Fathom
Insights Dashboard & Summary Reports
See every client's performance in one dashboard, then share simple summary reports that spark real conversations.
Get a complete view of client performance without switching between systems, with Fathom's Portfolio plan. The insights dashboard brings your entire client base together in one place, pulling data from Xero, QuickBooks Online, MYOB, and Sage Business Cloud. Sort and tag clients to spot who needs attention and who's ready to grow. Then generate simple summary reports in just a few clicks, visually engaging enough to spark more meaningful client conversations and up to six metrics in one view.
https://www.fathomhq.com/portfolio?utm_source=event&utm_medium=easyfairs&utm_campaign=das2026
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