Fathom Reviews & Product Details

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. Review collected by and hosted on G2.com.

The customization of reporting could be more clear, but the customer support was helpful for me to understand the platform. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I find that Fathom could use more graphic representation to enhance the presentation of financial data. Review collected by and hosted on G2.com.

User Friendly, and good customer support. Review collected by and hosted on G2.com.

Some of the integrations aren’t supported; for example, it doesn’t support Aucamatica. Review collected by and hosted on G2.com.

Very up to date software, very flexible. It can help to summaries date from different software Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Strong templates, ease of use, data integrity and flexibility of platform. Support has also been helpful Review collected by and hosted on G2.com.

Some additional flexibility in the Chart of accounts groupings could be helpful (eg where to record depreciation in/out of operating profit Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

could have more customization maybe but not a big deal Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I would prefer if the data could be uploaded seamlessly, without the need to run a connector each time. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It can be clunky to upload from Quickbooks desktop, and any issues in the data create bad results. Review collected by and hosted on G2.com.