Intuitively craft management reports using a simple-to-use editor.
Access a library of ready-to-use charts, tables and financial statements.
Bring your data to life with 90+ ready-to-use charts, and customise each of these.
Add observations or text to tell a story or call out important information.
Add placeholders to ensure that your reports are always referencing the latest numbers.
Pick from a range of ready-made templates to jump-start your workflow.
Save your reports as templates, for easy re-use in the future.
Schedule the creation and delivery of timely reports.
Customise cover pages and reports to match your brand.
Present your financial statements in summary or detailed views.
Print & digital
Create reports which can be read on any device online, or offline in print.
Share access to reports and insights with anyone over email.
Control who can manage, view and edit reports with granular permissions.
All your reports in one place. Access your reports at anytime, from anywhere.
Month, quarter, year
Create reports for any monthly, quarterly and annual reporting period.
Portrait or landscape
Fit each page of your report to either portrait and landscape page orientations.
A4 or US Letter
Layout report content to fit either A4 or US Letter paper sizes.
Export to Excel
Download your data as a Excel or CSV files, and download charts as images.
Export to PDF
Download your reports as PDF files.
Share reports on the big screen in meetings or in online presentations.
Allow your team or clients to add comments to reports.
Track ‘actual vs budget’ or ‘this year vs last year’.
Include cash flow forecasts and future projections in your reports.
Perform operations on multiple report components at once (ie. duplicate, move or delete)
Automatically show positive or negative comments, based on the rules which you have set.
Stay up to date with report acitivity with in-app notifications.
Keep reports in draft mode until ready to share with your team or client.
Track the metrics and Key Performance Indicators (KPIs) that matter to your business.
Understand your profitability, breakeven point and margin of safety.
Cash Flow Analysis
Visualise cash inflows and outflows to understand cash position.
Visualise the growth of your business over time by comparing growth metrics.
Chart financial and non-financial data over time, and add comparatives.
Perform scenario analysis and answer the 'How do we get there?' question.
Analyse the performance of tracking categories, classes, locations, jobs or departments.
Compare performance to budget, target and prior period data.
Choose from 50+ financial KPIs and track performance against budgets or targets.
Import employee, operational or other non-financial data to track alongside your financials.
Use the KPI builder to create custom financial and non-financial KPIs.
Reference accounts, headings and other KPIs to define a KPI formula.
Set alerts so you know when a result reaches exceed alert levels.
Set up a central KPI library, so you can easily apply them to any of your companies.
Set KPI targets and evaluate performance and growth over time.
Monthly, quarterly, yearly
Perform analysis for any monthly, quarterly or annual period.
See the big picture by comparing multiple companies.
Rank multiple companies across KPIs to evaluate performance relative to peers.
Share analysis on the big screen in meetings or in online presentations.
Get a 360 view of your forecast Profit & Loss, Balance Sheet and Cash Flow Statement.
Scenario based planning
Hope for the best, plan for the worst.
Be prepared for anything in between.
Driver based forecasting
Create forecasts and budgets based on key operational drivers.
A forecast that updates as often as your financials.
See the impact of your plans on business
See an audit trail so you know where your numbers have come from.
Model specific events like hiring an employee or purchasing an asset.
Include your forecast and projections in your Fathom reports.
Add notes to your forecast to explain any assumptions you've made.
Long term forecasting
Forecast up to 36 months into the future.
Generate a three-way forecast with a single click using Smart Prediction.
Forecast from a budget
Easily create a new forecast from your existing budget or forecast.
Create forecasts for a group of companies.
View only access
Share access with internal and external stakeholders.
Aggregate financial statements for up to 300 entities.
Consolidate results from Xero, QuickBooks, MYOB or Excel.
Translate results from 95+ currencies into a single currency.
Apply inter-company eliminations to get an accurate consolidated view.
Make adjustments to consolidated results.
Custom exchange rates
Use default exchange rates, or specify your own.
Consolidate budgets, then compare consolidated actuals vs consolidated budgets.
Compare financial results in side-by-side tables.
Custom Chart of Accounts
Customise your consolidated chart of accounts.
Easily keep your consolidated group in sync with its subsidiary entities.
Build custom management reports for your consolidated group.
Generate a three-way forecast for your consolidated group.
Also aggregate non-financial results for your consolidated group.