Fathom Reviews & Product Details

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

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

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

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

I love Fathom's Forecast tool; it's very accurate and useful for making business decisions with confidence. The reports are great, filled with charts and graphs that are visually appealing, which is perfect for someone like me who prefers visual data. I appreciate that they continue to develop new features that remain user-friendly, and everything is well integrated. For me, using Fathom is way more efficient compared to building my own spreadsheets, as it saves a lot of time while providing reliable results. I found their online, self-paced certification course very helpful and interesting for learning how to use all of Fathom's features and power. Review collected by and hosted on G2.com.

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

I really like Fathom for its ability to save templates for rolling financials monthly and for its automatic connection to our ERP. It has been a game-changer by automating our financial reporting, saving us about 8 hours every month. The seamless and more accurate monthly refreshes are amazing, making the task much easier than doing it manually. The customer support has been very helpful, which is always a plus. The initial setup was very simple and took less than 2 hours to integrate with our ERP, which is impressive for such a process. Overall, Fathom automates a previously manual process for us. Review collected by and hosted on G2.com.

The customization of reporting could be more clear, but the customer support was helpful for me to understand the platform. Review collected by and hosted on G2.com.

I love Fathom for its simplicity and visual presentation of data. It makes a significant difference in my role, especially since I need to present complex financial data to audiences who come from both financial and non-financial backgrounds. The ability to simplify these presentations is crucial for effective communication. Additionally, I appreciate how easy the initial setup was, which allowed me to integrate it seamlessly into my existing workflow. Fathom’s capability to present financial information in a clear and visually appealing manner adds tremendous value, ensuring that everyone, regardless of their accounting knowledge, can understand the data being shared. This level of clarity and simplicity is invaluable, especially in a not-for-profit organization where diverse audiences need to be engaged and informed. Review collected by and hosted on G2.com.

I find that Fathom could use more graphic representation to enhance the presentation of financial data. Review collected by and hosted on G2.com.

Shee was instrumental in helping us build a customized quarterly reporting template that aligned perfectly with our multi-state property and self-storage KPIs. Her responsiveness, technical insight, and collaborative approach made the process smooth and efficient. The final product elevated our reporting clarity and audit-readiness.

Fathom itself is a fantastic platform — intuitive, powerful, and flexible. It allows us to benchmark performance, visualize trends, and present financials with precision. The ability to tailor reports to our operational needs has made it an essential part of our strategic toolkit. Highly recommended for any business serious about financial transparency and performance tracking. Review collected by and hosted on G2.com.

could have more customization maybe but not a big deal Review collected by and hosted on G2.com.

The inclusion of additional metrics and interactive reports has enhanced the overall experience. These features provide more detailed insights and allow for a more engaging analysis process. Review collected by and hosted on G2.com.

I would prefer if the data could be uploaded seamlessly, without the need to run a connector each time. Review collected by and hosted on G2.com.

Very easy to use and it forms reports and presentations for ownership that are easy to understand, and take hours from my work each month. Review collected by and hosted on G2.com.

It can be clunky to upload from Quickbooks desktop, and any issues in the data create bad results. Review collected by and hosted on G2.com.

Fathom has transformed our client reporting, from basic to extraordinary. We have received many compliments and other accolades about the quality of our financial reporting, thanks to Fathom. It also has allowed us to provide advanced services like 3-way forecasting and budgeting to our larger clients. Review collected by and hosted on G2.com.

At times the learning curve to get fully up to speed takes some time. That is because the feature set is so advanced and full. However, once you get there with help from the resource guides and the help desk folks, you will not be dissappointed. Review collected by and hosted on G2.com.

It is very customizable and allows me to create reporting from KPIs that I create outside of my accounting software. The visuals are great too. Review collected by and hosted on G2.com.

It seems to be a big struggle to upload a budget for a future year, which is entirely the point. I am not budget for months already past. Review collected by and hosted on G2.com.