Fathom Features
Financial Insight (3)
Budgeting
Based on 11 Fathom reviews. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting
Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. 11 reviewers of Fathom have provided feedback on this feature.
Planning
As reported in 11 Fathom reviews. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.
Data (4)
Data Visualization
As reported in 11 Fathom reviews. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis
Scours data for actionable insights. 12 reviewers of Fathom have provided feedback on this feature.
Custom Reporting
As reported in 12 Fathom reviews. Allows users to customize their own reports according to business needs.
Reporting Templates
Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. This feature was mentioned in 11 Fathom reviews.
Status Communication (4)
Collaboration
Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. 11 reviewers of Fathom have provided feedback on this feature.
Version Control
As reported in 11 Fathom reviews. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates
Based on 11 Fathom reviews. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards
As reported in 11 Fathom reviews. Displays and shares company performance data to increase transparency across the board.
Budget Creation (6)
Data Import
As reported in 17 Fathom reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data
Budget Hierarchies
Define budget structure elements and how they are linked hierarchically This feature was mentioned in 15 Fathom reviews.
Versioning
Keeps track of all versions of a budget and allows users to compare versions 15 reviewers of Fathom have provided feedback on this feature.
Formulas
Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues 16 reviewers of Fathom have provided feedback on this feature.
What-If
Based on 16 Fathom reviews. Test the potential financial impact of business decisions on revenues and expenses
Budget Periods
Users can customize standard budget periods (3, 9, or 12 months) This feature was mentioned in 16 Fathom reviews.
Budget Management (3)
Consolidation
Based on 16 Fathom reviews. Consolidate multiple budgets from different departments or business entities
Adjustments
Users with administrative access rights can modify budgets 16 reviewers of Fathom have provided feedback on this feature.
Workflows
Workflows are used to define the steps required to alter budgets and who needs to approve changes This feature was mentioned in 16 Fathom reviews.
Forecasting (5)
Historical Data
Forecasting is based on past transactions and historical financial or operational data 16 reviewers of Fathom have provided feedback on this feature.
Reforecast
Based on 16 Fathom reviews. Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts 16 reviewers of Fathom have provided feedback on this feature.
Rolling Forecasts
As reported in 16 Fathom reviews. Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns This feature was mentioned in 13 Fathom reviews.
Analytics (7)
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers. 17 reviewers of Fathom have provided feedback on this feature.
Forecasts Comparison
As reported in 16 Fathom reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data This feature was mentioned in 17 Fathom reviews.
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
Reports
Generate cash flow reports in order to see where money is coming in and where it's going
Forecast Comparison
Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Data Management (3)
Data Import
As reported in 21 Fathom reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Data Consolidation
Data from multiple systems can be centralized into a single repository 21 reviewers of Fathom have provided feedback on this feature.
Data Validation
Financial data can be validated to avoid duplicates and errors This feature was mentioned in 21 Fathom reviews.
Reporting Structure (3)
Reporting Hierarchy
Based on 22 Fathom reviews. Administrators can define and manage the reporting structure and access rights to each report
Report Templates
As reported in 22 Fathom reviews. Templates that can be used to create new reports without starting from scratch
Report Types
Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date 22 reviewers of Fathom have provided feedback on this feature.
Standard Analytics (4)
Standard KPIs
Include most common financial KPIs such as gross and net profit margin, or working capital 22 reviewers of Fathom have provided feedback on this feature.
Standard Reports
As reported in 21 Fathom reviews. Standard financial reports are provided out of the box
Financial Statements
Ability to analyze financial statements such as income statement and balance sheet 22 reviewers of Fathom have provided feedback on this feature.
Drill Down
Based on 21 Fathom reviews. Users can drill down to the detail level of each transaction or financial entry
Custom Analytics (5)
Dashboards
Dashboards can be customized to display different types of data from various sources 22 reviewers of Fathom have provided feedback on this feature.
Custom KPIs
Based on 22 Fathom reviews. Users can modify standard financial KPIs and metrics
Custom Reports
As reported in 21 Fathom reviews. Allow users to edit reports and to combine multiple reports
Self Service
Based on 21 Fathom reviews. A dedicated portal for external users with limited access to the system
Multiple Entities
Based on 15 Fathom reviews. Monitors the financial performance of multiple entities
Cash Flow Management (3)
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Income and Expenses
Add one-time or recurring items to your cash flow and add line items for each payment or deposit.
Track Cash Flow
Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.
Cash Flow Forecasting (5)
Historical Data
Cash flow forecasting is based on past transactions and historical financial or operational data
Reforecast
Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns
Financial Data Transfer (5)
Data Transfer
Automates the transfer of data between an organization's ERP system and its bank
Data Exchange
Streamlines the exchange of information between internal systems
Reporting
Automatically extracts data required for cash forecasting and liquity reporting
Access
Restricts access to certain users within an organization, or provides access for third parties
Integration
Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software
Financial Planning (3)
Extended Planning
Analysis that creates business plans outside of finance, including sales, marketing, or HR. 11 reviewers of Fathom have provided feedback on this feature.
Reporting
Reports on departmental KPI metrics measured against targets. This feature was mentioned in 11 Fathom reviews.
Integration
As reported in 11 Fathom reviews. Consolidates planning processes across an organization into a single solution.
Agentic AI - Cash Flow Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - FP&A (Financial Planning & Analysis) (2)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Budgeting and Forecasting (3)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Financial Analysis (2)
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives





