Fathom Unclaimed

Fathom delivers actionable financial insights and reporting for businesses and accountants.

Capabilities for consolidated financial statements and management reporting across multiple entities, including branded summary reports and fast group consolidation.

Forecasting, KPI tracking, metric drill-down, scenario analysis, and dashboards to analyze performance and support strategic decision making.

Cash flow forecasting and planning with thresholds and alerts to monitor liquidity and plan working capital needs.

Tools for accountants and franchise networks to monitor client portfolios, bulk import/update client data, benchmark groups, generate commentary, and identify opportunities using integrations and custom tags.

Fathom

Fathom is a cloud-based financial analytics, reporting, and forecasting platform that helps small- to mid-sized businesses, accountants, and franchise networks understand performance, unify data from multiple entities, and produce clear, actionable insights to support decision making. It includes features to monitor, analyze, and manage client performance across various financial metrics.

• Gain In-Depth Insights
  Analyze financial metrics and trends to understand performance and support strategic decision-making.
• Forecast Future Cash Flow
  Utilize advanced techniques to accurately project cash flow, helping businesses to manage liquidity and make informed financial decisions.
• Produce Consolidated Reports
  Effortlessly combine financial data from multiple entities into one cohesive report, simplifying financial management for groups.
• Utilize Insights Dashboard
  Access a comprehensive view of key performance indicators and metrics for better client management and engagement.
• Generate AI Commentary
  Automatically create insightful narratives on financial reports, enhancing stakeholder understanding and communication.
• Seamlessly Integrate Data
  Easily sync financial data from various sources, ensuring comprehensive and accurate reporting.
• Monitor Key Performance Indicators
  Set and track essential KPIs to measure progress and drive improvement across all levels of the organization.
• Generate Custom Reports
  Tailor reports to meet the unique needs of stakeholders, optimizing clarity and relevance.
• Streamlines Client Data Management
  Easily manage your client data by importing and updating multiple entries at once, reducing manual input time significantly.
• Benchmark Against Peers
  Compare performance metrics with peers in the industry to identify growth opportunities and areas for improvement.
• Organizes Client Priorities
  Utilize tags and filters to categorize clients effectively, making it easy to prioritize follow-ups and tailor engagement strategies.
• Easy-to-Share Client Reports
  Create visually appealing, professional summary reports that enhance communication with clients and showcase your value.
• Detailed Insight Extraction
  Examine specific metrics to uncover trends and actionable insights that can guide business decisions.
• Proactive Change Alert System
  Set custom alerts for significant metric changes, ensuring timely responses to crucial client needs.