Build a client KPI dashboard in Fathom

Learn how to create value-add analytics dashboards in Fathom that pull data from QuickBooks or Xero to give clients insights beyond basic compliance work.

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Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Fathom sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Connect the client accounting file

Step 2Review and clean up account mappings

Step 3Set up custom KPIs for the client industry

Step 4Create visual dashboard layouts

Step 5Configure benchmarking comparisons

Step 6Set up automated report delivery

Step 7Create a client review presentation

Get started with Trinity

What happens when you click "Start with Trinity"