# AI Automation for Fathom

> 8 workflow automations purpose-built on top of Fathom — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/fathom/
- **Automation count:** 8
- **Roles:** Fractional CFO

## Automations

- [Expense Report Processing for Fractional CFOs](https://calish.com/workflows/with/expense-report-processing-for-fractional-cfo-with-fathom/) — AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense rep
- [Multi-State Sales Tax Filing for Fractional CFOs](https://calish.com/workflows/with/multi-state-sales-tax-filing-for-fractional-cfo-with-fathom/) — AI monitors nexus thresholds, pulls transaction data from QuickBooks Online, prepares state-by-state returns, and logs filings with evidence
- [1099 & Contractor Reporting for Fractional CFOs](https://calish.com/workflows/with/1099-and-contractor-reporting-for-fractional-cfo-with-fathom/) — AI identifies 1099-eligible vendors from QuickBooks Online, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the
- [Transaction Anomaly & Fraud Flagging for Fractional CFOs](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-fractional-cfo-with-fathom/) — AI monitors QuickBooks Online transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — f
- [Management Reporting Package for Fractional CFOs](https://calish.com/workflows/with/management-reporting-package-for-fractional-cfo-with-fathom/) — AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board 
- [Budget vs. Actuals Review for Fractional CFOs](https://calish.com/workflows/with/budget-vs-actuals-review-for-fractional-cfo-with-fathom/) — AI builds the BvA view directly from QuickBooks Online, traces each over-threshold variance to the GL line and transaction, and drafts comme
- [Payroll Variance & Exception Review for Fractional CFOs](https://calish.com/workflows/with/payroll-variance-and-exception-review-for-fractional-cfo-with-fathom/) — AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payr
- [Tax Notice & Agency Correspondence for Fractional CFOs](https://calish.com/workflows/with/tax-notice-and-agency-correspondence-for-fractional-cfo-with-fathom/) — AI classifies every incoming notice, links it to the client file in QuickBooks Online, drafts the response, and calendars the deadline — no 

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