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Your management report should be the agenda for a decision

Reporting is one part of the finance function we run for you. Every month our team closes the books, produces the report and walks your leadership team through what it means, built in Fathom on a chart of accounts designed around your business.

Let's talk reporting

The Team Behind The Pack

The people who produce your pack are the people running your finance function, from the month-end close to the fractional CFO work behind your board papers. Every one of them is Fathom certified and in Fathom every month. New joiners build a complete pack from a demo company before they go anywhere near a live one.

The number is the platform's job. The reason beside it is ours.

Any firm can connect Fathom to Xero. What comes out the other side is only as good as the chart of accounts underneath it and the person writing the commentary on top and interpreting what that means for your business.

That is the part we do, and it is why we would rather be plugged in every month than hand over a setup and wave. A pack is not a compliance exercise you finish and file. It is the agenda for a conversation, and when the reasons are already on the page the meeting skips past what happened and lands on what to do: reprice the line that is carrying you, put real money behind the product that is working, make the hire, buy the business.

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The report is the last mile

When a management pack disappoints, the instinct is to go shopping for better reporting software. It is the least effective fix on the table, because a report is only a view of your data. The outputs are only as good as what sits underneath them.

So we start three layers down, with what your business actually does and whether your chart of accounts would tell that to a stranger. Get that right and margin by service line, profit by customer and the reason behind every movement fall out of the accounts on their own. Nobody assembles them at month end. They are simply there, every month, comparable over time.

Fathom is where that work becomes visible. It is a very good last mile, and it is still the last mile.

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Let’s Talk Numbers

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businesses reporting monthly
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groups consolidated every month
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multi-currency groups
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custom KPIs unique to each business

Multi currency consolidation across a group

Consolidation is where our stack earns its keep. We run groups from two companies to twenty, every month. We run groups from two companies to twenty. Multi currency, inter company eliminations, a consolidated pack plus a pack per entity, and one view with every company stacked side by side and the eliminations visible, which is the report accounting teams actually ask for. All of it exports to Excel.

"On one thirteen entity group we brought year end audit level accuracy to a monthly cadence, and produced the full consolidated pack within six hours of close."
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A pack that tells a story

A management pack has one job. It has to connect your business to your numbers, in a way the whole executive team can pick up and follow without a translator.
So we build it to be read. It opens with where the business is, moves through what changed and why, and lands on what that means for the decisions in front of you. Every number sits next to its reason. Nothing arrives as a wall of figures with a cover page on top.
That structure is the difference between a pack that doesn't get a pre read and a pack that sets the agenda for the meeting.
One

Where we are

The shape of the business in a handful of numbers and charts.
Two

What changed, and why

Every mover explained on the page, next to the number.
Three

What we do about it

The decisions the pack exists to set up. This part is the meeting.

What's in every pack

All of it rests on the data underneath. Fathom presents what the ledger gives it, so the accounts come first and the pack comes second.

Every number with a reason

Overheads up forty percent? The line underneath says the directors drew against loan accounts last quarter and salaries have normalised. You move on in four seconds instead of losing an afternoon.

Margin by service line

Not the biggest line, the most profitable one. Revenue and cost of sales split the same way, so margin falls out of the accounts on its own.

Profit by customer, not revenue by customer

Revenue ranks your customers by what they pay you. Profit ranks them by what they leave behind. Pricing conversations get easier when you can point at a number.

Cash, in the good months too

Operating and free cash flow, receivables aged and named so collections becomes a decision. For funded businesses, runway, burn, and the monthly number that returns you to breakeven.

The KPIs that never touch the ledger

Revenue per head, billable hours against target, recurring gross profit against overheads. They come out of time systems, CRMs and, more often than anyone admits, a Google Sheet.

Commentary from the person who did the work

Not a summary bolted on afterwards. What happened, why it happened, and what it means for the decision in front of you.

Where Fathom Fits in Our Stack

Fathom is a financial analysis and reporting platform that sits on top of your accounting system. It pulls your figures straight out of Xero, with no re-keying and no copy and paste, and turns them into a management pack: profit and loss, balance sheet, cash flow, ratios, charts, non financial KPIs and written commentary, all in one document.
It does not process transactions and it does not replace your accounting system. It is the layer that takes what is already in Xero and makes it readable by the people who have to make decisions from it, most of whom are not accountants.

How it works, month to month

Reporting is a monthly relationship rather than a project with an end date. Here is how it works.
Stage 1

Getting set up

In the first weeks, we review your chart of accounts against how the business earns and spends, agree on what the pack has to answer, and connect your data to our stack. Setup is part of joining us, not a separate project.
Stage 2

Every month

The close, the pack and the commentary, delivered on a fixed day.
Stage 3

The conversation

We take your leadership team through it, so the meeting skips past what happened and lands on what to do.
Stage 4

As the business changes

New KPIs, new entities, new questions, handled by a team that already knows your business. That's where the deeper insight comes from.
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Our Stack

Fathom takes two feeds. Your accounting system, and a Google Sheet for anything that never touches the ledger.
Feeds Xero

Cin7, SimplePay, Dext

Inventory, payroll and data land in Xero first.
The ledger

Xero

One source of truth for everything financial.
The pack

Fathom

Plus Google Sheets, for non financial KPIs.
The platform keeps every number current. The team tells you what it means.

Fathom frequently asked questions

If you need tracking category reporting across a group, Syft does that and Fathom does not. That is a real reason to choose Syft and we will say so. Where Fathom wins for us is the packaged monthly pack, the commentary, the non financial KPIs, the visuals and multi currency group consolidation. Our team also took to it far faster, which in practice matters more than any feature list.

 

Xero is the ledger view, and its reports are good for that. Fathom is where we build the monthly pack, with commentary, KPIs and group consolidation. We use both, for different jobs.

 

We ran Spotlight for years before moving to Fathom, and it’s a capable product. The main reasons for moving from Fathom to Spotlight are the ease of report building, insights, customisation, and multicurrency group consolidations.

 

It has forecasting, and we are honest about the limits. It is not Excel and it is not Google Sheets. The regression rules and timings are there, but not precise enough for the forecasting metrics we need, so we build forecasts elsewhere and report in Fathom.

 

Usually four to six weeks from when we start working together for a single company, and eight to twelve for a group. If the accounts underneath need work first, we fix that as part of the close and the pack follows. The variable is always the data, never the software.

 

No. Sage, QuickBooks and MYOB connect too.

 

Yes, and it is the strongest thing it does. Multi currency, inter company eliminations, a pack per entity alongside the consolidated pack, and an Excel export. Our range is two companies to twenty.

 

No. Fathom is management reporting. When a business needs analysis across several systems, that’s the work of our Business Intelligence team, and the two often run side by side.

 

Yes. For businesses with a CFO or head of finance, we add a second set of eyes and help build out the function. The pack comes with the people who produce it, which is why it’s more than a template.

 

Reporting is one part of the finance team

Fractional Finance TeamBusiness Intelligence

Let's build the pack your next decision comes out of

Open your last management pack and count how many numbers have a reason attached to them. If it is almost none, the problem is not the pack. Let's have a look at what sits underneath it.
Let's talk reporting