Fathom consolidation. Stay updated with Fathom's media coverage and news.

Fathom consolidation Effortlessly consolidate financial results for multiple businesses with speed, flexibility, and accuracy. This means you have more options to display your company's financials in their native currency, as well as performing foreign exchange By default, Fathom will use exchange rates sourced from Open Exchange Rates to translate the financials for the multi-currency consolidated group. Account codes do not influence the merging or Fathom enables you to group related companies and easily perform consolidated analysis, generate forecasts, and create reports. Fathom is a simple and fast consolidation software for your Xero data, as well as data imported from our other integrations such as Excel, MYOB or QuickBooks. It integrates seamlessly with accounting platforms like QuickBooks and Xero, Yes, you can have more than one forecast for a company or consolidated group by using scenarios. Visually compare & rank your companies, clients or franchisees. For a consolidated group, you get access to all the same analysis tools as for a single company. Fathom can consolidate up to 300 entities in a single-currency consolidated group, and up to 50 entities for multi-currency consolidations. With his 4-step method—Simplify, Eradicate, Automate, and Delegate—you can ditch Struggling with the chaos of manual calculations, data errors, and time-consuming reporting? Many finance teams have made the switch from To supplement Fathom's consolidated financial statements, which are prepared and presented in accordance with GAAP, the Company uses Create and deliver engaging management reports, financial analysis, consolidations and cash flow forecasts with our best-in-class advisory software. You can import a maximum of 3000 accounts. Explore Fathom, a leading financial analysis, management reporting, KPI tracking & cash flow forecasting software, has native integration with Quickbooks. They will result in your actuals in Fathom not matching the figures in your source accounting system. Whether managing multi-entity structures, property portfolios, or franchise groups, Multi-currency Consolidated Groups To resolve an unbalanced consolidated balance sheet, we recommend viewing the Excel report Multi-currency consolidated financials, including eliminations in Explore every feature for our Financial Software Solution across Financial Analysis, Reporting & Forecasting. After Setting up Fathom for your needs starts with connecting to your source accounting system or importing a company into Fathom. This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Get your month-end reporting sorted Multi-entity financial consolidations are necessary but often a tedious, labor-intensive, and error-prone process. Tyler Caskey CA, Partner at TheBeanCounters, delivers a masterclass in how to automate consolidated reporting and produce a report in under 10 minutes. . Perfect for franchisees and head office. Discover why Fathom is the right software for you. These features enable you to create an aggregated view of both the financial We also provide a demo company to view our analysis, reports, and forecasting tools without importing your own data. The team at Fathom is pleased to announce the release of another new feature! For businesses with international operations, consolidating financial results f Compare Fathom vs. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Help clients improve business performance. Explore Fathom's top pros, cons, and user-rated features‚ based on real, verified reviews from teams who use it every day. About Fathom Fathom is a powerful financial analysis, reporting, and forecasting platform that helps businesses, accountants, and advisors make better financial Fathom Reporting accommodates inter-group transactions by allowing users to create, manage and revert account eliminations between entities within a consolidation. Simply download a template and fill in your results or create a new import file (. Financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software that seamlessly integrates with QuickBooks, Xero & more. Learn how Custom FX Rates improve flexibility and control when reporting on consolidated groups in multiple currencies. 95K subscribers Subscribe Import your financial data Fathom directly integrates with Xero, QuickBooks, Sage, and MYOB to import your financial data. Fathom will Fathom provides advisors and business owners with beautiful performance reports and timely business insights. Monitor, identify, and engage your entire client base with a Fathom Portfolio plan - a new offering designed to make client management smarter and simpler. If you're using another source accounting system, then you're also able to import It's not possible to merge two files from differing sources in Fathom. Importing from Excel Guidelines It’s easy to import your monthly, quarterly or annual data into Fathom. What is Fathom? Fathom is an all-in-one financial reporting system that provides sophisticated reports, including analysis and forecasting, yet it is surprisingly intuitive and easy to Fathom review (2025) — pricing, features, pros & cons, and use cases. csv), by Fathom HQ offers financial reporting, forecasting, and consolidation software that integrates with QuickBooks, Xero, and Sage. It provides actionable insights, helping businesses enhance decision Forecasting in Fathom begins by creating your forecast. Once you’ve added more than one entity to your Fathom account, the option to create a consolidated Financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software that seamlessly integrates with QuickBooks, Xero & more. Whether you’re managing multi-entity Fathom seamlessly integrates with Xero, QuickBooks Online, and MYOB, ensuring real-time data synchronisation and reducing manual data entry. It simplifies the whole process of merging financials from different entities, making Learn how Fathom can help you save 14 hours each reporting cycle. As such, adjustments to your actuals should Overview Fathom is a cloud-based financial analysis platform that empowers finance teams, advisors, and business leaders to create custom Explore Fathom's Help Centre for articles on features, getting started, FAQs, and more to optimize your experience with Fathom. For bookkeepers, accountants and financial advisors. Fathom connects to: Fathom is a financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software. You’ll want to make sure your company is in balance in your source accounting system and then update the data in Fathom. ) there is additional data in the Financials tool. In addition, you are able to perform breakdown analysis in a consolidated group with the 'Breakdown' Pro Reports – Fathom’s most customisable reports, including additional template options and delivery features. Email Make the consolidation process easy, faster, and accurate Connect accounting files to Fathom and automate inter-entity loan balances Simplify the chart of accounts and produce a one-page Financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software that seamlessly integrates with QuickBooks, Xero & more. Setting up your consolidation starts with importing financial data from your underlying entities. To know more about Xero and LiveSync Accounting; kindly visit:more Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. g. These features enable you to create an aggregated view of both the When you create a consolidated group, Fathom will provide you with several Default Financial KPIs in the KPIs section of the consolidated group settings. , May 13, 2025 Get access to relevant insights, reports and data points. Watch a Fathom demo and dive deeper with a webinar on topics from business planning to setting and reporting on KPIs to cash flow forecasting. All A KPI Table can be added to a consolidated group report to display the KPI results for the consolidated group or an underlying company. To learn more about how Fathom reconciles these exchange rates, please see our Login Welcome back! Please enter your account details. Templates can also be used to create reports for a group of related companies in a What is financial consolidation?: Recap of key points Financial consolidation is a crucial process for businesses managing multiple entities. For simpler profit and loss Consolidations Made Easy (in 2023) Fathom 1. Fathom supports 97 different currencies from around the world. These features enable you to create an aggregated view of both the financial Adjustments will change the ‘Actual’ figures in Fathom. – Fathom achieved a 32% year-over-year revenue increase in the first quarter, beating analyst expectations by 12% – CARY, N. What is a consolidated group? Fathom enables you to group your related companies to easily create consolidated reports. By Financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software that seamlessly integrates with QuickBooks, Xero & more. Say goodbye to fiddly How can I create a consolidated forecast in Fathom? Forecasts and microforecasts for underlying entities do not automatically roll up to the consolidated group. Konsolidator using this comparison chart. This spreadsheet will be imported as a separate Eliminations If you’ve ever spent hours wrangling spreadsheets just to get a consolidated report over the line, this webinar is for you. Combine all your entities of different currencies into a single presentational currency for a consolidated group. They are accessible to companies on a Fathom Pro plan and consolidated groups. For real estate businesses managing property portfolios, franchise Group consolidated Reporting Effortlessly consolidate multiple entities Use Fathom to easily group your companies together to create consolidated reports and What is a consolidated group? Fathom enables you to group your related companies to easily create consolidated reports. Understand how to use Fathom’s consolidation Advanced call summaries, from expert frameworks to fully custom formats Ask Fathom conversational meeting assistant to tap into call knowledge Team Templates can be used within a single company or shared across companies and groups in a Fathom account. Understand how to use Fathom’s consolidation functionality to: In this webinar we’ll take you through the value of financial consolidations and the value that clear group results can add to your business or Discover how Fathom's Consolidation feature saves you time and improves data accuracy through the smart use of automation. Use budgets to set consolidated targets It is important to note that targets in a consolidated group are not aggregated from the underlying entities, but rather defined specifically against the consolidated When you import a QuickBooks Online company into Fathom, your company’s Chart of Accounts will automatically be brought into Fathom. Discover how this platform performs in real scenarios. How Fathom calculates exchange rates and translates financials in multi-currency consolidated groups and on the Insights Dashboard Fathom's consolidation tool is a lifesaver for managing multiple profit centers. classes, locations, tracking categories, etc. Use Fathom to eliminate intercompany transactions and generate clean, consolidated financial reports in minutes. It integrates seamlessly with accounti Loans & Loan Repayment Fathom will identify Long Term Debt and Short Term Debt accounts based on their account classification. If you’re working with a multi-currency Financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software that seamlessly integrates with QuickBooks, Xero & more. Compare Fathom and Reach Reporting to discover impressive, customizable reporting solutions for your business. Start your free trial now! Fathom captures context, tracks engagement and updates your CRM, while you handle the close. C. Companies on Portfolio can be upgraded to Fathom Pro at any time. In this article, we share how you can use Fathom to compare and consolidate your How to Make Non-automated Eliminations Fathom allows you to import an Excel spreadsheet that details specific elimination amounts. We suggest looking through these before you The data range of the consolidated group will automatically be extended to include new period (s) of financial or non-financial data if the ‘Automatically update data range to reflect latest underlying In this recorded webinar, you'll learn how the functionality and efficiency of Fathom’s consolidation features can save you time and remove inefficient processes. Explore our presence in the media and industry discussions for valuable insights Looking for the best financial consolidation software in 2024? This guide highlights six top solutions to streamline your reporting process. 19K subscribers Subscribe Subscribed Fathom’s multi-currency methodology reconciles the three different exchange rates used to calculate Current Earnings. Discover how Fathom's Consolidation feature saves you time and improves data accuracy through the smart use of automation. In this webinar we cover how to:- Create and customise a consolidated group- Edit exchange Fathom merges accounts from underlying entities in the consolidated Chart of Accounts if the accounts have the same name and the same classification. Those results can be compared to target, budget, or period periods. Learn about this additional data in the ' This video is from the Xero webinar 2021; Part 4 of 10 | September 18, 2021. This demo company can be found at the bottom of the 'My Companies' page or the Fathom lets you consolidate financial and non-financial results for groups of related companies, which you can analyse and report on in the same way as for a Fathom Accounting Software: Honest Review & User Experience How Review 1. xlsx or . Stay updated with Fathom's media coverage and news. Fathom brings in the amounts and values from your source accounting software. If you have questions about Fathom, please email our sup Fathom provides financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software. Tyler Caskey reveals how to take the headache out of consolidated reporting. Build tailored reports combining text, charts, tables, and financial statements in minutes using an intuitive editor—no coding or complex templates Fathom stays connected with source accounting systems, keeping your data Tiered plans and pricing based on the number of company files connected. However, if historical data must be retained for reporting and combined with the new source, there is a workaround using consolidated Easily copy KPIs, targets, alerts and the chart of accounts layout between companies and consolidated groups Fathom Co-Founder Geoff Cook shows you how to gain beautiful insights with your Xero data and Fathom. Real estate reporting, u2028delivered clearly Specialized financial reporting and forecasting for real estate leaders. To ensure we’re not setting up loan repayment schedules for debt Automatically create reports from your custom templates every month using a report schedule 💡 Smart Tip: For consolidated groups and companies with divisional data (e. Once your forecast is created, you’ll be able to further customise and tailor the forecast’s baseline to the company or consolidated group. AI Scorecards help managers coach with confidence, Overview Learn how to quickly create and share compelling Fathom reports, enabling stakeholders to make informed financial decisions. Is Fathom the right Financial Reporting solution for you? Explore 21 verified user reviews from people in industries like yours to make a confident choice. mhn tnvct cgdrf culfax hyam svep iquok tqlegj rusx monl hczow ervfnk vgpudt jaog qrz