---
title: "Fathom Software Reviews, Demo & Pricing - 2026"
description: "Review of Fathom Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/product/456607-Fathom/"
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---

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Fathom

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Overview

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

# Fathom Review

From $50-$680/month Free trial 4 plans

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

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

Pricing

Starting at $50.00 per feature 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

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

Ratings Breakdown

-   4.68Ease of use
-   4.60Value for money
-   4.61Customer support
-   4.81Functionality

Pricing

Starting at $50.00 per month

Get Price

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-   4.13Ease of use
-   4.41Value for money
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-   4.13Ease of use
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-   3.68Customer support
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Pricing

Available upon request

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

## Fathom customer ratings

- Overall rating: 4.8/5
- Total reviews: 32

### Rating distribution

- 5 stars: 25 reviews (78%)
- 4 stars: 7 reviews (22%)
- 3 stars: 0 reviews (0%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Secondary ratings

- Ease of use: 4.7/5
- Value for money: 4.6/5
- Customer support: 4.6/5
- Functionality: 4.8/5

---

### Can't Fathom Working Without It!

- Overall rating: 5/5
- Reviewer: Jeremiah L.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: July 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Fathom AI Notetaker Made Me a HUGE Fathom Fan

- Overall rating: 5/5
- Reviewer: Shea L.
- Verified reviewer: Yes
- Industry: Sporting Goods
- Company size: 11-50 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: October 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Very Positive, great impact on business meeting and detailed records

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Fathom is helpful

- Overall rating: 4/5
- Reviewer: Alexandra M.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: March 2023
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

What I like most about Fathom is that it links with Quickbooks.Fathom is also a great tool to help forecast. I love how I can see runway.

#### Cons

Fathom can sometimes be confusing to use. For example, Fathom doesn't include tax in the expenses exported to the software.

---

### Brilliant forecasting and cashflow tool

- Overall rating: 5/5
- Reviewer: Robin T.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used weekly for less than 6 months
- Reviewed: August 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### 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

---

### Excellent work tool

- Overall rating: 5/5
- Reviewer: Aiden J.
- Verified reviewer: Yes
- Industry: Restaurants
- Company size: 10000+ employees
- Product usage: Used daily for less than 2 years
- Reviewed: June 2025
- Review source details: This review was submitted organically. No incentive was offered

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: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 5/5

#### 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.

---

### Fantastic Product! Highly Recommend

- Overall rating: 5/5
- Reviewer: Rhoda O.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 11-50 employees
- Product usage: Used monthly for less than 12 months
- Reviewed: February 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Quick, clean, accurate financial statements and reports

- Overall rating: 5/5
- Reviewer: Matt S.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2023
- Review source details: This review was submitted organically. No incentive was offered

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

---

### Highly Customizable FP+A Software

- Overall rating: 5/5
- Reviewer: Warren S.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: July 2023
- Review source details: This review was submitted organically. No incentive was offered

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

---

### Entreflow Consulting Group's use of Fathom

- Overall rating: 5/5
- Reviewer: Aislinn K.
- Verified reviewer: Yes
- Industry: Management Consulting
- Company size: 11-50 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: April 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Given that our CEO, Helina Patience used to be a financial analyst, it’s probably not a surprise to many of you that this is one of her favorite apps to use at Entreflow. So I absolutely love this app and it's one of those apps that I can safely say is suitable for absolutely every business and business owner. It has a super easy ratio and profitability analysis. For those of you who are a little bit rusty in your ratios, it explains what those are and also has the definitions for your clients too

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Our favourite feature is the sensitivity analysis. Within the app you can do “what if” analyses to see “If we grow our sales by this much, what does that mean to our net income?”, “If we change our mix by this much, what does that mean for our net income?” and there's a whole bunch of different things you can look at, but it's literally toggling a little bar around and it gives you a really clear indicator of how you would do. And then within the app itself, if you're sitting there with a client using the app you can actually see animation occur to show you a bigger picture of what's going on. You can also click on certain aspects to drill down and get more information which is just amazing given the amount of work that used to go into doing this in Excel.

#### Cons

We would love to be able to bring in non-financial data, and data from other sources like Google Analytics, your CRM information, your ERP, your Facebook analytics. Native connections brought there, or at least be able to connect data to a Google sheet so that on the non-financial KPI (key performance indicators) side of things, you can pull that data in super easily and get a bigger picture without having to manually enter anything in.

---

### Best KPI & Reporting App

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Management Consulting
- Company size: 11-50 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: January 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I am so glad I found this app years ago. It has been an absolute solid rock for our and our client's businesses. Free 14 day trial. It's a no-brainer.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

So easy to use. Extremely beautiful. Logical setup and design. Forces people to focus on the right things easily and get deep insight into business results without having to do a whole lot of work. It makes it possible for non-financially focused people to engage deeply with business targets, results and trends in an approachable and exciting way.

#### Cons

The feature rollouts have been a bit slow in the past few years. Would love to see this app grow a bit faster. We are using 85%+ of the app with every client so chomping at the bit for more features.

---

Showing 1 - 10 of 32 Reviews

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

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