--- title: Fathom Reviews meta_title: 'Fathom Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 127 reviews by the users' company size, role or industry to find out how Fathom works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 127 scale: '5' date_modified: '2026-09-01' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Fathom Reviews **Vendor:** Fathom Applications **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.7/5.0 **Total Reviews:** 127 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## About Fathom Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. ## Fathom Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users love the **intuitive and powerful features** of Fathom, enhancing reporting clarity and operational efficiency. (14 reviews) - Users find Fathom to be **incredibly user-friendly** , combining sophistication with ease for effective financial planning and reporting. (12 reviews) - Users appreciate Fathom's **versatile reporting capabilities** , enhancing clarity and aiding in effective performance tracking. (12 reviews) - Users highlight the **prompt and helpful customer support** of Fathom, which significantly enhances their experience. (11 reviews) - Users appreciate the **reporting efficiency** of Fathom, enjoying intuitive visuals and seamless data integration for effective decision-making. (11 reviews) - Users value **efficient report creation** with Fathom, enhancing clarity and client understanding through tailored financial reporting. (9 reviews) - Visualization (9 reviews) - Forecasting (8 reviews) - Data Analysis (7 reviews) - User Interface (7 reviews) **What users dislike:** - Users feel Fathom lacks essential features, particularly in **budget uploading and graphical data representation** , limiting its effectiveness. (6 reviews) - Users find **upload issues** with Fathom frustrating, particularly when dealing with budget reports via Excel. (5 reviews) - Users find **customization difficult** in Fathom, limiting the ability to create tailored reports and KPIs easily. (4 reviews) - Users experience **import issues** with Fathom, finding the uploading process cumbersome and prone to data errors. (4 reviews) - Users feel that **improvements are needed** in structuring multi-company options and visualizing financial data for better clarity. (4 reviews) - Steep Learning Curve (4 reviews) - Users find **data management challenging** in Fathom, particularly with accruals and integrations that complicate workflows. (3 reviews) - Excel Compatibility (3 reviews) - Learning Curve (3 reviews) - Learning Difficulty (3 reviews) ## Fathom Reviews ### 1. Clean Interface with Valuable KPI Insights, Needs Better Error Handling **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 28, 2026 **What do you like best about Fathom?** I use Fathom for internal reporting to management, and I really appreciate how it relays financial information in a clean and easily digestible way. I like its clean interface, which makes the experience smooth. The KPI feature is valuable to me, especially how it displays data in a graph. I also find comparing data to historic trends very helpful. The initial setup was very easy, which made getting started a breeze. **What do you dislike about Fathom?** There are a lot of 'differences' that cannot be removed. This is frustrating as an accountant when they are unexplained and we cannot resolve them. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for internal reporting to management, relaying financial information in a clean, easily digestible way. ### 2. Comprehensive Dashboard Insights with Easy Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Stacy O. | Accountant, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 04, 2026 **What do you like best about Fathom?** I like the AI aspect of Fathom and how it helps me. I also appreciate the consolidation portion and the KPI metrics. The dashboard is really handy for showing everything all in one shot. Additionally, the initial setup was very easy. **What do you dislike about Fathom?** Some of the KPI metrics that are formula-driven are not very easy to figure out. Also, they don't go back more than the prior period. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for KPI metrics and consolidations. I like having a dashboard that shows me everything all in one shot. ### 3. Fathom Makes Xero Reporting Easy and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 05, 2026 **What do you like best about Fathom?** I find Fathom easy to use and reliable, especially when it comes to reporting data from Xero. **What do you dislike about Fathom?** Having to manually update data after posting in Xero **What problems is Fathom solving and how is that benefiting you?** I use Fathom to prepare my Board Reports and analyse performance across divisions ### 4. Great Charts and Easy-to-Build Dashboards **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 14, 2026 **What do you like best about Fathom?** Good array of charts and graphical interfaces easily populated **What do you dislike about Fathom?** As always missing gaps in functionality, but they are listening to product development ideas and very responsive **What problems is Fathom solving and how is that benefiting you?** Monthly Reporting and Forecasting/Budgetting in a timel fashion ### 5. Consistent, Professional Reports Every Time **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 25, 2026 **What do you like best about Fathom?** Consistence report format, reports look professional **What do you dislike about Fathom?** As a new user, I found it difficult to navigate and understand where to go and what needed to be uploaded. There are some very specific actions that have to happen, and for someone new to the system, those steps weren’t apparent while trying to find my way around. **What problems is Fathom solving and how is that benefiting you?** Report formatting. ### 6. User-Friendly Variable Creation with Handy Saved References **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 29, 2026 **What do you like best about Fathom?** Very user-friendly and how you can create variables and save for future reference. **What do you dislike about Fathom?** I am happy with Fathom so far after using for abut 10 months **What problems is Fathom solving and how is that benefiting you?** Providing financials and summaries to my clients in a secure environment ### 7. Efficient Reporting with Some Budgeting Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Suzanne V. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 11, 2026 **What do you like best about Fathom?** I like Fathom for its ease of use for the most part. On the financial reports, I like the fact that I can do the reporting across multiple clients. **What do you dislike about Fathom?** I do find the budgeting quite cumbersome and hard to understand. Would like to understand budgeting more because it feels very cumbersome to get to the output I need. **What problems is Fathom solving and how is that benefiting you?** I find Fathom helps me consolidate my reporting across multiple clients, making financial reporting easier. ### 8. Easy QBO Connection and Great Reporting for Monthly Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 02, 2026 **What do you like best about Fathom?** It connects to QBO data so easily and the reporting feature is so nice. You'll just have to set it up once, and you can use that format for your monthly reporting. **What do you dislike about Fathom?** That customers in QBO is not connecting to Fathom. We need that info for monthly reporting of our receivables. **What problems is Fathom solving and how is that benefiting you?** The monthly reporting. It's so easy now because of the template. ### 9. Ultimate Tool for Confident Financial Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Scott F. | CEO, CTO, CFO, CMO, CSO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 11, 2025 **What do you like best about Fathom?** I love Fathom's Forecast tool; it's very accurate and useful for making business decisions with confidence. The reports are great, filled with charts and graphs that are visually appealing, which is perfect for someone like me who prefers visual data. I appreciate that they continue to develop new features that remain user-friendly, and everything is well integrated. For me, using Fathom is way more efficient compared to building my own spreadsheets, as it saves a lot of time while providing reliable results. I found their online, self-paced certification course very helpful and interesting for learning how to use all of Fathom's features and power. **What do you dislike about Fathom?** I can't think of any thing! **What problems is Fathom solving and how is that benefiting you?** Fathom assists with creating accurate financial forecasts for confident decision-making. It generates attractive reports for collaboration. The KPI management with financial and non-financial indicators is a plus. Transitioning from spreadsheets, Fathom saves time while ensuring reliable outcomes. ### 10. Impressive Reporting and Forecasting for Budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 15, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Fathom?** Their ability to seamlessly sync with Quickbooks online makes my reporting process much faster. Fathom is growing with my business **What do you dislike about Fathom?** I wish it could forecast by division and those would feed into main budget **What problems is Fathom solving and how is that benefiting you?** Reporting by division without special reports has been amazing ### 11. Amazing KPIs and Exceptionally Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 22, 2026 **What do you like best about Fathom?** The support team was very helpful in getting my KPIs set up. They took the time to understand the challenge I was having, and they even created a video to help me resolve my setup issue. The KPIs are AMAZING! **What do you dislike about Fathom?** It’s still too early for me to find anything I dislike. **What problems is Fathom solving and how is that benefiting you?** Fathom helps me better understand how my day-to-day business activity affects my overall financial performance. ### 12. Great software to help bookkeepers **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew B. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 15, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Fathom?** Interface with Xero and so many variables in the reporting **What do you dislike about Fathom?** Lack of simple text adjustments like colour, and background colour **What problems is Fathom solving and how is that benefiting you?** They listen to my ideas and take my feedback on board ### 13. Intuitive for Accountants, with Fantastic Fast Help **Rating:** 5.0/5.0 stars **Reviewed by:** Alison G. | Finance Director, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Fathom?** Intuitive way it works from an accountants POV and if you have a problem the help is fantastic so fast and helpful **What do you dislike about Fathom?** Its not an accounts package! I have to use Access and I hate it **What problems is Fathom solving and how is that benefiting you?** Professional board packs which after the initial work are easy to change and improve upon ### 14. Clear Visual Reporting Backed by Exceptionally Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 19, 2026 **What do you like best about Fathom?** I really like the visual reporting because it makes financial results easy for non-financial clients to understand and interpret. Their support team is extremely knowledgeable, responsive, and always helpful when questions come up. **What do you dislike about Fathom?** While the platform is fairly flexible, there are still some structural limitations that can make certain customizations difficult. **What problems is Fathom solving and how is that benefiting you?** It has helped us standardize and maintain consistent reporting across all of our clients. ### 15. Comprehensive Data and Seamless Connectivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 13, 2026 **What do you like best about Fathom?** The complete amount of data it provides, along with its seamless connectivity. **What do you dislike about Fathom?** I like that I can create a dummy account and run test reports to try out a possible new process. **What problems is Fathom solving and how is that benefiting you?** timely reports and in depth data ### 16. Effortless Financial Reporting with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Connor W. | Senior Accounting Manager/Controller, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 08, 2025 **What do you like best about Fathom?** I really like Fathom for its ability to save templates for rolling financials monthly and for its automatic connection to our ERP. It has been a game-changer by automating our financial reporting, saving us about 8 hours every month. The seamless and more accurate monthly refreshes are amazing, making the task much easier than doing it manually. The customer support has been very helpful, which is always a plus. The initial setup was very simple and took less than 2 hours to integrate with our ERP, which is impressive for such a process. Overall, Fathom automates a previously manual process for us. **What do you dislike about Fathom?** The customization of reporting could be more clear, but the customer support was helpful for me to understand the platform. **What problems is Fathom solving and how is that benefiting you?** Fathom automates our financial reporting, saving us 8 hours monthly. It makes monthly refreshes seamless and more accurate than doing it manually. ### 17. Simplicity at Its Best for Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Rukmani R. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 25, 2025 **What do you like best about Fathom?** I love Fathom for its simplicity and visual presentation of data. It makes a significant difference in my role, especially since I need to present complex financial data to audiences who come from both financial and non-financial backgrounds. The ability to simplify these presentations is crucial for effective communication. Additionally, I appreciate how easy the initial setup was, which allowed me to integrate it seamlessly into my existing workflow. Fathom’s capability to present financial information in a clear and visually appealing manner adds tremendous value, ensuring that everyone, regardless of their accounting knowledge, can understand the data being shared. This level of clarity and simplicity is invaluable, especially in a not-for-profit organization where diverse audiences need to be engaged and informed. **What do you dislike about Fathom?** I find that Fathom could use more graphic representation to enhance the presentation of financial data. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to simplify and visually present complex financial data for audiences with both financial and non-financial backgrounds, enhancing their understanding. ### 18. Easy to Use with Truly Excellent Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 08, 2026 **What do you like best about Fathom?** I really enjoy how easy it is to use. I also beleive the customer service is truly excellent. **What do you dislike about Fathom?** The only downside is that I wish there were more charts **What problems is Fathom solving and how is that benefiting you?** It is helping me forecast my business very easily. ### 19. Helpful Chat Support Makes Getting Answers Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 28, 2026 **What do you like best about Fathom?** There is a chat available to assist with questions which was very helpful to navigate what I was needing assistance with. **What do you dislike about Fathom?** There is a lot of modifications that can be made so it can take some time to understand the system. **What problems is Fathom solving and how is that benefiting you?** They help provide more robust reporting that better fits the needs of my not for profit clients. ### 20. Fathom Delivers Powerful Forecasting and Actionable Client Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 05, 2026 **What do you like best about Fathom?** Fathom is a great tool for forecasting and for giving clients actionable insights into their performance. **What do you dislike about Fathom?** Expensive and some of the cash flow behaviour is incorrect. **What problems is Fathom solving and how is that benefiting you?** Cashflow forecasting used to take the team days at a time. With Fathom, that process can now be completed in less than an hour. ### 21. Flexible, Professional Reports in One Click **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 28, 2026 **What do you like best about Fathom?** A flexible, professional-looking report package that you can generate with just the click of a button. **What do you dislike about Fathom?** Some areas are less intuitive than others when building reports/report templates. **What problems is Fathom solving and how is that benefiting you?** QBO does have a few limitations when it comes to reporting, but it integrates smoothly with Fathom, which makes putting together customized reporting packages a breeze. ### 22. Clear, Director-Friendly Financial Reporting with Fathom **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 15, 2026 **What do you like best about Fathom?** It's really helpful to bring our financial data across to a platform that enables us to present our data to our Directors in an easy and clear format. **What do you dislike about Fathom?** Nothing. It just takes time to learn how to navigate around Fathom. **What problems is Fathom solving and how is that benefiting you?** The chat option is very useful to have and there are Fathom specialists available very quickly to help support and advise on the specific question. ### 23. Modern UI and Fast, Professional Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 26, 2026 **What do you like best about Fathom?** The reports and UI/UX are modern and professional, instantly creating reports that used to take me forever. **What do you dislike about Fathom?** It integrates perfectly with QuickBooks, however I'd like to see more integrations. I also would like to see more detailed reports - customer and vendor level, for example. **What problems is Fathom solving and how is that benefiting you?** Creation of management reporting instantly ### 24. Fantastic UX, Responsive Chat Support, and One-Click Report Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 20, 2026 **What do you like best about Fathom?** I like the User Experience. The chat support is fantastic. I also love the report templates I can utilise at the touch of a button. Very cool software **What do you dislike about Fathom?** In the Forecast view, I can’t select a custom date range to view. **What problems is Fathom solving and how is that benefiting you?** 3-way budgeting, and creating monthly financial packs much more efficiently ### 25. User-Friendly Experience with Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Phanindra G. | Financial Planning Analysis Lead, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 16, 2026 **What do you like best about Fathom?** User Friendly, and good customer support. **What do you dislike about Fathom?** Some of the integrations aren’t supported; for example, it doesn’t support Aucamatica. **What problems is Fathom solving and how is that benefiting you?** Reporting and Forecasting made very easy, and also i love Micro Forecasts ### 26. Easy to Use, Highly Customizable, and backed by Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 21, 2026 **What do you like best about Fathom?** It is easy to use, clear, and very customizable. The support team is also very helpful. - Melanie K. **What do you dislike about Fathom?** It can be a difficult to find some of the things you are looking for if you are just learning how to use it **What problems is Fathom solving and how is that benefiting you?** clearer oversight of business position ### 27. Great Product for Consolidating Monthly Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 02, 2026 **What do you like best about Fathom?** great product, helps us consolidated monthly **What do you dislike about Fathom?** Exchange rates cannot be set for budget. Eliminations should be done as if it was a finance system ie debit/credits **What problems is Fathom solving and how is that benefiting you?** Monthly consolidating and monthly reporting is easier to get out. We have much better visibility ### 28. Up-to-Date and Flexible—Great for Summarizing Data Across Software **Rating:** 5.0/5.0 stars **Reviewed by:** Tamara S. | Accounting Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 28, 2026 **What do you like best about Fathom?** Very up to date software, very flexible. It can help to summaries date from different software **What do you dislike about Fathom?** very sensitive. If it shows an error sometimes need spend time to fix it, or you need to know Fathom very well to figure it out. **What problems is Fathom solving and how is that benefiting you?** I am accountant, and I like it. I can get Summary reports very fast ### 29. Quick, Custom Client Reports Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 18, 2026 **What do you like best about Fathom?** The reports allow me to quickly create custom reports for my clients. **What do you dislike about Fathom?** Reporting dimensions are limited. For example, I can’t create reports with customer or vendor names. **What problems is Fathom solving and how is that benefiting you?** I can quickly create custom narratives and KPIs for complex clients, saving me hours of time. ### 30. Visual Clarity and Scenario Versatility with Room for Budget Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Dorian P. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 15, 2026 **What do you like best about Fathom?** I like the different scenarios that Fathom offers, especially the multi-scenario and driver option scenarios. The minor forecast feature is great too. I also really appreciate the visual aspect of Fathom; it's very clean and pleasing to look at. **What do you dislike about Fathom?** I probably dislike having to upload the budget through Excel. It would be better if it could be automated a little bit more. Maybe there could be a standard budget option that can be altered or adjusted from the actual flow through QuickBooks. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for detailed forecasts, improving cash flow and balance sheet management, KPI comparison, and monitoring cash burn rate. ### 31. Strong Templates, Easy to Use, and a Flexible Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 01, 2026 **What do you like best about Fathom?** Strong templates, ease of use, data integrity and flexibility of platform. Support has also been helpful **What do you dislike about Fathom?** Some additional flexibility in the Chart of accounts groupings could be helpful (eg where to record depreciation in/out of operating profit **What problems is Fathom solving and how is that benefiting you?** Consistency of reporting through template standardization ### 32. Excellent Product Quality and Standout Support **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Consultant, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 27, 2026 **What do you like best about Fathom?** The product quality is very good but the thing that differentiates this product is the support which is great. The new shapshot tool that has been introduced is also very helpful althought does not extend to all report types as yet. **What do you dislike about Fathom?** When dealing with multi company, multi tracking option clients it has been a long process to understand how to best structure companies and what the pit falls are. This area should have more attention. **What problems is Fathom solving and how is that benefiting you?** Business reporting and budget setting. The intergration with Xero is faultless and completely reliable. ### 33. Sleek, User-Friendly UI That’s Easy on the Eyes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 08, 2026 **What do you like best about Fathom?** It looks slick and a nice looking UI which makes it easier to use **What do you dislike about Fathom?** it is not as simple to upload and start using it **What problems is Fathom solving and how is that benefiting you?** we are using it to see the forecast for future years ### 34. I am an accountant and working with fathom has helped us alot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 21, 2025 **What do you like best about Fathom?** Shee was instrumental in helping us build a customized quarterly reporting template that aligned perfectly with our multi-state property and self-storage KPIs. Her responsiveness, technical insight, and collaborative approach made the process smooth and efficient. The final product elevated our reporting clarity and audit-readiness. Fathom itself is a fantastic platform — intuitive, powerful, and flexible. It allows us to benchmark performance, visualize trends, and present financials with precision. The ability to tailor reports to our operational needs has made it an essential part of our strategic toolkit. Highly recommended for any business serious about financial transparency and performance tracking. **What do you dislike about Fathom?** could have more customization maybe but not a big deal **What problems is Fathom solving and how is that benefiting you?** fathom is offering us the customization and helping us look at KPI's that helps us business grow ### 35. Interactive Reports and Metrics Elevate the Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Linda L. | Director of Finance, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 10, 2025 **What do you like best about Fathom?** The inclusion of additional metrics and interactive reports has enhanced the overall experience. These features provide more detailed insights and allow for a more engaging analysis process. **What do you dislike about Fathom?** I would prefer if the data could be uploaded seamlessly, without the need to run a connector each time. **What problems is Fathom solving and how is that benefiting you?** Fathom's platform offers a space to generate internal financial reports. ### 36. Saves Hours with Easy Reports, But QuickBooks Upload Can Be Clunky **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis B. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 31, 2025 **What do you like best about Fathom?** Very easy to use and it forms reports and presentations for ownership that are easy to understand, and take hours from my work each month. **What do you dislike about Fathom?** It can be clunky to upload from Quickbooks desktop, and any issues in the data create bad results. **What problems is Fathom solving and how is that benefiting you?** Generating monthly, quarterly, and annual reports now takes just minutes instead of hours spent doing everything manually. The visuals are appealing, and the explanations provided are clear and easy to understand. ### 37. Forecasting That Makes Work Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 14, 2026 **What do you like best about Fathom?** I love the forecasting feature. It makes my work easy. **What do you dislike about Fathom?** I hope they get to develop more financial integrations. **What problems is Fathom solving and how is that benefiting you?** Creating business plans ### 38. Fathom Elevates Client Reporting to a New Level **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 05, 2025 **What do you like best about Fathom?** Fathom has transformed our client reporting, from basic to extraordinary. We have received many compliments and other accolades about the quality of our financial reporting, thanks to Fathom. It also has allowed us to provide advanced services like 3-way forecasting and budgeting to our larger clients. **What do you dislike about Fathom?** At times the learning curve to get fully up to speed takes some time. That is because the feature set is so advanced and full. However, once you get there with help from the resource guides and the help desk folks, you will not be dissappointed. **What problems is Fathom solving and how is that benefiting you?** Advanced financial reporting for our larger clients. Also budgeting and forecasting, especially 3-way forecasting, is immensely helpful. The graphs and drag and drop reporting features really make things easier and more efficient for our team. ### 39. Highly Customizable Reporting with Impressive Visuals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 09, 2025 **What do you like best about Fathom?** It is very customizable and allows me to create reporting from KPIs that I create outside of my accounting software. The visuals are great too. **What do you dislike about Fathom?** It seems to be a big struggle to upload a budget for a future year, which is entirely the point. I am not budget for months already past. **What problems is Fathom solving and how is that benefiting you?** Consolidating my reporting in one place, with nice visuals. It allows me to convey the info to the end user in a way that is helpful and appealing to them, ### 40. Incredible Forecasting Tool with Real-Time Metrics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 18, 2025 **What do you like best about Fathom?** The forecasting took is incredible, it's user friendly but sophisticated in a way that allows a CFO to plan appropriately using scenario analysis, drivers and micro forecasts. The presentation and the metrics that can be viewed in real time as changes are made are a big plus too. **What do you dislike about Fathom?** So far nothing, but if I were to request an improvement it would be to see the percentage of revenue ratios when the forecast is rolled up quarterly and yearly. **What problems is Fathom solving and how is that benefiting you?** Live data and a huge reduction in creating spreadsheets which are more susceptible to errors. ### 41. Superb Forecasting Tool with Outstanding Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Marcantonio B. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 15, 2025 **What do you like best about Fathom?** I primarily use Fathom for forecasting, which simplifies the process and enhances collaboration with my team. I appreciate the customer service and the features the platform offers, as they greatly contribute to a positive user experience. I find the people who support us to be a standout aspect, making the entire setup easy and smooth. Their amazing assistance was pivotal during the initial setup phase. Everything works great with Fathom, and it integrates effectively with QuickBooks, enhancing our financial operations. **What do you dislike about Fathom?** I like everything. **What problems is Fathom solving and how is that benefiting you?** I find Fathom simplifies forecasting and enhances collaboration with my team. ### 42. Saves Time with Automated Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Laura U. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 05, 2026 **What do you like best about Fathom?** I like the automation features with QuickBooks Online because it saves me a lot of time and removes personal error. I also appreciate Fathom's built-in formulas and automations, as well as the reports it provides. **What do you dislike about Fathom?** It's a little complicated to learn at first. **What problems is Fathom solving and how is that benefiting you?** Fathom saves me time and removes personal error by automating manual updates and forecasting. Its integration with QuickBooks, built-in formulas, and automated reports enhance efficiency. ### 43. Intuitive and good customer support, but Limited Customisation Beyond Performance Reports **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 02, 2026 **What do you like best about Fathom?** Support staff is prompt, polite and helpful. UI is fairly intuitive and platform does what it advertises **What do you dislike about Fathom?** While its simplicity is its strength, Fathom isn't too customisable beyond producing performance reports. The format to upload data via excel is also a bit annoying **What problems is Fathom solving and how is that benefiting you?** Generates a quick overview that tracks performance ### 44. Time-Saving Financial Analysis with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob S. | FP&A Manager **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 10, 2025 **What do you like best about Fathom?** I use Fathom for forecasting, budgeting, and financial analysis and reporting, and I find it to be a real time saver compared to spreadsheets. I like its interface and ease of use, which doesn't sacrifice crucial features for accuracy. The reporting is easier and more streamlined, and the initial setup was easy. **What do you dislike about Fathom?** Maybe could simplify microforecasts and how everything is connected. **What problems is Fathom solving and how is that benefiting you?** Fathom saves time compared to spreadsheets and offers easier, more streamlined reporting. ### 45. Seamless, Easy-to-Use Interface with Great Visuals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 28, 2026 **What do you like best about Fathom?** Easy to use interface that flow seamlessly Good visuals **What do you dislike about Fathom?** Starter guide for newbies be good to have **What problems is Fathom solving and how is that benefiting you?** Yes all of reporting are there ### 46. Analysis UI/UX is good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 20, 2026 **What do you like best about Fathom?** The UI and UX are clear, and the product supports many integrations. **What do you dislike about Fathom?** The Ai tooling is improving but not quite there yet **What problems is Fathom solving and how is that benefiting you?** Clear reporting and UI is good ### 47. Feature-Rich Tool, But Custom KPIs Need Streamlining **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 23, 2025 **What do you like best about Fathom?** I love the Fathom Forcasting Tool! It's amazing and has to many features. **What do you dislike about Fathom?** That if I wanna add custom KPI's I need to add it for every client separate. **What problems is Fathom solving and how is that benefiting you?** Fathom is helping me create a snapshot of my clients financials in an organized and professional way. ### 48. Intuitive, Flexible, and Customizable Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 25, 2025 **What do you like best about Fathom?** Very intuitive...flexible and customizable. customer support is top notch. **What do you dislike about Fathom?** there is a learning curve to importing via excel but it is very manageable. **What problems is Fathom solving and how is that benefiting you?** Full spectrum of analytics...I really like the goal seek component and the ability to benchmark. we have linked it via reporting to a sophisticated reports, cost containment, and management package. it saves hours and hours of time! ### 49. Fathom Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 14, 2025 **What do you like best about Fathom?** The ability to consolidate Quickbooks data into meaningful Excel spreadsheets **What do you dislike about Fathom?** Tricky to program and adjust after budget lines are added or deleted. **What problems is Fathom solving and how is that benefiting you?** Consolidation of data into spreadsheets ### 50. Effortless Consolidation and Flexible Reporting Make This a Standout Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Railroad Manufacture | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 22, 2025 **What do you like best about Fathom?** The consolidation of multiple entities is very easy. Eliminations are plain to see and easy to operate. Data is free flowing and reporting is very flexible. User experience is great. **What do you dislike about Fathom?** The previous software I used was very clunky with a poor user experience. Fathom is lightyears ahead. I think the user experience in report making could be more 'fluid'. **What problems is Fathom solving and how is that benefiting you?** Faster reporting of financial data for leadership to see potential problems to pivot if required. - [View Fathom pricing details and edition comparison](https://www.g2.com/products/fathom/reviews?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-09-01+16%3A17%3A39+-0500&secure%5Bsession_id%5D=fd9f8f79-ca4c-4a42-acb4-3c2913e1a74b&secure%5Btoken%5D=18bf549058d1f7dd4c6d94557e158f9c9f6dd27680f728a8558801730f2c665c&format=llm_user) ## Fathom Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods - Real-Time Data **Data Management** - Data Import - Data Consolidation - Data Validation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Financial Planning** - Extended Planning - Reporting - Integration - Self-Service Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning - Budgeting/Forecasting **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates - Real-Time Data **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI - Generative AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards - Approval Process Control **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking - Financial Analysis **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Additional Functionality** - Predictive Analytics - Multi-Language - Generative AI - Currency Management - AI Copilot - User Management - Project Management - Risk Management - Real-Time Analytics - Audit Trail - Tax Management - Investment Management - Transaction History - Data Import/Export - Fixed Asset Management - Mobile Access - Transaction Monitoring - API - Project Time Tracking - Projections - Consolidation/Roll-Up - General Ledger - Purchasing & Receiving - Real-Time Monitoring - Configurable Workflow - Dashboard Creation - Accounting - Electronic Payments - Revenue Recognition - Invoice Management - Compliance Management - "What If" Scenarios - Workflow Management - Multi-Currency - Planning Tools - Visual Analytics - Cash Management - Customizable Reports - Bank Reconciliation - Invoice Processing - Multi-Company - For Investors & Traders - Expense Tracking - Purchase Order Management - Access Controls/Permissions - Activity Dashboard - Reporting/Analytics - Alerts/Notifications - Billing & Invoicing - Receipt Management - Profit/Loss Statement - Income & Balance Sheet - Cash Flow Management **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Additional Functionality** - Data Visualization - Purchase Order Management - Expense Management - Ad hoc Reporting - Multi-Company - Profit/Loss Statement - Workflow Management - Access Controls/Permissions - Customizable Reports - Forecasting - Dashboard Creation - Self-Service Reporting - Multi-Currency - Financial Management - "What If" Scenarios - Asset Lifecycle Management - Strategic Planning - Visual Analytics - Billing & Invoicing - Real-Time Reporting - Reporting/Analytics - Receipt Management - Scenario Planning - Alerts/Notifications - Collaboration Tools - Version Control - Activity Dashboard - General Ledger - Third-Party Integrations - Consolidation/Roll-Up - Drag & Drop - Income & Balance Sheet - Multi-Department/Project - Accounting - API - Chart of Accounts - AI Copilot - Cash Management ## Top Fathom Alternatives - [Jirav](https://www.g2.com/products/jirav/reviews) - 4.7/5.0 (195 reviews) - [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) - 4.8/5.0 (76 reviews) - [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) - 4.8/5.0 (60 reviews)