# Fathom Reviews **Vendor:** Fathom Applications **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.7/5.0 **Total Reviews:** 75 ## About Fathom Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. ## Fathom Pros & Cons **What users like:** - Users appreciate Fathom's **intuitive automation features** and excellent reports, enhancing efficiency and insight into business operations. (15 reviews) - Users value the **excellent reporting capabilities** of Fathom, which enhance clarity and efficiency in financial presentations. (15 reviews) - Users find Fathom to be **incredibly easy to use** , streamlining financial reporting and saving valuable time each month. (14 reviews) - Users value the **reporting efficiency** of Fathom, streamlining financial analysis and saving significant time each month. (14 reviews) - Users appreciate Fathom's **excellent customer support** , with quick responses and thoughtful assistance for their needs. (11 reviews) - Users value **efficient report creation** with Fathom, enhancing clarity and client understanding through tailored financial reporting. (11 reviews) - Visualization (11 reviews) - Users value the **real-time reporting and clarity** provided by Fathom for effective financial management and insights. (9 reviews) - Forecasting (8 reviews) - User Interface (8 reviews) **What users dislike:** - Users find Fathom lacks **customization options** for reports and faces challenges with accruals and template updates. (6 reviews) - Users find **upload issues** frustrating, as they complicate seamless integration and require tedious manual processes. (5 reviews) - Users find **customization difficult** in Fathom, often feeling constrained by rigid reporting tools and separate KPI setups. (4 reviews) - Users face **import issues** that complicate seamless data uploads and hinder budget management effectively. (4 reviews) - Users find that **accruals and revenue recognition** need significant improvements in Fathom to enhance usability and functionality. (4 reviews) - Users find Fathom's **limited reporting capabilities** frustrating, as reports dynamically update instead of being static once published. (4 reviews) - Steep Learning Curve (4 reviews) - Users find **data management challenging** in Fathom, particularly with accruals and integrations that complicate workflows. (3 reviews) - Excel Compatibility (3 reviews) - Learning Curve (3 reviews) ## Fathom Reviews ### 1. Powerful Assumptions and Sub-Department KPI Tracking Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Amy F. | Strategic Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Fathom?** I really love the range of assumptions on the profit and loss statement, and how easy it is to refer to your assumptions. I also really like the ability to write KPIs on a sub-department level, which is good for department managers. **What do you dislike about Fathom?** I don't understand where and when to use Driver's and I don't like the balance sheet budgeting. I find the journals and schedules frustrating for existing loans that are partially through payment. And I don't like that there aren't good options for projecting inventory by subdepartment. **What problems is Fathom solving and how is that benefiting you?** As soon as I master the balance sheet projecting, I love that I will be able to have a reliable cash flow projection that changes as I forecast an operational improvement plan in my P&L. That's really powerful for management. ### 2. Seamless Meeting Summaries and Action Items—Accurate Notes Without the Effort **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas L. | Account Executove, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Fathom?** What I like most about Fathom is how seamlessly it captures and summarizes meetings without needing any manual effort. It takes really accurate notes, highlights key moments, and automatically creates action items, which saves a ton of time after calls. I also like how it integrates well with tools like Zoom and makes it easy to share clips or summaries with the team. **What do you dislike about Fathom?** One downside is that the summaries can occasionally miss context or require slight edits, especially for more complex or technical discussions. Also, depending on the call quality or accents, the transcription might not always be 100% accurate. It’s not a dealbreaker, but you still need to quickly review before sharing externally. **What problems is Fathom solving and how is that benefiting you?** Before using Fathom, a big challenge was trying to stay engaged in meetings while also taking notes and making sure nothing important was missed. It was easy to lose key details or spend extra time after calls writing summaries and follow-ups. Fathom solves that by automatically recording, transcribing, and summarizing meetings. It lets you focus fully on the conversation instead of multitasking. After the call, you instantly have a clear summary with key points and action items, which saves a lot of time. It’s especially helpful for sharing insights with the team—whether it’s handing off a deal, looping in someone who missed the call, or quickly reviewing what was discussed. Overall, it makes meetings more productive and removes a lot of manual work. ### 3. Makes Financial Reporting Simple with Clear Dashboards and Helpful Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Fathom?** what I find most helpful is how it makes financial reporting much easier and more organized. The reports & dashboards are simple & easy to understand. It's easy to review KPIs, trends & business performance. Onething I really like is that even clients who are not finance focus can easily understand the reports. It also helps our coaches to have smoother & productive conversations w/ them. The acct software integrations are very helpful too.While there can sometimes be sync issues, fathom makes it easy to identify and fix problems between the acct software & the fathom numbers. Another thing is I appreciate your customer support team, they are responsive & easy to work with whenever I have questions or needing assistance. **What do you dislike about Fathom?** One area that could be improved is reducing the amount of manual work needed for some tasks. For example, when the COA changes in the acct software, it does not automatically update in Fathom so we still need to update it manually. AR/AP data also doesn't update automatically yet.Another limitation is that Fathom only pulls the COA from the acct software so custom P&L layouts cannot be imported directly. I also can't export reports in bulk across all companies. **What problems is Fathom solving and how is that benefiting you?** Before Fathom, we've been using a very old program. It requires a lot of manual work. We had to request monthly P&Ls from our clients. With Fathom, reporting became much faster because it is automated, time saver! We can now quickly review our clients financial performance in one place and it syncs daily w/ their acct software. Onboarding & monitoring multiple client accounts is easier because we can easily identify sync issues or unusual financial movements ### 4. Effortless Financial Presentations with Fathom **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Fathom?** I like how well Fathom presents financial data in very different formats depending on which audience I'm presenting to. As an outsourced CFO, I find it particularly valuable as many of my clients are visually led, and presenting financial data in graph or visual formats helps them understand what's happening in their business more easily. It's also more malleable than Xero on its own, allowing me to present data in more easily readable formats for my clients. **What do you dislike about Fathom?** It could be more customisable. For example, I'm not able to run a rolling twelve month profit and loss report as a single column, which would be useful for my clients so we can review rolling 12m to date vs prior year. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to present data in easily readable formats for clients. It's more flexible than Xero, allowing me to tailor financial data presentations in visual formats, making it easier for visually oriented clients to understand their business. ### 5. Highly Customizable with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Edyta Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Fathom?** I use Fathom for forecasts and monthly reporting. It makes good monthly management information packs quickly, and I find it easy to use. I really like the layout and flexibility, as there are many options to customize tables and charts. It's easy to set up layouts that I like and need for each client. I also like the option to save templates that can later be used for other clients. Additionally, the support team is great at answering all queries quickly, which made the initial setup okay. **What do you dislike about Fathom?** The forecasting feature could be improved, especially the microforecasts as they don't work as well as I'd hoped. For example, when setting up automatic VAT calculations, only 'baseline' transactions are included and anything from a microforecasts isn't part of the VAT automatic calculations. Also, in the reports, tables aren't as flexible as I'd like. I can't make tables take up half the page or two-thirds, like with charts; they have to be the full width of the page. Additionally, the percentage results are always shown with two decimal places, and there's no option to customize that. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for forecasts and monthly reporting. It makes good monthly management packs quickly and is easy to use. It offers many options to customize tables and charts and allows saving templates for future use. ### 6. Affordable Alternative with Customizable KPIs **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Fathom?** I like the relative ease of customizing different KPIs with Fathom, which is great because we have certain metrics that are highly specific to our operations and need to be tracked. It's also an affordable alternative for consolidating books compared to ERP systems that cost a thousand to two thousand dollars a month and require no implementation. The price is super important for a small business like mine. **What do you dislike about Fathom?** When we have a change on our chart of accounts, a change in names specifically, that can cause all of our formulas to break down instead of referencing the old account, it just breaks the formula, and then I have to go in and make sure that all the formulas are reset. **What problems is Fathom solving and how is that benefiting you?** Fathom helps with quick month end closing and is an affordable alternative for consolidating books. It allows me to customize KPIs for our specific metrics, which is crucial for our operations. ### 7. Robust Budgeting Tool with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Elyssa B. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **What do you like best about Fathom?** I find Fathom very helpful, especially for its forecasting features. We use the forecast mostly to make our budget at the end of the year. It's easy having the rolling 12 months imported; then Fathom calculates what it thinks the forecast is which we can easily update. The reporting functions are very easy to use to make custom reports which can be shared with the team. I also like that Fathom imports class data with actuals and budget. The integration with QuickBooks works really well, especially bringing in the budgets and the AR/AP. The initial setup was very straightforward, and there's a really helpful user guide on each new page you visit, making it easy to navigate. The customer support team is incredibly helpful, responsive, and quick, solving all my issues. It's usually the same few people you're chatting with, which I find reliable. **What do you dislike about Fathom?** I really wish Fathom had the ability to bring in vendors or customers because often you want to drill into that detail within the Analysis tool. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to make our budget at the end of the year, update quarterly forecasts, and compare against our budget to see how we're doing. It simplifies reporting with easy-to-use functions for custom reports. ### 8. Fathom: Tackles Inefficiency with Fast, Accurate Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2026 **What do you like best about Fathom?** I really like how Fathom solves inefficiencies we had and removes the risk of human error. The speed of producing reports and the variety of reports that can be generated with the same data are impressive. It allows me to produce reports confidently for management, directors, and our external board, providing them with the information they need. Setting up Fathom was easy, getting the format we wanted was straightforward, and once set up, it was ready to use fast. **What do you dislike about Fathom?** There are times that you need to review the formulas it calculates as it misses some custom KPIs that should be included. We aren't able to connect it to our Sage50. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to streamline financial reporting, reducing inefficiencies and human error. It speeds up report production and offers variety, enabling confident reporting to management. ### 9. Versatile Tables, Charts & Linked Metrics That Power Our Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** David M. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Fathom?** I’m a huge fan of how versatile Fathom’s tables, charts, and linked metrics are for my regular reporting cycles. The live chat support function is also a big win; when I reach out for help, I can count on having someone real on the other end within 10–15 minutes. **What do you dislike about Fathom?** Some areas of Fathom feel a bit too rigid. I’d like to be able to build truly bespoke tables and reports, rather than having to work within the confines of the canned reporting tools that are available. That said, the Fathom team is always open to product improvement ideas, and there does seem to be a way to solve any problem you might run into - even if that means building a bespoke table or chart externally and then pulling it into the pack as an image. **What problems is Fathom solving and how is that benefiting you?** Consistent reporting across a group of seven entities is a real win for me as the Group CFO, and for the senior leadership team, because everyone knows what to expect when receiving the regular management pack. Fathom also gives me confidence that the numbers are correct when I’m slicing and dicing the data into different views. There’s no more Excel formula fine-tuning just to get the outputs I want; it’s all available at the click of a button. ### 10. Intuitive Setup and Prompt Support for Fast Consolidations **Rating:** 5.0/5.0 stars **Reviewed by:** Leli C. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Fathom?** Its quite easy to use, quite intuitive, even without tutorials i was able to set up companies (both through api and excel) and create groups and consolidations. the support is very prompt and to the point. good exerience overall **What do you dislike about Fathom?** i am a new user, and the only thing i disliked so far is that the excel template has several restrictions as to the format. but not a big niusance **What problems is Fathom solving and how is that benefiting you?** it helps me consolidate large number of organizations in several different countries, different accounting structures and currencies. good reporting and board pack tool ### 11. Exceptional Support, High Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Marla P. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Fathom?** I love the speed and detailed responses from Fathom's chat customer service. Every time I have a question, a real human responds almost immediately with helpful, detailed answers. Often, they include a video showing exactly how to do what I'm asking, like creating or altering a report or presenting data in a specific way. Even when I've messaged as late as 10pm, they've responded. It's almost unheard of but so appreciated. I also find the initial setup to be easy, although I had help from my accountant. **What do you dislike about Fathom?** There's a big learning curve. I'm sure I still don't use it anywhere near as much as I could if I understood everything. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for consolidated financial statements and detailed reporting. ### 12. Exceptional Usability and Support for Consolidation **Rating:** 5.0/5.0 stars **Reviewed by:** Dale M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2026 **What do you like best about Fathom?** I find Fathom excellent in terms of usability and service communication. It's very easy to use, and getting answers to any questions is straightforward and quick, with the team responding in just a few minutes. The tool has been really beneficial for consolidations and analytics for our business, particularly as we have many entities. The initial setup was very easy, thanks to the team's step-by-step help. **What do you dislike about Fathom?** It still has limitations, like the Mongolian Turk currency is not recognized by Fathom. So there are still a few of those kind of minor issues, but I'm sure they'll be improved with time. **What problems is Fathom solving and how is that benefiting you?** Fathom simplifies the consolidation process for my many entities, making analytics easier and more efficient. ### 13. Effortless Reporting and Smart Forecasts with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jazmín A. | Financial Analyst/Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Fathom?** The key advantage is that it can connect to your accounting system to pull the data and generate visual reports without spending excessive time designing charts or templates. You also have the ability to produce forecasts using smart predictions that automatically adjust for future months, eliminating the need to update each period manually. In addition, you can build scenarios or a main forecast to see how the numbers might behave under various assumptions, and you can toggle these on and off as needed without having to continually redo everything from scratch. Oh, and the service is great. They are there for whatever you need and provide exceptional guidance. **What do you dislike about Fathom?** I work from Latin America, and it would be helpful to have the articles in Spanish. I wasn’t pleased that images couldn’t be added before, but now that it’s possible, that’s excellent. **What problems is Fathom solving and how is that benefiting you?** My manager prefers everything to be highly visual. I can build this in Excel, but it would take a significant amount of time. Having charts that update automatically when the month closes solves that, leaving only a few manual adjustments for me. In addition, my manager always wants to review scenarios, and with Fathom this is feasible without much effort. It saves time. ### 14. Effortless, Professional Reporting with Stunning Visuals **Rating:** 5.0/5.0 stars **Reviewed by:** Dorothy R. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2025 **What do you like best about Fathom?** I love how easy it is to use and how beautiful the reporting looks. My reports look polished and professional. The software our company uses has very bad reporting in it which is not usable in any way really so I like that Fathom can present our information in an easy to understand way and has many different charts, KPIs etc that help with clear presentation. **What do you dislike about Fathom?** A downside for me is that it doesn't integrate with MYOB EXO, but to be fair not much integrates with it - I just import numbers manually which adds an extra step but I don't mind terribly. **What problems is Fathom solving and how is that benefiting you?** Fathom is presenting our financial information in a way that makes it easy for management to make financial decisions and see progress over the years. Our current accounting software does not do any meaningful reporting so Fathom is really filling that gap for me. ### 15. Efficient Financial Modeling with Instant Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Doug T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Fathom?** Fathom makes creating projections so efficient. Once I build the micro forecasts and configure my scenarios, I get instant visibility into the impact of a sales campaign, new hire, etc. I was able to determine the best plan forward based on analyzing various scenarios or "what ifs." The initial setup was quite easy. **What do you dislike about Fathom?** I'm still in the process of learning how to take advantage of its capabilities. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for financial modeling, creating micro forecasts, and analyzing scenarios to find the best plan. It makes projections efficient and provides instant visibility on impacts like sales campaigns or hires. ### 16. Intuitive, Clear Reports with Super-Speedy Support **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah V. | Deputy Bursar, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2026 **What do you like best about Fathom?** It is intuitive and produces clear reports. Support is super-speedy and very helpful. **What do you dislike about Fathom?** I'd love to be able to import companies with divisions using Excel. I'd also like termly forecasting and reporting as we're a school. These aren't dislikes, but on my wish list. **What problems is Fathom solving and how is that benefiting you?** 3-way forecasting and professional reporting. ### 17. Intuitive Reporting with Outstanding Support **Rating:** 4.0/5.0 stars **Reviewed by:** Dan G. **Reviewed Date:** December 30, 2025 **What do you like best about Fathom?** I really like how intuitive Fathom is as a reporting platform. It automates our month-end close and provides customized and detailed reports, which helps our clients understand their business operations better. The customer support is amazing, with agents responding in about ten minutes with detailed, thoughtful answers. I also highly recommend the customer service. The customization of the reports is great, and I find Fathom quite user-friendly. The value I'm receiving is very high compared to what we were spending with Jirav for the same functionality. I also really like the KPIs. **What do you dislike about Fathom?** I don't think Fathom handles and forecasts accruals very well. It struggles with things like revenue recognition and prepaid expenses — basically anything that needs to be accrued over time. It just doesn't do a great job with these. We often need to use some workarounds to get it to work, and while the support team has helped us find solutions, they're not always ideal. **What problems is Fathom solving and how is that benefiting you?** Fathom is an intuitive reporting platform that automates our month-end close and provides clients with customized, detailed reports for better business understanding periodically. ### 18. Comprehensive Dashboard Insights with Easy Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Stacy O. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Fathom?** I like the AI aspect of Fathom and how it helps me. I also appreciate the consolidation portion and the KPI metrics. The dashboard is really handy for showing everything all in one shot. Additionally, the initial setup was very easy. **What do you dislike about Fathom?** Some of the KPI metrics that are formula-driven are not very easy to figure out. Also, they don't go back more than the prior period. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for KPI metrics and consolidations. I like having a dashboard that shows me everything all in one shot. ### 19. Efficient Reporting with Some Budgeting Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Suzanne V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Fathom?** I like Fathom for its ease of use for the most part. On the financial reports, I like the fact that I can do the reporting across multiple clients. **What do you dislike about Fathom?** I do find the budgeting quite cumbersome and hard to understand. Would like to understand budgeting more because it feels very cumbersome to get to the output I need. **What problems is Fathom solving and how is that benefiting you?** I find Fathom helps me consolidate my reporting across multiple clients, making financial reporting easier. ### 20. Ultimate Tool for Confident Financial Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Scott F. | CEO, CTO, CFO, CMO, CSO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Fathom?** I love Fathom's Forecast tool; it's very accurate and useful for making business decisions with confidence. The reports are great, filled with charts and graphs that are visually appealing, which is perfect for someone like me who prefers visual data. I appreciate that they continue to develop new features that remain user-friendly, and everything is well integrated. For me, using Fathom is way more efficient compared to building my own spreadsheets, as it saves a lot of time while providing reliable results. I found their online, self-paced certification course very helpful and interesting for learning how to use all of Fathom's features and power. **What do you dislike about Fathom?** I can't think of any thing! **What problems is Fathom solving and how is that benefiting you?** Fathom assists with creating accurate financial forecasts for confident decision-making. It generates attractive reports for collaboration. The KPI management with financial and non-financial indicators is a plus. Transitioning from spreadsheets, Fathom saves time while ensuring reliable outcomes. ### 21. Great software to help bookkeepers **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Fathom?** Interface with Xero and so many variables in the reporting **What do you dislike about Fathom?** Lack of simple text adjustments like colour, and background colour **What problems is Fathom solving and how is that benefiting you?** They listen to my ideas and take my feedback on board ### 22. Clear Visual Reporting Backed by Exceptionally Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Fathom?** I really like the visual reporting because it makes financial results easy for non-financial clients to understand and interpret. Their support team is extremely knowledgeable, responsive, and always helpful when questions come up. **What do you dislike about Fathom?** While the platform is fairly flexible, there are still some structural limitations that can make certain customizations difficult. **What problems is Fathom solving and how is that benefiting you?** It has helped us standardize and maintain consistent reporting across all of our clients. ### 23. Effortless Financial Reporting with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Connor W. | Senior Accounting Manager/Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2025 **What do you like best about Fathom?** I really like Fathom for its ability to save templates for rolling financials monthly and for its automatic connection to our ERP. It has been a game-changer by automating our financial reporting, saving us about 8 hours every month. The seamless and more accurate monthly refreshes are amazing, making the task much easier than doing it manually. The customer support has been very helpful, which is always a plus. The initial setup was very simple and took less than 2 hours to integrate with our ERP, which is impressive for such a process. Overall, Fathom automates a previously manual process for us. **What do you dislike about Fathom?** The customization of reporting could be more clear, but the customer support was helpful for me to understand the platform. **What problems is Fathom solving and how is that benefiting you?** Fathom automates our financial reporting, saving us 8 hours monthly. It makes monthly refreshes seamless and more accurate than doing it manually. ### 24. Simplicity at Its Best for Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Rukmani R. **Reviewed Date:** November 25, 2025 **What do you like best about Fathom?** I love Fathom for its simplicity and visual presentation of data. It makes a significant difference in my role, especially since I need to present complex financial data to audiences who come from both financial and non-financial backgrounds. The ability to simplify these presentations is crucial for effective communication. Additionally, I appreciate how easy the initial setup was, which allowed me to integrate it seamlessly into my existing workflow. Fathom’s capability to present financial information in a clear and visually appealing manner adds tremendous value, ensuring that everyone, regardless of their accounting knowledge, can understand the data being shared. This level of clarity and simplicity is invaluable, especially in a not-for-profit organization where diverse audiences need to be engaged and informed. **What do you dislike about Fathom?** I find that Fathom could use more graphic representation to enhance the presentation of financial data. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to simplify and visually present complex financial data for audiences with both financial and non-financial backgrounds, enhancing their understanding. ### 25. Impressive Reporting and Forecasting for Budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2026 **What do you like best about Fathom?** The reporting and forecasting features have been a huge part of our financial reporting and budgeting. We have Private Equity investors who have called our annual budgets impressive **What do you dislike about Fathom?** I wish it would allow Class reporting from QB Desktop **What problems is Fathom solving and how is that benefiting you?** I can run monthly reports in minutes. I can also prepare customized reporting for management quickly ### 26. Fantastic UX, Responsive Chat Support, and One-Click Report Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Fathom?** I like the User Experience. The chat support is fantastic. I also love the report templates I can utilise at the touch of a button. Very cool software **What do you dislike about Fathom?** In the Forecast view, I can’t select a custom date range to view. **What problems is Fathom solving and how is that benefiting you?** 3-way budgeting, and creating monthly financial packs much more efficiently ### 27. User-Friendly Experience with Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Phanindra G. | Financial Planning Analysis Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Fathom?** User Friendly, and good customer support. **What do you dislike about Fathom?** Some of the integrations aren’t supported; for example, it doesn’t support Aucamatica. **What problems is Fathom solving and how is that benefiting you?** Reporting and Forecasting made very easy, and also i love Micro Forecasts ### 28. Up-to-Date and Flexible—Great for Summarizing Data Across Software **Rating:** 5.0/5.0 stars **Reviewed by:** Tamara S. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Fathom?** Very up to date software, very flexible. It can help to summaries date from different software **What do you dislike about Fathom?** very sensitive. If it shows an error sometimes need spend time to fix it, or you need to know Fathom very well to figure it out. **What problems is Fathom solving and how is that benefiting you?** I am accountant, and I like it. I can get Summary reports very fast ### 29. Quick, Custom Client Reports Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about Fathom?** The reports allow me to quickly create custom reports for my clients. **What do you dislike about Fathom?** Reporting dimensions are limited. For example, I can’t create reports with customer or vendor names. **What problems is Fathom solving and how is that benefiting you?** I can quickly create custom narratives and KPIs for complex clients, saving me hours of time. ### 30. Visual Clarity and Scenario Versatility with Room for Budget Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Dorian P. **Reviewed Date:** January 15, 2026 **What do you like best about Fathom?** I like the different scenarios that Fathom offers, especially the multi-scenario and driver option scenarios. The minor forecast feature is great too. I also really appreciate the visual aspect of Fathom; it's very clean and pleasing to look at. **What do you dislike about Fathom?** I probably dislike having to upload the budget through Excel. It would be better if it could be automated a little bit more. Maybe there could be a standard budget option that can be altered or adjusted from the actual flow through QuickBooks. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for detailed forecasts, improving cash flow and balance sheet management, KPI comparison, and monitoring cash burn rate. ### 31. Strong Templates, Easy to Use, and a Flexible Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2026 **What do you like best about Fathom?** Strong templates, ease of use, data integrity and flexibility of platform. Support has also been helpful **What do you dislike about Fathom?** Some additional flexibility in the Chart of accounts groupings could be helpful (eg where to record depreciation in/out of operating profit **What problems is Fathom solving and how is that benefiting you?** Consistency of reporting through template standardization ### 32. Excellent Product Quality and Standout Support **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Fathom?** The product quality is very good but the thing that differentiates this product is the support which is great. The new shapshot tool that has been introduced is also very helpful althought does not extend to all report types as yet. **What do you dislike about Fathom?** When dealing with multi company, multi tracking option clients it has been a long process to understand how to best structure companies and what the pit falls are. This area should have more attention. **What problems is Fathom solving and how is that benefiting you?** Business reporting and budget setting. The intergration with Xero is faultless and completely reliable. ### 33. I am an accountant and working with fathom has helped us alot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Fathom?** Shee was instrumental in helping us build a customized quarterly reporting template that aligned perfectly with our multi-state property and self-storage KPIs. Her responsiveness, technical insight, and collaborative approach made the process smooth and efficient. The final product elevated our reporting clarity and audit-readiness. Fathom itself is a fantastic platform — intuitive, powerful, and flexible. It allows us to benchmark performance, visualize trends, and present financials with precision. The ability to tailor reports to our operational needs has made it an essential part of our strategic toolkit. Highly recommended for any business serious about financial transparency and performance tracking. **What do you dislike about Fathom?** could have more customization maybe but not a big deal **What problems is Fathom solving and how is that benefiting you?** fathom is offering us the customization and helping us look at KPI's that helps us business grow ### 34. Interactive Reports and Metrics Elevate the Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Linda L. | Director of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Fathom?** The inclusion of additional metrics and interactive reports has enhanced the overall experience. These features provide more detailed insights and allow for a more engaging analysis process. **What do you dislike about Fathom?** I would prefer if the data could be uploaded seamlessly, without the need to run a connector each time. **What problems is Fathom solving and how is that benefiting you?** Fathom's platform offers a space to generate internal financial reports. ### 35. Saves Hours with Easy Reports, But QuickBooks Upload Can Be Clunky **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about Fathom?** Very easy to use and it forms reports and presentations for ownership that are easy to understand, and take hours from my work each month. **What do you dislike about Fathom?** It can be clunky to upload from Quickbooks desktop, and any issues in the data create bad results. **What problems is Fathom solving and how is that benefiting you?** Generating monthly, quarterly, and annual reports now takes just minutes instead of hours spent doing everything manually. The visuals are appealing, and the explanations provided are clear and easy to understand. ### 36. Fathom Elevates Client Reporting to a New Level **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2025 **What do you like best about Fathom?** Fathom has transformed our client reporting, from basic to extraordinary. We have received many compliments and other accolades about the quality of our financial reporting, thanks to Fathom. It also has allowed us to provide advanced services like 3-way forecasting and budgeting to our larger clients. **What do you dislike about Fathom?** At times the learning curve to get fully up to speed takes some time. That is because the feature set is so advanced and full. However, once you get there with help from the resource guides and the help desk folks, you will not be dissappointed. **What problems is Fathom solving and how is that benefiting you?** Advanced financial reporting for our larger clients. Also budgeting and forecasting, especially 3-way forecasting, is immensely helpful. The graphs and drag and drop reporting features really make things easier and more efficient for our team. ### 37. Highly Customizable Reporting with Impressive Visuals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Fathom?** It is very customizable and allows me to create reporting from KPIs that I create outside of my accounting software. The visuals are great too. **What do you dislike about Fathom?** It seems to be a big struggle to upload a budget for a future year, which is entirely the point. I am not budget for months already past. **What problems is Fathom solving and how is that benefiting you?** Consolidating my reporting in one place, with nice visuals. It allows me to convey the info to the end user in a way that is helpful and appealing to them, ### 38. Incredible Forecasting Tool with Real-Time Metrics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Fathom?** The forecasting took is incredible, it's user friendly but sophisticated in a way that allows a CFO to plan appropriately using scenario analysis, drivers and micro forecasts. The presentation and the metrics that can be viewed in real time as changes are made are a big plus too. **What do you dislike about Fathom?** So far nothing, but if I were to request an improvement it would be to see the percentage of revenue ratios when the forecast is rolled up quarterly and yearly. **What problems is Fathom solving and how is that benefiting you?** Live data and a huge reduction in creating spreadsheets which are more susceptible to errors. ### 39. Superb Forecasting Tool with Outstanding Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Marcantonio B. **Reviewed Date:** November 15, 2025 **What do you like best about Fathom?** I primarily use Fathom for forecasting, which simplifies the process and enhances collaboration with my team. I appreciate the customer service and the features the platform offers, as they greatly contribute to a positive user experience. I find the people who support us to be a standout aspect, making the entire setup easy and smooth. Their amazing assistance was pivotal during the initial setup phase. Everything works great with Fathom, and it integrates effectively with QuickBooks, enhancing our financial operations. **What do you dislike about Fathom?** I like everything. **What problems is Fathom solving and how is that benefiting you?** I find Fathom simplifies forecasting and enhances collaboration with my team. ### 40. Saves Time with Automated Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Laura U. **Reviewed Date:** January 05, 2026 **What do you like best about Fathom?** I like the automation features with QuickBooks Online because it saves me a lot of time and removes personal error. I also appreciate Fathom's built-in formulas and automations, as well as the reports it provides. **What do you dislike about Fathom?** It's a little complicated to learn at first. **What problems is Fathom solving and how is that benefiting you?** Fathom saves me time and removes personal error by automating manual updates and forecasting. Its integration with QuickBooks, built-in formulas, and automated reports enhance efficiency. ### 41. Intuitive and good customer support, but Limited Customisation Beyond Performance Reports **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Fathom?** Support staff is prompt, polite and helpful. UI is fairly intuitive and platform does what it advertises **What do you dislike about Fathom?** While its simplicity is its strength, Fathom isn't too customisable beyond producing performance reports. The format to upload data via excel is also a bit annoying **What problems is Fathom solving and how is that benefiting you?** Generates a quick overview that tracks performance ### 42. Time-Saving Financial Analysis with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob S. | FP&A Manager **Reviewed Date:** December 10, 2025 **What do you like best about Fathom?** I use Fathom for forecasting, budgeting, and financial analysis and reporting, and I find it to be a real time saver compared to spreadsheets. I like its interface and ease of use, which doesn't sacrifice crucial features for accuracy. The reporting is easier and more streamlined, and the initial setup was easy. **What do you dislike about Fathom?** Maybe could simplify microforecasts and how everything is connected. **What problems is Fathom solving and how is that benefiting you?** Fathom saves time compared to spreadsheets and offers easier, more streamlined reporting. ### 43. Seamless, Easy-to-Use Interface with Great Visuals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Fathom?** Easy to use interface that flow seamlessly Good visuals **What do you dislike about Fathom?** Starter guide for newbies be good to have **What problems is Fathom solving and how is that benefiting you?** Yes all of reporting are there ### 44. Analysis UI/UX is good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Fathom?** The UI and UX are clear, and the product supports many integrations. **What do you dislike about Fathom?** The Ai tooling is improving but not quite there yet **What problems is Fathom solving and how is that benefiting you?** Clear reporting and UI is good ### 45. Feature-Rich Tool, But Custom KPIs Need Streamlining **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Fathom?** I love the Fathom Forcasting Tool! It's amazing and has to many features. **What do you dislike about Fathom?** That if I wanna add custom KPI's I need to add it for every client separate. **What problems is Fathom solving and how is that benefiting you?** Fathom is helping me create a snapshot of my clients financials in an organized and professional way. ### 46. Intuitive, Flexible, and Customizable Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Fathom?** Very intuitive...flexible and customizable. customer support is top notch. **What do you dislike about Fathom?** there is a learning curve to importing via excel but it is very manageable. **What problems is Fathom solving and how is that benefiting you?** Full spectrum of analytics...I really like the goal seek component and the ability to benchmark. we have linked it via reporting to a sophisticated reports, cost containment, and management package. it saves hours and hours of time! ### 47. Fathom Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Fathom?** The ability to consolidate Quickbooks data into meaningful Excel spreadsheets **What do you dislike about Fathom?** Tricky to program and adjust after budget lines are added or deleted. **What problems is Fathom solving and how is that benefiting you?** Consolidation of data into spreadsheets ### 48. Effortless Consolidation and Flexible Reporting Make This a Standout Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Railroad Manufacture | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Fathom?** The consolidation of multiple entities is very easy. Eliminations are plain to see and easy to operate. Data is free flowing and reporting is very flexible. User experience is great. **What do you dislike about Fathom?** The previous software I used was very clunky with a poor user experience. Fathom is lightyears ahead. I think the user experience in report making could be more 'fluid'. **What problems is Fathom solving and how is that benefiting you?** Faster reporting of financial data for leadership to see potential problems to pivot if required. ### 49. Fathom **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie L. | Manager, Technology Advisory Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2024 **What do you like best about Fathom?** Fathom has been a key part of our tech stack for clients of all sizes. It seamlessly integrates with accounting softwares and allows users to easily connect multiple entities to consolidate financials provide pro-active reporting. The interface is simple to use and doesn't require a lot of extra training for team members or clients to implement right away. The reports look fantastic and provide the right level of information with the ability to go further in detail when needed. Fathom has been an amazing partner to work with when we need extra support or if we have product features that we would like to see developed for long-term goals. **What do you dislike about Fathom?** I don't have any major issues with Fathom. Long-term, building out more integrations may be helpful to connect to more industry-specific tools. **What problems is Fathom solving and how is that benefiting you?** Fathom standardizes our reporting into a package that looks really good while also providing the level of detail that is useful to business owners that need to make decisions about their business proactively. ### 50. Fathom's consolidation tool is a lifesaver for managing multiple profit centers **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas A. | Head Of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Fathom?** Fathom's consolidation tool is a lifesaver for managing multiple profit centers. It simplifies the whole process of merging financials from different entities, making it easy to see the big picture without getting lost in the details. The tool handles multi-currency consolidations smoothly, and its intuitive interface means you can dive right in, even if you're not a finance pro. Plus, the real-time reporting gives you clear insights into each profit center's performance. It's a must-have for keeping everything organized and on track! **What do you dislike about Fathom?** It would be good if you could manage the chart of accounts through google sheets upload **What problems is Fathom solving and how is that benefiting you?** Managing multiple profit centres in multiple entities - [View Fathom pricing details and edition comparison](https://www.g2.com/products/fathom/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-22+01%3A00%3A36+-0500&secure%5Bsession_id%5D=c8f281eb-91b1-4674-9ced-30a80082a737&secure%5Btoken%5D=827a8fbeb3a101850407b3d8d217ee04b86cc08cd85476e6dadf040ca4284fda&format=llm_user) ## Fathom Integrations - [Access Financials](https://www.g2.com/products/the-access-group-access-financials/reviews) - [FreeAgent](https://www.g2.com/products/freeagent/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [MYOB](https://www.g2.com/products/myob/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage 50cloud Accounting](https://www.g2.com/products/sage-50cloud-accounting/reviews) - [Sage Business Cloud Accounting](https://www.g2.com/products/sage-business-cloud-accounting/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Fathom Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making ## Top Fathom Alternatives - [Jirav](https://www.g2.com/products/jirav/reviews) - 4.7/5.0 (190 reviews) - [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) - 4.8/5.0 (76 reviews) - [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) - 4.6/5.0 (251 reviews)