Fathom

Fathom: Keep AP notes, tasks, tables, and review context in your team workspace.

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AP use case

Use this integration to move AP context into the workspace where finance teams already plan, review, and coordinate work. The Fathom tools available in Cadense can be combined with extraction, approval routing, reconciliation review, and audit logging based on your AP process.

AP workflows this supports

  • Create AP review tasks and exception notes.
  • Keep vendor, invoice, and approval context visible to finance operators.
  • Sync spreadsheet or workspace records with Cadense workflow state.

Data handled

  • Review tasks
  • Spreadsheet rows
  • Workspace notes
  • Operational status

How to automate Fathom with Cadense

  1. Open your AP workspace

    Create a Cadense account and open the workspace where your invoice, vendor, approval, payment, and audit workflows live.

  2. Add a Fathom block

    Add a Fathom block to the AP workflow and store your Fathom API key securely.

  3. Connect AP context and controls

    Choose the Fathom operation you need, connect invoice or vendor context from earlier steps, add approval or audit checks, and run the workflow.

Real-time triggers

Connect a Fathom webhook to Cadense and your AP workflow runs when invoice, vendor, approval, payment, or exception events happen.

Fathom New Meeting Content

Use Fathom New Meeting Content to start or update a finance workspace workflow when Fathom sends a relevant event.

Fathom Webhook

Use Fathom Webhook to start or update a finance workspace workflow when Fathom sends a relevant event.

Supported tools

5 Fathom tools available for Cadense workflows

List Meetings

Run List Meetings to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Fathom.

Get Summary

Run Get Summary to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Fathom.

Get Transcript

Run Get Transcript to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Fathom.

List Team Members

Run List Team Members to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Fathom.

List Teams

Run List Teams to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Fathom.

Frequently asked questions

Cadense's Fathom integration connects Fathom to accounts payable workflows for finance workspace. Fathom: Keep AP notes, tasks, tables, and review context in your team workspace. Finance teams can combine Fathom with document extraction, approval routing, reconciliation review, and audit logging.

Start automating Fathom today

Build your first AP workflow with Fathom. Connect invoice, vendor, approval, payment, reconciliation, and audit steps without rebuilding your finance stack.