Resource centre

Guides, videos and articles to help you get the most out of Fathom.
Video
Learn about the reporting, analysis, forecasting and consolidation features of Fathom – in under 10 minutes.
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KPIs Demystified
Webinar
KPIs Demystified
Learn how to define and track the KPIs that are most important to your company, ensuring you can get started with Fathom quickly.
Creating a budget for the new financial year
Webinar
Creating a budget for the new financial year
Learn how to build a budget using Forecasting, how to set business targets against your budget and how to report on budget vs actual performance.
Cash flow forecasting overview for accountants
Webinar
Cash flow forecasting overview for accountants
Discover how Forecasting can help you add value to your clients' businesses and improve the client relationship through more efficienct and effective forecasting.
Featured guides
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Predicting and Maintaining the Scope of Advisory
Guide
Predicting and Maintaining the Scope of Advisory
When your advisory offering is up and running, this guide helps keep it on track.
Predicting an Unknown Future
Guide
Predicting an Unknown Future
Develop the right mindset to guide and advise clients on their future plans.
The Power of Trends and Patterns
Guide
The Power of Trends and Patterns
Finding trends in data is a highly valued skill for an advisor. Read why and how you can harness this skill to build your offering.
Foundry FitnessDownload Sample Report Icon
PDF
Foundry Fitness
A franchise benchmark report prepared by an advisory firm. Compares and benchmarks performance against other franchise locations.
Lumin Digital AgencyDownload Sample Report Icon
PDF
Lumin Digital Agency
A management report for a digital creative agency. This reports contains key financial metrics, client analysis, project performance, cash flow and cash flow forecast.
Green Eats CafeDownload Sample Report Icon
PDF
Green Eats Cafe
A performance report which includes everything a hospitality venue may track, includes detailed KPI and revenue analysis charts as well as cash flow forecast.
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Visit our help centre to find answers to your questions about Fathom.
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