Full Transcript
Fathom is an easy to use analysis, reporting, and forecasting solution. I kind of think of it as an advisor’s toolkit and we integrate it with QuickBooks, so connect your clients’ books and then Fathom brings them to life in all kinds of different ways.
So people use Fathom in all kinds of different ways.
Some people use us for creating reports for clients, we just had someone say he’s saving about 80 minutes in his process every month for each report. People also use us in depth for financial forecasting and time savings. There are about eight to 10 hours just to create that first forecast.
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