23/06/2026
I already use Xero, and it gives me all the reports I need. Why add another tool?
Your accounting software shows the numbers.
Management reporting tools help you understand and act on them, faster, clearer, and with more insight.
Mina runs a small but growing architecture studio. She uses Xero for invoicing and bank reconciliation. From time to time, she looks at her profit and loss report and believes as long as she’s invoicing regularly and the bank balances look healthy, then she’s doing fine. Things seem okay, until:
❓ She considered investing £6k in a new service line
❓ A key client asked for a 15% discount
❓ She wasn't sure how fully her team was being utilised
Mina wanted to make the right decisions, but all she had was the standard P&L reports which only showed the past. Not the impact of potential changes.
After discussing with her bookkeeper, they introduced Fathom, a reporting tool that integrates directly with Xero. Now, Mina receives clear, visual, and customised reports that help her make better decisions.
By using Fathom Reports, Mina was able to:
📈 Track project profitability
📈 Forecast the impact of big spends and new investments
📈 Measure custom KPIs, such as Staff Utilisation
📈 Model pricing scenarios before saying yes to discounts
Would you like to see what custom management reporting could look like for your business? At Accountability Edinburgh, we offer bespoke Management Reports using Fathom. Email us on [email protected] and one of our team members will be happy to help 😊
📸 Picture from our Team Day last year in our fabulous meeting space. We've just received the pics in from this year's Team Day and can't wait to share with you all 🤩