Introducing Fathom’s Insights Dashboard and Portfolio Plan

Keeping track of all your clients just got a whole lot easier with Fathom's new Insights Dashboard.  

Designed for accounting and advisory firms, this powerful tool provides a complete view of your entire client base in one place. Whether you're managing a dozen clients or hundreds, the Insights Dashboard helps you stay on top of their financial performance, spot opportunities, and engage more effectively.

To make it even easier to add more clients to your Dashboard, we’re also launching the Fathom Portfolio plan – an affordable way to gain visibility across all your clients and engage them with actionable insights.

Managing clients at scale is challenging

A recent Fathom survey found that over 1 in 4 accounting firms lack a structured process or tool for monitoring client performance! We know that it’s tough to keep track of financial data across multiple platforms, stay ahead of client needs, and quickly identify who requires your attention.

Introducing: The new Insights Dashboard

The Insights Dashboard is designed to solve these challenges by giving you a centralised view of your entire client base. No more toggling between reports or sifting through data. With key financial metrics available at a glance, you’ll know where to focus your time and which clients could benefit from your support.

Why you’ll love the Insights Dashboard

• Monitor all your clients in one place: Track cash flow, revenue, profitability and 28 other metrics for all your imported companies.
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• Identify opportunities quickly: Segment and benchmark clients using tags to spot trends and know where to take action.
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• Measure the metrics that matter: Drill down into a KPI to view its trending performance for quick analysis.
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• Stay proactive with custom thresholds: Get instant alerts when client performance starts to slip, so you can act quickly.
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• A picture of performance: View up to six metrics at once to get a quick snapshot of all the important indicators for all your clients.
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• If you’re already on a Fathom plan – now called “Fathom Pro” – you’ll automatically get access to the Insights Dashboard for your existing companies.

Introducing: The new Fathom Portfolio plan

We're all about helping you help more clients. And the Insights Dashboard becomes an even more powerful tool when you add your whole client portfolio to Fathom. That’s where the Fathom Portfolio plan comes in.

The Fathom Portfolio plan is an affordable way to add clients to your Dashboard without needing a full Fathom Pro subscription. It’s designed for firms that want clear oversight of all their clients’ financial performance while keeping budgets in check. Fathom Portfolio includes the Insights Dashboard and Summary Reports for a lower price point than the full suite of features available within Fathom Pro.

“It's great for that full picture of assurance; being able to see what's happening at a quick glance for everybody is going to allow these anomalies to pop out.”
- Beta round feedback

Why choose a Portfolio Plan?

1. Monitor all your clients
   View the financial performance of all your clients in the Insights Dashboard, which aggregates data across multiple cloud accounting sources.
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2. Identify opportunities
   Sort your clients your way, using custom tags to highlight those who need attention or those who are ready to grow. Get insights you can act on and quickly identify clients who would benefit from more proactive engagement.
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3. Engage with more clients
   Generate beautiful summary reports — monthly, quarterly, or annually — in just a few clicks. Communicate insights at scale to build deeper client relationships.
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4. Lower price point
   Get visibility across all your clients' financial performance without the cost of a full Fathom Pro subscription. Portfolio offers you access to the Insights Dashboard and a more accessible way to manage your entire client base at a lower price point.
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5. Simple user experience
   Save hours by importing and updating hundreds of companies all at once. Whether adding new clients or refreshing financial data, this simplified process lets you focus on delivering insightful work.  

Bonus: Summary Reports in Fathom Portfolio

One of the things we love about Fathom Portfolio is that it helps you take the Insights Dashboard a step further. We’ve brought the Fathom magic with the inclusion of our new summary reports, which have been designed with your Portfolio companies in mind. These simple reports give a quick snapshot into areas of financial performance (like revenue, expenses and cash flow) and provide great visuals to help you start a conversation with your client around areas of concern or opportunity. You can generate these summary reports in just a few clicks; meaning they can be sent on an ad hoc basis, or you may choose to send a report to every client at the end of a month, quarter or year.

“We’ve been waiting for this in Fathom. We’ve always wanted to be able to use it as a way of introducing clients to the idea of management accounts. We like the idea of sending clients a simple report every month that makes them inquisitive (without giving too much away!) so that it opens up an engagement opportunity for our firm.”
- Beta round feedback

Ready to Get Started?

Whether you’re looking to get a full picture of your firm's client base or expand your advisory services, Fathom’s Insights Dashboard and Portfolio plan are here to help.

Jump in to Fathom today to start exploring our new features. We can't wait to hear your stories of how you've been able to help more of your clients.

FAQs  

What is the Insights Dashboard?  

Fathom’s Insights Dashboard gives accounting firms a better way to monitor client performance, identify new opportunities, and provide valuable insights in one place.  

Companies on a Fathom Pro plan will appear on the Insights Dashboard and in all of Fathom’s integrated tools.  

Companies on a Fathom Portfolio plan appear only on the Insights Dashboard and they’ll also have access to the new Summary Reports.  

Is the Insights Dashboard included in my Fathom Pro subscription?  

Yes! A Fathom Pro subscription gives you access to Fathom's complete suite of powerfully simple tools and features.

What is the difference between the Fathom Pro plan and Fathom Portfolio plan?  

Fathom Pro plan: Gives you full access to Fathom’s set of powerfully simple tools and features. Companies appear in Fathom’s integrated reporting, analysis and forecasting tools.  

Fathom Portfolio plan: Companies appear on the Insights Dashboard with access to the Metric Drill Down and Summary Reports. The Fathom Portfolio pricing plan is a cost-effective option that allows you to bulk-import companies and gives you oversight over your entire client base.

For a detailed breakdown of both plans read this Help Centre article.  

For plan pricing, visit the pricing calculator page.  

Can I switch from Fathom Portfolio to Fathom Pro?

Yes! On the Fathom Portfolio plan, you can import your clients into Fathom’s Insights Dashboard in bulk and at an affordable price. When you’re ready to provide deeper insights and expanded services to your client, upgrade a company onto the Fathom Pro plan with a single click to use Fathom’s full suite of powerfully simple tools.