Report Editor
Intuitively craft management reports using a simple-to-use editor.
Content Library
Access a library of ready-to-use charts, tables and financial statements.
Charts
Bring your data to life with 90+ ready-to-use charts, and customise each of these.
Commentary
Add observations or text to tell a story or call out important information.
Auto-text
Add placeholders to ensure that your reports are always referencing the latest numbers.
Report templates
Pick from a range of ready-made templates to jump-start your workflow.
Custom templates
Save your reports as templates, for easy re-use in the future.
Scheduled reports
Schedule the creation and delivery of timely reports.
Branded reports
Customise cover pages and reports to match your brand.
Financial statements
Present your financial statements in summary or detailed views.
Print & digital
Create reports which can be read on any device online, or offline in print.
Share access
Share access to reports and insights with anyone over email.
Access control
Control who can manage, view and edit reports with granular permissions.
Report storage
All your reports in one place. Access your reports at anytime, from anywhere.
Month, quarter, year
Create reports for any monthly, quarterly and annual reporting period.
Portrait or landscape
Fit each page of your report to either portrait and landscape page orientations.
A4 or US Letter
Layout report content to fit either A4 or US Letter paper sizes.
Export to Excel
Download your data as a Excel or CSV files, and download charts as images.
Export to PDF
Download your reports as PDF files.
Presentation mode
Share reports on the big screen in meetings or in online presentations.
Comments
Allow your team or clients to add comments to reports.
Variance reporting
Track ‘actual vs budget’ or ‘this year vs last year’.
Forward-looking
Include cash flow forecasts and future projections in your reports.
Bulk edit
Perform operations on multiple report components at once (ie. duplicate, move or delete)
Observation
Automatically show positive or negative comments, based on the rules which you have set.
Notifications
Stay up to date with report activity with in-app notifications.
Draft reports
Keep reports in draft mode until ready to share with your team or client.
KPI Analysis
Track the metrics and Key Performance Indicators (KPIs) that matter to your business.
Profitability Analysis
Understand your profitability, breakeven point and margin of safety.
Cash Flow Analysis
Visualise cash inflows and outflows to understand cash position.
Growth Analysis
Visualise the growth of your business over time by comparing growth metrics.
Trend Analysis
Chart financial and non-financial data over time, and add comparatives.
Goalseek
Perform scenario analysis and answer the 'How do we get there?' question.
Divisional Analysis
Analyse the performance of tracking categories, classes, locations, jobs or departments.
Variance Analysis
Compare performance to budget, target and prior period data.
Financial KPIs
Choose from 50+ financial KPIs and track performance against budgets or targets.
Non-financial KPIs
Import employee, operational or other non-financial data to track alongside your financials.
Custom KPIs
Use the KPI builder to create custom financial and non-financial KPIs.
Formula builder
Reference accounts, headings and other KPIs to define a KPI formula.
KPI alerts
Set alerts so you know when a result reaches exceed alert levels.
KPI library
Set up a central KPI library, so you can easily apply them to any of your companies.
Targets
Set KPI targets and evaluate performance and growth over time.
Monthly, quarterly, yearly
Compare
See the big picture by comparing multiple companies.
Rank
Rank multiple companies across KPIs to evaluate performance relative to peers.
Presentation mode
Share analysis on the big screen in meetings or in online presentations.
Three-way forecasting
Get a 360 view of your forecast Profit & Loss, Balance Sheet and Cash Flow Statement.
Scenario based planning
Hope for the best, plan for the worst.
Be prepared for anything in between.
Driver based forecasting
Create forecasts and budgets based on key operational drivers.
Rolling forecasts
A forecast that updates as often as your financials.
Business Roadmap
See the impact of your plans on business
cash flow.
Auditability
See an audit trail so you know where your numbers have come from.
Microforecasts
Model specific events like hiring an employee or purchasing an asset.
Integrated reporting
Include your forecast and projections in your Fathom reports.
Assumptions
Add notes to your forecast to explain any assumptions you've made.
Long term forecasting
Forecast up to 36 months into the future.
Quick Start
Generate a three-way forecast with a single click using Smart Prediction.
Forecast from a budget
Easily create a new forecast from your existing budget or forecast.
Consolidated forecasts
Create forecasts for a group of companies.
View only access
Share access with internal and external stakeholders.
Aggregate financial statements for up to 300 entities.
Multi-system
Consolidate results from Xero, QuickBooks, MYOB or Excel.
Multi-currency
Translate results from 95+ currencies into a single currency.
Eliminations
Apply inter-company eliminations to get an accurate consolidated view.
Adjustments
Make adjustments to consolidated results.
Custom exchange rates
Use default exchange rates, or specify your own.
Consolidated budgets
Consolidate budgets, then compare consolidated actuals vs consolidated budgets.
Side-by-side financials
Compare financial results in side-by-side tables.
Custom Chart of Accounts
Customise your consolidated chart of accounts.
Quick sync
Easily keep your consolidated group in sync with its subsidiary entities.
Consolidated reports
Build custom management reports for your consolidated group.
Group forecasting
Generate a three-way forecast for your consolidated group.
Non-financial consolidation
Also aggregate non-financial results for your consolidated group.
