Importing your financial data
Fathom directly integrates with a number of accounting systems to import your financial data. The data you can import includes your chart of accounts, financial statements (Profit & Loss and Balance Sheet), budgets, & divisions (tracking categories, classes, locations, categories).
Xero, QuickBooks, and MYOB
For more detail on each integration, please see the following articles:
❗ Note: Fathom does not import transactional data or individual customer data through our financial integrations.
You can also import your financial data using Excel or CSV.
This is useful if you are using a different accounting system than Xero, QuickBooks, or MYOB. You can export a multi-period Profit & Loss and Balance Sheet, then import your financials via Excel.
Who don't we integrate with?
We do not currently integrate with Sage, NetSuite or other accounting systems. In order to bring in financial data from these systems, you must import via Excel.
In the future, we plan to allow for more direct integrations. If you would value a direct integration with a specific platform (for financial or non-financial data), please let us know by emailing firstname.lastname@example.org.