The Fathom Blog

Firms want to scale advisory, but face roadblocks. Learn why we built the Insights Dashboard and Portfolio plan to help overcome them.

Shift from being reactive reporter to being a strategic storyteller, as Deborah Harris of Grow CFO Co. as she shares tips on how to become a finance leader with impact.

Discover the top advisory challenges firms face in 2025 and how leading practices are scaling insights, visibility, and value at speed.

Discover how the new Insights Dashboard and Fathom Portfolio plan give you a clear view of client performance to spot opportunities and engage at scale.

Learn how to keep your forecasts relevant all year with expert insights, best practices, and practical steps to stay agile and aligned with your goals

Fathom blog post about the new Sage 50 integration adn an extra column option in reporting

Discover how Entreflow streamlined three-way forecasting, reduced errors, and boosted client engagement with Fathom’s powerful financial tools.

This year has proven to be another great chapter for the Fathom community. We'd like to extend our heartfelt thanks for your continuous support of Fathom and joining us on this journey in 2024.

We surveyed 80+ financial professionals to uncover the key challenges in forecasting. Discover insights and how Fathom can solve them.

Discover three practical ways to simplify your forecasting process, keep models up to date, and engage clients with impactful visuals. Learn how Fathom’s tools can save time, reduce errors, and bring clarity to your financial planning.