Case Study: Zenkeep achieves streamlined bookkeeping and visual, actionable financial insights with Fathom Applications

Zenkee - Customer Case Study

Zenkee is a McKinney, Texas–based digital bookkeeping firm focused on managerial accounting for small and medium businesses, delivering prompt, relevant financial statements and helping owners understand the financial impact of their decisions. To streamline its Xero-driven bookkeeping workflow and address clients’ difficulty creating and interpreting financial data, Zenkee adopted Fathom Applications as a visualization and discussion tool.

Fathom Applications was integrated into client meetings to produce visual key insights using features like Breakeven Analysis and the Trend Tool, making discussions about fixed vs. variable costs and unit economics far more accessible. The result: a quicker, simpler reporting process, happier clients who “no longer spend hours creating or explaining data,” and clearer, actionable conversations about performance and profitability driven by Fathom Applications’ analyses.

Zenkee

Dave Willson

CEO and Partner