In the 'Company Profile', you can see basic information about the company, such as the financial year and accounting method. You can set the:

You can also change the company name or add a company logo for use in custom Pro reports.

Access the Settings by selecting the Cog/Gear icon for the company from the 'My Companies' page. If you have several companies imported into Fathom, you’ll need to hover over a company to reveal the Cog icon.

Once opened, you can navigate to the 'Company Profile' section.

If required, you can edit the company name for this entity. This is useful if you wish to change the presentation of the company name in the reports. Click on the company's name to enter a new one.

You can add a company-specific logo. For companies on a Fathom Pro plan, this logo can be included within Pro Reports.

To add the logo, click the Upload logo button:

For more details, please see: 'Add your logo to Fathom'

The terminology used by a company determines the vocabulary used in the Reports, Forecast, Analysis tools, and Settings.

When you import your company, the terminology will be set based on the default terminology for your Fathom organisation for companies on a Fathom Pro plan, or by Auto-Detection for companies on a Portfolio plan.

You can change the company's terminology by using the dropdown menu. If you have specific industry, regional, or organisational reporting standards, you can also create a custom terminology to select for the company.

Please see our 'Custom Terminology' article to learn more about the available terminologies and custom terminology creation.

You can view a company's currency here, and if needed, you can change the company's currency symbol that appears in the Analysis tools, Forecast, and Reports.

For more information on the available currencies, please refer to our dedicated help article on Supported Currencies. For details on exchange rate translation in multi-currency consolidation, see our 'Multi-currency Consolidation Methodology' article.

The accounting method used by the company is determined by the source accounting system and is listed in the Company Profile in Fathom. For some source accounting systems, you can change the accounting method used.

For more information about changing the accounting method, see our 'Can I change between cash and accrual basis?' article.

Invoice notes are helpful when you have several companies in a Fathom organisation. If you add an invoice note for a company, it will appear in the Excel invoice reports.

For more information on using invoice notes, please refer to our 'Add an invoice note' article.

The default tax rate, interest rate, and weighted cost of capital are used in certain financial calculations within Fathom.

You're also able to use these default rates as variables in custom Formula KPIs.

Congratulations on setting up your Company Profile!

Any decisions you make in your profile can be changed later on if needed. Continue the 'Get Started Workflow' and finish setting up your company for analysis, reporting, and forecasting by choosing from one of the next steps below:

Learn more