Fathom
About Fathom
Fathom is a financial analysis and management reporting tool, designed to help users monitor trends, assess business performance, and identify opportunities for improvement. Integrations with QuickBooks, Xero, and MYOB, allowing users to import financial data directly from their accounting software.
Fathom’s analysis tools include a summary of all KPIs, showing whether or not they have achieved a favourable result in the current period, cash flow analysis, and Goalseek, in which users can change multiple variables to visualize their overall impact on a KPI. Users can also rank and benchmark all of their companies or clients against each other to identify which are the highest or lowest performers.
Customised reports can be generated from users’ choice of KPIs, both financial and non-financial, and be branded with company logos before sharing with clients. Users can also set alerts to notify them when KPI results fall above or below critical threshold values, chosen by the user, informing them of any significant changes to a company’s performance.
Key benefits of Fathom
• Currency consolidation allows users to create consolidated financial statements for businesses operating in more than one country across more multiple currencies
• Alerts are triggered when a KPI result exceeds a threshold, such as cash reserves dropping below a preset acceptable balance
• Then KPI explorer gives users an overview of the performance on all KPIs across different review periods, with sorting options such as variance from target and importance
• Fathom includes inbuilt financial and non-financial KPIs, and custom KPIs can be defined by users with their own formula for calculation
• Breakdown analysis allows users to compare the performance of different parts of a business, such as divisions or locations, and create reports about the performance and profitability of each area
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Reviews
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- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent tool
Reviewed on 18/01/2025
Excellent, is a great tool to day to day task in todays works
Excellent, is a great tool to day to day task in todays works
Pros
What i most like about fathon is how easy is to use, and how easy is to me to send a minute about de meeting
Cons
Is easy to.use, is easy to teach how to use for the team
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Quick, clean, accurate financial statements and reports
Reviewed on 14/09/2023
Fathom saves us hundreds (yes, hundreds) of hours per month in labor since we can build a template...
Fathom saves us hundreds (yes, hundreds) of hours per month in labor since we can build a template and copy it between entities. That meant we could create a financial statement format and duplicate it over and over and over as needed to generate reports.Clients also appreciate the clean aesthetic and reliable KPIs - our reporting, while customized, stands out from those firms dumping things right out of QuickBooks or building and re-building them in Excel.
Pros
Syncs to QuickBooks instantly, updates regularly, and allows for unlimited groups to be created for the consolidation of financials between multiple companies. Also, most reports can be exported into Excel if you need to do a little finessing.
Cons
The consolidated charts & graphs module is still in need of a few more granular features.
Fathom FAQs
Below are some frequently asked questions for Fathom.Q. What type of pricing plans does Fathom offer?
Fathom offers the following pricing plans:
- Starting from: USD 50.00/month
- Pricing model: Subscription
- Free Trial: Available
14-day free trial available, with no credit card required. Four levels of subscription plan are available: Starter - $48 per month, 1 company included Silver - $250 per month, 10 companies included Gold - $360 per month, 25 companies included Platinum - $650 per month, 50 companies included Larger, custom plans are available on request.
Q. Who are the typical users of Fathom?
Fathom has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Fathom support?
Fathom supports the following languages:
English
Q. Does Fathom support mobile devices?
Fathom supports the following devices:
Q. What other apps does Fathom integrate with?
Fathom integrates with the following applications:
Access Financials, Google Sheets, MYOB Business, Microsoft Excel, QuickBooks Online, QuickBooks Online Advanced, Sage Accounting, Xero
Q. What level of support does Fathom offer?
Fathom offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for Fathom.
Financial Reporting Software
