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Fathom

Fathom

Overview

What is Fathom?

Fathom is a management reporting, forecasting and financial analysis tool from the Access Group. It helps users to assess business performance, monitor trends and identify improvement opportunities. Fathom combines business planning with simple three-way cash flow forecasting.

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Starter

$44

Cloud
per month

Silver

$225

Cloud
per month

Gold

$325

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.fathomhq.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $44 per month
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Product Details

What is Fathom?

Fathom is a management reporting, forecasting and financial analysis tool from the Access Group. It helps users to assess business performance, monitor trends and identify improvement opportunities. Fathom combines business planning with simple three-way cash flow forecasting.

The solution integrates with popular accounting tools, such as Xero, QuickBooks, and MYOB.

Fathom Features

  • Supported: Real-Time Details Dashboard
  • Supported: Call Flow Reporting
  • Supported: Behavior Tracking
  • Supported: Report Building Tool

Fathom Video

Get instant financial intelligence and dive deeper with customised Reporting, interactive Analysis Dashboards, Consolidations, Benchmarking, and now Forecasting. If you have questions about Fathom, please email our support team at [email protected]. Check out our webinars...
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Fathom Competitors

Fathom Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Fathom is a management reporting, forecasting and financial analysis tool from the Access Group. It helps users to assess business performance, monitor trends and identify improvement opportunities. Fathom combines business planning with simple three-way cash flow forecasting.

Fathom starts at $44.

OnPlan, Jedox, and Budgyt are common alternatives for Fathom.

The most common users of Fathom are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(22)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
January 06, 2024

Notetaking

Leila Blauner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it for every recording, transcribing, and notetaking in every Zoom, Teams, or Google Meet call I attend. The outstanding notetaking skills of the system allows me to focus on my clients / the person I'm speaking with, rather than capturing what they say. I'm able to be more present in meetings as a result. Additionally, keeping tabs on how much I'm talking vs the other person in the meeting is so valuable! The new notes feature where you can change the format of the notes entirely with a click of the button (change templates) is outstanding. And the Zapier integration is great. I have a zap set to send each action item to my to do list in ClickUp (my task management system).
  • Transcription
  • Notes
  • Recording
  • Allow for audio-only telephone calls (similar to Otter.ai)
  • Additional stability
I always ask if the other attendees are ok with my using the app. If they were not comfortable, I would turn it off. This is likely over-cautious, but I also am hesitant to use it in extremely sensitive and confidential conversations. I use it as often as possible and am heavily reliant on it for any status meetings where there might be action items for any attendee, etc.
Budgeting, Planning, and Forecasting
N/A
N/A
Budgeting Tools
N/A
N/A
Analytics and Reporting
N/A
N/A
  • It was free until recently, so this is n/a. I do have a paid subscription now that they released new AI features, but those are too new to review.
  • The time I don't have to spend reviewing or rewriting my notes can be multiplied by my hourly rate, and would be a significant number if looked at on a monthly basis, but if you also consider the energy I get back and ability to be more present in meetings, that is priceless.
otter is audio only, and doesn't monitor things like talk time. Both systems have great (relatively new) AI features. Fathom's is a little more functional (templates for notes that can be swapped out after the meeting. Otter's is a little more useful with the AI chat feature and the summaries are a bit stronger
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Effortlessly generate insightful reports, forecast cash flow, and gain actionable financial intel with Fathom's one-stop business management platform. We review financials, cash flow and division performance, We review our financials on monthly basis and Fathom is the reporting toll we us to review the performance of the business. It is also very user friendly to use.
  • Xero Integration
  • Instant Financials Reports
  • If you have multiple divisions within the business, reporting/budgeting by division are not as good as induvial reports.
Report could be used in any industry but when it comes to functionality, it is more suitable businesses where there are not many division. I found it hard for Fathom to extract Xero tracking data and to represent it in the financials. If you would like to consolidate the financials, I also find it easy to do it via Fathom
Budgeting, Planning, and Forecasting (5)
62%
6.2
Long-term financial planning
70%
7.0
Financial budgeting
90%
9.0
Forecasting
60%
6.0
Scenario modeling
N/A
N/A
Management reporting
90%
9.0
Budgeting Tools (5)
52%
5.2
Automated Budgeting
N/A
N/A
Financial Planning Collaboration
70%
7.0
Budget Customization
80%
8.0
Departmental Budgeting
40%
4.0
Import & Export Tools
70%
7.0
Analytics and Reporting (7)
45.71428571428571%
4.6
Personalized dashboards
N/A
N/A
Color-coded scorecards
N/A
N/A
KPIs
80%
8.0
Cost and profitability analysis
80%
8.0
Benchmarking with external data
N/A
N/A
Revenue Forecasting
80%
8.0
Key Performance Indicator setting
80%
8.0
  • it saved us few hours a month to prepare consolidated reports.
  • it made is easy to understand the financials with visuals
  • Integration with Xero also made it much accurate
We also used Spotlight reporting before we tried out Fathom and we found Fathom much easier to navigate and Xero integration, consolidation are very strong feature of the product. Spotlight reporting is similar to Fathom however, Fathom is more flexible, there are better visual reports and grafts and we found it easier to customize the reports templates. You can also share the reports with multiple group of people online.
Xero, Spotlight, Deputy, Hubdoc, Dext Prepare (with Receipt Bank), QuickBooks Online
Samantha Bowling, CPA CGMA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are using Fathom Analytics for our largest consolidation client. It has transformed a four entity consolidation from taking weeks to minutes.
  • Consolidation and Eliminating Entries
  • Easy to use dashboards
  • Customizable Metrics and Targets
  • Customizable Dashboard
  • Honestly I do not have any Cons to add.
I definitely recommend for Controllers who prepare consolidations internally and for CPA Firms who provide this service for their clients.
  • I pass the cost of the software on to my clients
  • I have added my client's as users and we setup targets togehter
  • Very collaborative tool
The speed and usability of Fathom blows this product away!
Great dashboards and very easy to use.
I have not used customer support.
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