--- title: Fathom Reviews meta_title: 'Fathom Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 139 reviews by the users' company size, role or industry to find out how Fathom works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 139 scale: '5' date_modified: '2026-09-30' 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:** 4.6/5.0 **Total Reviews:** 139 **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. User Friendly, Highly Customisable Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Rone d. | Client Manager, Small-Business (50 or fewer 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:** August 24, 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?** Fathom has a vast array of reporting tools that you can customise yourself. This ranges from tables and graphs you can build, Non-financial reporting data in tables or graphs (you can choose), KPI's etc. **What do you dislike about Fathom?** Since the data synchronises every day - it would be great if I can build a report for month end, but in that same report I could ad the actual Debtors outstanding as at the reporting date. I always need to export this manually from the accounting software and then add it manually into the report. I mean the data synchronises up to that date... **What problems is Fathom solving and how is that benefiting you?** I've used a lot of reporting tools, and I always run into one of two problems: They're either way too complex, which I've found makes building a customer report near impossible. You need to almost be a software developer to be able to use and apply these tools. Or on the other hand they've attempted to be too used friendly, which means they limit you in what you can ad or view in tables (especially). Usually this means that you can only build non-financial data in a graph but not a table. Fathom is honestly very user friendly, easy to navigate and understand and allows freedom to build whatever data you think is important for the client to view. ### 2. Easy Business Forecasting at a Competitive Price, with Fantastic Support **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew J. | Finance Director and Vice Chairman, 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:** September 11, 2026 **What do you like best about Fathom?** Very easy to follow and process what is required for forecasting your business. The price is reasonable for the amount of info the system can generate and is competitive in the market place. I don't use the account integration as our software is not compatible. The support received has been fantastic throughout **What do you dislike about Fathom?** Several elements could do with developing in the product. Mainly it would be nice to have direct entry in all the areas not just certain areas as entering individual journals for each individual month is time consuming **What problems is Fathom solving and how is that benefiting you?** Allows me to effectively forecast the future of the business to track cash flow and profits ### 3. Fathom Makes Consolidations Easy with Exceptional Customer Support **Rating:** 4.5/5.0 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 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:** August 12, 2026 **What do you like best about Fathom?** Fathom is super helpful in preparing complex consolidated financials. I have been pleased with the ability of the software to handle eliminations and non-controlling interest. But most of all, I have been very impressed by the customer service. Specifically, I reached out to them with help implementing non-controlling interest into my consolidation and they actually understood the question and had recommendations for the best way that it could be incorporated into my report. Similarly, when I wanted to build custom reports, they got on a call with me and showed me how to create custom KPIs and then use those to build out a report that looked exactly like I was hoping for. I was impressed by the knowledge of their help desk staff! **What do you dislike about Fathom?** Unfortunately, Fathom brings in all Archived accounts from Xero's chart of accounts and there is no way to hide these accounts. This is a bummer if you have a lot of accounts that have historical data you want to keep but that are not relevant to you during the current statement period. When adding new accounts within a consolidation, you must classify the new accounts in the underlying company, then again in the consolidating entity. This can take a long time when there are tons of old accounts taking up space in the chart of accounts in both spots. It would be nice if they made a way to archive accounts in Fathom so you could clean up the chart of accounts view. **What problems is Fathom solving and how is that benefiting you?** With multiple entities being tracked separately within Xero, Fathom is the only way we can see the full picture of what is happening across all entities. it is imperative for us to have Fathom in order to create the consolidated financials, and once the initial reports have been created, it all happens with just a few clicks of the buttons! ### 4. Customizable Reports That Auto-Update and Save Us Hours **Rating:** 4.0/5.0 stars **Reviewed by:** Danilo G. | Senior Accountant, 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:** September 03, 2026 **What do you like best about Fathom?** The most helpful item in Fathom is its reporting feature, I can make a customized report (i.e. contribution margin P&L) and it automatically updates each month with the new data. This saves my team so much manual work and time **What do you dislike about Fathom?** Fathom is restricting with its customization. For example, I cannot compare a rolling 12 month period with its prior period. My company's use is more FP&A focused and we need as much customization as possible. Also, I don't like that I cannot have customer level data, only class level data. **What problems is Fathom solving and how is that benefiting you?** Fathom is solving the reporting automation for our company ### 5. Clear, Visual Management Reports with Powerful Historical Comparisons **Rating:** 4.0/5.0 stars **Reviewed by:** Sue W. | Mid-Market (51-1000 emp.) **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:** September 08, 2026 **What do you like best about Fathom?** It can easily produce management reports in visual formats that can allow me to present to my clients in a clear format, and we can track this each period. I can also compare historical data and still use the report to project future financial estimates. **What do you dislike about Fathom?** I think there are some rigidities about the report that can be improved. In terms of how it can be used to present certain information especially personal info for the clients it doesnt do that as well. It also syncs to only a few products, would be good to have it sync to more products like BGL 360, simple invest **What problems is Fathom solving and how is that benefiting you?** It allows us to present meaningful financial results to our clients in a clear concise report consistently. Saves us time from doing it manually ### 6. Solid Custom Reporting with Sync to QBO & Excel but Forecasting Could Be More User-Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Dan S. | Fractional CFO & Controller for Conscious Businesses & Nonprofits, 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 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:** September 24, 2026 **What do you like best about Fathom?** The reporting features and customization are solid, and I like that it stays connected to QBO so it can pull data directly from there. It’s also helpful that I can add non-financial KPIs through Google Sheets and keep everything in sync. **What do you dislike about Fathom?** The forecasting module feels clunky to me. I much prefer working in Google Sheets or Excel, where everything is more customizable and I can adjust things the way I want. **What problems is Fathom solving and how is that benefiting you?** Mainly in report presentation to clients who want something pretty and presentable. ### 7. Strategic Finance Made Easy—Backed by Exceptional Human Support **Rating:** 4.5/5.0 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. **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:** August 13, 2026 **What do you like best about Fathom?** Fathom is very good for its strategic finance functionality. As a small business owner, it allows me to keep on top of the company finances without having to go obscure Xero work, asking CFOs or accountants to do things. But actually the thing I like best about Fathom is its customer support. As a non-finance expert using a robust finance tool, their team are extremely response, patient, helpful and actual humans, and their help pages are good too. **What do you dislike about Fathom?** From the perspective of a non-accountant, Fathom is good for strategic views but for me at least, is not great for things like detailed cashflow analysis or really understanding what is driving costs. **What problems is Fathom solving and how is that benefiting you?** The main problems it solves for me: Reviewing current financial performance vs planned financial performance, and helping me see predicted financial performance based on scenarios. ### 8. Effortless Reporting with Stunning Clarity **Rating:** 5.0/5.0 stars **Reviewed by:** Kara T. | Expert Bookkeeper, 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:** July 11, 2026 **What do you like best about Fathom?** I use Fathom for reporting, forecasting, and analysis for my clients. It makes it easy to create beautiful, nicely structured reports, offering a great balance of structure and flexibility. I really like how easy it is to create a gorgeous, crystal-clear presentation of all the financial information I need. Even though there's a bit of a learning curve, it's pretty intuitive, and the documentation is solid. The little info buttons that offer details when you hover over them make learning by exploring easy. The initial setup of Fathom was very easy and painless. **What do you dislike about Fathom?** There is a bit of a learning curve, but honestly, it is pretty intuitive and the documentation is solid. I would love integrations with other apps as well, maybe Shopify. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for reporting, forecasting, and analysis. It makes it easy to create beautiful, nicely structured reports with a great balance of structure and flexibility, offering a crystal-clear presentation of financial information. ### 9. Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy L. | CFO, Mid-Market (51-1000 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:** June 12, 2026 **What do you like best about Fathom?** The integration with Quickbooks is very easy to set up and maintain. Fathom has exceptional financial reporting capabilities. We also use it for tracking financial and non-financial KPIs. **What do you dislike about Fathom?** It can be a bit difficult to navigate at first, and it isn’t as intuitive as some other software I’ve used. Once I got familiar with where everything is, though, I haven’t had any issues. **What problems is Fathom solving and how is that benefiting you?** The biggest issue it solved for us was high-level financial reporting. All of our Board of Director reporting lives in Fathom, and it’s easy to maintain and keep up to date. We have had comments from board members about how great our reporting is. They have a hard time believing we use QuickBooks with the reporting we give them from Fathom-QuickBooks integration. ### 10. Powerful Forecasting, But Pricey Investment **Rating:** 5.0/5.0 stars **Reviewed by:** Earline S. | Small-Business (50 or fewer emp.) **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:** July 05, 2026 **What do you like best about Fathom?** I find Fathom's powerful forecasting module incredibly valuable. It really helps in transforming complex financial data into highly visual and actionable client insights, which is essential for my work. I also appreciate how the platform maps out future cash runway, allowing me to easily incorporate specific business events, like planned equipment purchases or new hires, directly onto a visual timeline. This aspect is incredibly impactful for my planning processes. **What do you dislike about Fathom?** On the downside, Fathom is definitely an expensive software investment. And the licensing fees can feel quite steep, especially when you are trying to scale it across a large diverse client or portfolio with varying budgets. **What problems is Fathom solving and how is that benefiting you?** Fathom solves the massive bottleneck of manual cash flow forecasting with a powerful forecasting module. It turns complex financial data into visual, actionable insights, mapping out future cash events like purchases or hires on a timeline, making client advisory sessions impactful. ### 11. Clean, Intuitive UI with Strong Accounting Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Steven M. | Partner, Accounting, Mid-Market (51-1000 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 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:** August 06, 2026 **What do you like best about Fathom?** The user interface is clean and clear to understand and follow. Its makes it easy to navigate. It has a number on intergrations with martket leading accountancy packages, enabling us to handle a portfolio of clients with differing software. **What do you dislike about Fathom?** At this moment in time nothing, any suggestions i have had about features or improvements have already been in development and have been release fairly shortly afterwards. **What problems is Fathom solving and how is that benefiting you?** Fathom allows a consistent approach to tasks such as management accounts and forecasts. This consistency ultimately saves us time in the preparation on the reports. ### 12. Powerful Assumptions and Sub-Department KPI Tracking Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Amy F. | Strategic Development Manager, Mid-Market (51-1000 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:** May 20, 2026 **What do you like best about Fathom?** I really love the range of assumptions on the profit and loss statement, and how easy it is to refer to your assumptions. I also really like the ability to write KPIs on a sub-department level, which is good for department managers. **What do you dislike about Fathom?** I don't understand where and when to use Driver's and I don't like the balance sheet budgeting. I find the journals and schedules frustrating for existing loans that are partially through payment. And I don't like that there aren't good options for projecting inventory by subdepartment. **What problems is Fathom solving and how is that benefiting you?** As soon as I master the balance sheet projecting, I love that I will be able to have a reliable cash flow projection that changes as I forecast an operational improvement plan in my P&L. That's really powerful for management. ### 13. Powerful Forecasting, Great Support, and Seamless QuickBooks Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher O. | FP&A 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 LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 11, 2026 **What do you like best about Fathom?** Forecast module is a powerful utility; Custom report creation; QuickBooks app integrations. Frequent updates increasing overall performance. Competitive pricing. Customer support sets the bar. User interface is very functional for our advisory services. **What do you dislike about Fathom?** Limitations to the graphic label/legend modification. An example, line graphs visualizing rolling twelve month where axis labels report in thousands (e.g. 1k, but preference would be full value 1,000). **What problems is Fathom solving and how is that benefiting you?** Forecasting annual budget publication to client(s). Interim forecast edits award our advisory firm scenario comparison. It also affords tax planning projection capabilities. ### 14. Best tool for Budgeting, Forecasting, and Reporting on all your entities **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathan C. | Director, 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:** September 07, 2026 **What do you like best about Fathom?** Syncs with Xero, Budgeting, Forecasting (especially P&L and Cashflow), Reporting **What do you dislike about Fathom?** No integration available with Unleashed which would be very helpful for Forecasting, No API available either for better integration (e.g. additional external source of data) **What problems is Fathom solving and how is that benefiting you?** Forecasting our Cashflow position for as far as we feed the data into the system, Following up our position vs. targets, Reporting for all our entities and consolidated view as well. ### 15. Seamless Meeting Summaries and Action Items—Accurate Notes Without the Effort **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas L. | Account Executove, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **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:** March 19, 2026 **What do you like best about Fathom?** 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. **What do you dislike about Fathom?** 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. **What problems is Fathom solving and how is that benefiting you?** Before using Fathom, a big challenge was trying to stay engaged in meetings while also taking notes and making sure nothing important was missed. It was easy to lose key details or spend extra time after calls writing summaries and follow-ups. Fathom solves that by automatically recording, transcribing, and summarizing meetings. It lets you focus fully on the conversation instead of multitasking. After the call, you instantly have a clear summary with key points and action items, which saves a lot of time. It’s especially helpful for sharing insights with the team—whether it’s handing off a deal, looping in someone who missed the call, or quickly reviewing what was discussed. Overall, it makes meetings more productive and removes a lot of manual work. ### 16. Powerful Forecasting, Needs Better Budgeting Scenarios **Rating:** 5.0/5.0 stars **Reviewed by:** Pieter B. | 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 28, 2026 **What do you like best about Fathom?** I find Fathom quite valuable for building long-term cash flows and preparing reports for the Financial Conduct Authority in the UK. It's great for creating a three-year monthly plan. I appreciate that it lets me import data and quickly spot trends over time, which helps identify weaknesses and areas that need development. Once I got the hang of it, it's pretty quick to use. I really like the graphics, which allow me to set up my own colors and branding. Pictures tell a thousand words, and Fathom captures that perfectly. **What do you dislike about Fathom?** Sometimes the budgeting isn't straightforward, especially creating scenarios for adding extra employees and associated costs. That doesn't work particularly well for me, and I struggle with it. Also, the initial setup was painful because it involves quite a bit of learning, but it improves with usage over time. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to import data and quickly see trends, identify weaknesses, and prepare for financial conduct authority reporting. It helps me build long-term cash flows and forecasts efficiently. ### 17. Simple Xero Integration, Dynamic Dashboards, and Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | 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 27, 2026 **What do you like best about Fathom?** Simple, straightforward integration with Xero actuals. The interface is user-friendly and includes features that support strong forecasting and reporting. The dashboards and templates are dynamic, with plenty of options to customise depending on the use case. Webchat support is consistently responsive and helpful. We moved from CastAway to FATHOM for a fraction of the price and haven’t looked back. **What do you dislike about Fathom?** Linear regression calculations have proven virtually useless for us when forecasting; however, there are enough alternative options available without it. The report charts offer decent options, with some limitations (for example, stacked bars aren’t possible in a combined chart with line graphs). More control when formatting reports would also be welcome. In addition, custom periods in report charts feel inconsistent. For instance, selecting “2 prior periods” includes the current period in some charts, while in others “2 prior periods” are shown in addition to the current period. Some UI features also aren’t consistent across the tool. For example, grab handles appear in the Chart of Accounts but not in the Microforecast expanded view, even though click-and-drag reordering is possible in both places. **What problems is Fathom solving and how is that benefiting you?** FATHOM has fast-tracked our reporting, including end-of-month reporting, rolling forecasting, covenant reports, budgeting, and KPI analysis. It also does a lot of the heavy lifting during the budget process. Overall, it has saved considerable time and enabled the finance department to scale alongside business growth without adding extra cost. On top of that, it has significantly improved the quality of the information we share with our report users. ### 18. Intuitive, Customizable Forecasting with Clean, Insightful Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | 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:** August 28, 2026 **What do you like best about Fathom?** Fathom is intuitive and offers endless customization options for charts and tables to help you build exactly what you need. The reports are clean and the graphs are highly insightful. The core forecasting and micro-forecasting features are indispensable for forward planning. To top it off, the customer support team is consistently responsive and exceptional! **What do you dislike about Fathom?** I would like to be able to see the numbers "data labels" when hovering over points on graphs in the financial reports. **What problems is Fathom solving and how is that benefiting you?** I like that I can format the text in the financial reports now. I like that I can compare the budget to the forecast as well. ### 19. Simple Setup and Visual Reporting That Clients Easily Understand **Rating:** 4.5/5.0 stars **Reviewed by:** Ian M. | CEO, 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 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:** September 13, 2026 **What do you like best about Fathom?** I really appreciate how simple it is to set up. The consolidated groups are helpful, and the visual reporting tools make it much easier for creative clients to understand what’s going on with their financial data. **What do you dislike about Fathom?** Very little. Overall it's a great product. **What problems is Fathom solving and how is that benefiting you?** Complex multi-company consolidation. Especially when helping to populate data rooms for M&A ### 20. Makes Financial Reporting Simple with Clear Dashboards and Helpful Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | 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 20, 2026 **What do you like best about Fathom?** what I find most helpful is how it makes financial reporting much easier and more organized. The reports & dashboards are simple & easy to understand. It's easy to review KPIs, trends & business performance. Onething I really like is that even clients who are not finance focus can easily understand the reports. It also helps our coaches to have smoother & productive conversations w/ them. The acct software integrations are very helpful too.While there can sometimes be sync issues, fathom makes it easy to identify and fix problems between the acct software & the fathom numbers. Another thing is I appreciate your customer support team, they are responsive & easy to work with whenever I have questions or needing assistance. **What do you dislike about Fathom?** One area that could be improved is reducing the amount of manual work needed for some tasks. For example, when the COA changes in the acct software, it does not automatically update in Fathom so we still need to update it manually. AR/AP data also doesn't update automatically yet.Another limitation is that Fathom only pulls the COA from the acct software so custom P&L layouts cannot be imported directly. I also can't export reports in bulk across all companies. **What problems is Fathom solving and how is that benefiting you?** Before Fathom, we've been using a very old program. It requires a lot of manual work. We had to request monthly P&Ls from our clients. With Fathom, reporting became much faster because it is automated, time saver! We can now quickly review our clients financial performance in one place and it syncs daily w/ their acct software. Onboarding & monitoring multiple client accounts is easier because we can easily identify sync issues or unusual financial movements ### 21. Effortless Financial Presentations with Fathom **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | 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 14, 2026 **What do you like best about Fathom?** I like how well Fathom presents financial data in very different formats depending on which audience I'm presenting to. As an outsourced CFO, I find it particularly valuable as many of my clients are visually led, and presenting financial data in graph or visual formats helps them understand what's happening in their business more easily. It's also more malleable than Xero on its own, allowing me to present data in more easily readable formats for my clients. **What do you dislike about Fathom?** It could be more customisable. For example, I'm not able to run a rolling twelve month profit and loss report as a single column, which would be useful for my clients so we can review rolling 12m to date vs prior year. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to present data in easily readable formats for clients. It's more flexible than Xero, allowing me to tailor financial data presentations in visual formats, making it easier for visually oriented clients to understand their business. ### 22. Effortless Financial Reporting, Needs Multi-Entity Support **Rating:** 5.0/5.0 stars **Reviewed by:** Judy Anne M. | Mid-Market (51-1000 emp.) **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:** July 02, 2026 **What do you like best about Fathom?** I use Fathom for our monthly and annual financial reports, and it solves the problem of relying on Excel by automatically providing the reports I need. I find it easy to use, and I can easily play with reports and add visuals. These features allow us to present reports to management who may not understand complicated financial documents easily. **What do you dislike about Fathom?** Availability of some features that involve multiple entities. Budgets, for example, we could not generate the budget for the next financial year reflecting budget figures per entity in a consolidated report. **What problems is Fathom solving and how is that benefiting you?** Fathom replaces Excel for financial reporting, providing the needed reports automatically. It's easy to use, allows for report customization, and adds visuals, making it simpler to present to management not adept with complex financial data. ### 23. Robust Financial Reporting with a Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Connie H. | Small-Business (50 or fewer emp.) **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:** July 03, 2026 **What do you like best about Fathom?** I really like Fathom's exceptionally robust financial reporting engine combined with its flexible KPI tracking framework. The capability to seamlessly track both traditional financial metrics and custom nonfinancial operational KPIs in one single space is invaluable for our reporting needs. Additionally, the native integration layer is incredibly stable, effortlessly handling the heavy lifting of data ingestion. **What do you dislike about Fathom?** If I had to point out a drawback, it would be that the platform comes with a noticeable learning curve, and can feel a bit difficult to navigate when you first log in. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for tracking performance metrics, and it excels with its robust financial reporting and flexible KPI framework, seamlessly uniting financial and operational KPIs. The stable integration simplifies data ingestion, making reporting effortless. ### 24. Highly Customizable with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Edyta Z. | Small-Business (50 or fewer emp.) **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:** May 08, 2026 **What do you like best about Fathom?** I use Fathom for forecasts and monthly reporting. It makes good monthly management information packs quickly, and I find it easy to use. I really like the layout and flexibility, as there are many options to customize tables and charts. It's easy to set up layouts that I like and need for each client. I also like the option to save templates that can later be used for other clients. Additionally, the support team is great at answering all queries quickly, which made the initial setup okay. **What do you dislike about Fathom?** The forecasting feature could be improved, especially the microforecasts as they don't work as well as I'd hoped. For example, when setting up automatic VAT calculations, only 'baseline' transactions are included and anything from a microforecasts isn't part of the VAT automatic calculations. Also, in the reports, tables aren't as flexible as I'd like. I can't make tables take up half the page or two-thirds, like with charts; they have to be the full width of the page. Additionally, the percentage results are always shown with two decimal places, and there's no option to customize that. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for forecasts and monthly reporting. It makes good monthly management packs quickly and is easy to use. It offers many options to customize tables and charts and allows saving templates for future use. ### 25. Affordable Alternative with Customizable KPIs **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew K. | Mid-Market (51-1000 emp.) **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:** May 07, 2026 **What do you like best about Fathom?** I like the relative ease of customizing different KPIs with Fathom, which is great because we have certain metrics that are highly specific to our operations and need to be tracked. It's also an affordable alternative for consolidating books compared to ERP systems that cost a thousand to two thousand dollars a month and require no implementation. The price is super important for a small business like mine. **What do you dislike about Fathom?** When we have a change on our chart of accounts, a change in names specifically, that can cause all of our formulas to break down instead of referencing the old account, it just breaks the formula, and then I have to go in and make sure that all the formulas are reset. **What problems is Fathom solving and how is that benefiting you?** Fathom helps with quick month end closing and is an affordable alternative for consolidating books. It allows me to customize KPIs for our specific metrics, which is crucial for our operations. ### 26. Clear, Consistent Financial Reporting with Strong Visuals **Rating:** 4.0/5.0 stars **Reviewed by:** Sue W. | Advisory Manager, Mid-Market (51-1000 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:** September 08, 2026 **What do you like best about Fathom?** It can assist with presenting financial information in a clear, consistent way. I can also present it in a visual way **What do you dislike about Fathom?** Cannot sync to a lot of products we use like BGL 360 or simple invest. Also certain rigidities with the file **What problems is Fathom solving and how is that benefiting you?** Aids in presenting financial information clearly to my clients ### 27. Robust Budgeting Tool with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Elyssa B. | Consultant, 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 06, 2026 **What do you like best about Fathom?** 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. **What do you dislike about Fathom?** 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. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to make our budget at the end of the year, update quarterly forecasts, and compare against our budget to see how we're doing. It simplifies reporting with easy-to-use functions for custom reports. ### 28. Robust, Highly Customizable, and Great for Managing Multiple Entities **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin S. | Finance Director, 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 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:** September 04, 2026 **What do you like best about Fathom?** I really love how robust and customizable it is, especially when working with multiple entities. **What do you dislike about Fathom?** There are a lot of features, and thanks to the chat function, even when I can’t find something, I can get help quickly. The chat is fast and genuinely helpful. **What problems is Fathom solving and how is that benefiting you?** Helps with consolidated financials for 4+ entities. ### 29. Streamlined Financial Reporting with Fathom **Rating:** 5.0/5.0 stars **Reviewed by:** Gerald H. | Small-Business (50 or fewer emp.) **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:** July 03, 2026 **What do you like best about Fathom?** I love the standout capability of Fathom, which has to be the library of customizable report templates combined with flexible forecasting and multi-scenario modeling tools. Being able to set up a standardized professional layout once and roll it out seamlessly across different client accounts saves us an incredible amount of heavy lifting while maintaining a cohesive brand image. **What do you dislike about Fathom?** If there is one area where I feel the platform falls a bit short, it is the rigid constraint around selecting custom time periods for reporting and deep analysis. **What problems is Fathom solving and how is that benefiting you?** I use Fathom as our core financial intelligence engine to perform performance analysis and management reporting, eliminating administrative time drains and reducing errors in building complex client reports. ### 30. Excellent Consolidated Financial Reporting Pack **Rating:** 5.0/5.0 stars **Reviewed by:** Zara S. | CFO and Head of HR, 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:** September 21, 2026 **What do you like best about Fathom?** Excellent consolidated financial reporting pack **What do you dislike about Fathom?** The initial set up takes time to get reports as you would like **What problems is Fathom solving and how is that benefiting you?** The consolidated function is a huge asset for me and saves time compared to the spreadsheets I used to use ### 31. Outstanding Consolidation Tool with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Zeenat S. | 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:** August 31, 2026 **What do you like best about Fathom?** I find Fathom amazing for consolidation. It's really easy to produce consolidated reports, and the features are user-friendly and cater to what I need. I also appreciate the amazing customer support, which is always available and very helpful. The initial setup was very easy, and the app offers user-friendly options, making it simple to produce reports. **What do you dislike about Fathom?** I liked everything **What problems is Fathom solving and how is that benefiting you?** I use Fathom for consolidation; it makes producing detailed reports easy with user-friendly features. The support is always available and very helpful, enhancing my experience significantly. ### 32. Great Detailed Reporting Stories with Easy Xero Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Carys C. | Management Accountant, Mid-Market (51-1000 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:** July 03, 2026 **What do you like best about Fathom?** Creates a great detailed story, easy to pull information in from Xero **What do you dislike about Fathom?** Occasionally the lack of flexibility around what can be reported & how. With a wide range of clients we have a lot of reports where we may need to report across custom periods and it would be handy to have that functionality **What problems is Fathom solving and how is that benefiting you?** Being able to duplicate a report and change the month, then easily have the new data pulling in seamlessly is perfect ### 33. Helpful for Meetings, but Needs Improved Intuitiveness **Rating:** 4.0/5.0 stars **Reviewed by:** Nikki C. | Finance Director, 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:** July 15, 2026 **What do you like best about Fathom?** It enables me to efficiently put together my monthly management accounts. I enjoy how it allows for really quick commentary comparing actuals, budgets, previous months, and it uses really helpful charts. I help I have received from the Fathom team has been amazing and they are also available outside of working hours which is great. **What do you dislike about Fathom?** I find it not very intuitive to use. I feel the charts are quite restrictive. I also found the initial setup was not that easy. **What problems is Fathom solving and how is that benefiting you?** Fathom enables me to very quickly and efficiently produce my monthly management accounts. It also gives me great analytics tools to understand my businesses performance. ### 34. Easy Financials with Fast Results **Rating:** 4.0/5.0 stars **Reviewed by:** Neccy D. | Finance Manager, Small-Business (50 or fewer 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:** July 31, 2026 **What do you like best about Fathom?** I like Fathom because it is easy to use and generates reports quickly. I appreciate that it is linked to QuickBooks, which streamlines the creation of monthly Financial Statements for the board. Plus, if I have a problem, I get help straight away. **What do you dislike about Fathom?** I think the use of AI in Fathom could be improved. It would be better if AI could help with changing report formats or customizing them more easily. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to create financial statements quickly since it's linked to QuickBooks. It's easy to use, and I get immediate help if there's a problem. ### 35. Fathom: Tackles Inefficiency with Fast, Accurate Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy M. | 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 15, 2026 **What do you like best about Fathom?** I really like how Fathom solves inefficiencies we had and removes the risk of human error. The speed of producing reports and the variety of reports that can be generated with the same data are impressive. It allows me to produce reports confidently for management, directors, and our external board, providing them with the information they need. Setting up Fathom was easy, getting the format we wanted was straightforward, and once set up, it was ready to use fast. **What do you dislike about Fathom?** There are times that you need to review the formulas it calculates as it misses some custom KPIs that should be included. We aren't able to connect it to our Sage50. **What problems is Fathom solving and how is that benefiting you?** I use Fathom to streamline financial reporting, reducing inefficiencies and human error. It speeds up report production and offers variety, enabling confident reporting to management. ### 36. Easy Reporting with Handy Templates and Responsive Help Chat **Rating:** 4.0/5.0 stars **Reviewed by:** Natasha M. | Mentor, 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:** September 10, 2026 **What do you like best about Fathom?** It's reasonably easy to understand and create reports. Templates are a quick way to provide meaningful information to clients. The help chat is very responsive **What do you dislike about Fathom?** Restricted with some editing features like naming of columns **What problems is Fathom solving and how is that benefiting you?** Creating meaningful reports for clients ### 37. Versatile Tables, Charts & Linked Metrics That Power Our Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** David M. | Chief Financial Officer, Mid-Market (51-1000 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:** January 27, 2026 **What do you like best about Fathom?** 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. **What do you dislike about Fathom?** 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. **What problems is Fathom solving and how is that benefiting you?** Consistent reporting across a group of seven entities is a real win for me as the Group CFO, and for the senior leadership team, because everyone knows what to expect when receiving the regular management pack. Fathom also gives me confidence that the numbers are correct when I’m slicing and dicing the data into different views. There’s no more Excel formula fine-tuning just to get the outputs I want; it’s all available at the click of a button. ### 38. Informative Reports That Power Better Management Decisions **Rating:** 5.0/5.0 stars **Reviewed by:** Victor N. | 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:** September 07, 2026 **What do you like best about Fathom?** The reports generated are informative and bring out the important information that support management decisions **What do you dislike about Fathom?** The API broke when MYOB updated its user level requirements **What problems is Fathom solving and how is that benefiting you?** Saving time in looking at company health and delving into problem areas ### 39. Intuitive Setup and Prompt Support for Fast Consolidations **Rating:** 5.0/5.0 stars **Reviewed by:** Leli C. | Director of Finance, Mid-Market (51-1000 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:** May 12, 2026 **What do you like best about Fathom?** Its quite easy to use, quite intuitive, even without tutorials i was able to set up companies (both through api and excel) and create groups and consolidations. the support is very prompt and to the point. good exerience overall **What do you dislike about Fathom?** i am a new user, and the only thing i disliked so far is that the excel template has several restrictions as to the format. but not a big niusance **What problems is Fathom solving and how is that benefiting you?** it helps me consolidate large number of organizations in several different countries, different accounting structures and currencies. good reporting and board pack tool ### 40. Easy Financial Updates and Highly Customizable Client Reports **Rating:** 4.0/5.0 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:** August 14, 2026 **What do you like best about Fathom?** I don't have to remember to update excel sheets when I make changes to the financial information. And the ability to customize reports that meet my cleints needs and personality is great. **What do you dislike about Fathom?** I wish I could do weekly or customized sate reporting. **What problems is Fathom solving and how is that benefiting you?** I can get information to people in different ways, especially those who get lost in numbers but can easily follow a chart. This helps us get straight to the issues, with the information we need to solve them or make corrections. ### 41. Great Support and Error-Proof Financial Reporting Made Easy **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 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 02, 2026 **What do you like best about Fathom?** Support is great, and the knowledge base articles are well prepared. As a financial performance solution, Fathom provides management with an easy-to-update tool that delivers quick results and is error-proof from a formula point of view. **What do you dislike about Fathom?** There aren’t many drawbacks. I’d only say that Fathom is very flexible—until it isn’t. This doesn’t happen often, but you’ll run into it as you build more creative reports and try to do something a little different. **What problems is Fathom solving and how is that benefiting you?** I haven’t had any formula issues when updating reports or rolling forward from month to month or year to year, which can sometimes happen with an Excel-based model. Reporting updates are also easy and fast, even when I just want to do a quick mid-month check-in. ### 42. Effortless Sync, Endless Reporting Options—Fathom Delivers **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:** June 24, 2026 **What do you like best about Fathom?** Ease of use. The program syncs effortlessly with our accounting software, and there are seemingly endless reporting options. Fathom makes reporting incredibly easy, while still offering the functionality for more in-depth reporting, forecasting, and other deeper analysis if you want it. I have never experienced any software bugs or performance issues and the pricing is very reasonable. **What do you dislike about Fathom?** Nothing! It is easy to use and have no complaints after using it for almost two years. **What problems is Fathom solving and how is that benefiting you?** It easily consolidates data from multiple companies into easy to read financial reporting. Prior to using fathom, we were consolidating our data manually in excel which was incredibly time consuming. ### 43. Exceptional Reporting with Stellar UI, Needs Better Forecasting Features **Rating:** 5.0/5.0 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 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 04, 2026 **What do you like best about Fathom?** I appreciate Fathom's excellent reporting and visualization capabilities. The ability to do scenarios and forecasting is excellent. The user experience and user interface of the product are extremely good; it's very clean and easy to use. I find it very well designed, making it an excellent product. It's also very easy to set up. **What do you dislike about Fathom?** I would like to be able to use Fathom to replace Excel for model development. It has some capabilities for that, like setting up drivers, but it's not as easy to perform as it is with Excel. That may have to do with the fact that I've done it in Excel for a long time, so I've developed methods there. I'm attempting to move over into model development just in Fathom going forward. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for excellent reporting and visualization, along with scenarios and forecasting capabilities. The user experience is very clean and easy to use, making it a well-designed product. ### 44. Powerful Financial Reports with Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda B. | CEO, 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:** July 20, 2026 **What do you like best about Fathom?** I like the variety of reports and financial data that can be presented. **What do you dislike about Fathom?** There’s a bit of a learning curve at first, but the support is excellent and really helpful. **What problems is Fathom solving and how is that benefiting you?** Fathom helps me prepare and present clear, professional financials to my clients, which boosts my credibility and reinforces the value I provide. ### 45. Fathom **Rating:** 5.0/5.0 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 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 01, 2026 **What do you like best about Fathom?** I use Fathom for consolidating monthly management accounts, and it has been a huge benefit because it takes a lot less time. Once the mapping is sorted, it makes the process much more streamlined going forward. I like that the reporting is really smart, helping produce really good, understandable, simplified reports that are presentable at board level. The templates are useful because once everything is set up, it makes the process so much quicker. **What do you dislike about Fathom?** The consolidating of group accounts is more complex. That's understandable because it is a complex job in general. Also, sometimes adding in custom stuff, it doesn't work as well. And adding a custom document has got better lately but still isn't ideal. The setup took time and is pretty intense, especially when dealing with unrealized profit and needing third-party eliminations. Cash flow forecasting is tricky, especially for startups with irregular cash flows and revenue streams. The budgets are also very difficult to use in Fathom due to so much volatility and changes. The setup could be improved if there was a better way of doing journal entries rather than the adjustments. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for consolidating monthly management accounts, which saves time and streamlines processes. The reporting feature produces smart, simplified reports suitable for board presentations, making things quicker once set up. ### 46. Exceptional Support, High Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Marla P. | Mid-Market (51-1000 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 14, 2026 **What do you like best about Fathom?** I love the speed and detailed responses from Fathom's chat customer service. Every time I have a question, a real human responds almost immediately with helpful, detailed answers. Often, they include a video showing exactly how to do what I'm asking, like creating or altering a report or presenting data in a specific way. Even when I've messaged as late as 10pm, they've responded. It's almost unheard of but so appreciated. I also find the initial setup to be easy, although I had help from my accountant. **What do you dislike about Fathom?** There's a big learning curve. I'm sure I still don't use it anywhere near as much as I could if I understood everything. **What problems is Fathom solving and how is that benefiting you?** I use Fathom for consolidated financial statements and detailed reporting. ### 47. 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. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** April 28, 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?** 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 ### 48. Smooth Integrations with Hands-On Online Support **Rating:** 4.5/5.0 stars **Reviewed by:** Edwin C. | Senior Accountant, 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:** September 07, 2026 **What do you like best about Fathom?** Smooth integrations, plus hands-on online support when I need it. **What do you dislike about Fathom?** The UI feels a bit outdated and not very interactive. **What problems is Fathom solving and how is that benefiting you?** N/A ### 49. Exceptional Usability and Support for Consolidation **Rating:** 5.0/5.0 stars **Reviewed by:** Dale M. | Mid-Market (51-1000 emp.) **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:** May 15, 2026 **What do you like best about Fathom?** I find Fathom excellent in terms of usability and service communication. It's very easy to use, and getting answers to any questions is straightforward and quick, with the team responding in just a few minutes. The tool has been really beneficial for consolidations and analytics for our business, particularly as we have many entities. The initial setup was very easy, thanks to the team's step-by-step help. **What do you dislike about Fathom?** It still has limitations, like the Mongolian Turk currency is not recognized by Fathom. So there are still a few of those kind of minor issues, but I'm sure they'll be improved with time. **What problems is Fathom solving and how is that benefiting you?** Fathom simplifies the consolidation process for my many entities, making analytics easier and more efficient. ### 50. Effortless Reporting and Smart Forecasts with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jazmín A. | Financial Analyst/Accounting, 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 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:** December 16, 2025 **What do you like best about Fathom?** 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. **What do you dislike about Fathom?** 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. **What problems is Fathom solving and how is that benefiting you?** My manager prefers everything to be highly visual. I can build this in Excel, but it would take a significant amount of time. Having charts that update automatically when the month closes solves that, leaving only a few manual adjustments for me. In addition, my manager always wants to review scenarios, and with Fathom this is feasible without much effort. It saves time. - [View Fathom pricing details and edition comparison](https://www.g2.com/products/fathom/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-09-30+02%3A04%3A58+-0500&secure%5Bsession_id%5D=0114e40e-da48-4e81-8f34-05858990ad9b&secure%5Btoken%5D=3d10131f2ac7b9f8d49589b7f5295cba2d5caca692a5505ed0ed78bfe456dcc8&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)