Every bank has an app.None of them show the whole picture.
This probably sounds familiar
Every bank has an app.
None of them show the whole picture.Balances here. Card spending there. The plan lives in a spreadsheet you stopped updating. 🙈
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1. 01 Drop it in
Bring the messy files.Bank exports, card exports, final-final-july.csv. We’ve seen worse. bank.csvfinal-final-july.csv 2. 02 Sort it out
Give every euro a job.Rent, travel, repairs, future-you. Virtual accounts, without moving a cent.
3. 03
Ask away
Skip the life story.Your Advisor already knows the plan, the goals, and which money is spoken for. Nice. 😌
Fathom brings your financial exports together, organizes money by purpose, and remembers the context your Advisor needs.
01
Use what your banks already give you
Drop in the files. Keep each bank as a source.
Bring exports from every bank.Fathom keeps every source straight.Import whenever you like. Or automate it.
Every export. One overview.
Bank, card, spreadsheet. Yes, even final-final-actually-final.csv. 🙃
02
The boring part is automated
Different CSVs. One consistent ledger.
Every bank has its own CSV format. Of course. 🙃Fathom parses the columns and normalizes the transactions.Unclear transactions land in your review queue.
Three things need you. The other 68 don’t.
The obvious stuff sorts itself. You get the few weird ones Fathom should not guess.
03
Your whole financial picture
One private ledger you actually control.
Bank accounts, cards, and cash finally share one history.Virtual accounts show what is free and what is already spoken for.The records stay together on your Mac. They are not scattered across bank apps.
Know what’s free. Know what’s spoken for.
Give rent, travel, repairs, and investing a place without moving the actual money.
04
This is where it gets good
An Advisor that knows the whole picture.
The Advisor starts with your ledger, goals, and previous decisions.Ask the actual question instead of pasting balances first.No need to retell your entire financial life story.
Ask without explaining everything again.
Your Advisor already has the ledger, goals, and the plan you made. Nice. 😌
A question you’ve probably asked
“Can I afford this without stealing from repairs or next month’s investing?”
Your ledger has the numbers. Your Advisor remembers the plan. You bring the decision.
Download Fathom for Mac →PFeatured onProduct Hunt_▲55_
No bank login required. Your financial records stay on your Mac. You decide what the Advisor sees.