Fathom

“It’s saving so much time on client reports…Now everything is in the one place” That's what Connor, a qualified accountant at a mid-market firm, told us after trying our new feature. The old way: → Export financial data from Fathom → Screenshot charts from Excel → Open PDF editor (again 🙄) → Stitch everything together → Send 12 separate attachments → Pray nothing gets lost The new way: → Drag images and PDFs directly into Fathom → Send ONE professional report → Client response: "This is the most comprehensive report we've ever received" Here's what changed everything: Fathom now lets you embed images and PDFs directly into reports. No more PDF Frankenstein sessions. No more "Sorry, forgot to attach the Excel chart" emails. No more clients asking "Which file do I look at first?"   • Include Excel charts too complex for standard tools   • Add screenshots from trusted sources   • Embed external reports from other systems   • Create boardroom-ready presentations in one place See it in action, join our free live webinar: New in Fathom – More powerful management reporting with images and PDFs. Register below 👇 🇺🇸 25th SEP 11am PDT - https://lnkd.in/e-NP3k35 🇬🇧 25th SEP 11am BST - https://lnkd.in/exjXaWwp 🇦🇺 25th SEP 11am AEST -https://lnkd.in/eSavsReQ You’ll see how finance teams are cutting report prep time by 60% while delivering their most professional, comprehensive reports yet.

📢 Extra, extra! Edition 20 of The Exchange is live. This time we are digging into The Five Hidden Costs of Guesswork with insights from Ben Cooper, MBA, Founder of Amplify. From missed opportunities to eroded trust, Ben shows us how relying on instinct alone can hold businesses back, and how forecasting helps turn tough calls into confident decisions. Read the full article 👇 #financialforecasting

🚀 Free live webinar! Find out what's new in Fathom... Join us for a practical, hands-on session where we'll show you how to create comprehensive management reports entirely within Fathom, combining financial data, operational metrics, and external content in one professional package. Learn how to: ✅ Insert financial images, PDFs, and Excel charts directly into your Fathom reports with drag-and-drop simplicity ✅ Structure complete management reports that combine financial and operational data ✅ Build reusable custom templates with standard elements and media placeholders ✅ Deliver comprehensive, all-in-one management reports that exceed client and director expectations Register for your sessions here 👇 🇺🇸 25th SEP 11am PDT https://ow.ly/mxpX50WWz04 🇬🇧 25th SEP 11am BST https://ow.ly/wj4t50WWz07 🇦🇺 25th SEP 11am AEST https://ow.ly/4KlI50WWz08

Our early testers had a lot to say about our latest feature release! 💬 You asked to add more context, colour, and clarity to your reports. Now, you can drop screenshots, charts, or supporting files straight into your Fathom reports, giving clients not just numbers but the full story. Find out more here 👉 https://lnkd.in/e4gh682T #Reporting

What stood out most for us at #Xerocon Brisbane? It wasn’t just the big announcements and exciting industry developments. It was the amazing conversations. We loved talking with app partners, friends, CFOs, accountants, and bookkeepers who were all driven by one common thread: a genuine desire to help clients more and take some new steps. Thank you to everyone who dropped past our booth for a brilliant conversation! We loved it. 👉 Here’s what we heard: - Firms aren’t chasing more features. They’re chasing outcomes: clarity, confidence, and tools that enable better conversations with clients. - Advisory isn’t a switch you flip. It’s a journey, from first steps in reporting or forecasting to scaling how strategic insights are delivered by whole teams and navigating the future for clients. - Simplicity and differentiation matter. Firms want elegant, intuitive products that support their growth (without overwhelming their teams or their clients). - AI and automation are exciting, but people want these outcomes: efficiency, confidence, better relationships. It's about AI and tech that enhances (not replaces) human expertise and relationships. The takeaway?  Advisory and finance leadership is still, and always will be, about people. Good technology can surface insights, but it’s the finance leaders and advisors who bring meaning. They’re the ones guiding business owners, building relationships, and helping clients stay on top of the bottom line. Our team was inspired by the energy, the honesty, and the hunger to learn. Especially those smaller teams or one-person operations who are combining great tools with great guidance to help their clients confidently plan and act. That’s a future Fathom is proud to support. ____ Want to learn more? We’re always up for a discovery conversation to see if Fathom is a fit for you. Find out why Fathom has 470+ five-star reviews in the Xero app store. Already a customer? We provide training and support to help you on your journey. Plus our globally award-winning support team of trained accountants is available 24/5. Amazing! #accountantsandaccounting

✈️ From Brisbane to Toronto to Vegas, Team Fathom is everywhere this September and October. Here are a few highlights we’re especially excited about: 📍 Advisory Amplified (US Roadshow, Sep–Oct) We’ll be joining select stops on this US roadshow, helping firms move advisory forward with confidence. Expect practical sessions, app partners, and tailored plans to level up services. Join us https://lnkd.in/gphmnukD 📍Ask an Expert: Kat Wellum-Kent (16 Sep) Good ideas get ignored. Great stories get funded. Kat shares how to turn early-stage financials into investor-ready narratives. Perfect for founders, CFOs, and advisors. Save your spot here https://lnkd.in/eeQ_XbCA 📍The Gap: Advisory Activator (1–15 Oct, Online) A 3-part course to help evolve compliance work into scalable, high-impact advisory. Learn how to position your value, enhance client meetings, and build recurring revenue streams. Sign up here https://lnkd.in/eVDvHxJT 📍Intuit Connect (27–29 Oct, Las Vegas) Heading to Vegas? Swing by our stand to chat reporting, forecasting, and financial storytelling. You’ll also get a first look at our latest releases and a sneak peek at what’s coming next. Whether you join us online or in person, we can’t wait to connect!

Traditional board packs? 🚫 80-page monsters no one reads 🚫 Numbers out of date before the meeting even starts 🚫 More noise than insight Now flip it. ✅ Results you can trust ✅ A story your board will actually follow ✅ Reports built to spark decisions, not gather dust Jesse Chapman’s Board-Ready Report for Multi-Entities is live in our NEW Report Library.🔗 Check it out here https://lnkd.in/eJDBgFZt

We’re here! One exciting event, 7 friendly faces ready to connect with you! Get your free Fathom swag plus we’ve got exciting updates to share. 👉 Booth E+18. One of the friendliest teams at #xerocon Brisbane is ready to greet old friends and make new ones! —— 🌟 New in Fathom ✅ Add images & files to reports Now you can drop images, PDFs, and supporting docs straight into your reports. Build polished, branded management packs without leaving Fathom. ✅ Insights Dashboard + Portfolio Plan Your new client command centre: see all your clients at a glance! Track cash flow, profitability, and 28 key metrics across all your clients, all in one place. Stay proactive, spot opportunities, and scale smarter. ✨ Coming Soon: Forecast Snapshots Lock in forecasts, compare against actuals and budgets, and keep an audit trail of every reforecast. Hear more about this at Fathom’s session on Day 2, App Stage 3 at 12:15pm. 🤖 Coming Soon: AI-powered commentary We’re saving the best for Xerocon. Swing by our booth for the inside scoop! Find out why Fathom is Xero’s #1 reporting and forecasting app, with over 480 five star reviews. Kim Caparas Geoff Baker Luke Ryan Keren McNally Georgie Pollok Tom Bilton FCA Gavin Fernandes 👋

Xerocon Brisbane is here! We’re ready to bring the energy, connect with friends and colleagues, and share some exciting new updates. Here’s a sneak peak … What’s new (and what’s next) in Fathom: 🌟 Add images & files to reports Now you can drop images, PDFs, and supporting docs straight into your reports. Build polished, branded management packs without leaving Fathom. See it in action at Fathom's session on Day 1, App Stage 5 at 1.20 pm. 💥 Insights Dashboard + Portfolio Plan Your new command centre for advisory! Track cash flow, profitability, and 28 key metrics across all your clients — in one place. Stay proactive, spot opportunities, and scale smarter. 🚀 Coming Soon: Forecast Snapshots Lock in forecasts, compare against actuals and budgets, and keep an audit trail of every reforecast. Hear more at Fathom’s session on Day 2, App Stage 3 at 12:15 pm. Plus more to be announced… Swing by our booth for the inside scoop, a chat with friends, and new swag! 👉 Booth E+18 Catch up with our friendly crew: Gavin Fernandes Geoff Baker Georgie Pollok Keren McNally Kim Caparas Luke Ryan Tom Bilton FCA See you in sunny Brisbane! Fathom is Xero's #1 reporting and forecasting app with over 480 five-star reviews. ⭐ #xerocon

🚀 New in Fathom: Add images & files to your reports No more patching PDFs or copy-pasting charts. Now you can: ✅ Add logos, branded cover pages, and supporting docs ✅ Insert charts, tables, and visualisations ✅ Create complete, professional management packs — all in Fathom A small change with a big impact: faster workflows, more polished reports, and fewer late nights with your PDF editor. Read all about it👉 https://ow.ly/7vVk50WLT9X