Fathom

FAQs

Not sure whether your browser or device is supported by Fathom? View our technical requirements to log in and use Fathom successfully.

System requirements

Hitting the maximums in Fathom? Here are the functionality limits we support

Fathom Limits

Check if your organisation's currency can be used within Fathom from our complete list of supported currencies

Supported currencies

System Requirements

A list of the most frequently asked questions pertaining to certification with Fathom

Fathom Advisor Certification

NASBA National Registry Statement

Troubleshooting differences in results between Fathom and Xero, QuickBooks, Sage, or MYOB

Why do the numbers in Fathom not match my source accounting system?

Reasons your company's balance sheet may not be balancing

Why is my company's balance sheet not in balance?

What ‘Cash Tax Paid’ is and Fathom's method of calculation.

How is Cash Tax Paid calculated?

Operating Working Capital is a key measure of liquidity within a business, see how Fathom calculates OWC.

How is Operating Working Capital calculated?

Total Invested Capital is key in measuring the efficiency & profitability of investments

How is Total Invested Capital calculated?

Troubleshooting & Understanding the Numbers

Can you change the accounting system of a company in Fathom?

Change Data Source

Why is my company not automatically updating?

Automatic updates

Check the exact requirements needed to be able to swap from cash to accrual basis accounting in Fathom

Can I change between Cash and Accrual basis?

How do I upload prior periods for my company?

Change a company's start date to earlier

Integrations & importing

View a list of companies and groups that have been deleted from your account and who deleted them

How can I see a log of deleted companies and groups?

Want to test out or demonstrate Fathom using demo data?

Can I view a demo company?

Remove a company, consolidation, or benchmark group from your Fathom organisation

How do I delete a company?

Remove prior, incomplete, or future periods from a company

How do I remove periods?

Easily copy KPIs, targets, alerts and the chart of accounts layout between companies and consolidated groups

Can I copy settings between companies and groups?

Combine historical and current data using a consolidated group

Can I merge two companies in Fathom?

Manage companies & date ranges

Want to use Fathom but don't have any financial data?

How can I track only non financial KPIs in Fathom?

A complete list of default financial ratios and metrics (KPIs) in Fathom

List of Default Financial KPIs & Metrics

How Fathom compares values and chooses the colors used to indicate a positive or negative variance

How is the variance calculated?

The differences between the aggregation types for custom KPIs

What is an aggregation type?

How Fathom calculates year-to-date KPI results

How does Fathom annualise KPI results?

When default or custom KPIs do not calculate or show a ' - ' or dash  symbol

Why is my KPI calculating a null result?

View our complete guide to all default financial KPIs and their formulas within Fathom.

KPI Glossary

KPIs

A complete overview of the methodology, location, and layouts of the Balance Sheet within Fathom

Balance Sheet Explained

A complete overview of the methodology, location, and layouts, of the Income Statement within Fathom

Profit and Loss Explained

The Cash Flow Statement helps show how changes in the Profit & Loss statement and Balance Sheet affect movements in cash.

Statement of Cash Flows Explained

Financial Statements

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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