How to start using Fathom

After starting a Fathom trial, you'll be able to import your summary financial data into Fathom from your source accounting system. Fathom connects to:

Not using one of the above source accounting systems?

You can import your financial data into Fathom via Excel.

You'll also have access to a demo company throughout your trial and as part of your Fathom account once you sign up for a subscription.

💡Pro Tip: If you have a QuickBooks Advanced company, you do not need to start a trial as Fathom is included as part of your QBO Advanced subscription. Instead, you can connect to Fathom directly from QuickBooks Online Advanced.

Getting Started Workflow

Setting up your company in Fathom starts with connecting to your source accounting system and adding your company to your Fathom account or importing a company into Fathom from Excel. Then, you'll want to go through the company's Settings so that your Fathom analysis, forecast, and reports are customised according to your company's needs.

To get the optimal performance out of Fathom, we suggest adding and setting up a company in your Fathom account according to the following workflow:

  1. Add a company to Fathom by connecting to your source accounting system or through an Excel import

  2. If you have divisions, import divisional data for divisional analysis and reporting. Divisions include:

    1. Classes or Locations from QuickBooks Online, QuickBooks Online Advanced, and QuickBooks Desktop

    2. Tracking Categories from Xero

    3. Jobs & Categories from MYOB AccountRight Live

  3. Import budget data, if desired.

  4. Set up your Company Profile

  5. Set up and customise your Chart of Accounts

  6. Choose and create KPIs (Key Performance Indicators) for your company

  7. Set targets to track the performance of your KPIs

  8. Begin analysing your company's performance, creating reports, forecasting, and consolidating & benchmarking!

Adding a company to your Fathom account

To begin the workflow described in the checklist above, choose the source you'll be importing your company from to learn how to add a company to your Fathom account:

Additional knowledge & common questions:

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