It allows Fathom to "read" accounting files stored on your local drive or a mapped network drive without requiring you to manually export CSVs.
Small utility for uploading financial data. fathom desktop connector download
It is important to note that the Fathom Desktop Connector (for accounting) is different from the Fathom Desktop App (for AI meeting notes). It allows Fathom to "read" accounting files stored
Open the downloaded file. On Windows, you may need to "Run as administrator" to ensure it has the permissions to access your accounting files. Key Features and Use Cases Open the downloaded file
Primarily used for businesses that have not yet migrated to cloud versions like QuickBooks Online or Xero. System Requirements
The is a lightweight (~6MB) application designed specifically to bridge the gap between local accounting data and Fathom’s cloud-based analysis platform . By downloading this utility, users can securely extract and upload financial information from desktop-based software like QuickBooks Desktop and MYOB AccountRight . How to Download and Install Fathom Desktop Connector
Choose 'Company' and then select your desktop accounting provider (e.g., QuickBooks Desktop or MYOB).