Fathom HQ Setup And Implementation For Growing US Businesses
Turn your accounting data into clear reports, KPIs and forecasts. Ryzzen Financial sets up Fathom HQ, connects it to your books and builds the reports you will actually use.
What Is Fathom HQ Implementation?
Fathom HQ is reporting and analysis software that sits on top of your accounting system. It turns your numbers into management reports, KPIs, forecasts and consolidated views.
Implementation is everything between signing up and actually using it. That means connecting your data, structuring it for reporting, building the reports and getting your team comfortable.
We come at it from the accounting side. Reports are only as good as the books behind them, so we make sure your data is in shape first.
Signs You’re Ready For Fathom
Spreadsheet reporting works until it starts costing you time and clarity. If any of these sound familiar, it’s worth a look.
Reports take too long to build
Every month means copying numbers into spreadsheets and fixing formulas before anyone can read them.
Numbers arrive after the decision
By the time you see last month’s results, the moment to act on them has passed.
You run more than one entity
Combining several sets of books by hand is slow and easy to get wrong.
You can’t see where cash is heading
You know today’s balance, but not what the next few months look like.
What We Set Up For You
No vague promises. Here’s the practical work that goes into getting Fathom running properly.
Connection To Your Books
Fathom linked to your accounting system, or loaded from Excel or Google Sheets if that is where your data lives.
Reporting Structure
Your accounts organized so reports group things the way you think about your business.
Management Reports & KPIs
Custom reports and a short list of KPIs that show how the business is really performing.
Cash Flow Forecasting
A forecast set up so you can see where cash is heading and plan around it.
Multi-Entity Consolidation
If you run more than one entity, we combine them into one clear consolidated view.
Scheduled Reports & Training
Reports set up to go out on a schedule, plus a walkthrough so your team can use Fathom day to day.
From First Call To Finished Reports
A clear path, with you involved at every stage.
Talk It Through
We learn what you want to see, who needs the reports and what your books look like today.
Plan & Structure
We decide how your accounts should be grouped and which reports, KPIs and forecasts matter most.
Connect, Build & Check
We connect your data, build the reports and check the numbers against your books before you rely on them.
Train & Hand Over
We walk your team through it so you can read, share and update your reports with confidence.
What Fathom Connects To
Fathom works with the accounting tools most growing businesses already use. We confirm the exact fit for your setup on the first call.
QuickBooks Online
Fathom connects directly to QuickBooks Online, so your reports draw on the books you already keep.
Xero
Fathom also connects directly to Xero, and can bring together data from more than one Xero account.
Other Accounting Systems
Fathom lists integrations with MYOB, Sage and QuickBooks Desktop too. We confirm what fits your setup.
Excel & Google Sheets
Not on a supported system? Financial and non-financial data can be brought in through Excel or Google Sheets.
Fathom Setup Questions, Answered
Setting up new reporting is a big step. Here are the questions we hear most. If yours isn’t here, just ask.
It’s financial reporting and analysis software. It connects to your accounting data and produces management reports, KPIs, cash flow forecasts and consolidated reporting.
No. If you’re still deciding, we’ll tell you honestly whether it suits your business. If you’ve already signed up, we start from your existing account.
Fathom connects directly to QuickBooks Online and Xero, and lists integrations with MYOB, Sage and QuickBooks Desktop. Data from other systems can come in through Excel.
Yes. Fathom supports consolidated reporting across multiple entities, and we set up the structure so the combined numbers make sense.
Often, yes. Fathom can import non-financial data such as sales, customer or staff figures through Excel or Google Sheets, so you can track KPIs alongside your financials.
It depends on how many entities you have, how tidy your accounts are and how many reports you want. We’ll give you a realistic plan after the first conversation.
Fathom prices its own plans, so check Fathom’s site for current options. Our setup work is scoped to your needs, and we’ll walk you through it on your free consultation.
Yes. We offer accounting, bookkeeping and QuickBooks management, so your books and your reports can be handled by the same team.
Ready For Reports You Can Actually Use?
Tell us what you want to see in your numbers. We’ll show you what a clean Fathom setup could look like for your business.