Beautiful insights with Fathom for Quickbooks

Turn your data into custom reports, flexible cash flow forecasts, and actionable financial insights in one powerful solution with Fathom's QuickBooks integration.
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Join 90,000+ companies already using Fathom

Fast integration with QuickBooks in just a few clicks

Connecting Fathom to QuickBooks is simple. Take these quick steps to transform your data with Fathom’s powerful tools.
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Quickbooks to Fathom
Add your Quickbooks company to Fathom in a few quick steps.
Take your data further
Use your connected Quickbook data to generate insights, create beautiful reports and produce reliable forecasts.
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“Fathom overlays my QuickBooks data so I can read it in a much more visual and interesting way that I can then share with my clients. This gives us a huge opportunity to educate our clients using Fathom’s visualisations.”
Geni Whitehouse
Founder, The Impactful Advisor
Top 100 Accountant

Why Fathom could be right for your business

Track financial performance, share insights, and make informed decisions with Fathom’s QuickBooks integration.
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Real-time analysis

Fathom automatically updates your data from QuickBooks Online every 24 hours or sync anytime.

Fast cashflow forecasting

Three-way cashflow forecasting in Fathom lets you confidently plan up to five years into the future.

Beautiful custom reports

Fathom’s financial reporting software for QuickBooks creates reports in minutes with custom templates and automated scheduling.

Get a clearer picture of performance

Fathom for QuickBooks helps you achieve clarity and confidence.

Interactive tools

Perform insightful analysis on key areas of your business using Fathom’s interactive tools.  

KPIs analysis

Keep an eye on your business goals by tracking both financial and non-financial KPIs.

Trend analysis

Chart your financials, KPIs, and non-financial data over time, and pair with illuminating comparatives. 

Cash flow analysis

Helping you visualise the difference between profit and cash and where cash is being spent. 
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“We’ve been using Fathom since the beginning of our service to deliver financial statements. Our clients are getting budgets, forecasts, advisory and KPIs we build for them in Fathom. We use that to direct our next conversation with our clients.”
Keila Hill-Trawick
CEO, Little Fish Accounting
Forbes Top 200 accountant

Loved by forward thinking businesses

Businesses and advisors of all sizes and industries love using Fathom to elevate their business planning and reporting. 

Small business

Whether you need to create a report for investors or lenders or update your management team, Fathom will always help you be prepared. 
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Advisors

Provide personalised, worthwhile reports, presenting your client’s numbers beautifully.  
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Franchises

Keep franchisees up to date with automated reports that include key metrics and benchmark data. 
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Sam Coverdale
Founder - Polperro Winery
Angelica Rickwood
Advisor at Robertson Scannell
Jamie Griffiths
Accounts Senior at Thomas Westcott

Future-proof your business with forecasting

Looking for QuickBooks cash flow forecasting? Use your QuickBooks data as a starting point to help you build a clear and agile five year-forecast in Fathom.
Look to the future confidently by including your cash flow forecast, budget, and future projections in your reports.
Rolling live forecasts means figures automatically update in line with your QuickBooks data in Fathom.
Scenario planning lets you test out unlimited future scenarios so you can be prepared for anything.
Use key operational drivers to craft forecasts and budgets.   
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Powerful features for modern accountants

Intuitive Insights Dashboard

See the performance of all your imported companies in one view of your entire client base. Use the intuitive dashboard to monitor metrics, identify opportunities, and engage clients.

Track KPIs

Include financials, KPIs, non-financial data, and comparatives in your reports with our comprehensive collection of adaptable chart and table elements.     

Automate reports

Set up a schedule to automate report creation and delivery saving you time on manual tasks.

Consolidate effortlessly

You can generate accurate, consolidated financial reports in minutes. 

Easy templates

Save your own custom report templates to streamline your reporting process. 
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Angelica Rickwood
Advisor at Robertson Scannell
“Fathom is a critical tool that allows us to get a complete view of finances across our entire franchise network.”
Connie Francis
Lawhorn CPA Group

Frequently asked questions

What is Fathom for Quickbooks?
Fathom’s QuickBooks accounting software integration lets you quickly and easily import your financial data from QuickBooks into Fathom to transform your data using our powerfully simple features:
  • Interactive analysis tools  
  • Three-way cash flow forecasting  
  • Customisable reporting  
  • KPI tracking
  • Consolidations  
  • Benchmarking
How do I connect Quickbooks to Fathom?
It’s easy to integrate your QuickBooks data into Fathom. Simply follow our step-by-step guides in our Help Centre:   
Can Fathom be used with multiple Quickbooks accounts?
Fathom lets you import financial data from multiple QuickBooks accounts. Our consolidation solution for QuickBooks quickly consolidates multiple QuickBooks accounts and companies from different sources, including our other integrations, such as Xero, MYOB, and Sage.     
What versions of QuickBooks are compatible with Fathom?
Fathom’s QuickBooks integration can be used with QuickBooks Online and QuickBooks Desktop. Visit our Help Centre to learn how to:  
Is my data secure when using Fathom’s QuickBooks integration software?
We understand that when you use Fathom, you are entrusting us with one of your most valuable assets: the financial data of your company or client. We take this responsibility very seriously.   
 
We are in essence ‘caretakers’, looking after your financial data, and providing a service. We ensure that you have the necessary controls for you to manage access to your data.
 
Find out more about our security.
How often is data synced between Fathom and QuickBooks?
Your QuickBooks Online data is automatically updated in Fathom once every 24 hours before 8 am AEST.  
  
For both integrations, QuickBooks Online and QuickBooks Desktop, you can initiate a manual update within company settings at any time.    
How do I use Fathom for consolidated financial reporting?
Fathom’s consolidated financial reporting helps you bypass the time-consuming manual process of consolidating multi-entity financial data. You can easily consolidate QuickBooks companies and financials sourced from our other integrations including Excel.  

  
Learn more about Fathom's fast consolidation feature in this webinar: month-end consolidations made easy.
Can Fathom handle multi-currency data from QuickBooks?
Fathom’s consolidation software for QuickBooks can bring results from over 95 currencies into a single presentation currency using the data you import from QuickBooks.  

To find out more, visit our feature page: financial consolidation software.
Is there an additional cost for Fathom’s QuickBooks integration?
No, Fathom charges per company connection. For more details on how Fathom’s pricing tiers work, visit our pricing page.
How do I get help with my Fathom QuickBooks integration?
Our Help Centre is a great resource for information to help you get started with Fathom.  

You can also reach out to our amazing 24/5 support team who ready to help.  
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