Fathom, a global leader in financial analysis and reporting software, has launched the Insights Dashboard and Fathom Portfolio plan, two powerful new solutions designed to help accounting firms monitor client performance across their entire base, identify advisory opportunities, and engage businesses with proactive financial insights.

The challenge for accountants: how to move from reactive to proactive

Accountants are facing mounting challenges from market pressures, increasing client demands and the need to maintain firm efficiency. And while business advisory has become a key service offering for many firms, delivering proactive insights at scale remains a challenge.  

“One of the key themes we’re hearing from firms today is the need to be on the front foot, to spot potential issues and offer timely guidance,” said Geoff Baker, Head of Customer at Fathom.

A recent Fathom survey found that 27.5% of firms lack a structured process for monitoring client performance, making it difficult to anticipate issues before they arise. Meanwhile, 42.5% of firms report that their biggest challenge is demonstrating their value to clients, many of whom don’t seek support until a problem becomes obvious.

“Our mission was clear from the start,” said Baker. “How can we help accountants help more clients? We knew we needed to create something that was affordable, simple, and, most importantly, effective at helping firms get visibility across their client base.  

The Insights Dashboard: giving firms the clarity they need

The Insights Dashboard brings together a firm’s client data into one clean, interactive view. The dashboard aggregates key metrics from different source software, giving better oversight, and clear insights.

With this dashboard, firms can:

• Monitor key financial metrics across all clients regardless of their accounting software
• Sort and filter clients based on performance trends, industry, or accountant
• Set financial thresholds to flag businesses that need attention
• Generate quick summary reports to give a snapshot of financial performance such as revenue, expenses and cash flow  

“Imagine having all your clients’ financial performance data at your fingertips, in a way that’s easy to read and even easier to act on,” said Baker.  

“Instead of waiting for clients to raise red flags, the Insights Dashboard helps firms take a proactive approach. Advisors can instantly see which clients need their attention, helping them deliver timely insights that make a real impact.”

“What’s great about the summary reports is they're visually engaging and quick to pull together with pre-built templates. They’re all about kickstarting that valuable conversation with your clients,” said Baker.

Fathom Portfolio plan: an affordable way to scale advisory

The Fathom Portfolio plan is a cost-effective way for firms to add more clients to the Insights Dashboard without requiring 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.

“The Fathom Portfolio plan is about making it easier and more affordable to bring more clients into the fold,” said Baker.  

“It allows firms to expand their services beyond their top-tier clients, providing structured insights to a broader client base. Whether firms want to raise their baseline level of service or generate demand for deeper advisory work, Fathom Portfolio makes it possible, without adding complexity.”

A new way of working: helping firms to do more

Fathom’s new tools are not just about simplifying processes; they’re about enabling firms to deliver greater value to more of their clients. As accounting firms face growing challenges, the Insights Dashboard and Fathom Portfolio plan offer the visibility and simplicity needed to offer more services, without complicating workflows.

“This new offering marks a significant step in Fathom’s mission to help accounting firms help more businesses,” said Baker. “We’ve created a way for firms to gain clarity, confidently spot opportunities, and engage clients in more meaningful conversations, all within the Fathom platform.”