8 workflow automations purpose-built on top of Fathom — no data leaves your system, no parallel tool for your team to learn.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from QuickBooks Online and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in QuickBooks Online, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and QuickBooks Online data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and QuickBooks Online activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the engagement letter, generates a tailored document-request list for the client's Outsourced Finance profile, chases missing items across email and QuickBooks Online, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Fathom for any repetitive process. Tell us what you'd automate.
