Fathom Reviews & Product Details

It can assist with presenting financial information in a clear, consistent way. I can also present it in a visual way Review collected by and hosted on G2.com.

Cannot sync to a lot of products we use like BGL 360 or simple invest. Also certain rigidities with the file Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I really love how robust and customizable it is, especially when working with multiple entities. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Flexible reporting functionality delivers professional reports adapted to organisational needs Review collected by and hosted on G2.com.

Excel file templates formatting poses some challenges Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Excellent consolidated financial reporting pack Review collected by and hosted on G2.com.

The initial set up takes time to get reports as you would like Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I liked everything Review collected by and hosted on G2.com.

Creates a great detailed story, easy to pull information in from Xero Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.