Fathom Portfolio
No reviews yetFathom Portfolio is designed for accounting firms to easily oversee, monitor, and engage with their entire client base, offering a cost-effective solution for client management.
Financial ReportingCash Flow PlanningForecasting
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Features
Monitor client base with an insights dashboard
Create custom management reports
Perform cash flow forecasting and planning
Generate consolidated financial reports
Integrate with multiple accounting platforms
Import financial data from Excel and Google Sheets
Use custom tags to sort and identify client opportunities
Generate visually engaging summary reports
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