Fathom Hero

Fathom

www.fathomhq.com

Scalable reporting and actionable insights for business advisors

Overview

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.

About this app

Cost (from)

£29/month

Free Practice Subscription
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
Support Channels
  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form
Mobile Platforms
  • Android
    android icon
  • iOS
    ios icon
Accounting Platforms
Integrations
    N/A
Geographies Served
  • Australia
  • Canada
  • Hong Kong
  • Ireland
  • Malaysia
  • New Zealand
  • Philippines
  • Singapore
  • South Africa
  • United Kingdom
  • USA

App features per category

3-Way Forecasting

  • 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

    • PDF

  • 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 

    • 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%)

  • Type

    • 3-Way

Cash Flow Forecasting

  • 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

    • PDF

  • 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 

    • 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%)

  • Type

    • 3-Way

Reporting and Dashboards

  • Alerts 

  • Analysis

    • Comparatives

    • Financial KPIs

    • Non financial KPIs

    • Ratios

    • Variances

  • Benchmarking

    • Financial

      • Groups 

    • Non financial 

  • Consolidation

    • Balance sheet

    • Elimination

    • Multi-currency

    • P&L

  • Reports

    • Brand 

    • Commentary 

    • Create templates 

    • Custom 

    • Customise pre built template 

    • Download 

    • Graphs 

    • Pre built templates 

    • Scheduled generate and send 

    • Share online with client 

  • Tracking 

    • QB classes

    • QB locations

    • Sage analysis

    • Xero tracking

Some details on this page are subject to change. If you see something wrong please contact us here.

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