satisfaction: Understanding the Key Performance Indicator in Healthcare](https://www.fathomhq.com/kpi-glossary/patient-satisfaction): Patient satisfaction is a key performance indicator (KPI) that measures how well healthcare clinics are meeting the needs and expectations of their patients.
- [Debt to Total Assets Ratio: Meaning, Formula and What's Good](https://www.fathomhq.com/kpi-glossary/debt-to-total-assets): Learn why the debt to total assets ratio is important and how to calculate it with a step-by-step example.
- [Cash Flow Adequacy Ratio: A Comprehensive Guide](https://www.fathomhq.com/kpi-glossary/cash-flow-adequacy-ratio): Discover the importance of the cash flow adequacy ratio in your financial analysis. Enhance your financial insight by learning all about this key metric.
- [Operating Expense Ratio: Definition and How to Calculate](https://www.fathomhq.com/kpi-glossary/operating-expense-ratio): Learn the definition of Operating Expense Ratio, its formula, and how it helps accountants analyse property performance and operational costs control.
- [Understanding Net Cash Flow](https://www.fathomhq.com/kpi-glossary/net-cash-flow-formula): Discover the importance of net cash flow in your financial analysis. Enhance your financial insight by learning all about this key metric
- [Gross Margin Return on Investment: Definition & Formula](https://www.fathomhq.com/kpi-glossary/gross-margin-return-on-inventory): Learn why this KPI is useful, what a good GMROI looks like and how to calculate it with a step-by-step example.
- [Understanding Free Cash Flow](https://www.fathomhq.com/kpi-glossary/free-cash-flow): Understand the importance of free cash flow with this deep dive look. Learn how this metric can drive your business forward.
- [Why EBIT Growth is an Essential Metric](https://www.fathomhq.com/kpi-glossary/ebit-growth): Discover the importance of EBIT growth in your financial analysis. Understand your profitability by learning all about this key metric.
- [Room Occupancy Rate KPI: Maximising Your Practice's Potential](https://www.fathomhq.com/kpi-glossary/room-occupancy-rate): Room occupancy rate measures how efficiently you are using the available space in your practice. Simply put, it tracks the percentage of time that each exam room or consultation room is in use during your operating hours. By maximising your room occupancy rate, you can increase the number of patients you see each day, which in turn can drive revenue growth and improve the overall patient experience.
- [Why Staff Costs per Patient is Critical for Healthcare Providers: A KPI Breakdown](https://www.fathomhq.com/kpi-glossary/staff-costs-per-patient): Staff costs per patient is a critical KPI for healthcare providers as it helps them evaluate the effectiveness of their staffing levels and identify opportunities to optimise their staff costs without compromising the quality of care.
- [Exploring the Importance of Cash Flow Coverage Ratio](https://www.fathomhq.com/kpi-glossary/cash-flow-coverage-ratio): Discover the key role of cash flow coverage ratio in financial analysis. Learn how to strengthen your business’s financial strategies. Take control today!
- [Accounts receivable days: Definition & how to calculate](https://www.fathomhq.com/kpi-glossary/accounts-receivable-days): Learn about Accounts Receivable Days as a key metric for assessing a business's cash flow, including its calculation formula and a step-by-step example.
- [Activity Ratio: A Comprehensive Guide](https://www.fathomhq.com/kpi-glossary/activity-ratio): Looking to gain insight into your business’s operational efficiency? Activity ratios can help you do just that, providing visibility of how well your business uses its assets to generate revenue.
- [Understanding Your Non-Attendance Rate KPI: From Missed Appointments to Lost Revenue](https://www.fathomhq.com/kpi-glossary/non-attendance-rate): The non-attendance rate measures the percentage of scheduled appointments that were missed by patients. This metric is important for healthcare providers because missed appointments can result in lost revenue, reduced patient satisfaction, and decreased access to care for other patients.
- [Operating Margin: What It Is and the Formula for Calculating It](https://www.fathomhq.com/kpi-glossary/operating-profit-margin): Discover the importance of operating margin in your financial analysis. Enhance your financial insight by learning all about this key metric.
- [Economic Profit: Definition, Formula, and Example](https://www.fathomhq.com/kpi-glossary/economic-profit): Discover the importance of economic profit in your financial analysis. Enhance your financial insight by learning all about this key metric.
- [What Exactly is Operating Cash Flow?](https://www.fathomhq.com/kpi-glossary/operating-cash-flow): Understand the importance of operating cash flow with this deep dive look. Learn how this metric can steer your business toward success.
- [Debt Service Ratio: Definition and How to Calculate](https://www.fathomhq.com/kpi-glossary/debt-service-ratio): Learn the definition of debt service ratio and discover how this metric measures a company's ability to meet its debt obligations.
- [Profitability Ratios: Types, Formulas and Business Uses](https://www.fathomhq.com/kpi-glossary/profitability-ratios): Learn what profitability ratios are, how to calculate them, and how you can use them to assess performance and guide business decisions.
- [Return on Assets (ROA): Meaning, Formula and Example](https://www.fathomhq.com/kpi-glossary/return-on-assets): Learn what return on assets (ROA) is, how to calculate it, and how this metric can be used to evaluate profitability and asset efficiency.
- [Fixed Asset Turnover Ratio: Definition, Formula & Calculation](https://www.fathomhq.com/kpi-glossary/fixed-asset-turnover-ratio): Learn the definition of fixed asset turnover ratio and gain insights into how this metric helps to measure the effectiveness of your fixed asset spending

# Blogs
- [Fathom Blog | Beautiful insights into your financial data](https://www.fathomhq.com/blog): Where we talk about all things financial analysis and management reporting within the accounting, bookkeeping, small to medium business and advisor world.
- [Need to confidently manage all your clients? 3 ways to use the Insights Dashboard](https://www.fathomhq.com/blog/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
- [Understanding Cash Flow Analysis: A Comprehensive Guide](https://www.fathomhq.com/blog/understanding-cash-flow-analysis): In this guide, we provide an easy-to-understand outline of cash flow analysis.
- [New: Dashboard Saved Views, Sage 50 Accounts integration live, and visual updates](https://www.fathomhq.com/blog/new-dashboard-saved-views-sage-50-accounts-integration-live-and-more): 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.
- [New: Enhanced Analysis for Consolidated Groups and Divisions](https://www.fathomhq.com/blog/enhanced-analysis-for-consolidated-groups-divisions): April product update from Fathom
- [Why great financial stories win startup funding (not just great ideas)](https://www.fathomhq.com/blog/great-stories-funding-insights): 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.
- [Introducing Forecast Snapshots: Compare actuals, budgets and forecasts](https://www.fathomhq.com/blog/new-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.
- [New in Fathom: Add images & files to your reports](https://www.fathomhq.com/blog/new-in-fathom-add-images-and-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.
- [Introducing Data Labels: Unlocking Precise Insights in Your Fathom Reports](https://www.fathomhq.com/blog/introducing-data-labels): Get the scoop on Data Labels in Fathom
- [Fathom achieves SOC 2 Type 2 accreditation](https://www.fathomhq.com/blog/soc2-type2): 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.
- [Investor-ready in minutes: Inside Harris Real Estate’s board reporting overhaul](https://www.fathomhq.com/blog/real-estate-board-reporting): From #REF errors to investor-ready reporting, see how Harris Real Estate transformed board reports and multi-entity consolidations with Fathom.
- [How a Financial Controller manages multi-entity reporting with confidence](https://www.fathomhq.com/blog/how-to-manage-multi-entity-reporting): Learn how Jesse Chapman manages financial reporting across 9 entities at Harris Real Estate. Discover strategies for budget vs actuals, reforecasting, and stakeholder reporting.
- [How to structure client meetings that deliver real value (in under an hour)](https://www.fathomhq.com/blog/erica-goodes-client-meeting-structure): How Erica Goode structures client meetings that drive clarity, action, and real value, in 45 minutes or less.
- [New: Introducing Custom Terminology and Nonprofit Financial Statements](https://www.fathomhq.com/blog/custom-terminology-non-profit): Introducing Fathom's new Custom Terminology and Nonprofit Reporting
- [New: Track budgets for your classes, locations, business units and categories with Divisional Budgets](https://www.fathomhq.com/blog/divisional-budgets-release): Introducing Divisional Budgets in Fathom for Xero and QuickBooks Online users! Learn what this feature release enables for Xero and QBO users.
- [Building financial resilience #3: Can you safeguard growth plans during economic uncertainty?](https://www.fathomhq.com/blog/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.
- [Human connections, clarity, and confidence:  What we learned at Xerocon Brisbane 2025](https://www.fathomhq.com/blog/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.
- [From complexity to clarity: PMI’s $72B property management reporting overhaul](https://www.fathomhq.com/blog/complexity-to-clarity-72b-property-management-reporting-overhaul): “Fathom doesn’t just show numbers, it gives us insight and confidence.”
- [Security foundations: SOC 2 and ISO27001](https://www.fathomhq.com/blog/security-soc-2-iso27001): Fathom has received ISO27001 certification and the SOC 2 Type 1 report, ensuring compliance with top security standards to protect customer data.
- [New: Insights Dashboard & Summary Report Improvements](https://www.fathomhq.com/blog/new-insights-dashboard-improvements): The latest enhancements to Fathom’s Insights Dashboard, continuing our commitment to delivering greater value, usability, and actionable insights.
- [New: Easily Manage All Your Entities with Bulk Updates](https://www.fathomhq.com/blog/easily-manage-all-your-entities-with-bulk-updates): We’re excited to introduce our new Bulk Update feature. This highly requested functionality allows you to update multiple entities simultaneously with just a click, streamlining the process and saving valuable time.
- [How Entreflow helped high-growth businesses to thrive using Fathom's three-way forecasting tools](https://www.fathomhq.com/blog/how-entreflow-helped-high-growth-businesses-to-thrive-using-fathoms-three-way-forecasting-tools): Discover how Entreflow streamlined three-way forecasting, reduced errors, and boosted client engagement with Fathom’s powerful financial tools.
- [Breaking free from spreadsheets: How The Network Firm scaled crypto accounting clients with Fathom](https://www.fathomhq.com/blog/how-the-network-firm-scaled-crypto-accounting-clients): The Network Firm, a rising star in the world of crypto accounting, faced growing pains as its client base expanded. From handling complex digital assets to managing multiple startups with millions in funding, their existing tools—QuickBooks and Excel—couldn’t keep up.
- [Engaging creative minds: The Wow Company’s journey to visual financial planning with Fathom](https://www.fathomhq.com/blog/the-wow-companys-journey): Learn how The Wow Company used Fathom’s visual tools to turn data into engaging stories, transforming client meetings and empowering creative businesses to make confident, data-driven decisions.
- [Are your clients asking, “What should we cut?” Here’s how to forecast for profit clarity.](https://www.fathomhq.com/blog/forecasting-cuts-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.
- [Are your clients asking, “Can I afford this?” Here’s how to give them cash flow clarity.](https://www.fathomhq.com/blog/cash-flow-clarity-for-client-decisions): From cost spikes to slow sales, clients want decision-ready insights. See how advisors are forecasting cash flow with Fathom.
- [Are your clients worried about tariffs? Here’s how to respond with confidence.](https://www.fathomhq.com/blog/respond-to-client-tariff-concerns): Help clients navigate tariff uncertainty with confidence. Learn how advisors are modelling the impact and planning ahead using Fathom.
- [Creating an app stack that adds value for your clients](https://www.fathomhq.com/blog/creating-an-app-stack-that-adds-value-for-your-clients): Here's our guide on how to get the right accountancy apps working for both your clients and your firm.
- [How This Business Saves 3 Months a Year with Xero Add Ons](https://www.fathomhq.com/blog/how-this-business-saves-3-months-a-year-with-xero-add-ons): Our company philosophy has always been to use the best, most innovative technology on the market – using Xero, as well as Xero add ons such as Chaser, Fathom and Float has allowed us to practice what we preach.
- [The pivotal role of advisors in business success](https://www.fathomhq.com/blog/the-role-of-advisors-in-business-success): In early March, Fathom's Director of Business Development in the UK, Andrew Jordon caught up with XU Mag to discuss how Fathom can be used to improve the relationships between advisors and their clients.
- [Customer Story: Haydenshapes](https://www.fathomhq.com/blog/customer-story-haydenshapes): Known for his stylish approach to design, Hayden has collaborated with iconic fashion designer Alexander Wang and is profiled by publications including Forbes, GQ, New York Times, Vogue and Esquire. He is also an Audi ambassador and featured at the recent Semi-Permanent design conference.
- [An Era of Authenticity and Opportunity With Xero](https://www.fathomhq.com/blog/an-era-of-authenticity-and-opportunity-with-xero): Looking back at last week’s Xerocon in Atlanta, there are several major things that come to mind.
- [Proven Processes and Tips to Try in 2024](https://www.fathomhq.com/blog/proven-tips-for-2024): Fathom's Expert Series digs deeper into the processes and practical tips for using Fathom to confidently solve problems, provide clarity to clients and enhance business performance.
- [Customer Story: Matter of Form](https://www.fathomhq.com/blog/customer-story-matter-of-form): Matter of Form is a design-led digital agency, based in London. They are passionate about the impact of design in business, and are highly regarded for their design of integrated brand experiences for the world's most valued organisations.
- [Using Fathom with clients for the first time](https://www.fathomhq.com/blog/using-fathom-with-clients-for-the-first-time): Our guide on how to introduce Fathom to clients, charge for it, and start a conversation about advisory services.
- [Paul Barnes speaks about benchmarking and reporting with Fathom](https://www.fathomhq.com/blog/advisor-case-study-paul-barnes-from-map-speaks-about-benchmarking-and-reporting-with-fathom): Paul Barnes is the founder and managing director of MAP, an advisory firm based in Manchester, UK. MAP work specifically with digital creative agencies and use Fathom to support and measure their clients' growth.
- [Here’s what you’ve said about the Business Unusual Guide](https://www.fathomhq.com/blog/heres-what-youve-said-about-the-business-unusual-guide): Download the 80-page Business Unusual Guide to help you get the most out of your management reports during uncertain times.
- [Business Unusual Series: #12 Know your at-risk clients or companies](https://www.fathomhq.com/blog/business-unusual-series-12-know-your-at-risk-clients-or-companies): We explain how Fathom’s benchmarking analysis enables you to compare the performance of multiple businesses (or business units) in a single view, across
- [Consolidating financials used to be painful, not any more](https://www.fathomhq.com/blog/consolidation-webinar): Consolidation is one of the most powerful features of Fathom. Watch our webinar to find out how it can work for you.
- [Business Unusual Series: #10 Create action plans](https://www.fathomhq.com/blog/business-unusual-series-10-create-action-plans): Regular management reporting is essential during challenging times. We explain why and list what you can be included in management reports to improve communication.
- [Business Unusual Series: #9 Undertake forward projections](https://www.fathomhq.com/blog/business-unusual-series-9-undertake-forward-projections): We explain why forward projection trend charts and forward projection P&L statements (Income Statement) are useful in an economic slowdown.
- [TaxAssist use Fathom to offer advisory services to compliance clients](https://www.fathomhq.com/blog/taxassist-use-fathom-to-offer-advisory-services-to-compliance-clients): Robin Johnson from Tax Assist uses Fathom as part of his advisory offering to compliance clients
- [Business Unusual Series: #11 Enhance communication to stakeholders](https://www.fathomhq.com/blog/business-unusual-series-11-enhance-communication-to-stakeholders): Regular communication with key business stakeholders is now more vital than ever. Here's how Fathom helps you improve communication so that you can navigate the business through potentially leaner months.
- [Six winning tips for management reporting when it’s not business as usual](https://www.fathomhq.com/blog/six-winning-tips-for-management-reporting-when-its-not-business-as-usual): Give your business the best chance of success by monitoring your break-even, controlling costs, tracking key trends, and understanding your cash flow with Fathom.
- [Forecasting in Fathom helps Milestone's clients grow](https://www.fathomhq.com/blog/forecasting-in-fathom-helps-milestones-clients-grow): Whether they're looking to scale, or 'go skinny', Forecasting in Fathom helps Milestone's clients plan for the future
- [The role of the strategic advisor: helping your clients create the future they desire](https://www.fathomhq.com/blog/strategic-advisory-geni-whitehouse): A blog post featuring insights from Geni Whitehouse
- [In Preparation for QuickBooks Connect 2023](https://www.fathomhq.com/blog/preparing-for-qbc2023): Make the most of your QuickBooks Connect 2023 experience with these highlights and tips.
- [From Excel to Fathom: Transforming Your Monthly Consolidated Financial Reporting](https://www.fathomhq.com/blog/from-excel-to-fathom-transforming-your-monthly-consolidated-financial-reporting): Struggling with the chaos of manual calculations, data errors, and time-consuming reporting? Many finance teams have made the switch from spreadsheets to Fathom for their monthly consolidated reports, find out why.
- [How Fathom changed the consolidations reporting game for Elliott Davis](https://www.fathomhq.com/blog/change-the-consolidations-game-with-fathom-casestudy): Discover how Elliott Davis transformed their consolidation workflow with Fathom, achieving precise reporting and greater client satisfaction.
- [The 6 best financial consolidation software solutions in 2024](https://www.fathomhq.com/blog/the-6-best-financial-consolidation-software-solutions-in-2024): Looking for the best financial consolidation software in 2024? This guide highlights six top solutions to streamline your reporting process. Explore the pros and cons of each tool and find the right fit for your consolidation needs.
- [Fathom partners with ACCA UK to help shape the future of accounting](https://www.fathomhq.com/blog/fathom-partners-with-acca-uk): Fathom partners with ACCA UK to help shape the future of accounting.
- [Simplifying our consolidated reporting process using Fathom](https://www.fathomhq.com/blog/simplifying-our-consolidated-reporting-process-using-fathom): Learn how Scrutton Bland transformed their error-prone Excel consolidations with Fathom, boosting efficiency, reducing stress, and enhancing report quality.
- [Presenting Fathom's interactive Management Reports remotely](https://www.fathomhq.com/blog/presenting-fathoms-interactive-management-reports-remotely): In this 3 minute video you'll learn how to present Fathom's Management Reporting functions remotely for your next online meeting with your clients
- [A forecast isn't just for year-end](https://www.fathomhq.com/blog/a-forecast-isnt-just-for-year-end): Learn how to keep your forecasts relevant all year with expert insights, best practices, and practical steps to stay agile and aligned with your goals
- [Spreadsheet SOS: Making Forecasts Work for You](https://www.fathomhq.com/blog/spreadsheet-sos-making-forecasts-work-for-you): Discover three practical ways to simplify your forecasting process, keep models up to date, and engage clients with impactful visuals. Learn how Fathom’s tools can save time, reduce errors, and bring clarity to your financial planning.
- [Industry Experts' Guide to Xerocon Sydney 2023](https://www.fathomhq.com/blog/xerocon-2023-top-tips): Hear how the experts navigate the smorgasbord of financial fare offered up at Xerocon Sydney.
- [How Erica Goode answers clients’ toughest questions (And how you can too)](https://www.fathomhq.com/blog/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.
- [The shift to smarter financial planning: key trends and insights for 2025](https://www.fathomhq.com/blog/shift-to-smarter-financial-planning-key-trends-and-insights-for-2025): We surveyed 80+ financial professionals to uncover the key challenges in forecasting. Discover insights and how Fathom can solve them.
- [Why we built the Insights Dashboard and Fathom Portfolio Plan](https://www.fathomhq.com/blog/why-we-built-portfolio): Firms want to scale advisory, but face roadblocks. Learn why we built the Insights Dashboard and Portfolio plan to help overcome them.
- [The state of advisory services in 2025: Key challenges and emerging solutions](https://www.fathomhq.com/blog/the-state-of-advisory-services-in-2025-key-challenges-and-emerging-solutions): Discover the top advisory challenges firms face in 2025 and how leading practices are scaling insights, visibility, and value at speed.
- [Introducing Fathom’s Insights Dashboard and Portfolio Plan](https://www.fathomhq.com/blog/new-fathom-portfolio): Discover how the new Insights Dashboard and Fathom Portfolio plan give you a clear view of client performance to spot opportunities and engage at scale.
- [Advisors’ Assembly UK 2025: Inside Fathom’s First UK Community Events](https://www.fathomhq.com/blog/advisors-assembly-uk-2025): 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.
- [Fathom Wins Customer Service Organisation of the Year at 2022 Australian Service Excellence Awards](https://www.fathomhq.com/blog/csia-awards-2022): Fathom's wrap of the 2022 Australian Service Excellence Awards
- [Fathom named as one of Australia's Top 100 Innovators](https://www.fathomhq.com/blog/fathom-top-100-innovators): Fathom has just been named in The Australian’s list of 100 top innovators for 2021.
- [We’re changing the game: Fathom’s customer focus earns global recognition with international award](https://www.fathomhq.com/blog/fathom-earns-international-award): Fathom wins international customer service award for 2022
- [From growth to survival: Why finance leaders are now business lifelines](https://www.fathomhq.com/blog/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.
- [Xerocon Nashville 2024: Fathom’s Quick Guide](https://www.fathomhq.com/blog/xerocon-nashville-2024-fathoms-quick-guide): Start planning your Xerocon Nashville 2024 experience with this quick guide from Fathom
- [From webinars to whitepapers, here’s the best of our learning resources](https://www.fathomhq.com/blog/from-webinars-to-whitepapers-heres-the-best-of-our-learning-resources): Making time for training in apps is tricky, so we've gathered webinars, case studies and guides all in one place.
- [DAS 2025: What we learned, shared and loved](https://www.fathomhq.com/blog/das-2025): AI, outsourcing, and scalable advisory topped the agenda. Here’s what we learned (and shared) at this year’s Digital Accountancy Show.
- [How we stopped the numbers going over our clients’ heads](https://www.fathomhq.com/blog/how-we-stopped-the-numbers-going-over-our-clients-heads): How Fathom has helped to take away client anxiety, transformed that glazed-over look in clients’ eyes and showcased the value of the advisor role.
- [Beyond the booth: what we learned at Scaling New Heights 2025](https://www.fathomhq.com/blog/scaling-new-heights-2025): AI, advisory, and what’s next for accountants. Our key takeaways from Scaling New Heights 2025.
- [Unwrapping the Digital Accountancy Show 2024: Fathom's Highlights](https://www.fathomhq.com/blog/das-2024): The curtains have closed on another exhilarating chapter of the Digital Accountancy Show (DAS) 2024. Get our wrap on the event.
- [Accountex London 2025: What we learned, shared and loved](https://www.fathomhq.com/blog/accountex-2025): From packed panels to real talk on advisory, here’s what stood out at Accountex London 2025.
- [Intuit Connect 2024: Fathom’s Quick Guide](https://www.fathomhq.com/blog/intuit-connect-2024-fathoms-quick-guide): Start planning your Intuit Connect 2024 experience with this quick guide from Fathom.
- [Fathom’s Guide to Xerocon London 2024](https://www.fathomhq.com/blog/fathoms-guide-to-xerocon-london-2024): Fathom's mini guide to Xerocon London 2024
- [The event that was Intuit Connect 2024](https://www.fathomhq.com/blog/intuit-connect-2024): Intuit Connect 2024 has wrapped up in Las Vegas! Get the insights and highlights from the Fathom team.
- [From Chaos to Clarity: How Right Brain Insights Mastered Consolidations with Fathom](https://www.fathomhq.com/blog/how-we-mastered-consolidations-with-fathom-casestudy): Find out how Right Brain Insights transformed their consolidation process with Fathom, to achieve efficiency, better client engagement, and powerful financial insights.
- [Introduction to Forecasting in Fathom for businesses](https://www.fathomhq.com/blog/introduction-to-forecasting-in-fathom-for-businesses): Introducing Forecasting in Fathom for businesses, letting you make the most of your numbers
- [Forecasting how a new hire will impact your business financials](https://www.fathomhq.com/blog/forecasting-how-a-new-hire-will-impact-your-business-financials): See the impact of a new hire on your business financials
- [Around the grounds: Industry events in your region in early 2024](https://www.fathomhq.com/blog/events-early-2024): A summary of the notable industry events in early 2024 across regions.
- [How South Africa-based Petworld planned for the future with Fathom 🦜](https://www.fathomhq.com/blog/how-south-africa-based-petworld-planned-for-the-future-with-fathom): Hear how Fathom helped Petworld in South Africa get a handle on their numbers when COVID-19 hit, and how they acted on analysis to aviod a crisis
- [Taking the guesswork out of future growth: Using forecasting to help businesses get clarity](https://www.fathomhq.com/blog/customer-catch-up-ben-cooper-amplify): Meet Amplify founder, Ben Cooper, and hear how he is using Fathom’s forecasting tool to accelerate his clients’ business.
- [Is funding keeping your clients up at night? Here’s how to forecast decisions.](https://www.fathomhq.com/blog/client-funding-concerns-how-to-forecast-decisions): Help clients navigate funding pressure and tough cashflow calls. See how advisors are forecasting loans, runway, and what comes next.
- [How DroneOps Group used Fathom to reduce costs](https://www.fathomhq.com/blog/droneops-group-used-fathom-to-reduce-costs): Grant Greeff is the CFO of the Drone Ops Group, based in South Africa. Six months ago he deployed Fathom as part of an overhaul of the group’s financial function. In this customer catchup he tells us how Fathom got to work instantly in improving the business.
- [How Fathom solved our consolidated reporting headaches](https://www.fathomhq.com/blog/how-fathom-solved-our-consolidated-reporting-headaches): Discover how Fathom transformed TheBeanCounters' reporting process, slashing consolidation time and enhancing strategic insights for smarter decision-making.
- [Building financial resilience #2: What can you do when cash flow comes under strain?](https://www.fathomhq.com/blog/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.
- [Building financial resilience #1: Are you proactively preparing for rising supply costs?](https://www.fathomhq.com/blog/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.
- [Confidence in the unknown: your toolkit to more confident forecasting](https://www.fathomhq.com/blog/confidence-in-the-unknown-your-toolkit-to-more-confident-forecasting): Forecasting doesn’t have to feel uncertain. In this article, we explore practical strategies to turn forecasts into confidence-boosting decision-making tools. With insights on scenario planning, three-way forecasting, and aligning projections with business goals, learn how Fathom helps finance teams transform unknowns into actionable insights.
- [How CFOs become strategic storytellers: moving beyond data to real impact](https://www.fathomhq.com/blog/how-cfos-become-strategic-storytellers): 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.
- [What is Financial Consolidation? Definition & Guide](https://www.fathomhq.com/blog/what-is-financial-consolidation): A deep-dive look for businesses at financial consolidation.
- [How Scenario Planning Can Help Businesses Stay Ahead](https://www.fathomhq.com/blog/how-scenario-planning-can-help-businesses-stay-ahead): Learn how scenario planning can help businesses to identify potential risks, stay agile, and build resilience into their growth plans.
- [Consolidated reporting in 10 minutes: Expert tips from Tyler Caskey](https://www.fathomhq.com/blog/consolidated-reporting-in-10-minutes-expert-tips-from-tyler-caskey): Tyler Caskey reveals how to take the headache out of consolidated reporting. With his 4-step method—Simplify, Eradicate, Automate, and Delegate—you can ditch the manual work and finish consolidations in just 10 minutes, all while reducing errors and staying focused on what matters most.
- [Cash Flow Forecasting Best Practices: What You Need to Know](https://www.fathomhq.com/blog/what-you-need-to-know-about-cash-flow-forecasting): 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.
- [Profitability Analysis: A Comprehensive Guide to Success](https://www.fathomhq.com/blog/profitability-analysis-a-comprehensive-guide): Profitability analysis is an essential tool for businesses to evaluate their ability to generate a profit, providing insights into how various revenue streams and costs affect financial performance. Learn more with this comprehensive guide.
- [11 Financial KPIs You Should Be Tracking in 2024](https://www.fathomhq.com/blog/11-financial-kpis-you-should-be-tracking-in-2024): In this guide, we’ll explain why financial KPIs are so important in 2024
- [New: Custom titles for financial statements & more calendar YTD reporting options](https://www.fathomhq.com/blog/custom-titles-for-financial-statements-and-more): February product update from Fathom
- [Customer catch up: Guy De Wieuw at Petworld, South Africa](https://www.fathomhq.com/blog/customer-catch-up-guy-de-wieuw-at-petworld-south-africa): Hear how Fathom helped Petworld in South Africa get a handle on their numbers when COVID-19 hit, and how they acted on analysis to aviod a crisis
- [5 essential KPIs every small business should feature in their management packs](https://www.fathomhq.com/blog/essential-kpis-every-small-business-should-feature-in-their-management-packs): Find the best KPIs for small businesses, how you can calculate them and why they should be tracked.
- [11 Essential KPIs for Creative Agencies](https://www.fathomhq.com/blog/kpis-for-creative-agencies): Essential Customer, Financial and Project KPIs which can be used by creative agencies, marketing agencies, and advertising agencies.
- [New: Integration with Sage 50 and an extra column option in reporting](https://www.fathomhq.com/blog/new-integration-with-sage-50): Fathom blog post about the new Sage 50 integration adn an extra column option in reporting
- [Spreadsheet SOS: Rescue Your Consolidations](https://www.fathomhq.com/blog/spreadsheet-sos-rescue-your-consolidations): Discover five effective strategies to streamline your consolidation process, reduce errors, and save time.
- [How Robertson Scannell use dashboards to win new advisory work](https://www.fathomhq.com/blog/how-robertson-scannell-use-dashboards-in-fathom-to-help-clients): Dashboards in Fathom are great for showing clients their numbers in a way they can understand. Here's how to do it, and start that advisory journey
- [How to choose the best apps for your accounting firm](https://www.fathomhq.com/blog/best-apps-for-your-accounting-firm): As the app ecosystem continues to grow, standardizing the app evaluation process is becoming vital for modern firms.
- [Fathom's guide to business KPIs](https://www.fathomhq.com/blog/fathoms-guide-to-business-kpis): Our ultimate KPI guide rounds up everything you need to know to guide your business
- [Business Unusual Series: #1 Know your numbers](https://www.fathomhq.com/blog/business-unusual-series-1-know-your-numbers): Understand why it's important to stay on top of your KPIs and metrics. We suggest 20 KPIs that are important to track in difficult times and explain why.
- [13 questions you can ask to pre-screen leads for your advisory firm](https://www.fathomhq.com/blog/pre-screening-for-advisory): Understand how you can add a pre-screening questionnaire to better qualify clients for your advisory firm. Here are 13 questions you should ask & why.
- [Business Unusual Series: #5 Track profitability of business units](https://www.fathomhq.com/blog/business-unusual-series-5-track-profitability-of-business-units): Assess the individual performance of each department, location, profit center, divisions, or any other business segments, and answer questions on revenue, expenses, and more.
- [Business Unusual Series: #7 Monitor drivers of cash flow](https://www.fathomhq.com/blog/business-unusual-series-7-monitor-drivers-of-cash-flow): We explain the drivers of working capital and how you can monitor these using Fathom. Drivers include Account Receivable days, Accounts Payable days, and Inventory days.
- [How Specialist Accounting Solutions wins new business with the time saved using Fathom](https://www.fathomhq.com/blog/sme-web-accountants-wins-new-business-with-the-time-saved-using-fathom): We interview Sean Hackemann from SEM Web Accountants about how they use the time saved with Fathom to win new business.
- [Business Unusual Series: #3 Monitor breakeven and profitability](https://www.fathomhq.com/blog/business-unusual-series-3-monitor-breakeven-and-profitability): Fathom's Breakeven chart is critical for assessing profitability. See how to review the impact of different revenue scenarios & adjust overheads to preserve breakeven or minimise losses.
- [Tips for building engaging performance dashboards](https://www.fathomhq.com/blog/performance-dashboards): Engaging performance dashboards will capture an audience and communicate the story within the numbers, learn what should you include in dashboards and why.
- [Business Unusual Series: #2 Track key trends](https://www.fathomhq.com/blog/business-unusual-series-2-track-key-trends): The direction, strength, and duration of a trend can help you visually identify changes and patterns in business performance. We discuss some key trend charts and the questions that they answer.
- [Business Unusual Series: #8 Move the levers with Goalseek](https://www.fathomhq.com/blog/business-unusual-series-8-move-the-levers-with-goalseek): The Goalseek analysis in Fathom helps you to answer the ‘How do we get there?’ question and may be a useful tool for exploring scenarios and the impact of potential tactics.
- [Business Unusual Series: #6 Understand your Cash Flow](https://www.fathomhq.com/blog/business-unusual-series-6-understand-your-cash-flow): Cash is vital during periods of economic downturn. Use our Cash Flow Waterfall chart to easily visualise the flow of funds through your business.
- [How adding HR services gives Milestone an extra advantage](https://www.fathomhq.com/blog/how-adding-hr-services-gives-milestone-an-extra-advantage): When Milestone Business Solutions added HR service to their accounting offering, it gave them a competitive edge
- [New: Aged Accounts Receivable and Accounts Payable Reporting in Fathom](https://www.fathomhq.com/blog/new-aged-ar-ap-reporting): Get up to speed with the latest Fathom product release: Aged AR/AP reporting
- [New: Enhanced Actuals vs Budget Reporting](https://www.fathomhq.com/blog/new-enhanced-actuals-vs-budget-reporting): Get up to speed with the latest Fathom product news. Here’s a quick wrap-up of the features we’ve recently released.
- [Bridging the communication gap: how to avoid glazed-over eyes with clients](https://www.fathomhq.com/blog/bridging-the-communication-gap): Learn how to break down the communication barrier and enable rich two-way discussions with clients.
- [9 reasons why accountants are switching to cloud technology for consolidations](https://www.fathomhq.com/blog/9-reasons-to-use-cloud-solutions-for-consolidations): Discover nine reasons why accountants are switching to cloud technology for efficient and accurate financial consolidations.
- [Webinar Recap: KPIs Demystified](https://www.fathomhq.com/blog/kpis-demystified): Fathom's wrap up of the key points from our KPIs Demystified webinar.
- [New: Enhanced performance and a new invite user workflow](https://www.fathomhq.com/blog/enhanced-performance-new-invite-user-workflow): Introducing Divisional Budgets in Fathom for Xero and QuickBooks Online users! Learn what this feature release enables for Xero and QBO users.
- [Mastering the art of client communication: Five non-negotiables for game-changing impact](https://www.fathomhq.com/blog/mastering-the-art-of-client-communication): How moving from excel to Fathom gave clients a greater understanding of their numbers.
- [Spreadsheets: The tool you love that can become a nightmare](https://www.fathomhq.com/blog/spreadsheets-the-tool-that-can-become-a-nightmare): Excel may seem like a go-to tool, but these real-life horror stories reveal its costly limitations in accounting. Discover how to avoid the nightmare.
- [Forecasting For Funding: Planning for Success Using Fathom’s New Five-Year Forecasting Features](https://www.fathomhq.com/blog/five-year-forecasting-for-funding): All you need to know to plan for success using Five-Year Forecasting in Fathom.
- [Advisors' Assembly Wrap for 2024](https://www.fathomhq.com/blog/advisors-assembly-wrap-2024): Fathom's wrap of Advisors' Assembly 2024.
- [How we transformed our client communication using Fathom](https://www.fathomhq.com/blog/how-we-transformed-our-client-communication-using-fathom): How using customisable visuals in Fathom reports made financial information more accessible to clients without a finance background.
- [How moving from Excel to Fathom gave our clients an understanding of their numbers in minutes!](https://www.fathomhq.com/blog/from-excel-to-fathom-client-understanding): How moving from excel to Fathom gave clients a greater understanding of their numbers.
- [How Fathom helps clients achieve their goals through meaningful relationships](https://www.fathomhq.com/blog/system-six-explains-how-fathom-helps-clients-achieve-their-goals-through-meaningful-relationships): We recently caught up with Jeremy Allen, founder and CEO of System Six, a strategic bookkeeping service helping high performance entrepreneurs achieve their business goals.
- [Know Your Numbers: A Comprehensive Guide for KPIs in Uncertain Times](https://www.fathomhq.com/blog/know-your-numbers-2023): The "Know Your Numbers" report for 2023 is a comprehensive guide to the key financial performance indicators (KPIs) we think you’ll need to be on top of to ensure the financial health and long-term sustainability of your business.
- [Fathom joins forces with SAIBA to help accountants in Southern Africa](https://www.fathomhq.com/blog/fathom-joins-forces-with-saiba-to-help-accountants-in-southern-africa): Fathom's partnership with SAIBA in Southern Africa will strength accountants and businesses in the region
- [Customer Catch-Up: Ryan Schmitz from Creative CFO](https://www.fathomhq.com/blog/customer-catch-up-ryan-schmitz-from-ccfo): This Fathom customer story chats to Ryan Schmitz from Creative CFO.
- [Customer Catch-Up: David Maher from Right Brain Insights](https://www.fathomhq.com/blog/customer-catch-up-david-maher-from-right-brain-insights): This Fathom customer story chats to David Maher from Right Brain Insights.
- [Customer Catch-Up: Neil Ormesher from Danbro Business Solutions](https://www.fathomhq.com/blog/customer-catch-up-neil-ormesher-danbro-business-solutions): In this Fathom customer story, Fathom chats with Neil Ormesher from Danbro Business Solutions.
- [Expert Interview: Practical tips for guiding impactful decisions](https://www.fathomhq.com/blog/practical-tips-for-guiding-impactful-decisions): Key takeaways from Fathom's session with Dimitri Matsouliadis, focusing on practical tips for business advisors
- [How do I showcase the value of advisory?](https://www.fathomhq.com/blog/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.
- [Introduction to Forecasting in Fathom for accountants](https://www.fathomhq.com/blog/introduction-to-forecasting-in-fathom-for-accountants): Introducing Forecasting in Fathom for accountants, letting you make the most of your numbers
- ["Fathom showed us we were going to be out of business in six months"](https://www.fathomhq.com/blog/fathom-showed-us-that-we-were-going-to-be-out-of-business-in-six-months): Fathom showed this business owner how if he didn't change things quickly, he wouldn't have a business in six months...
- [UK accounting firm’s approach to rolling out Fathom with clients](https://www.fathomhq.com/blog/why-uk-firm-garbutt-elliott-are-giving-their-clients-direct-access-to-fathom): Here's why you should give your clients access to Fathom, and how it can be part of your advisory offering
- [How an advisor is guiding a ballet company using Fathom's powerful cash flow forecasting](https://www.fathomhq.com/blog/forecasting-in-fathom-helps-the-grand-rapids-ballet-leap-to-success): Hear how Fusion Financial helps the Grand Rapids Ballet their financies and plan for the future
- [How UK firm Alliotts are helping clients bounce back](https://www.fathomhq.com/blog/how-uk-firm-alliotts-are-helping-clients-bounce-back): As society unlocks and businesses start to open again, we find out what support and advice they need to succeed.
- [The five financial metrics creative agencies should track](https://www.fathomhq.com/blog/the-five-financial-metrics-creative-agencies-should-track): What are the key financial KPIs and metrics creative agencies should track. We speak to Mark Probert from Agencynomics to find out.
- [How a UK top 20 firm found an easy solution to multi-currency consolidation](https://www.fathomhq.com/blog/moore-kingston-smith-uses-fathom-for-complex-multi-currency-consolidations): How one firm saved time by using Fathom for complex multi-currency consolidations.
- [Navigating a practice beyond a client-led advisory services model](https://www.fathomhq.com/blog/navigating-a-practice-beyond-a-client-led-advisory-services-model): Replace ad-hoc engagements with structured, standardised services that deliver more value. In this article from Chartered Accountants Australia and New Zealand, Darren Van Zyl CA shares some real-world advice on how to shift from a reactive, client-led approach to an adviser-led model.
- [Download our six free Advisable ebooks](https://www.fathomhq.com/blog/download-our-six-free-advisable-ebooks): Life doesn't come with a manual, but designing advisory services now does. Introducing the Advisable Guides. Download all six today
- [Three reasons why growing accounting firms should document their processes and workflows](https://www.fathomhq.com/blog/three-reasons-why-growing-accounting-firms-should-document-their-processes-and-workflows): How to use Pixie workflows with Fathom to optimise your processes
- [Expert Interview: Navigating Financial Modelling with Clients](https://www.fathomhq.com/blog/using-forecasting-to-navigate-financial-modelling-with-clients): Key takeaways from Fathom's session at the Australian CFO Summit, featuring David Maher focusing on getting started with financial modelling for clients
- [New: Account codes in financial statements and in-app training](https://www.fathomhq.com/blog/account-codes-and-reporting-videos): Get up to speed with the latest Fathom product news. Here's quick wrap of the features we've recently released.
- [Guide: practical advice on implementing tech at your accounting firm](https://www.fathomhq.com/blog/guide-practical-advice-on-implementing-tech-at-your-accounting-firm): Get out new guide, Practical Advice on Implementing Tech at your Accounting Firm, and find out how you can future proof your firm's tech stack
- [Resources for designing and delivering advisory services](https://www.fathomhq.com/blog/resources-for-designing-and-delivering-advisory-services): Free guidance on how to move compliance clients to advisory.
- [New: Five-Year Forecasting and Enhanced Report Commentary Flexibility](https://www.fathomhq.com/blog/five-year-forecasting-and-multi-level-lists): Introducing Fathom's increased forecasting and reporting capabilities.
- [Our full Q&A with Sean Hackemann from Specialist Accounting Solutions](https://www.fathomhq.com/blog/interview-with-sean-hackemann-from-sme-web-accountants): Before finding Fathom, Sean Hackemann and his team used Powerpoint to create their management reports. They now produce great-looking, accurate reports in less time.
- [The Value of Marginal Gains](https://www.fathomhq.com/blog/the-value-of-marginal-gains): Brailsford's belief was that lots of small gains would lead to a significant overall performance improvement. This same philosophy can be applied to any business and the Goalseek tool in Fathom helps to identify the strategies to achieve these gains.
- [Why you need an efficient month-end close before advisory services](https://www.fathomhq.com/blog/why-you-need-an-efficient-month-end-close-before-advisory-services): Having an efficient month-end close is critical for offering advisory services as it ensures you’re gathering quality data in near real-time. Learn more!
- [Using Fathom to streamline bookkeeping and build understanding](https://www.fathomhq.com/blog/customer-story-zenkeep-online-bookkeepers): Zenkeep is a digital bookkeeping firm, based in McKinney, Texas, focused primarily on managerial accounting and providing relevant, reliable financial statements for their clients.
- [New: An Updated KPI Library Experience](https://www.fathomhq.com/blog/updated-kpi-library): Get the scoop on Fathom's new KPI Library experience
- [New: KPI Tracking Across Groups Plus Reporting Enhancements](https://www.fathomhq.com/blog/kpis-by-company-and-more): Introducing Fathom's new KPIs by Company and KPI Comparatives tables
- [Customer catch up: Fraser Lusty from Equity Gap](https://www.fathomhq.com/blog/customer-catch-up-fraser-lusty-from-equity-gap): We speak with Fraser Lusty, Director at Edinburgh-based Equity Gap, a group supporting and investing in emerging and growing businesses.
- [8 restaurant KPIs restaurant owners should be tracking](https://www.fathomhq.com/blog/8-restaurant-kpis-restaurant-owners-should-be-tracking): In order to ensure commercial viability in a climate of ever-increasing competition, it is essential to track Key Performance Indicators (KPIs) for your restaurant business.
- [6 KPIs every nonprofit organisation should track and why](https://www.fathomhq.com/blog/6-kpis-every-nonprofit-organisation-should-track-and-why): KPIs drive progress for nonprofits and for-profits alike. Keep in mind that the measurements change by industry. Check out these top KPIs for nonprofits.
- [New: Enhanced Chart Flexibility and Sharing Options](https://www.fathomhq.com/blog/enhanced-chart-flexibility-and-sharing-options): March product update from Fathom
- [Enhancing Nonprofit Financial Reporting with Custom Terminology](https://www.fathomhq.com/blog/enhancing-nonprofit-financial-reporting): How to boost nonprofit reporting using Fathom's new Custom Terminology feature.
- [Customer catch up: Iridium Business Solutions](https://www.fathomhq.com/blog/customer-catch-up-iridium-business-solutions): See how Iridium Business Solutions uses Fathom to offer detailed analytics advice to their clients.
- [Fathom helps O’Brien Group save time and add value to their franchisees](https://www.fathomhq.com/blog/how-fathom-helps-obrien-group-add-value-to-their-franchisees): In this blog post we hear how franchisor, the O'Brien Group, was being held back by frustrating and time consuming processes, and how Fathom helped turn things around.
- [New: Forecasting improvements for advanced analysis and a new Excel report!](https://www.fathomhq.com/blog/forecasting-improvements-and-more): Get up to speed with the latest Fathom product news. Here’s a quick wrap up of the features that we’ve recently released.
- [Guide to selecting KPIs for small business](https://www.fathomhq.com/blog/guide-to-selecting-kpis-for-small-business): Get a step-by-step guide and overview on how you can select the best KPIs for any small business at any lifecycle stage.
- [New: Profit margin rows, reporting precision and performance enhancements](https://www.fathomhq.com/blog/profit-margin-rows-and-more): January product update from Fathom
- [New: KPI Trend Projections in Tables, Calendar YTD columns, and Last Year Year-to-Date Variance](https://www.fathomhq.com/blog/kpi-trend-projections-in-tables-and-more): July product update from Fathom
- [New: Introducing Fathom’s integration with Google Sheets](https://www.fathomhq.com/blog/google-sheets-integration): Introducing Fathom's new Google Sheets integration
- [New: An additional financials layout, control over residual drawdowns, a sleeker import experience](https://www.fathomhq.com/blog/additional-financials-layout-and-more): October product update from Fathom
- [New: Timing Profile Options, Easier Organisation of Custom Reports, and Additional Microforecast Flexibility](https://www.fathomhq.com/blog/new-timing-profile-options-and-more): August product update from Fathom
- [Five ways to get instant feedback with Quick Metrics](https://www.fathomhq.com/blog/new-five-ways-to-get-instant-feedback-with-quick-metrics): Quick Metrics in Fathom let you see the impact of your decisions instantly
- [Insights into accounting and advisory firms in the US](https://www.fathomhq.com/blog/insights-into-small-accounting-and-advisory-firms-in-the-us): A six-part mini-series providing insights from Darren Root of Rootworks into the current state of small accounting and advisory firms in the US.
- [Advisor Case Study: Advivo Accountants and Advisors](https://www.fathomhq.com/blog/advisor-case-study-advivo-accountants-and-advisors): Advivo is passionate about assisting business owners with growth through sound financial management, cost certainty and monthly fee instalments allowing clients to smooth their cash flow. Fathom is considered an integral part of their solution.
- [Customer Story: The New Primal](https://www.fathomhq.com/blog/customer-story-the-new-primal): Turning grass-fed beef into jerky is tough, but ditching spreadsheets for cloud-based reporting tools is easy! In this customer story, we look at how The New Primal in South Carolina uses Fathom's beautiful reports and dashboards to help make better business decisions.
- [What are advisory meetings and how can you use Fathom to deliver them?](https://www.fathomhq.com/blog/what-is-an-advisory-meeting-and-why-do-you-need-one): Understand what an advisory meeting is and how you can use Fathom's analysis tools and interface to deliver valuable advisory meetings to your clients.
- [Why Galayev & Co use Fathom to advise The Dragons from Dragons’ Den UK](https://www.fathomhq.com/blog/why-galayev-co-use-fathom-to-advise-the-dragons-from-dragons-den-uk): Galayev & Co advise some of the biggest names in business in the UK. These names include investors Nick Jenkins, Touker Suleyman, Tej Lalvani, Jenny Campbell from the hit TV show Dragons' Den. The firm are the first multi-family office for angel investors in the UK.
- [Business Performance Management Explained: What Is BPM?](https://www.fathomhq.com/blog/what-is-business-performance-management): Business performance management (BPM) encompasses the methods and tools organisations need to monitor progress towards goals and continually improve.
- [Cash Flow Projection – A Guide to Financial Projections](https://www.fathomhq.com/blog/cash-flow-projections): A comprehensive guide to cash flow forecasts.
- [Fathom: 2023 Year in Review](https://www.fathomhq.com/blog/2023-year-in-review): This year has proven to be another great chapter for the team here at Fathom. Let's look back on the year that was with our 2023 Year in Review.
- [Cash flow forecasting tools: Guide for accurate projections](https://www.fathomhq.com/blog/cash-flow-forecasting-tools-guide-for-accurate-projections): A guide to choosing the right cash flow forecasting tool for your business.
- [Making the Case for Fathom](https://www.fathomhq.com/blog/making-the-case-for-fathom): A feature blog post making the case from Fathom, written by Smart Concepts in Dallas, Texas.
- [‘Sign in with Xero’ and ‘Sign up with Xero’ now available for Fathom accounts](https://www.fathomhq.com/blog/sign-in-with-xero-now-available): Fathom announces Xero SSO/SSU functionality
- [Free resources to make your reports look 100% amazing](https://www.fathomhq.com/blog/free-resources-to-make-your-reports-look): Resources, tips and advice to make your management reports for colleagues or clients look amazing
- [Fathom: 2020 Year in Review](https://www.fathomhq.com/blog/2020-year-in-review): From product launches to five star reviews to new team members, here's Fathom's 2020 year in review
- [How better forecasting helps accountants plan for the future](https://www.fathomhq.com/blog/how-fathom-forecasting-solves-accountants-5-biggest-challenges): Accountants face a daily barrage of challenges, here's how Forecasting in Fathom can help you solve the biggest five
- [Why forecasting is a critical offering in the advisory toolbox](https://www.fathomhq.com/blog/why-forecasting-is-a-critical-offering-in-the-advisory-toolbox): How you can use three-way forecasting in Fathom as part of your advisory services to help clients grow their businesses.
- [Business Unusual Series: #4 Control costs](https://www.fathomhq.com/blog/business-unusual-series-4-control-costs): It's important to preserve cash during periods of business uncertainty. Use Fathom's Breakdown Charts and Key Number components to identify non-essential expenses.

# Expert Series
- [Welcome to Fathom's Expert Series](https://www.fathomhq.com/expert-series): Watch as we talk to accountants, advisors and finance leaders to learn how they are using Fathom to deliver clarity and confidence and help businesses thrive. We're talking processes, top tips and key learnings. Join us for a great conversation.
- [The advisory blueprint: Why advisory fails and how to build a process that works](https://www.fathomhq.com/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.
- [Translate numbers for clients: MAP's finance maturity model](https://www.fathomhq.com/expert-series/translating-numbers-for-clients): 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.
- [How Walker Wayland deliver value to clients with Fathom](https://www.fathomhq.com/expert-series/how-walker-wayland-deliver-value-to-clients-with-fathom): 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.
- [Cash flow and profitability: 3-step process to help clients](https://www.fathomhq.com/expert-series/dimitri-matsouliadis): Dimitri Matsouliadis, shares a simple 3-step process to help clients understand profit and cashflow to improve business performance.
- [Personalised advisory: How to win over SME clients](https://www.fathomhq.com/expert-series/personalised-advisory-how-to-win-over-sme-clients): Darren Hull CA, Director at Venter & Hull, shares his firm's personalised approach to growing advisory services for SME clients.
- [Navigating a business from survival to success: A case study](https://www.fathomhq.com/expert-series/navigating-a-business-from-survival-to-success-a-case-study): Case study: Using Fathom forecasting and analysis to navigate a business from survival to success with CFO David Maher, Founder of Right Brain Insights.
- [Big impacts for small business: Helping clients crack the code](https://www.fathomhq.com/expert-series/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.
- [Consolidations masterclass: Automate a report in 10 minutes](https://www.fathomhq.com/expert-series/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.
- [Make an impact: Practical tips for high value engagement](https://www.fathomhq.com/expert-series/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.
- [Reporting remix: How advisors are customising Fathom reports for clients](https://www.fathomhq.com/expert-series/reporting-remix-how-advisors-are-customising-fathom-reports-for-clients): 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.
- [5 steps to scale and delegate advisory services](https://www.fathomhq.com/expert-series/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.
- [Reports with impact: Scaling insights for clients](https://www.fathomhq.com/expert-series/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.
- [How Aegis optimise Fathom to deliver advisory services](https://www.fathomhq.com/expert-series/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.

# Webinars
- [Webinars for Business Performance | Fathom Webinars](https://www.fathomhq.com/webinars): Watch a Fathom demo and dive deeper with a webinar on topics from business planning to setting and reporting on KPIs to cash flow forecasting.
- [KPIs Demystified | Fathom Webinar](https://www.fathomhq.com/webinars/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.
- [New in Fathom: More powerful management reporting with images and PDFs](https://www.fathomhq.com/webinars/new-in-fathom-more-powerful-management-reporting-with-images-and-pdfs): Stop Juggling Multiple Platforms. Start Building Professional Management Reports.
- [Ask an Expert: Live with Darren Van Zyl](https://www.fathomhq.com/webinars/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.
- [Ask an expert: Live with Kat Wellum-Kent](https://www.fathomhq.com/webinars/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.
- [Building a Custom Report in Real Time](https://www.fathomhq.com/webinars/custom-report): Learn how to build a custom report in Fathom
- [Cash flow forecasting overview for businesses](https://www.fathomhq.com/webinars/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.
- [Consolidations Overview | Fathom Webinar](https://www.fathomhq.com/webinars/consolidations-overview): Discover how Fathom's Consolidation feature saves you time and improves data accuracy through the smart use of automation.
- [The Real Deal: Smarter Reporting & Benchmarking in Fathom for Real Estate](https://www.fathomhq.com/webinars/smarter-reporting-for-real-estate): How real estate investment firms and property managers can simplify financial reporting
- [The 20% Test: How to Identify Your Most Powerful Growth Drivers in Fathom](https://www.fathomhq.com/webinars/identify-your-most-powerful-growth-drivers): If you're tired of guessing and want more confidence in your next best decision toward growth, this one's for you.
- [Ask an Expert: Live with Jesse Chapman](https://www.fathomhq.com/webinars/ask-an-expert-live-with-jesse-chapman): Get expert answers from Jesse Chapman on handling complex reporting, reforecasting, and keeping stakeholders informed
- [Fathom Tips for Franchises: Best practices for KPI management, analysis & reporting](https://www.fathomhq.com/webinars/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.
- [Master your KPIs: See a clear path through the business storm](https://www.fathomhq.com/webinars/master-your-kpis): Join us for a practical session on how to identify, set, and track relevant KPIs to chart your path through the business storm.
- [Control an unclear future with Microforecasts and Scenarios](https://www.fathomhq.com/webinars/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.
- [Own FY26: Break down reporting and forecasting by division in Fathom](https://www.fathomhq.com/webinars/break-down-reporting-and-forecasting-by-division): Learn how to treat tracking categories as standalone entities – giving you deeper insights, cleaner reports, and tighter control.
- [The 5 hidden costs of guessing: how to make decisions on a forecast, not a feeling](https://www.fathomhq.com/webinars/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.
- [Ask an Expert: Live with Erica Goode](https://www.fathomhq.com/webinars/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.
- [Cash flow forecasting overview for accountants](https://www.fathomhq.com/webinars/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.
- [Build, Schedule, Relax – Simplify Financial Reporting](https://www.fathomhq.com/webinars/simplify-financial-reporting): Let us show you the simple approach to building a monthly, quarterly or annual financial performance report that you can scale.
- [Five non-negotiables of game-changing client communication](https://www.fathomhq.com/webinars/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.
- [Forecasting for clients with Fathom](https://www.fathomhq.com/webinars/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
- [Introducing the Insights Dashboard and the Fathom Portfolio Plan](https://www.fathomhq.com/webinars/introducing-the-fathom-portfolio-plan): We can’t wait to show you around our two new offerings built for multi-entity management
- [Building CFO Strategies: Your Fathom toolkit for smarter reporting, forecasting, & consolidations](https://www.fathomhq.com/webinars/building-cfo-strategies): Webinar designed to provide practical strategies and tools to simplify your workload and develop your financial insights.
- [Budgeting for the New Year – build, update and report effectively in Fathom](https://www.fathomhq.com/webinars/budgeting-for-the-new-year): 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.
- [Practical Financial Forecasting: How to answer six questions that keep business owners up at night](https://www.fathomhq.com/webinars/practical-financial-forecasting): We'll explore how to get the answers you need to confidently navigate growth, from hiring and expansion to pricing and unexpected costs.
- [Optimizing Cash Flow: Using Fathom to improve cash flow tracking and management](https://www.fathomhq.com/webinars/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.
- [Month-end consolidations made easy](https://www.fathomhq.com/webinars/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.
- [Stay Ahead: Strategic Planning Using Forecasting](https://www.fathomhq.com/webinars/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.
- [From Data to Decisions: Quickly creating valuable reports for stakeholders with Fathom](https://www.fathomhq.com/webinars/from-data-to-decisions): 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
- [Produce a professional consolidated report in Fathom before lunch](https://www.fathomhq.com/webinars/consolidated-report-before-lunch): Let’s make group reporting faster, clearer, and a whole lot easier.
- [Custom exchange rates for multi-currency consolidations | Fathom Webinar](https://www.fathomhq.com/webinars/custom-exchange-rates-for-multi-currency-consolidations): Learn how Custom FX Rates improve flexibility and control when reporting on consolidated groups in multiple currencies.
- [Deliver engaging advisory services with Fathom](https://www.fathomhq.com/webinars/deliver-engaging-advisory-services-with-fathom): Learn how each of the features of Fathom work together seamlessly as a complete business advisory toolkit
- [Leverage Fathom Benchmarking to Provide Better Advice & Insights](https://www.fathomhq.com/webinars/leverage-fathom-benchmarking): Discover how Fathom's Benchmarking feature gives you and your clients improved clarity around business performance, leading to more meaningful advice.
- [Creating a budget for the new financial year](https://www.fathomhq.com/webinars/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.
- [PAGE HEADING](https://www.fathomhq.com/webinars/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.

# Customers
- [Fathom Reviews & Stories: Haydenshapes](https://www.fathomhq.com/customers/haydenshapes): Read our success stories - discover how Fathom revolutionized financial management, performance & results with Haydenshapes.
- [Fathom Reviews & Stories: MAP](https://www.fathomhq.com/customers/map): Read our success stories - discover how Fathom revolutionized financial management, performance & results with MAP.
- [Fathom Reviews & Stories: How Simple Startup expanded their advisory offering](https://www.fathomhq.com/customers/simple-startup): Read our success stories - discover how Fathom revolutionized financial management, performance & results with How Simple Startup expanded their advisory offering.
- [Fathom Reviews & Stories: UHY Manchester](https://www.fathomhq.com/customers/uhy-manchester): Read our success stories - discover how Fathom revolutionized financial management, performance & results with UHY Manchester.
- [Fathom Reviews & Stories: Iridium Business Solutions](https://www.fathomhq.com/customers/iridium-business-solutions): Read our success stories - discover how Fathom revolutionized financial management, performance & results with Iridium Business Solutions.
- [Fathom Reviews & Stories: O'Brien Group](https://www.fathomhq.com/customers/obrien-group): Read our success stories - discover how Fathom revolutionized financial management, performance & results with O'Brien Group.
- [Fathom Reviews & Stories: The Profit Table](https://www.fathomhq.com/customers/the-profit-table): Read our success stories - discover how Fathom revolutionized financial management, performance & results with The Profit Table.
- [Fathom Reviews & Stories: Danbro Business Solutions](https://www.fathomhq.com/customers/danbro-business-solutions): Read our success stories - discover how Fathom revolutionized financial management, performance & results with Danbro Business Solutions.
- [Fathom Reviews & Stories: Shorts](https://www.fathomhq.com/customers/shorts): Read our success stories - discover how Fathom revolutionized financial management, performance & results with Shorts.
- [Fathom Reviews & Stories: System Six](https://www.fathomhq.com/customers/system-six): Read our success stories - discover how Fathom revolutionized financial management, performance & results with System Six.
- [Fathom Reviews & Stories: The New Primal](https://www.fathomhq.com/customers/the-new-primal): Read our success stories - discover how Fathom revolutionized financial management, performance & results with The New Primal.
- [Fathom Reviews & Stories: Smart Business Concepts](https://www.fathomhq.com/customers/smart-business-concepts): Read our success stories - discover how Fathom revolutionized financial management, performance & results with Smart Business Concepts.

# Company Pages

- [Become a Certified Fathom Advisor: Free For You & Your Staff](https://www.fathomhq.com/certification): Fathom advisor certification is free, simple & easy, tailored to accountants seeking to improve their knowledge of Fathom & gain confidence across the app.
- [Business Advisory Software: Insights & Reports To Help Clients](https://www.fathomhq.com/business-advisors): Create and deliver engaging management reports, financial analysis, consolidations and cash flow forecasts with our best-in-class advisory software.
- [Learn about Fathom - Financial Analysis & Reporting Software](https://www.fathomhq.com/learn): Check out Fathom’s latest product and feature demos, download our business advisory readiness guides, or get inspired by looking at our sample reports.
- [Business Reporting Software | Analyse, Report & Forecast Cash Flow](https://www.fathomhq.com/businesses): Move your business forward with our specialised small business financial software. Easily create reports & forecasts to be shared with your stakeholders.
- [New: Fathom Portfolio for Accounting Firms | Fathom](https://www.fathomhq.com/portfolio): Monitor, identify, and engage your entire client base with a Fathom Portfolio plan - a new offering designed to make client management smarter and simpler.
- [Fathom Reviews & Testimonials | What Our Customers Say](https://www.fathomhq.com/customers): Read our success stories - how leading accountants, advisors & business owners from across the globe have used Fathom to improve their business performance.
- [Media Kit | Media Contact for Fathom](https://www.fathomhq.com/media): Stay updated with Fathom's media coverage and news. Explore our presence in the media and industry discussions for valuable insights
- [Careers | Join the Fathom Team](https://www.fathomhq.com/careers): We help businesses gain timely business insights, create beautiful management reports, and confidently plan for the future – and we're actively hiring!
- [About Fathom | Learn About Fathom & Meet Our Team](https://www.fathomhq.com/about): We help businesses gain timely business insights, create beautiful management reports, and confidently plan for the future – and we’re just getting started.
- [Using Fathom - How We Keep You Secure](https://www.fathomhq.com/security): We take security and privacy seriously, adhering to security standards that keep your customer data protected. Learn how we keep you secure.
- [Privacy Policy | Fathom](https://www.fathomhq.com/privacy): Learn more about how we protect your privacy, check out our privacy policy.
- [Franchise Reporting Software | Track & Improve Performance](https://www.fathomhq.com/franchises): With Fathom, an industry leading financial analysis software, you can easily compare, rank & analyze the financials of multiple franchise locations.
- [How To Use Fathom: Learn to use & Forecasting Overview](https://www.fathomhq.com/fathom-product-videos/forecasting-overview): Understand how Fathom’s dynamic forecasting tool helps you maintain an up-to-date & comprehensive forecast so you can make better financial decisions.
- [How To Use Fathom: Learn to use & Reporting Overview](https://www.fathomhq.com/fathom-product-videos/reporting-overview): Learn how to quickly create & share compelling financial reports with our leading reporting software, enabling stakeholders to make informed financial decisions.
- [Financial Analysis, Management & Reporting Guides](https://www.fathomhq.com/guides): Check out Fathom’s latest guides that cover a range of topics including business advisory, management reporting, financial analysis, and cash flow forecasting.
- [How To Use Fathom: Learn to use & Analysis Overview](https://www.fathomhq.com/fathom-product-videos/analysis-overview): Discover how Fathom’s Analysis tools enable you to better understand a business’s financial standing, investigate your financial results & meet performance goals.
- [Fathom Sample Management Reports | How To Use Fathom](https://www.fathomhq.com/reports): Download the latest financial management reports & templates that have been created in Fathom to get an idea of what you can create for your business.