Fathom Xero Integration Reviews & Features Xero App Store US

The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Xero partners were encouraged to stay ahead of the game with these top practice apps, learning how the different platforms help run a modern, connected, and efficient practice. In the company’s Settings, go to ‘Step 1 – Update data’. If you want to import a budget that is different from your ‘Overall Budget,’ then you can import a budget into Fathom via Excel. Although Xero reviews each app in the Xero App Store, we can’t give any guarantees.

Fathom is proving to be a very useful tool for us, from simple consolidation of our entities, expanding out to streamlining our regular reporting. While building out CX and Product support have been amazing in directing us in solving for problems or taking feedback on feature enhancements. Advisors, CFOs and business managers at companies of every size and industry rely on Fathom for their business reporting and planning needs. Visually compare & rank your companies, clients or franchisees. Achieve clarity and confidence about your future financial results and what needs to happen to achieve your plans.

You can import a maximum of 3000 accounts and up to 8 years of monthly data. If you do not have any budget data contained in the ‘Overall Budget’, no budget data will be imported. Using this trial you can play with a demo company or better still import your own Xero data.

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After authorising access, Fathom will begin to import your financial data (Profit & Loss and Balance Sheet). Once completed, you will see your Xero company listed on the ‘My Companies’ screen in Fathom. Deliver regular personalized reports to each franchisee, and keep everyone up to date on their most important business metrics. Provide your clients with personalized reports which present their numbers beautifully. Whether reporting to investors, lenders or updating your management team, you’ll always be prepared with Fathom. Bring together text, charts, tables and financial statements – in one simple-to-use editor.

You can use Fathom’s powerful divisional analysis to measure and monitor your Xero tracking categories. And for multi-entity groups, Fathom provides effortless consolidation and comparisons. Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. Supported by globally recognised customer service, it has never been easier to create insightful reports, forecasts and dashboards with Fathom’s powerfully simple product design. Our aim with the Xero HQ integration is to streamline advisory workflows. The way it works is, reports designed in Fathom can now be scheduled for issue after the end of each month or quarter .

Three-way cash flow forecasting

You can use this feed tomanage and customise your needs. When you make the initial connection between Fathom and Xero, Fathom will automatically pull in budget data from the ‘Overall Budget’ that you have created in the Xero Budget Manager. Reporting, forecasting, analysis, consolidation and benchmarking for advisors and businesses. Fathom integrates directly with leading accounting platforms. Making it easy to get started, stay connected and get more out of your financial data. Deliver regular personalized management reports to each franchisee, and keep everyone up to date on their most important business metrics.

When published, links to these reports are automatically surfaced in the Xero HQ Activity Feed. Upon seeing a notification, advisers can quickly access and review a report. Then if required they can add final commentary or make other changes. Finally with a single click, they can approve a report for sharing with the client. Your bank statements are automatically imported and categorized, letting you see your cash flow in real-time. Our mission at Fathom is to help advisers to put meaningful management reports into the hands of more of their clients, faster.

https://bookkeeping-reviews.com/ custom management reports for print or web – in minutes, not hours. Get in-depth analysis of your numbers and a clearer picture of your business performance. MAP MAP offers a highly experienced finance function exclusively to digital creative agencies so they can increase their growth and profitability. As one of the company’s first employees, Georgie is passionate about the product and its users. She has over 15 years of experience in communications in a variety of industries and holds a Bachelor of Business/Bachelor of Arts in Marketing and Public Relations. In the meantime, watch this video with Fathom Co-Founder Geoff Cook to see how you can get beautiful insights into your Xero data with Fathom.

Adding a budget from the company’s forecast

The first time Fathom connects to your Xero organisation, you must authorise Fathom to access your data from Xero. You’ll only need to do this once for each Xero organisation. Fathom has a direct integration with Xero and those with Advisor or Standard level permissions in Xero are able to import data into Fathom. The initial integration between Xero and Fathom is a simple process, which takes less than a minute. From here, Fathom automatically syncs with Xero every day.

Effortlessly consolidate financial results for multiple businesses with speed, flexibility, and accuracy. A great product, simple to use, even for people with no financial background. Haydenshapes Haydenshapes is a modern performance surfboard brand founded in 1997 in Sydney, Australia, by Hayden Cox. This website is using a security service to protect itself from online attacks.

Importing your financials from Xero

Xero is an easy to use online accounting software that’s designed specifically for small businesses. MAP offers a highly experienced finance function exclusively to… While you can create budgets against tracking categories in Xero, we are not able to import them into Fathom. You can only import the ‘Overall Budget’ for the parent company. You’re able to save the forecast you create in Fathom as your company’s budget. You can completely replace your current Xero or Excel budget with the company’s forecast or only partially replace your current budget.

Provide your clients with personalized management reports which present their numbers beautifully. You can manually update the financials of your Xero company in Fathom at any time in the company’s Settings. When you import a Xero company into Fathom, your company’s Chart of Accounts will automatically be brought into Fathom.

Fathom helps businesses gain timely business insights, create beautiful management reports, and confidently plan for the future with cash flow forecasting. Fathom seamlessly integrates with Xero, transforming your financial data into beautiful reports and timely business insights. These insights help to track profit, cash flow, growth and other key performance indicators .

It works by automatically syncing with Xero each day, and it integrates with Xero to create beautiful management reports and to deliver timely business insights. These insights help to track profit, cash flow, growth and other key performance indicators. For groups of companies, Fathom also assists with benchmarking and consolidations. It’s specifically designed for accountants and bookkeepers who are seeking to deliver more frequent and more engaging advisory and management reporting services.

• Using this trial you can play with a demo company or better still import your own Xero data.
• Making it easy to get started, stay connected and get more out of your financial data.
• After authorising access, Fathom will begin to import your financial data (Profit & Loss and Balance Sheet).

xero config in actionstep practice pro + accounting up to you to assess the performance, quality and suitability of any app before going ahead. Effortlessly consolidate results for multiple businesses with speed, flexibility, and accuracy. See the impact of your plans, and evaluate different scenarios.

• It works by automatically syncing with Xero each day, and it integrates with Xero to create beautiful management reports and to deliver timely business insights.
• Whether reporting to investors, lenders or updating your management team, you’ll always be prepared with Fathom.
• Provide your clients with personalized management reports which present their numbers beautifully.
• Achieve clarity and confidence about your future financial results and what needs to happen to achieve your plans.

The integration between Xero HQ and Fathom further streamlines the entire reporting process, from report creation to delivery and everything between. Start transforming financial data into business intelligence with our suite of analysis dashboards and reports. Use Fathom to assess and understand key aspects including KPIs, cash flow, profitability, growth and more. Business advisors, CFOs and business managers at companies of every size and industry rely on Fathom for their financial reporting and planning needs. It’s really easy to get started with our Xero HQ integration if you’re a Xero partner who’s using Fathom already.