Step 2 - Company Profile

Changing a company name, setting default rates, and adding a company logo

Updated over a week ago


Your company’s profile

In 'Step 2 - Company Profile', you can set your company's default rates (i.e. tax rate, interest rate and cost of capital). These default rates will be factored into a few specific default KPIs, and can be added as variables in any custom KPIs you create.

Additionally, if you are planning to benchmark this company against other companies you connect to your Fathom account, you can specify some profile information for each company. This allows for the segmentation of companies by some fixed criteria.

Editing a company name

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.

Adding a company logo

You can add a company-specific logo by clicking the 'Add Logo' button. You can then include this logo in reports for this company.

For more detailed information on this please see: 'Adding your logo to Fathom'

Changing a company's terminology

The terminology for a company determines the vocabulary used for the company in the reports, forecast, analysis tools, and settings. For example, a non-profit company may wish to use specific non-profit terminology, such as 'Net Assets' instead of 'Equity'.

When you import your company, the terminology will be set based on the default terminology for your Fathom organisation.

You can change the terminology for the company 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.

Changing a company's currency

Under the heading 'Default Rates', you can change the company's currency symbol that appears in the analysis tools, forecast, and reports.

📝 Note: Changing the currency of a single company will not perform any FX translation to existing results. The numbers will stay the same - it will simply change the currency symbol used for the company.

For more information on the currencies available, view our dedicated help article on Supported Currencies.

Next Steps

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

What you want to do:

Next step in the setup process:

Want to check and customise your Chart of Accounts in Fathom?

Happy with your Chart of Accounts organisation and ready to set up KPIs?

Additional knowledge & common questions:

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