Fathom

TL;DR

• Financial reporting, KPI analysis, and three-way cash flow forecasting in one platform.
• Built for SMBs, accounting firms, franchises, and multi-entity groups.
• Seamless integrations with QuickBooks, Xero, MYOB, Sage, Excel, and Google Sheets.
• New Insights Dashboard and Portfolio for firm-wide client oversight and engagement.

What is Fathom

Fathom is a financial reporting, analysis, and forecasting platform that consolidates management reporting, KPI dashboards, group benchmarking, and three-way cash flow forecasting into a single system. It solves the common pain points of fragmented spreadsheets, manual consolidations, and slow, error-prone reporting by integrating directly with accounting systems like QuickBooks, Xero, MYOB, and Sage, and by supporting imports from Excel and Google Sheets. As an FP&A and management reporting solution, Fathom helps businesses, accounting firms, and multi-entity groups turn accounting data into clear insights, automated reports, and forward-looking financial plans.

Key Features

Pros

• Intuitive report builder and visual dashboards make insights accessible to non-finance users.
• Three-way cash flow forecasting streamlines forward planning and scenario analysis.

Who is Fathom for?

• Accounting firms and bookkeeping practices delivering advisory and management reporting.
• SMB finance teams and business managers needing clear reports and cash flow visibility.
• Fractional CFOs, FP&A analysts, and controllers standardizing KPI tracking and board packs.
• Franchises and multi-entity groups requiring consolidated reporting and benchmarking.
• Advisory-led firms seeking a scalable portfolio view to monitor and engage all clients.

Cons

• Entity mapping for consolidations can be time-consuming if charts of accounts differ significantly.
• Non-financial/operational data analysis depends on manual imports via Sheets/Excel for many scenarios.
• Real-time granularity is constrained by the sync cadence and structure of connected accounting systems.
• Some plans list company limits; scaling across many entities may require higher tiers or new plans.

Pricing Info

• Starter plan includes 1 company — $53/month (monthly). Features: Unlimited brandable reports, in-depth analysis tools, group benchmarking, multi-currency consolidations, cash flow forecasting, unlimited users, multi-channel support, certifications and training.
• Silver plan includes 10 companies — $280/month (monthly). Features: Unlimited brandable reports, in-depth analysis tools, group benchmarking, multi-currency consolidations, cash flow forecasting, unlimited users, multi-channel support, certifications and training.
• Gold plan includes 25 companies — $400/month (monthly). Features: Unlimited brandable reports, in-depth analysis tools, group benchmarking, multi-currency consolidations, cash flow forecasting, unlimited users, multi-channel support, certifications and training.
• Platinum plan includes 50 companies — $720/month (monthly). Features: Unlimited brandable reports, in-depth analysis tools, group benchmarking, multi-currency consolidations, cash flow forecasting, unlimited users, multi-channel support, certifications and training.