Looking for finance Tools Like Fathom
Hello everyone! I’m on the lookout for a finance reporting tool that can handle Xero consolidation and HubSpot forecasting for P&L, Cash Flow, and Balance Sheets.
While Fathom works well for Xero consolidation, we find ourselves needing to re-import data into an Excel file for Fathom every time there are updates in HubSpot. Any recommendations? Thanks!
One response
Hi there! If you’re looking for finance reporting tools that can integrate with Xero for consolidation and handle HubSpot forecasting without the added hassle of exporting to Excel, here are a few options to consider:
Spotlight Reporting: This tool offers robust reporting features and integrates well with Xero. It provides P&L, Cash Flow, and Balance Sheet reports and can help streamline your forecasting process.
PlanGuru: This is a budgeting and forecasting tool that integrates with Xero and can also handle data from HubSpot. It allows for more dynamic projections and can simplify your reporting process.
LivePlan: While primarily a business planning tool, it allows for financial reporting and can sync with Xero. You can manually input data from HubSpot or use integrations for smoother workflows.
Qvinci: This is another great tool for Xero users, focusing on financial reporting and consolidation. It can help you bring together information from different sources, including HubSpot.
Make sure to check if these tools meet your specific needs for integration and ease of use with both Xero and HubSpot. Good luck!