Get beautiful insights into your Xero data

Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution.

Insights and analysis

Get in-depth analysis of your numbers and a clearer picture of your business performance.
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A great product, simple to use, even for people with no financial background.
Robin Joe Kong
Advisor, NBC

Measure what matters

Measure and monitor the KPIs which matter most to your business

Insights at a glance

Understand your business better with visual insights

Reporting

Create custom management reports and share business results in a clear, compelling way.
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Flexible

Bring together text, charts, tables and financial statements – in one simple-to-use editor.

Fast

Create custom management reports for print or web – in minutes, not hours.

Automated

Put your reporting on autopilot. Schedule the delivery of timely reports.

Cash flow forecasting

Achieve clarity and confidence about your future financial results and what needs to happen to achieve your plans.
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Forecasting is absolutely world class. Incredibly powerful and incredibly valuable.
David Maher
Director, Right Brain Insights

Three-way cash flow forecasting

Accurately project P&L, Balance Sheet & Cash Flow statements.

Look to the future, confidently

See the impact of your plans, and evaluate different scenarios.
Advanced features for groups

Consolidations

Effortlessly consolidate results for multiple businesses with speed, flexibility, and accuracy.
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Group benchmarking

Visually compare & rank your companies, clients or franchisees. Perfect for franchisees and head office.
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Loved by forward thinking businesses

Advisors, CFOs and business managers at companies of every size and industry rely on Fathom for their business reporting and planning needs.

Small business

Whether reporting to investors, lenders or updating your management team, you'll always be prepared with Fathom.
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Advisors

Provide your clients with personalized reports which present their numbers beautifully.
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Franchises

Deliver regular personalized reports to each franchisee, and keep everyone up to date on their most important business metrics.
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Sam Coverdale
Founder - Polperro Winery
Angelica Rickwood
Advisor at Robertson Scannell
Jamie Griffiths
Accounts Senior at Thomas Westcott

Integrate with Xero in just a couple of clicks.

Connect Fathom to Xero and move your business forward with powerful reporting, flexible cash flow forecasting and access to the right insights

Xero is an easy to use online accounting software that’s designed specifically for small businesses.

In the cloud

It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

Connect your bank

Your bank statements are automatically imported and categorized, letting you see your cash flow in real-time.

Collaborate in real time

Invite your team and work together on financials. You can collaborate over your up-to-date numbers.

Your books done faster

Everything you need to run your business – including invoicing, bills, payroll and more.
“A game changer for businesses that are ready to propel their growth and profitability”
Tricia O'Connor
Founder, O'Connor CPA Firm

Frequently asked questions

Not seeing your question answered here?
How do I set up Fathom Xero integration?
Fathom's Xero integration can be done in just a couple of clicks.
Connecting Fathom to Xero can move your business
forward with powerful reporting, flexible cash flow forecasting and access to the right insights.
What types of data can I integrate from Xero to Fathom?
Fathom can pull a monthly profit and loss and balance sheet.

We also sync actual financial data by tracking categories from Xero. When it comes to budget, Fathom allows Xero users to import their overall Xero budget and other budget files one at a time and Xero tracking categories budget.
Is my data secure when using the Fathom Xero integration?
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, in order to provide a service. We ensure that you have the controls necessary to manage access to your data.

Find out more about our stance on security. (https://www.fathomhq.com/security)
How often is the data updated in Fathom after integrating with Xero?
You can let your company to automatically update every day, your data will then be automatically updated from your accounting system once every 24 hours before 8 am AEST.

However, if you made changes within the source, you don't need to wait for the next day to update your data in Fathom, instead, you can go to the company's step 1 and initiate a manual update by clicking the 'Update from Xero/QBO/MYOB' button.
Can I customize the way my Xero data is presented in Fathom?
With Fathom Xero integration can restructure your chart of accounts.

This structure will be reflected on how we present P&L and balance sheet tables within the reports and analysis tool.

You can also use a KPI table within report to create level of detail you want, you can select GL accounts, metrics and KPI to be included in the table.
Try it for free

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