# Fathom Software Reviews, Demo & Pricing - 2026

> Review of Fathom Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/product/456607-Fathom

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Fathom

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Overview

[Reviews](https://www.softwareadvice.com/product/456607-Fathom/reviews/)

# Fathom 2026: Benefits, Features & Pricing

Wondering if Fathom is right for your organization?

Our Financial Reporting Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Fathom

4.8

[(27)](https://www.softwareadvice.com/product/456607-Fathom/reviews/)

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...

forecasting capabilities. Fathom enables users to generate precise forecasts across the Profit & Loss, Balance Sheet, and Cash Flow statements. Driver-based forecasting and scenario modelling allow businesses to assess the financial impact of different strategies, helping to plan for multiple outcomes. Consolidated Reporting: For businesses with multiple entities, Fathom simplifies financial consolidation. It handles multi-company reporting with features such as intercompany eliminations, multi-currency consolidation, and group financial statements. Customisable charts of accounts and consolidated budgets help businesses compare actuals vs forecasts across different divisions or locations. Integrations: Fathom integrates seamlessly with popular cloud-based accounting platforms, including Xero, QuickBooks Online, MYOB, Excel, and Google Sheets. These integrations enable real-time data synchronisation, reducing manual data entry while improving accuracy and efficiency. Custom Alerts & Notifications: Stay informed and proactive with Fathom’s custom alert system. Users can set up automated notifications for key financial thresholds, ensuring they are alerted to significant changes or potential financial risks before they become major issues.

Wondering if Fathom is right for your organization?

Our Financial Reporting Software selection experts can help you in 15 minutes or less.

## Fathom User Interface

## Popular Fathom Alternatives

Main Product

Fathom

4.8

[(27)](https://www.softwareadvice.com/product/456607-Fathom/reviews/)

Ratings Breakdown

-   4.65Ease of use
-   4.65Value for money
-   4.65Customer support
-   4.81Functionality

Pricing

Starting at $50.00 per month

Get Price

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Ratings Breakdown

-   4.13Ease of use
-   4.41Value for money
-   4.16Customer support
-   4.49Functionality

Pricing

Starting at $10.00 per month

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-   4.53Ease of use
-   4.85Value for money
-   5.0Customer support
-   4.83Functionality

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Starting at $19.90 per month

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-   4.26Ease of use
-   4.39Value for money
-   4.48Customer support
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Pricing

Starting at $2000.00 per month

Get Price

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Ratings Breakdown

-   3.98Ease of use
-   3.97Value for money
-   3.97Customer support
-   4.26Functionality

Pricing

Starting at $14000.00 per year

Get Price

## Fathom Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

Starter

$50.00

per feature, per month

Plan includes:

-   Unlimited brandable reports
-   In-depth analysis tools

Silver

$260.00

per month

Plan includes:

-   Group benchmarking
-   Multi-currency consolidations

Gold

$380.00

per month

Plan includes:

-   Cash flow forecasting
-   Unlimited users

Platinum

$680.00

per month

Plan includes:

-   Multi-channel support
-   Certifications and training

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

Integration rated undefined from -1 review

QuickBooks Online

Integration rated undefined from -1 review

MYOB Business

Integration rated undefined from -1 review

Microsoft Excel

Integration rated undefined from -1 review

Xero

Integration rated undefined from -1 review

Sage Accounting

Integration rated undefined from -1 review

See all 7 integrations

## Fathom User Reviews

Overall Rating

4.8

Ratings Breakdown

5

78%

4

22%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.7

Functionality

4.8

Faiz A.

Verified reviewer

Information Technology and Services

10000+ employees

Used weekly for less than 6 months

Review source

Reviewed March 2026

Best for giving my research reports a polished appearance

4

In short, it is a 100% professional document for reports. It makes me look really smart in meetings because the visuals are so clear. Fathom is for you if you hate manual charts in Excel.

Ratings Breakdown

5

Ease of use

4

Value for money

4

Customer support

4

Functionality

Pros:

I specialise in working with data but Fathom makes it look beautiful — like a narrative. So as a Research Assistant, I often have to present my boss With lots of charts and numbers. These reports run super quick with Fathom. It pipes into my data and boom — I have clean graphs. When we are overspending on a project it is quite easy to observe.

Cons:

The small details in a chart are sometimes difficult to switch. Markymusic: If I want a very specific custom look, the tool is so “strict.” Additionally, if you have a large amount of data, it can be a bit slow to load everything.

Read More

SL

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

5

Very Positive, great impact on business meeting and detailed records

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

VR

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 2 years

Review source

Reviewed May 2026

Streamline your meets with Fathom

5

Fathom made my job easier and more efficient. The notes it produces after each meeting detail action items and who owns them.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

I love Fathom, it is easy to use and helped me track action items from meeting. I could use my notes to make jira ticket requirements and it allowed me to fully focus on my meeting and not have to make notes at the same time.

Cons:

I think an improvement could be made for you user interface detailing who would receive post meeting notes.

Read More

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

4

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

4

Ease of use

3

Value for money

5

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.

Read More

RT

Robin T.

Verified reviewer

Accounting

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed August 2023

Brilliant forecasting and cashflow tool

5

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

Ratings Breakdown

4

Ease of use

5

Value for money

4

Customer support

5

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

Read More

VR

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.

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

VK

Val K.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2026

The reports are good

5

All of our dozen entities were moved into one platform for monthly reporting. It can do multi-currency without me having to do the math myself (that was a shock); it will help identify problems in the business rather than having to sift through rows of boring number all day.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Fathom uses the information from Xero and doesn’t freeze up so that’s nice (I thought it would). Charts are acceptable enough for the shareholders so they won’t stare at me like I’ve lost my mind during the meeting.

Cons:

Balance sheet mappings are basically useless in comparison to the P&L functions which creates pointless ratio comparisons. The software is also ridiculously slow if more than one person tries to work in it at the same time. Tax variables in the forecasting get screwed up and fixing them is a pain.

Read More

AJ

Aiden J.

Verified reviewer

Restaurants

10000+ employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Excellent work tool

5

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

5

Ease of use

4

Value for money

4

Customer support

5

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.

Read More

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!

5

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

5

Ease of use

5

Customer support

5

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.

Read More

RO

Rhoda O.

Verified reviewer

Health, Wellness and Fitness

11-50 employees

Used monthly for less than 12 months

Review source

Reviewed February 2026

Fantastic Product! Highly Recommend

5

I have been on both sides of this software. The owner and the invitee. During the meeting the software goes unnoticed. It doesn't have any interference of the meeting.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

I like the fact that you can easily record meetings. The system will send an email to the other meeting invites, asking for their consent to record the meeting. It also gives the invites an option to receive a copy of the recording meeting.

Cons:

After great thought, I can't think of something to dislike. Maybe the fact that an invite goes out to invitees in case you didn't need or want them to know the meeting was being recorded.

Read More

Showing 1 - 10 of 27 Reviews

[See All Reviews](https://www.softwareadvice.com/product/456607-Fathom/reviews/)

## Fathom Popular Comparisons

[Microsoft Power BI vs Fathom](https://www.softwareadvice.com/compare/23530-microsoft-power-bi/vs/456607-Fathom/)[Tableau vs Fathom](https://www.softwareadvice.com/compare/1940-tableau/vs/456607-Fathom/)

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