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How to start using Fathom

💡Pro Tip: The above video is an overview of the workflow for setting up a company in Fathom. For detailed, step-by-step videos on each part of the workflow, please go to the corresponding article.


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. You can invite in other users during the trial and a Fathom subscription allows for unlimited users.



💡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:


Adding a company to your Fathom account

To begin the 'Getting Started 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.

If you've already imported your company into Fathom, then move onto the next step.

Already imported your company's financials?

What you want to do:

Next step in setup process:

Have classes or locations you want to analyse or report on?

Want to add a budget for your company or switch out the budget that was automatically imported?

Happy with the above and ready to begin setting up your Company Profile?


Additional knowledge & common questions:

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