Fathom Reviews & Product Details

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

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

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

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

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

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

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

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

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

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

I 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.

I like the different scenarios that Fathom offers, especially the multi-scenario and driver option scenarios. The minor forecast feature is great too. I also really appreciate the visual aspect of Fathom; it's very clean and pleasing to look at. Review collected by and hosted on G2.com.

I probably dislike having to upload the budget through Excel. It would be better if it could be automated a little bit more. Maybe there could be a standard budget option that can be altered or adjusted from the actual flow through QuickBooks. Review collected by and hosted on G2.com.

The product quality is very good but the thing that differentiates this product is the support which is great.

The new shapshot tool that has been introduced is also very helpful althought does not extend to all report types as yet. Review collected by and hosted on G2.com.

When dealing with multi company, multi tracking option clients it has been a long process to understand how to best structure companies and what the pit falls are. This area should have more attention. Review collected by and hosted on G2.com.