Fathom integrations_

Fathom integrates with Xero, QuickBooks, MYOB, and Excel for importing financial data that powers its analysis, reporting, and benchmarking tools, used by over 80,000 businesses and accounting firms. Native integrations cover financial data import from connected accounting platforms. For the full advisory reporting pipeline — data collection, non-financial KPI enrichment, automated report generation, commentary, and client distribution — Formulaic builds custom Fathom integrations that turn the platform from a reporting tool into an advisory engine.

Short answer: Fathom has native integrations with Xero, QuickBooks, MYOB, and Excel for financial data import. Formulaic builds custom integrations that automate the full advisory pipeline — non-financial KPIs, scheduled report generation, commentary templates, and client distribution.

What we build that native integrations can’t

Fathom’s native integrations do one thing well: pull financial data from your accounting platform and transform it into dashboards, trend analysis, and formatted reports. For ad-hoc reports from financial data alone, this works.

Advisory services require more. Client KPIs — employee headcount, customer acquisition cost, pipeline value, NPS scores, operational metrics — come from sources outside the accounting platform. Report generation needs to happen on a schedule tied to your practice workflow, not triggered manually. Commentary that contextualises the numbers needs templates that adapt per client. And finished reports need to reach clients through their preferred channel without manual email attachment. No native integration handles this pipeline end to end. We build it.

A firm delivering monthly advisory reports to 40 clients needs financial data refreshed from Xero, non-financial KPIs imported from CRM and HR systems, reports generated with client-specific commentary templates, and distribution automated with personalised cover emails and delivery tracking. That’s not “Fathom to Xero.” That’s an advisory reporting system.

Multi-tool orchestration

The firms we work with don’t need “Fathom to X.” They need “when month-end closes, the advisory reports take care of themselves.”

Examples of what a single custom integration handles:

• Month-end close triggered → Fathom financial data refreshed from Xero, non-financial KPIs imported from CRM/HR/ops systems, reports generated per client, commentary populated from templates, reports distributed with personalised emails
• KPI data updated → non-financial metrics flow from source systems into Fathom’s import, dashboards refreshed, trend analysis updated, alerts triggered if KPIs breach thresholds
• Advisory meeting scheduled → latest Fathom report generated, agenda populated from financial trends and KPI changes, talking points drafted, report pushed to client portal
• New advisory client onboarded → Fathom entity created, Xero data connected, KPI sources identified and configured, reporting schedule set, first baseline report generated

Each of these replaces 30-60 minutes of manual work per client per month. Across 40+ advisory clients, that’s days of work recovered every reporting cycle.

Replace SaaS, don’t just integrate it

Firms delivering advisory services often accumulate separate tools for report distribution, KPI dashboards, commentary management, and client portal access. Some of those tools do one thing you actually use.

We’ve seen firms paying for a standalone report distribution tool, a separate KPI dashboard, and a third-party client portal — when a single custom system wrapped around Fathom handles the entire advisory pipeline. Built for their reporting workflow, owned by them, with no per-seat licensing.

We start with the audit: map your current advisory workflow from data collection through to client delivery, identify where time is lost, and propose what to build vs what to keep.

How we approach Fathom integrations

1. Audit your stack — we map how advisory reports are produced today — data sources, manual steps, report generation, commentary, distribution — and identify what’s costing you the most time. Two weeks.

2. Design the system — not “which tools to connect” but “what should happen when month-end closes for 40 advisory clients.” We design around your advisory workflow, not around Fathom’s default behaviour. The output is a build spec with clear scope.

3. Build and deploy — direct integration with Fathom through its API and import mechanisms. No middleware, no per-task fees. The system connects Fathom to your data sources, generates reports on schedule, and distributes them automatically. You own the source code.

No marketplace limits

We don’t need official connectors or pre-built integrations. We connect Fathom to any data source — CRM systems, HR platforms, operational databases, Excel spreadsheets, and internal tools. We also connect Fathom’s output to any distribution channel — email, client portals, and practice management systems.

Compliance across jurisdictions

Every custom Fathom integration we build accounts for the regulatory environment your firm operates in. For UK firms: FCA requirements where advisory reports touch regulated advice, UK GDPR data handling for client financial data, and data residency requirements. For US firms: SEC and state-level requirements where financial advisory reports carry regulatory weight. For Australian firms: ASIC requirements and data sovereignty under the Privacy Act.

Advisory reporting carries compliance weight. Client financial data flowing between systems has audit trails, access controls, and data handling policies baked into the integration architecture.

See our accounting solutions for more on what we build for accounting firms, or read about how we approach client reporting automation and financial modelling systems that connect to reporting platforms.