Fathom directly integrates with Xero, QuickBooks, Sage, and MYOB to import your financial data. If you're using another source accounting system, then you're also able to import your data into Fathom via Excel.

Companies can be imported to a Portfolio plan if sourced from one of our cloud-based integrations: Xero, QuickBooks Online, Sage Business Cloud Accounting, or MYOB AccountRight Live.

For companies on a Fathom Pro plan, you can import up to 8 years of data. Meanwhile, for Portfolio plan companies, Fathom will import financial data covering the past 36 months, starting from the most recently completed calendar month. For companies on either plan, you can import a maximum of 3,000 accounts on your Chart of Accounts.

For more details on each integration, please see the following articles:

You can also import your financial data using Excel or CSV.

This is useful if you are using an accounting system other than Xero, QuickBooks, or MYOB. You can export a multi-period Profit & Loss and Balance Sheet, then import your financials via Excel.

We do not currently integrate with NetSuite or other accounting systems. 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 support@fathomhq.com.

Feel free to follow our ‘Getting Started Workflow’ to guide you through importing your data into Fathom and getting you comfortably set up:

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