Fathom

Consolidate or compare companies in your account

Consolidate & Benchmark

Before creating a consolidation or benchmark group, check that you've setup the underlying companies

Get Started with Consolidated & Benchmarking Groups

Start here!

How to combine companies into a consolidation in Fathom

Create a Consolidated Group

Combine all your entities of different currencies into a single presentational currency for a consolidated group

Create a Multi Currency Consolidation

Group companies to generate your own benchmark data

Create a Benchmark Group

Create a group

Changing the group name, customizing and setting exchange rates, adding a group logo

Consolidated Group Profile

Customize a consolidated group’s Chart of Accounts by adding headings, structure, and hierarchy

Consolidated Chart of Accounts

Eliminate intercompany transactions and loans within Fathom and perform currency or cumulative translation adjustments

Eliminations in a Consolidated Group

Roll up custom KPIs from underlying companies to use within a consolidated group

Consolidate KPIs

Set targets to measure the performance of your consolidated financial and non-financial KPIs

Set Targets in a Consolidated Group

Set Alerts in a Consolidated Group

How to update data and change configuration for a consolidation

Update a Consolidated Group

Make Current Earnings, Retained Earnings, and other multi-currency adjustments in consolidated groups

Multi Currency Consolidation Adjustments

Set up your consolidated group

Define segmentation variables for your benchmark group

Benchmark Group Segmentation

Selecting and setting up key metrics in your benchmark group

KPIs in a Benchmark Group

Setting user permissions in a benchmark group

Permissions in a Benchmark Group

Privacy and anonymity in a benchmark group

Privacy in a Benchmark Group

Set up your benchmark group

Report on consolidations, including financial statements split by underlying company

Report for a Consolidated Group

Analyse consolidated group performance with some unique analysis tools for consolidations

Analysis in a Consolidated Group

How Fathom forecasts and consolidated groups interact with one another

Forecast in a consolidated group

Consolidated analysis, reporting, & forecasting

Use the Compare tool to create refined comparisons and insightful scatterplots of your benchmark group data

Compare tool

Rank benchmarked companies across all metrics

Rank tool

Bring data from the benchmark group in underlying company reports

Reference Benchmark Group data in Reports

Stay on top of downward trends in the business by viewing your alerts dashboard for a benchmark group.

Alerts Dashboard

Benchmark group analysis & reporting

Consolidations Made Easy - A full walk through of Fathom's consolidation tools

Consolidations Training

Reasons your consolidation's balance sheet may not be balancing

Why is my consolidated group's balance sheet not in balance?

How Fathom calculates exchange rates and translates financials in multi-currency consolidated groups and on the Insights Dashboard

Multi currency Consolidation Methodology

Fathom's default foreign exchange rates and how to customize or edit foreign exchange rates

Use Exchange Rates in Fathom

Consolidate & Benchmark FAQs

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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