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Can I view a demo company?
Can I view a demo company?

Want to test out or demonstrate Fathom using demo data?

Updated this week

Is there a demo company?

There is a demo company available for use in Fathom. This demo company is useful when evaluating the Analysis tools, Pro Reports, and Forecasting; and for demonstrating Fathom to your clients.

📝 Note: When using the demo company, you are not able to view it on the Insights Dashboard or generate Summary Reports for it.

Access the demo company

To access the demo company:

  1. From the ‘My Companies’ page

  2. Scroll down to the end of the page

  3. Click on the 'View demo company' option located at the bottom of your screen

💡 Smart Tip: Users with 'Client/Viewer' permissions in Fathom will not be able to see or access the demo company. Only users with 'Advisor/Editor' or 'Administrator' permissions will be able to access the demo company.

Demo Company Data & Customisations

The financial results displayed in the demo company are purely sample data and are not related to a real company.

Please note that the Fathom demo company does not allow you to customise Settings, Reports, or Forecasts. This company is primarily used to demonstrate the 'outputs' of Fathom and what is possible to analyse and report on, and it doesn't provide the full ability to customise things.

To experience the full functionality of Fathom, including custom KPIs, the Insights Dashboard, Reports, and Forecasting, you'll need to import a Fathom Pro company.

If you have not yet started a Fathom trial, you can sign up for a free 14-day trial here.

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