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Fathom

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Fintechwww.fathomhq.comBrisbane, QLD, AustraliaUpdated

Fathom provides analytics and reporting to help businesses and advisors make data-driven decisions.

Overview

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.

Mission statement

To empower businesses and professionals with clear, actionable financial insights that drive better decision making and client communications.

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What we offer

Fathom

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

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Market segments

Financial reporting and consolidation

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

Products: Fathom

Financial planning and analysis

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

Products: Fathom

Cash flow forecasting and liquidity management

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

Products: Fathom

Accountant client advisory and practice analytics

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.

Products: Fathom

More information about our offering

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.

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