Forecasting

31 produits

Fathom Portfolio
Fathom
·Financial Reporting+2
-
Commentary Writer
Fathom
·Financial Reporting+2
-
Fathom
Fathom
·Financial Reporting+2
-
PowerSchool Financial Strategy (Allovue)
PowerSchool
·Budgeting+2
-
Budgeting
Entrata
·Budgeting+2
-
NeoXam PMS
NeoXam
·Financial Reporting+2
-
Causal
Causal
·Financial Reporting+2
-
DeftHedge Solution
Diapason
·Financial Reporting+2
-
myDiapason
Diapason
·Treasury Management Systems+2
-
MyU Pilotage Financier
MyUnisoft
·Forecasting+2
-
CFO Solution Platform
Lucanet
·Financial Reporting+2
-
YuVerse
Yubi
·Business Credit & Lending+2
-
Luno Price Prediction
Luno
·Forecasting
-
MarginMan
SS&C Technologies
·Financial Reporting+2
-
DBC Municipal Finance Solutions
SS&C Technologies
·Financial Reporting+2
-
Black Diamond Wealth Platform
SS&C Technologies
·Financial Reporting+2
-
FICO® TRIAD® Customer Manager
FICO
·Financial Reporting+2
-
Reporting & Data
Airporting
·Financial Reporting+2
-
Part-Time CFO/CFO
Airporting
·Financial Reporting+2
-
Treasury
Tipalti
·Cash Flow Planning+2
-
Treasury & FX
Checkout
·Cash Flow Planning+2
-
Syft Analytics
Xero
·Accounting Platforms+2
-
IBM Planning Analytics
IBM
·Business Planning Platforms+2
-
Risk Management
Kyriba
·Forecasting+2
-
Treasury
Kyriba
·Cash Flow Planning+2
-
Liquidity Performance
Kyriba
·Cash Flow Planning+2
-
Currency Risk Management
iBanFirst
·Forecasting+2
-
Cash Flow Planning
Agicap
·Cash Flow Planning+2
-
Cash Management & Forecasting
Agicap
·Cash Flow Planning+3
-
Workday Adaptive Planning
Workday
·Business Planning Platforms+2
-
Pigment Platform
Pigment
·Business Planning Platforms+3
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Financial ReportingPrincipalCash Flow PlanningForecasting

Fathom 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.

Fonctionnalités

  • 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