---
title: "Fathom Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Fathom. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Fathom is a good fit for you!"
source_url: "https://www.softwareadvice.com/product/456607-Fathom/reviews/"
page_type: "reviews"
language: "en"
---

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Fathom Reviews

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

Reviews

# Fathom User Reviews

## Reviews summary

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

### Secondary ratings

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

### 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%)

### Most mentioned 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 makes me look really smart in meetings because the visuals are so clear.
- 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

### Most mentioned cons

- There's not much I don't like about Fathom, but I do wish the subscription was less expensive.
- For other accounting software, you need to use Excel Sheets, which is a bit Clunky

## Fathom customer reviews

Showing reviews 1-25 of 32 (page 1).

### 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.

---

### Powerful Financial Reporting and Dashboard Solution for Better Business Insights

- Overall rating: 5/5
- Reviewer: Félix D.
- Verified reviewer: Yes
- Industry: Automotive
- Company size: 10000+ employees
- Product usage: Used monthly for less than 2 years
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

My overall experience with Fathom has been very positive. The platform has helped me create professional reports, monitor financial performance, and present business insights in a clear and structured way. The dashboards are intuitive, reporting is flexible, and the forecasting capabilities provide valuable support for strategic planning. It is an excellent solution for businesses looking to improve financial visibility and decision-making.

#### Ratings breakdown

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

#### Pros

What I liked most about Fathom is its ability to transform financial and business data into clear, actionable insights. The dashboards are easy to understand, reporting is highly visual, and the platform makes it simple to track key performance indicators across multiple entities. The integration with accounting systems saves time and helps improve decision-making through accurate forecasting and analysis.

#### Cons

While Fathom is very powerful, some advanced reporting and customization options require time to learn. New users may need some onboarding to fully understand all available features. Pricing can also be higher than some basic reporting tools, especially for organizations managing multiple entities.

#### Reasons for switching to Fathom

I switched because I wanted a more intuitive platform for financial reporting, KPI tracking, forecasting, and business performance analysis. Fathom provided better visualization tools, easier report creation, stronger dashboard capabilities, and clearer insights for decision-making.

---

### Streamline your meets with Fathom

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: May 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

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

#### 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.

---

### Solid reporting platform w/easy integration

- Overall rating: 5/5
- Reviewer: Joy C.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: September 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall, great. It's a solid reporting platform. The customization of multiple scenarios for cashflow forecasting are fantastic.

#### Ratings breakdown

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

#### Pros

Fathom does a great job at integrating with Xero and QuickBooks Online. Customizable reporting, great visuals and dashboard.

#### Cons

There is a learning curve, but thankfully you can get support during and after onboarding. I did have one strange client scenario that wouldn't work correctly, and support kept telling me that different workarounds would solve the problem. We went round and round and they finally conceded that this particular situation would not work in Fathom. Not a fault of the software, but we could have saved several meetings and a lot of time if support had done a better job trying to understand what we needed to accomplish.

#### Reasons for choosing Fathom

I liked the cashflow forecasting options in Fathom the most.

---

### The reports are good

- Overall rating: 5/5
- Reviewer: Val K.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- 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.

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

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

#### 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.

---

### Been using for over 6 months withhigh impactresults.

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

#### 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.

---

### Forget taking notes manually

- Overall rating: 5/5
- Reviewer: Shady A.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: August 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Since when I started using it I can't have a meeting without it. You just forget taking notes manually and can focus more on the conversation.

#### Ratings breakdown

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

#### Pros

One of the best ones I tried, quite precise with the notes and great tab resume, easy to visualize and with key points highlighted. Price-quality is top!

#### Cons

After the last update it always tries to take part to meetings automatically, it was better the previous setting where you had to confirm whether to admit it or not

---

### Best for giving my research reports a polished appearance

- Overall rating: 4/5
- Reviewer: Faiz A.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 10000+ employees
- Product usage: Used weekly for less than 6 months
- Reviewed: March 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

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

#### 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.

---

### Integrates great with Zoom

- Overall rating: 4/5
- Reviewer: Durand T.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 10000+ employees
- Product usage: Used weekly for less than 12 months
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

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

#### Pros

I love how its simple to setup and how the interface seamlessly integrates into Zoom and Google Meet.

#### Cons

It would be nice if you could remove the visible recording bot during meetings. It's a little off putting.

---

### Finally, a Note-Taking Helper I Can Trust

- Overall rating: 4/5
- Reviewer: Cheryl O.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used weekly for less than 6 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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: 4/5
- Value for money: 3/5
- Functionality: 5/5

#### 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.

---

### Custom Reporting and Helpful Integrations

- Overall rating: 4/5
- Reviewer: Erin B.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 11-50 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: November 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 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: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Easy-to-Use Meeting Assistant That Saves Time

- Overall rating: 5/5
- Reviewer: Mark B.
- Verified reviewer: Yes
- Industry: Human Resources
- Company size: 51-200 employees
- Product usage: Used monthly for less than 6 months
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

Overall, my experience with Fathom was very positive. It saved me time, made it easier to review meetings, and helped ensure I didn’t miss important information or follow-up tasks

#### Ratings breakdown

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

#### Pros

I really liked how easy Fathom was to use and how it helped simplify meetings. The automatic transcription and meeting summaries were especially useful for keeping track of important discussions and action items.

#### Cons

Some of the summaries and transcriptions could occasionally miss context or require a little editing. It would also be nice to have more customization options for how meeting notes and summaries are organized.

---

### Fantastic Fathom

- Overall rating: 5/5
- Reviewer: David Joseph C.
- Verified reviewer: Yes
- Industry: Public Safety
- Company size: 11-50 employees
- Product usage: Used daily for less than 6 months
- Reviewed: January 2025
- Review source details: This review was submitted organically. No incentive was offered

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: 5/5
- Functionality: 5/5

#### 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.

---

### Fathom is a Go to Forcasting Tool

- Overall rating: 5/5
- Reviewer: carisa m.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: November 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 5/5
- Functionality: 5/5

#### Pros

Our firm has looked at a number of cashflow tools for our clients and we have not found anything else with as many features to build out a very detailed cashflow as Fathom has. There are options for drivers, mini budgets, and the bonus is the balance sheet forcasting.

#### Cons

It takes a lot of time to set it up. It also is harder to learn but once the tool is learned it's easy to use. When you're building out your forecast it is easy to mistakenly delete all of the amounts, and there is not an undo. you have to be very cautious on how you adjust your cashflow to make changes.

#### Reasons for choosing Fathom

The ability to forecast the profit and loss and the balance sheet was key. You can reflect loan payments and changes in cash that would never flow through the profit and loss.

---

### Cash Flow Saviour

- Overall rating: 5/5
- Reviewer: Imran M.
- Verified reviewer: Yes
- Industry: Management Consulting
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: May 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 use it to help my clients plan their future cash flows and investments.

#### Ratings breakdown

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

#### Pros

Helps Forecast Cash flow in real-time and you can create different scenarios like hiring an employe or purchasing an asset and see its effect on cash flow and P&L instantly

#### Cons

Unable to connect with ALL accounting Software. Only connects with Xero, Quickbooks, and MYOB. For other accounting software, you need to use Excel Sheets, which is a bit Clunky

---

### Great Reporting Solution

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 51-200 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: December 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall, the software offers a good balance of data crunching packaged into beautiful, presentable reports.

#### Ratings breakdown

- Ease of use: 5/5
- Functionality: 5/5

#### Pros

Easy to build out nice looking reports that make tracking and presenting company trends/goals simple to do and easy to replicate on a monthly and quarterly basis. There is a good catalog of how-to videos and webinars for an easy start up.

#### Cons

Forecasting has some limitations (setting up calculations dependent on unit sales across different departments/products is cumbersome) but there seem to be new features/updates that release somewhat regularly.

## More reviews

[Next reviews](https://www.softwareadvice.com/product/456607-Fathom/reviews/?page=2)

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Fathom Reviews, Pros and Cons - 2026 Software Advice