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?
💡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 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: