Case Study: Advivo Accountants and Advisors achieves visual, actionable financial reporting and stronger client accountability with Fathom Applications

Advivo Accountants and Advisors - Customer Case Study

Advivo Accountants and Advisors, a proactive Brisbane-based firm focused on business clients and SMSFs, faced an “age‑old problem” of producing timely, meaningful financial data and visually oriented reports that clients could easily understand. To address this, Advivo adopted Fathom Applications’ reporting and analytics tools (Fathom, including its KPI Dashboard and Goal Seek features) as an integral part of their advisory service.

Fathom Applications provided visual financial reporting, KPI dashboards and scenario modelling that Advivo uses in regular management meetings to create visibility, accountability and action plans with minimal extra accountant time. The solution increased client engagement and understanding, smoothed cash‑flow conversations, boosted popularity with banks and generated growing referrals — making Fathom Applications central to Advivo’s business advisory offering.

Advivo Accountants and Advisors

Dale Edwards

Partner