Fathom

New tee? Yes, please! Vegas, we’re packing the good vibes (and the good threads) for #IntuitConnect. Accountants and finance pros, you’re the legends keeping businesses on top of the bottom line. We think that deserves a little celebration. So, snag your free limited-edition Fathom tee for Intuit Connect! ✅ Order online ✅ Pick it up at the Fathom booth #47 First in, best dressed. 👉 https://ow.ly/XGn150XgT8Q #IntuitConnect #QuickBooks #accounting #CPA

📣Month-end forecast reporting shouldn't eat up your afternoons!📣  But when you can only save one budget at a time, comparing actual vs. forecast means choosing two options:  1.Overwrite your budget   2.Rebuild everything in Excel.  We heard this scenario time and time again. So we built Forecast Snapshots.  Now you can save up to 25 forecast versions in Fathom. Compare any of them against actuals, budgets, or each other. Run variance analysis without leaving the platform.  Learn more about our latest feature release here 👇 https://ow.ly/r5EX50XgHGW #Forecasting #AccountingSoftware

🗞 Extra, extra! Automation is giving teams time back, but the real opportunity lies in what you do with it next. We’ve pulled together some of the best resources to help your team turn that saved time into growth, from smarter client conversations to stronger forecasting Read this edition of The Exchange to see how teams are transforming efficiency gains into meaningful progress. 👇 #MTD

Over half of this year’s Intuit Accountants Connect 2025 sessions are being led by Fathom customers, and we couldn’t be prouder! 💚 From automation and AI to firm culture and growth strategy, our community of experts are shaping the future of the accounting profession.  Here’s your guide to the sessions you won’t want to miss (and the experts behind them). 👇

Got a question you’ve always wanted to ask about advisory? This Thursday, you’ll have the chance. Join our next Ask an Expert session with Darren Van Zyl Partner at Elements Advisory Group, as he tackles the toughest client challenges head-on; from structuring advisory conversations to keeping clients engaged and focused on action. Bring your questions, get real answers. And if you can’t make it live, we’ll send you the recording. 🔗 Register here: https://lnkd.in/ecq5-HT2

⭐ 500 reviews. 5/5 stars. Endless appreciation. We’re proud to share that Fathom has officially hit 500 reviews on the Xero App Store, with a perfect 5 star rating! A huge shout-out to our incredible team for the care and support they bring to every conversation. And of course, a massive thank you to our customers. Your feedback, ideas, and support make milestones like this possible. Here’s to the next 500!🫶 🔗 See what people are saying: https://ow.ly/phgM50XaoNx

Accountants are getting creative with Fathom’s new Insert & Embed Files feature! Here’s how they’re using it to build complete, client-ready reports all in one place: 📊 𝗔𝗱𝗱 𝗰𝗼𝗺𝗽𝗹𝗲𝘅 𝗘𝘅𝗰𝗲𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗲𝘀 Drop in charts, pivot tables, and models straight from Excel. No rebuilding, no formatting headaches. 📑 𝗜𝗻𝗰𝗹𝘂𝗱𝗲 𝗲𝘅𝘁𝗲𝗿𝗻𝗮𝗹 𝗱𝗮𝘁𝗮 𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Bring in supplier reports, sales dashboards, or customer breakdowns. Everything sits together, exactly where it belongs. 📝 𝗜𝗻𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 Add compilation letters, audit confirmations, management commentary, or industry-specific compliance documents directly into your reports. The result? Professional, all-in-one reports in minutes, not hours. No more PDF stitching. No more “forgot to attach the Excel file” moments. What would you add to your next management report? 👇 Learn more: https://lnkd.in/e4gh682T

Vegas, we’re coming for you! The Fathom crew will be at Intuit Accountants Connect 2025. We're ready to talk reporting, forecasting, and how to turn Intuit QuickBooks data into the kind of insights clients actually care about. Find us at Stand #47 and say hey to James Erving, Sam Russell, Joshua Guerrero, Oscar Andaluz, and Geoff Baker. Be sure to ask the team about all of our latest updates and what's coming next. 👀 #IntuitConnect #QuickBooks #Advisory 

💡 What do investors look for in a winning pitch deck? In our latest Ask an Expert session, Kat Wellum-Kent, Founder of Fractional Finance, explained that it’s a lot like a horse race: ➡️ The horse = your product ➡️ The jockey = your leadership team ➡️ The track = the market you’re running in ➡️ The odds = your numbers, valuation, and risks Investors consider all of these before they place their bet. It's your role to make sure your pitch deck brings them together into a story that makes sense. “Investors know there are always risks. Showing you’ve identified them, and have a plan to mitigate them, makes you more backable than pretending everything will be smooth sailing.” If you are preparing for a funding round or helping clients raise capital, catch up on the full session here 👉 https://ow.ly/8xP350X5xjw

Advisory conversations don’t always go to plan... A client tunes out, the numbers don’t land, or the whole meeting drifts off course. But what’s the biggest reason these conversations go wrong in your experience? 👉 Vote in the poll below. We’ll share the results live in our upcoming Ask an Expert session with Darren Van Zyl, where he’ll break down practical frameworks for keeping tough conversations on track. https://lnkd.in/eQ5dkPhD