# Fathom vs Planful Comparison --- ## AI Generated Summary - **G2 reviewers report** that Planful excels in providing a comprehensive solution for financial planning and analysis, with users appreciating its ability to handle large datasets and integrate various data sources, effectively eliminating manual workflows. - **Users say** that Fathom shines in its user-friendly reporting capabilities, allowing for the generation of professional-looking reports with just a click, which is particularly beneficial for small businesses looking for quick insights. - **According to verified reviews** , Planful's customization options are a standout feature, enabling users to format reports similarly to Excel, which many find enhances their overall experience and meets diverse business needs. - **Reviewers mention** that Fathom offers excellent support, with a chat feature that provides timely assistance, making it easier for users to navigate the software and resolve issues quickly. - **G2 reviewers highlight** that while Planful has a slightly lower ease of setup score, its continuous improvements and intuitive interface help mitigate initial challenges, allowing users to adapt over time. - **Users report** that Fathom's forecasting tools are particularly effective, with multiple prediction options that help businesses manage cash flow and profitability, making it a strong choice for small businesses focused on financial forecasting. | | Fathom | Planful | |---|---|---| | **Star Rating** | 4.7 out of 5 | 4.3 out of 5 | | **Total Reviews** | 94 | 501 | | **Largest Market Segment** | Small-Business (59.3% of reviews) | Mid-Market (49.0% of reviews) | | **Entry Level Price** | Contact Us | No pricing available | --- ## Top Pros & Cons ### Fathom Pros: - Features (15 reviews) - Reporting (15 reviews) Cons: - Missing Features (6 reviews) - Upload Issues (5 reviews) ### Planful Pros: - Ease of Use (48 reviews) - Reporting (29 reviews) Cons: - Learning Curve (17 reviews) - Learning Difficulty (17 reviews) --- ## Ratings Comparison | Rating | Fathom | Planful | |---|---|---| | **Meets Requirements** | 8.7 (66 reviews) | 8.4 (335 reviews) | | **Ease of Use** | 8.6 (69 reviews) | 8.1 (376 reviews) | | **Ease of Setup** | 8.8 (57 reviews) | 7.3 (265 reviews) | | **Ease of Admin** | 9.2 (24 reviews) | 8.0 (218 reviews) | | **Quality of Support** | 9.4 (65 reviews) | 8.3 (324 reviews) | | **Has the product been a good partner in doing business?** | 9.4 (24 reviews) | 8.8 (215 reviews) | | **Product Direction (% positive)** | 8.5 (64 reviews) | 9.1 (320 reviews) | --- ## Pricing ### Fathom #### Entry-Level Pricing Plan: Enterprise Price: Contact Us Description: Planning to connect 100 or more companies? Contact us for pricing. Key Features: - dedicated Customer Success Manager [Browse all 5 editions](https://www.g2.com/products/fathom/pricing) #### Free Trial Yes ### Planful #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **Fathom** | 7.9/10 | 25 | | **Planful** | 7.5/10 | 115 | #### Budget Creation | Feature | Fathom | Planful | |---|---|---| | **Data Import** | 8.9 (22 reviews) | 8.3 (106 reviews) | | **Budget Hierarchies** | 7.8 (16 reviews) | 8.3 (105 reviews) | | **Versioning** | 7.4 (15 reviews) | 8.0 (101 reviews) | | **Formulas** | 8.3 (17 reviews) | 7.8 (105 reviews) | | **What-If** | 8.2 (18 reviews) | 7.3 (86 reviews) | | **Budget Periods** | 8.2 (18 reviews) | 8.5 (98 reviews) | #### Budget Management | Feature | Fathom | Planful | |---|---|---| | **Consolidation** | 8.4 (18 reviews) | 8.4 (95 reviews) | | **Adjustments** | 8.6 (17 reviews) | 8.1 (91 reviews) | | **Workflows** | 7.7 (16 reviews) | 7.4 (87 reviews) | #### Forecasting | Feature | Fathom | Planful | |---|---|---| | **Historical Data** | 9.4 (17 reviews) | 8.5 (106 reviews) | | **Reforecast** | 8.9 (16 reviews) | 8.3 (98 reviews) | | **Forecast Types** | 8.9 (19 reviews) | 8.2 (95 reviews) | | **Rolling Forecasts** | 8.9 (18 reviews) | 8.3 (93 reviews) | | **AI** | 6.7 (16 reviews) | 6.0 (55 reviews) | #### Analytics | Feature | Fathom | Planful | |---|---|---| | **Variance Analysis** | 8.4 (18 reviews) | 8.3 (101 reviews) | | **Forecasts Comparison** | 8.5 (17 reviews) | 8.4 (100 reviews) | | **Forward Looking** | 8.5 (17 reviews) | 7.9 (90 reviews) | #### Agentic AI - Budgeting and Forecasting | Feature | Fathom | Planful | |---|---|---| | **Natural Language Interaction** | 5.7 (9 reviews) | 4.9 (15 reviews) | | **Proactive Assistance** | 5.7 (9 reviews) | 4.8 (15 reviews) | | **Decision Making** | 5.4 (9 reviews) | 5.1 (15 reviews) | ### Financial Analysis | Product | Score | Reviews | |---|---|---| | **Fathom** | 8.3/10 | 50 | | **Planful** | N/A | N/A | #### Data Management | Feature | Fathom | Planful | |---|---|---| | **Data Import** | 8.8 (24 reviews) | Not enough data | | **Data Consolidation** | 9.0 (22 reviews) | Not enough data | | **Data Validation** | 8.4 (22 reviews) | Not enough data | #### Reporting Structure | Feature | Fathom | Planful | |---|---|---| | **Reporting Hierarchy** | 8.8 (21 reviews) | Not enough data | | **Report Templates** | 9.0 (27 reviews) | Not enough data | | **Report Types** | 8.9 (22 reviews) | Not enough data | #### Standard Analytics | Feature | Fathom | Planful | |---|---|---| | **Standard KPIs** | 8.7 (22 reviews) | Not enough data | | **Standard Reports** | 8.9 (22 reviews) | Not enough data | | **Financial Statements** | 8.7 (21 reviews) | Not enough data | | **Drill Down** | 7.6 (20 reviews) | Not enough data | #### Custom Analytics | Feature | Fathom | Planful | |---|---|---| | **Dashboards** | 8.2 (24 reviews) | Not enough data | | **Custom KPIs** | 8.6 (22 reviews) | Not enough data | | **Custom Reports** | 8.8 (30 reviews) | Not enough data | | **Self Service** | 8.1 (21 reviews) | Not enough data | | **Multiple Entities** | 8.6 (18 reviews) | Not enough data | #### Agentic AI - Financial Analysis | Feature | Fathom | Planful | |---|---|---| | **Cross-system Integration** | 7.0 (15 reviews) | Not enough data | | **Decision Making** | 5.8 (10 reviews) | Not enough data | ### Cash Flow Management | Product | Score | Reviews | |---|---|---| | **Fathom** | 8.2/10 | 10 | | **Planful** | N/A | N/A | #### Cash Flow Management | Feature | Fathom | Planful | |---|---|---| | **File Exports** | 8.5 (9 reviews) | Not enough data | | **Income and Expenses** | 7.8 (9 reviews) | Not enough data | | **Track Cash Flow** | 7.6 (9 reviews) | Not enough data | #### Cash Flow Forecasting | Feature | Fathom | Planful | |---|---|---| | **Historical Data** | 8.5 (8 reviews) | Not enough data | | **Reforecast** | 8.8 (8 reviews) | Not enough data | | **Forecast Types** | 9.4 (9 reviews) | Not enough data | | **Rolling Forecasts** | 8.7 (9 reviews) | Not enough data | | **AI** | 7.1 (7 reviews) | Not enough data | #### Analytics | Feature | Fathom | Planful | |---|---|---| | **Variance Analysis** | 8.9 (9 reviews) | Not enough data | | **Reports** | 8.3 (9 reviews) | Not enough data | | **Forecast Comparison** | 8.5 (9 reviews) | Not enough data | | **Forward Looking** | 8.5 (9 reviews) | Not enough data | #### Financial Data Transfer | Feature | Fathom | Planful | |---|---|---| | **Data Transfer** | 6.9 (9 reviews) | Not enough data | | **Data Exchange** | 6.9 (9 reviews) | Not enough data | | **Reporting** | 8.0 (9 reviews) | Not enough data | | **Access** | 8.9 (9 reviews) | Not enough data | | **Integration** | 8.0 (10 reviews) | Not enough data | #### Agentic AI - Cash Flow Management | Feature | Fathom | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **Fathom** | N/A | N/A | | **Planful** | 7.2/10 | 83 | #### Reconciliation | Feature | Fathom | Planful | |---|---|---| | **Consolidation** | Not enough data | 8.3 (70 reviews) ✓ Verified | | **Management** | Not enough data | 8.5 (69 reviews) ✓ Verified | | **Accounting** | Not enough data | 7.7 (61 reviews) ✓ Verified | #### Reporting | Feature | Fathom | Planful | |---|---|---| | **Report Types** | Not enough data | 8.9 (79 reviews) ✓ Verified | | **Standard** | Not enough data | 8.6 (73 reviews) ✓ Verified | | **Custom** | Not enough data | 8.9 (76 reviews) ✓ Verified | #### Closing Process | Feature | Fathom | Planful | |---|---|---| | **Audit** | Not enough data | 7.7 (61 reviews) ✓ Verified | | **Journal Entries** | Not enough data | 7.3 (59 reviews) ✓ Verified | | **Distribution** | Not enough data | 8.1 (68 reviews) ✓ Verified | #### AI - Financial Close | Feature | Fathom | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | 4.6 (9 reviews) | | **Compliance** | Not enough data | 5.6 (9 reviews) | | **Reconciliation** | Not enough data | 4.8 (9 reviews) | | **Data Collection** | Not enough data | 5.6 (9 reviews) | | **Analysis** | Not enough data | 6.5 (11 reviews) | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Fathom** | 8.1/10 | 33 | | **Planful** | 7.5/10 | 163 | #### Financial Planning | Feature | Fathom | Planful | |---|---|---| | **Extended Planning** | 7.3 (11 reviews) | 7.8 (55 reviews) ✓ Verified | | **Reporting** | 8.3 (12 reviews) | 8.8 (64 reviews) ✓ Verified | | **Integration** | 8.3 (14 reviews) | 8.1 (64 reviews) ✓ Verified | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Fathom | Planful | |---|---|---| | **Proactive Assistance** | 5.7 (9 reviews) | 4.6 (14 reviews) | | **Decision Making** | 5.2 (9 reviews) | 5.2 (14 reviews) | #### Financial Insight | Feature | Fathom | Planful | |---|---|---| | **Budgeting** | 9.0 (18 reviews) | 8.4 (151 reviews) ✓ Verified | | **Forecasting** | 8.8 (21 reviews) | 8.3 (148 reviews) ✓ Verified | | **Planning** | 8.7 (14 reviews) | 8.2 (148 reviews) ✓ Verified | #### Data | Feature | Fathom | Planful | |---|---|---| | **Data Visualization** | 9.6 (19 reviews) | 6.7 (125 reviews) ✓ Verified | | **Data Analysis** | 9.8 (14 reviews) | 7.6 (135 reviews) ✓ Verified | | **Custom Reporting** | 8.7 (24 reviews) | 8.1 (152 reviews) ✓ Verified | | **Reporting Templates** | 8.6 (17 reviews) | 7.7 (142 reviews) ✓ Verified | #### Status Communication | Feature | Fathom | Planful | |---|---|---| | **Collaboration** | 6.7 (11 reviews) | 7.2 (106 reviews) ✓ Verified | | **Version Control** | 7.6 (12 reviews) | 8.2 (116 reviews) ✓ Verified | | **Real-Time Data Updates** | 8.8 (11 reviews) | 8.0 (112 reviews) ✓ Verified | | **Scorecards** | 9.0 (12 reviews) | 6.6 (82 reviews) ✓ Verified | ### Marketing Resource Management | Product | Score | Reviews | |---|---|---| | **Fathom** | N/A | N/A | | **Planful** | N/A | N/A | #### Agentic AI - Marketing Resource Management | Feature | Fathom | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Fathom** | N/A | N/A | | **Planful** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Fathom | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (2):** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Unique to Fathom (2):** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis), [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) **Unique to Planful (2):** [Financial Close Software](https://www.g2.com/categories/financial-close), [Marketing Resource Management Software](https://www.g2.com/categories/marketing-resource-management) --- ## Reviewer Demographics ### By Company Size | Segment | Fathom | Planful | |---|---|---| | **Small-Business** | 59.3% | 6.2% | | **Mid-Market** | 34.9% | 49.0% | | **Enterprise** | 5.8% | 44.8% | ### By Industry #### Fathom - **Accounting:** 33.3% - **Information Technology and Services:** 9.7% - **Computer Software:** 5.6% - **Financial Services:** 5.6% - **Consulting:** 2.8% - **Retail:** 2.8% - **Automotive:** 2.8% - **Broadcast Media:** 2.8% - **Non-Profit Organization Management:** 2.8% - **Construction:** 2.8% - **Other:** 29.2% #### Planful - **Computer Software:** 8.4% - **Hospital & Health Care:** 5.2% - **Accounting:** 4.4% - **Insurance:** 4.4% - **Financial Services:** 4.2% - **Non-Profit Organization Management:** 3.8% - **Biotechnology:** 2.7% - **Food & Beverages:** 2.7% - **Internet:** 2.7% - **Medical Devices:** 2.7% - **Other:** 58.8% --- ## Alternatives ### Alternatives to Fathom - [Jirav](https://www.g2.com/products/jirav/reviews) — 4.7/5 stars (191 reviews) - [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) — 4.8/5 stars (76 reviews) - [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) — 4.6/5 stars (256 reviews) - [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) — 4.7/5 stars (24 reviews) - [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) — 4.8/5 stars (53 reviews) - [LivePlan](https://www.g2.com/products/liveplan/reviews) — 4.2/5 stars (35 reviews) - [Float](https://www.g2.com/products/float/reviews) — 4.4/5 stars (45 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (355 reviews) - [LiveFlow](https://www.g2.com/products/liveflow/reviews) — 4.9/5 stars (332 reviews) ### Alternatives to Planful - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (355 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews) - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) — 4.5/5 stars (136 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (106 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (309 reviews) - [Solver](https://www.g2.com/products/solver/reviews) — 4.5/5 stars (266 reviews) --- ## Top Discussions ### Fathom No discussions available for this product. ### Planful - Title: [How can I use the database from Planful direct to Power Bi? Is there this possibility, today?](https://www.g2.com/discussions/30800-how-can-i-use-the-database-from-planful-direct-to-power-bi-is-there-this-possibility-today) — 2 comments, 1 upvote > **Top comment:** "You could try to complement it with Power BI custom visuals that are build for planning like..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/fathom-vs-planful)