Fathom Reviews & Product Details

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.

Seller

Fathom Applications

Discussions

Fathom Community

Solution Type

All-in-One

Used by QuickBooks Workforce and 2 others

Beta

Pricing

Pricing provided by Fathom.

Starter

$59.00

Per Month

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Fathom Integrations

(21)

Verified by Fathom

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Fathom Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Fathom, and what problem is it built to solve?

Fathom is a financial analysis and management reporting platform that helps businesses track, understand, and improve financial performance. It supports that work with customizable reports, dashboards, and visualizations for analyzing financial information and informing decisions.

What company sizes and industries is Fathom the best fit for?

Fathom’s reviewer-reported users cluster most strongly among small businesses, with mid-market and enterprise organizations also represented. Accounting is a prominent industry, alongside financial services, technology, and consulting.

How long does it take to implement Fathom across a team?

Implementation is most commonly reported as taking less than a month, though some teams describe a quicker start and others a longer rollout. The reported ranges break down like this:

What customer support options does Fathom provide, and how do users find the overall support experience?

Support is available through a knowledge base, FAQs and forums, and email or help-desk channels. The support experience comes across as a strength: users describe responses as prompt, knowledgeable, and helpful, including during setup and when resolving product questions.

What is the experience like for teams switching to Fathom from another tool?

Switching to Fathom has been driven by a need for clearer reporting, more useful forecasting and consolidation, and a smoother experience than spreadsheet-heavy processes or other financial reporting platforms. The change can mean adjusting to a new reporting setup, but users describe gaining more flexible reports and easier ways to bring financial performance into view.

What tools and platforms does Fathom integrate with, and how do these integrations help users get more value from the product?

Fathom offers 21 integrations, and users most often describe connections with accounting systems and spreadsheet tools.

What features or capabilities could make Fathom even more useful?

Users value Fathom’s reporting and forecasting, while identifying opportunities to make the product more flexible and efficient. Improvements that could make it more useful include:

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Bipin A.

Financial Accountant

Small-Business (50 or fewer emp.)

10/27/2026

"Seamless Xero Integration and Powerful Consolidated Reporting Across Entities"

5/5

What do you like best about Fathom?

What I like most about Fathom is its seamless integration with Xero and its ability to consolidate financial data from multiple entities into one place. As we operate across different countries, the consolidated reporting and divisional analysis features are particularly valuable for tracking performance across markets. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

One area that could be improved is the Excel import process for eliminations. I have occasionally encountered an issue where Fathom says the title or company name in the elimination file does not match, even when the file appears to be set up correctly. I eventually found a workaround, but the process was not very intuitive. Review collected by and hosted on G2.com.

What problems is Fathom solving and how is that benefiting you?

Fathom is helping us solve the challenge of consolidating financial data from multiple entities and turning it into management-friendly reporting. Instead of relying heavily on manual Excel consolidation, we can bring our Xero data together, analyse performance across different markets, and present results in a much clearer way. The main benefit is time savings and better visibility. It makes it easier to understand profitability, compare performance across markets, and prepare professional reports for management and stakeholders without spending as much time building everything manually. Review collected by and hosted on G2.com.

Kieran K.

Business Advisory Group Advisor

Mid-Market (51-1000 emp.)

10/21/2026

"Tailored Financial Storytelling with Clear Client Performance Insights"

4.5/5

What do you like best about Fathom?

I like the detailed overview it provides for my clients regarding their financial performance. I also enjoy using Fathom as a financial storytelling tool, especially because the reports and formats can be tailored so I can share the most relevant and informative information. I regularly use the import feature from Excel and I find this an easy and intuitive tool to use. The Xero connection is also something I use and thoroughly enjoy its easy use. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

I dislike the fact that excel imports can sometimes be rather complicated given the sheets to import. Sometimes it can take a long time to get financials onto fathom due to a lengthy and cumbersome import process. Review collected by and hosted on G2.com.

Kelvin N.

Small-Business (50 or fewer emp.)

Originally submitted 10/18/2026

"Responsive Global Support and Seamless Xero Integration"

4.5/5

What do you like best about Fathom?

The customer service team is highly responsive, with support coverage across the globe that provides near 24-hour assistance on business days. In addition, the team is knowledgeable and able to resolve most of my queries effectively.

The integration with Xero is straightforward and seamless, making it easy to synchronize financial data efficiently. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

The reporting functionality is generally effective, though there is an opportunity to enhance flexibility in table layouts, customization options, and number formatting. Additional table design capabilities, similar to those available in Excel, would further improve the user experience. Additionally, Budget is currently limited to financial data, requiring non-financial metrics to be managed through the Target function. Greater integration of both financial and non-financial data via Budget would be beneficial. Review collected by and hosted on G2.com.

Lynda S.

Small-Business (50 or fewer emp.)

10/30/2026

"Fathom and Xero together will end your reporting nightmares"

4.5/5

What do you like best about Fathom?

It integrates with Xero and has so much potential. Learning the system and figuring out how to build reports can be tricky, but I’m at that stage now, and it’s amazing what it can do. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

I don’t know much about Fathom yet, but with practice I’m confident it will make my life a lot easier. I used to do my reporting in spreadsheets, and adding new account codes is not fun. Being able to see how I can get my message across to trustees feels much more productive. Review collected by and hosted on G2.com.

Lee R.

Small-Business (50 or fewer emp.)

9/28/2026

"Streamlined Month-End Reporting with Great Support and Time-Saving AI Writer"

5/5

What do you like best about Fathom?

Streamline month end Board Reporting, time saver. Prepare budgets and Cashflow easily. Support is great. I have started to use the AI report writer which will save further time and prompt further discussions. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

Nothing really, only issue is trying to work out what to include in reports when there is so much scope and variation. I find it hard to leave things out of my month end reports as there is so much available. I would like it if I could update an ai generated written report for the next month, as it creates the calculations but I often edit the ai wording, but I cannot just update those ai calculations/equations to re use my report from the prior month. Review collected by and hosted on G2.com.

Elmer L.

Financial Accountant

Mid-Market (51-1000 emp.)

9/8/2026

"Consolidated Reporting and Management Insights"

5/5

What do you like best about Fathom?

Fathom is a useful reporting and analysis tool that provides a clear overview of the company’s financial performance, including key trends, profitability, cash flow and KPIs. It helps simplify financial information and makes it easier for management to identify key movements and areas requiring attention. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

One limitation of Fathom is the handling of multi-period data. The availability and accuracy of historical monthly reporting depend on transactions being recorded in the relevant periods. If there are gaps in the source data, Fathom cannot provide a complete comparison across all periods, which can make trend analysis and historical reporting less useful. Review collected by and hosted on G2.com.

What problems is Fathom solving and how is that benefiting you?

Fathom helps address the challenge of consolidating financial information from multiple entities into a single, clear management view. It reduces the manual effort required to prepare consolidated reports and allows management to analyse the Group’s overall financial performance, cash flow, KPIs and trends more efficiently. Review collected by and hosted on G2.com.

Kirsty A.

Mid-Market (51-1000 emp.)

10/26/2026

"Detailed Insights in One Place with Effortless Data Imports"

4.5/5

What do you like best about Fathom?

Fathom provides a lot of detailed information and figures in one place, making analysis much easier. I also find it very user-friendly as the data can be imported quickly and easily. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

Some of the reports and features can take a bit of time to get familiar with due to the amount of detail available. Review collected by and hosted on G2.com.

What problems is Fathom solving and how is that benefiting you?

Fathom is solving the challenge of turning financial data into meaningful insights. It helps me quickly analyse a client's performance, identify trends and understand the key drivers behind the figures. This saves time compared to manually reviewing reports and allows me to provide more informed commentary and recommendations. Review collected by and hosted on G2.com.

Ina N.

Small-Business (50 or fewer emp.)

10/14/2026

"Outstanding Customer Support and a User-Friendly Experience"

5/5

What do you like best about Fathom?

I’m extremely impressed with Fathom’s customer support. They assisted me immediately and kept me informed throughout the entire process until the issue was resolved. Fathom is also very user-friendly, and I’ve rarely needed to contact support. However, whenever I have needed assistance, the service has been prompt, professional, and excellent. Highly recommended! Review collected by and hosted on G2.com.

What do you dislike about Fathom?

It’s not always easy to change the existing format of a current financial statement template. I think I just need to read up a bit more on it first. Review collected by and hosted on G2.com.

Cheryl D.

Director

Small-Business (50 or fewer emp.)

11/3/2026

"Seamless Xero Integration with Professional Forecasts and Business Plans"

5/5

What do you like best about Fathom?

I love that it connects to my Xero partner program software. We integrate all our systems with Xero, so this is a great plus point for us. It takes the data we input and reconcile on a daily basis and allows us to then take the Xero book-keeping software to another level with advanced 3 year cashflow forecasts, business plans, revenue decks. All which look very professional for us to provide to our clients. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

We think it is a good all round program. Review collected by and hosted on G2.com.

Michael B.

Small-Business (50 or fewer emp.)

10/12/2026

"Flexible, Easy-to-Use, and Backed by Great Support"

4.5/5

What do you like best about Fathom?

It's flexible and allows me to prepare and present data in whatever way I need to for each my unique clients. UI is easy to navigate. The support is great...they are always ready to help. The pricing really works for my advisory practice. Review collected by and hosted on G2.com.

What do you dislike about Fathom?

There is really nothing I dislike. Sometimes it takes me a minute to figure out how to find things in the system, but once I do, it generally makes sense. Review collected by and hosted on G2.com.