Fathom

Changing a company name, setting default rates, and adding a company logo

Step 2 - Company Profile

Classify, order, group, format and layout your chart of accounts in an individual company

The standard account mapping/classifications used in Fathom

Grouping accounts under headings/subheadings in Step 3 - Chart of Accounts

How to copy account classification, headings, order, and hierarchy between companies

Keep on top of changes in your accounting system by easily identifying the status of accounts in your Chart of Accounts.

Select default and create custom key metrics or KPIs (Key Performance Indicators) to track within Fathom

Import nonfinancial, operational, CRM, or other data into Fathom for analysis and reporting

Gain visibility into the performance of key accounts in your Chart of Accounts by turning them into Account Watch KPIs.

Save and maintain your KPIs in a single location. KPI Library allows you to copy KPIs to other companies within your Fathom account.

Common questions asked about Fathom’s integration with Google Sheets

Transfer KPI results input manually or imported from Excel to Google Sheets or consolidate KPIs from multiple Google Sheets into one

Identify which KPIs are imported from Excel or Google Sheets

Unable to connect to Google Sheets to Fathom or having trouble updating non-financial data?

How to update non-financial data in Fathom and turn on or off automatic updates

Set targets to compare your metrics and KPIs against

Gain useful insights into the performance of your Non-Financial KPIs for your individual entities or consolidated groups by setting targets

Stay on top of downward trends in the business by setting alert thresholds for your KPIs