Before you get started, you'll need a couple of things:
- A Fathom account. Sign-up for a trial account, if you don’t already have one.
- Access to the financial and non-financial results for your company or client.
For financial analysis, Fathom requires access to the financial statements (Income Statement / Profit and Loss Statement, and Balance Sheet).
Fathom brings in the financial statement information that may have been used only for record-keeping requirements, and assists in analysis that generate insights into the financial performance of the business. Fathom then offers a suite of analysis tools, along with customizable reports and dashboards, to provide actionable business intelligence.
This financial data can be imported directly from Xero, MYOB AccountRight, MYOB AccountRight Live, QuickBooks Online, and Quickbooks Desktop. You can also import financial data from any other source accounting systems via Excel.
Beyond measurement of financial performance, Fathom allows you to include non-financial data in your analyses and reports. This could include staff, customer, inventory, sales, or operational data, and would be brought into the platform via Excel.
Step-by-step instructions on how to import non-financial data can be found here.