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Adding a company from Sage Business Cloud
Fathom has a direct integration with Sage Business Cloud (for UK, IE, US, DE, ES, CA, FR).
When you import a Sage Business Cloud company into Fathom, your company’s Chart of Accounts will automatically be brought into Fathom. You can import a maximum of 3000 accounts and up to 8 years of monthly data.
💡 Pro Tip: Currently, Fathom's only direct Sage integration is for Sage Business Cloud. If you are using another Sage product, you can import your financial data into Fathom via Excel. Please reach out to support@fathomhq.com and let us know if you would like a direct integration with another Sage product so we can submit your request to our Product Team.
Importing your Sage Business Cloud company into Fathom
To import a Sage Business Cloud company into Fathom, log into your Fathom account or start a subscription and go to the ‘My Companies’ page.
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After authorising access, Fathom will import your financial data (Profit & Loss and Balance Sheet). This should take up to a few minutes.
Once the import has been completed, you will see your Sage Business Cloud company on the 'My Companies' page in Fathom. You’ll now be able to access the company's Settings, Analysis, Reports, and Forecasting tools.
Update your financial data from Sage Business Cloud
You can manually update the financials of your Sage Business Cloud company in Fathom at any time in the company’s Settings.
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💡 Pro Tip: By default, automatic updates will be turned off for companies imported from Sage Business Cloud. This setting can be toggled on or off in 'Step 1 - Update Data' of the Settings for a company. Please see our ‘Automatic Updates’ article, for more information about automatic updates.
Next steps
Congratulations on adding your Sage Business Cloud company to Fathom! Continue the 'Getting Started Workflow' by setting up your company for analysis, reporting, and forecasting. Choose from one of the steps below:
What you want to do: | Next step in the setup process: |
Import a budget for analysis and reporting | |
Set up your Company Profile | |
Check and customise your Chart of Accounts in Fathom |
💡Pro Tip: If you want to consolidate several companies in Fathom, we recommend importing and completing the setup process for each company before creating a consolidated group. You can consolidate companies from different source accounting systems.
Additional knowledge & common questions: