Fathom Reviews & Product Details

What I like most about Fathom is how seamlessly it captures and summarizes meetings without needing any manual effort. It takes really accurate notes, highlights key moments, and automatically creates action items, which saves a ton of time after calls. I also like how it integrates well with tools like Zoom and makes it easy to share clips or summaries with the team. Review collected by and hosted on G2.com.

One downside is that the summaries can occasionally miss context or require slight edits, especially for more complex or technical discussions. Also, depending on the call quality or accents, the transcription might not always be 100% accurate. It’s not a dealbreaker, but you still need to quickly review before sharing externally. Review collected by and hosted on G2.com.

I find Fathom very helpful, especially for its forecasting features. We use the forecast mostly to make our budget at the end of the year. It's easy having the rolling 12 months imported; then Fathom calculates what it thinks the forecast is which we can easily update. The reporting functions are very easy to use to make custom reports which can be shared with the team. I also like that Fathom imports class data with actuals and budget. The integration with QuickBooks works really well, especially bringing in the budgets and the AR/AP. The initial setup was very straightforward, and there's a really helpful user guide on each new page you visit, making it easy to navigate. The customer support team is incredibly helpful, responsive, and quick, solving all my issues. It's usually the same few people you're chatting with, which I find reliable. Review collected by and hosted on G2.com.

I really wish Fathom had the ability to bring in vendors or customers because often you want to drill into that detail within the Analysis tool. Review collected by and hosted on G2.com.

I’m a huge fan of how versatile Fathom’s tables, charts, and linked metrics are for my regular reporting cycles. The live chat support function is also a big win; when I reach out for help, I can count on having someone real on the other end within 10–15 minutes. Review collected by and hosted on G2.com.

Some areas of Fathom feel a bit too rigid. I’d like to be able to build truly bespoke tables and reports, rather than having to work within the confines of the canned reporting tools that are available. That said, the Fathom team is always open to product improvement ideas, and there does seem to be a way to solve any problem you might run into - even if that means building a bespoke table or chart externally and then pulling it into the pack as an image. Review collected by and hosted on G2.com.

The key advantage is that it can connect to your accounting system to pull the data and generate visual reports without spending excessive time designing charts or templates. You also have the ability to produce forecasts using smart predictions that automatically adjust for future months, eliminating the need to update each period manually. In addition, you can build scenarios or a main forecast to see how the numbers might behave under various assumptions, and you can toggle these on and off as needed without having to continually redo everything from scratch. Oh, and the service is great. They are there for whatever you need and provide exceptional guidance. Review collected by and hosted on G2.com.

I work from Latin America, and it would be helpful to have the articles in Spanish. I wasn’t pleased that images couldn’t be added before, but now that it’s possible, that’s excellent. Review collected by and hosted on G2.com.

I love how easy it is to use and how beautiful the reporting looks. My reports look polished and professional. The software our company uses has very bad reporting in it which is not usable in any way really so I like that Fathom can present our information in an easy to understand way and has many different charts, KPIs etc that help with clear presentation. Review collected by and hosted on G2.com.

A downside for me is that it doesn't integrate with MYOB EXO, but to be fair not much integrates with it - I just import numbers manually which adds an extra step but I don't mind terribly. Review collected by and hosted on G2.com.

Fathom makes creating projections so efficient. Once I build the micro forecasts and configure my scenarios, I get instant visibility into the impact of a sales campaign, new hire, etc. I was able to determine the best plan forward based on analyzing various scenarios or "what ifs." The initial setup was quite easy. Review collected by and hosted on G2.com.

I'm still in the process of learning how to take advantage of its capabilities. Review collected by and hosted on G2.com.

I really like how intuitive Fathom is as a reporting platform. It automates our month-end close and provides customized and detailed reports, which helps our clients understand their business operations better. The customer support is amazing, with agents responding in about ten minutes with detailed, thoughtful answers. I also highly recommend the customer service. The customization of the reports is great, and I find Fathom quite user-friendly. The value I'm receiving is very high compared to what we were spending with Jirav for the same functionality. I also really like the KPIs. Review collected by and hosted on G2.com.

I don't think Fathom handles and forecasts accruals very well. It struggles with things like revenue recognition and prepaid expenses — basically anything that needs to be accrued over time. It just doesn't do a great job with these. We often need to use some workarounds to get it to work, and while the support team has helped us find solutions, they're not always ideal. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I can't think of any thing! Review collected by and hosted on G2.com.