Xero HQ Integration
The integration of Xero HQ and Fathom provides advisors with a beautifully streamlined reporting workflow. Reports designed in Fathom can be scheduled for the end of each reporting period. And once the reports are published, links automatically appear in the Xero HQ activity feed.
How do I connect Fathom to Xero HQ?
- In Fathom, navigate to Organisation Settings.
- Select 'Connect to Xero HQ'.
- Log in to Xero and select your practice.
When an adviser is finished creating a Fathom report, and shares with client, then a notification is sent to Xero HQ. A notification appears in Xero HQ. Anyone in the advisory team can review this report, by clicking on the link within the notification.
When a scheduled report is automatically created in Fathom from a report template. A notification appears in Xero HQ. Anyone in the advisory team can then review this report.
Activity on a report
When a client comments on a Fathom report, then the advisor is notified of this activity. And can collaborate further if required.