Management reporting and financial analysis tool which helps you to assess performance, monitor trends and identify improvement opportunities. Check out Fathom.
Remember if you have questions or need assistance with Fathom, this is not the best place to ask - this forum is for reviews and feedback only.
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I've found there are a huge number of KPIs, so generally just pick a few key ones to run through with the client rather than overwhelm them. It is really good having such a wide selection though so I can pick what is most appropriate for the client.
Fathom itself is a pleasure to use. The animation of each area is so slick and is impressive to show clients on the screen. You can see the love, care and attention to detail the developers have spent on this.
I can't recommend this add on highly enough, and with a free trial you'd be crazy not to try it out.
Please add some more reporting options, such as 5 years P&L and BS comparisons, Trend analysis for 5 or more categories. Bar chart options for reports.
Really liked the excel import options and customization. This allows great deal of flexibility for non cloud clients. Highly recommended!
It is very easy to use and offers enormous flexbility in reporting. It's a first rate product.
Cons: cashflow function is limited (i.e. doesn't allow for cashflow cycle analysis or to drill down into elements forming the report); having said that, the report provides some help via "?" sign if you want to drill down and reconcile accounting data
Once setup to suit your business, its a great time saving measure.
Enjoyable staff to deal with any problems and a big plus to our business.
This is very helpful for us both internally - in tracking our own progress, but also for banks, investors etc in professionally presenting our situation.
I understand that exciting developments are in the pipeline which means the Fathom team, like all great companies, are looking to keep at the cutting edge of the possible.
The team is also very friendly, listen to feedback and always a pleasure to work with.
I highly recommend starting to use Fathom with your clients.