1 Upload
2 Verify & Flag
3 Draft Email
Current Month Fathom Report
Upload both the Fathom xlsx and PDF. The xlsx is the source of truth (totals are recomputed from line items); the PDF is cross-checked so the email provably matches the report the client sees.
1 · Drop the Fathom xlsx here
"Monthly Financials - [Client] ([Month] [Year]).xlsx" · or click to browse
2 · Drop the matching Fathom PDF here
Required — confirms the email's Net Income & Revenue match the report
Confirmed Figures
Every total below is recomputed from line items, never read from the export.
Verification Checks
Flags for Review
Resolve every flag before drafting. “Confirmed OK” means you checked it and the books are right. “Needs fix” locks drafting until a revised file is uploaded.
Review with Claude
Ask about any line item — the full extraction is in context. Figures stay deterministic; Claude discusses, it doesn’t recompute.
Draft the Client Email
House template, four labeled sections, parenthetical comparisons. Flags are internal — they never appear in the email.