Fathom 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Fathom

4.8

(23)

Pricing

Starting at $50.00 per month

About Fathom

Fathom is a powerful financial analysis, reporting, and forecasting platform that helps businesses, accountants, and advisors make better financial decisions. Designed with ease of use in mind, Fathom transforms complex financial data into insightful, visually engaging reports, empowering users to track performance, plan for the future, and deliver professional financial presentations.

Financial Analysis: Fathom makes it easy to understand financial performance by offering deep insights into profitability, cash flow, and growth. With pre-built financial KPIs, businesses can track key metrics and even customize their own to reflect unique performance goals. Users can also monitor non-financial data to gain a more complete picture of business health.

Management Reporting: Fathom’s reporting tools allow users to create professional, presentation-ready reports effortlessly. The flexible report editor makes it easy to add charts, tables, financial statements, and commentary, ensuring reports are clear and engaging. Users can also automate report generation and schedule deliveries to stakeholders.

Cash Flow Forecasting: Gain confidence in your financial future with Fathom’s three-way...

Fathom Screenshots

Fathom Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

Starter - 1 company included

$50.00

per feature, per month

Plan includes:

Unlimited brandable reports
In-depth analysis tools

Silver - 10 companies included

$260.00

per month

Plan includes:

Group benchmarking
Multi-currency consolidations

Gold - 25 companies included

$380.00

per month

Plan includes:

Cash flow forecasting
Unlimited users

Platinum - 50 companies included

$680.00

per month

Plan includes:

Multi-channel support
Certifications and training

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Fathom Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Fathom
Accounting
Activity Dashboard
Ad hoc Reporting
AI/Machine Learning
Alerts/Notifications
Approval Workflow
Benchmarking
Budgeting/Forecasting
Cash Flow Management
Client Management
Customizable Reports
Dashboard
Dashboard Creation
Data Discovery
Data Visualization
Document Management
Financial Management
Financial Reporting
For Accountants
Forecasting
Income & Balance Sheet
Invoice Management
Invoice Processing
Key Performance Indicators
KPI Monitoring
Messaging
Multi-Company
Performance Metrics
Profitability Analysis
Profit/Loss Statement
Project Management
Real-Time Data
Real-Time Reporting
Scenario Planning
Scheduled/Automated Reports
Scorecards
Self-Service Reporting
Strategic Planning
Task Management
Third-Party Integrations
Trend Analysis
Visual Analytics
"What If" Scenarios

Fathom Integrations

QuickBooks Online Advanced

QuickBooks Online

MYOB Business

Microsoft Excel

Xero

Sage Accounting

See all 7 integrations

Fathom User Reviews

Overall Rating

4.8

Ratings Breakdown

78%

22%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.6

Functionality

4.8

Jeremiah L.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2025

Can't Fathom Working Without It!

I make sure to have it turned on before going into any meeting, whether Zoom, Teams or Meet. It is an invaluable tool that provides unlimited resources!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Ease of use, quick insights into actionable items and overall UI is simple to navigate. It makes everything a breeze to get done.

Cons:

It sometimes misses the mark in automatically joining meetings to provide the best talking points from a call.

Shea L.

Verified reviewer

Sporting Goods

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed October 2024

Fathom AI Notetaker Made Me a HUGE Fathom Fan

Very Positive, great impact on business meeting and detailed records

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

LOVEEEE the AI notetaker. Truly a game changer and should be implemented in all businesses.

Cons:

I wish it would join automatically, but it is not hard to get in the meeting

Reasons for choosing Fathom

pricing and functionality was much better with fathom

Cheryl O.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed December 2025

Finally, a Note-Taking Helper I Can Trust

My overall experience with Fathom has been very positive. It keeps my meetings organized, helps me stay fully engaged with clients and students, and saves me valuable time in follow-up work. It’s become a reliable part of my daily workflow, and I appreciate how simple it is to use.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Fathom lets me stay fully present in my meetings while it captures everything I need. The summaries are clear and surprisingly accurate, which makes follow-up easier and saves me a lot of time.

Cons:

At times, the summaries can miss small nuances from more complex conversations, so I still double-check details. But overall, the benefits outweigh the occasional adjustment.

Erin B.

Verified reviewer

Financial Services

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed November 2025

Custom Reporting and Helpful Integrations

I have used Fathom for business consulting with a variety of different clients. I've used several of report features, the integrations with other software platforms and sites, and overall had a very positive experience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the reporting capabilities and how you can just build out a template to reuse over and over again over whatever period you choose.

Cons:

The time it takes to refresh from pulling from external sources could be a bit faster in order to work more efficiently and get reports out quicker.

Robin T.

Verified reviewer

Accounting

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed August 2023

Brilliant forecasting and cashflow tool

I love the software and think overall it is very reasonably priced for the hole it fills

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What i was looking for was an easy forecasting tool to help my business with cashflow. What i got was something even better which will help my business and that of my clients no end

Cons:

Support requests have had slow replies tbh

Reasons for choosing Fathom

Free trial enabled me to try out and ease meant fast ingration

Verified

Reviewer

Financial Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed August 2025

Been using for over 6 months withhigh impactresults.

It has been extremely good and I would recommend it to anyone. We are a small business, and it has made a significant impact on us in just a short time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Fathom has saved us significant time and money, because instead of having to take notes and have our admin break those down into summaries, we now have more exact details, saving us both money and time. It has freed her up to do more of customer service, which truly is her job. I love that each one of my attendees always receive a copy emailed to them personally based off of what they logged in as.

Cons:

A few minor glitches like getting a name wrong or having to adjust a note after a meeting because it wasn't as exact as I wanted. In my opinion those are just minor.

Aiden J.

Verified reviewer

Restaurants

10000+ employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Excellent work tool

An experience based on perfect results, thanks to this work tool that allows everything to be done more efficiently and with better information detail.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It has been a quick way to create reports and share them with the entire team, allowing everyone to have clear and accurate information. It helps me keep all the information in a single file, allowing me to make decisions based on real statistics that project future profit and loss statistics. The entire platform is very easy to work with and easy to learn.

Cons:

I have not had any glitches or issues that have affected my daily work with the platform. The results have always been optimal.

David Joseph C.

Verified reviewer

Public Safety

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2025

Fantastic Fathom

Excellent, I was pleasantly surprised with what it could do, how will it did it, and I found the onboarding experience quite good.

Ratings Breakdown

Ease of use

Functionality

Pros:

The recap email that is sent after a meeting. It's ability to decipher key points from the meeting and tap right into those moments is wonderful. I also love that at meeting time it reminds or autostarts the meeting.

Cons:

The auto send to all participants needs to made very clear to customers before they start using the software. Sometimes having the little reminder that is in the corner is distracting but not being able to find is equally annoying so not sure if that's helpful.

Matt S.

Verified reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2023

Quick, clean, accurate financial statements and reports

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Warren S.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2023

Highly Customizable FP+A Software

Required to use current financials and build topline and expense forecasting as well as display performance information and forecast information to shareholders and potential investors; our major shareholders were impressed with what they saw during our last meeting held using Fathom as the dashboard and 'deck'; thus, we were able to conduct our entire meeting using the Fathom dashboard report

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great and easy connection with QBOSimple setup and customizable GL categories Step by step initial setup that is easy to followGreat support and excellent learning materials

Cons:

Forecasting using formulas can be a little more comprehensive

Reasons for choosing Fathom

No alternatives considered

Showing 1 - 10 of 23 Reviews

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