--- title: Fathom Reviews meta_title: 'Fathom Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 111 reviews by the users' company size, role or industry to find out how Fathom works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 111 scale: '5' date_modified: '2026-07-19' 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:** 4.7/5.0 **Total Reviews:** 111 ## 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 **What users like:** - Users love the **intuitive and flexible features** of Fathom, enhancing reporting clarity and operational insight. (14 reviews) - Users find Fathom to be **intuitive and powerful** , enabling effortless financial planning and streamlined reporting processes. (12 reviews) - Users value the **versatile reporting capabilities** of Fathom, enhancing clarity and efficiency in their financial insights. (12 reviews) - Users value the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. (11 reviews) - Users praise Fathom for its **reporting efficiency** , enabling accurate decisions through visually appealing and flexible reports. (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 find **missing features** in Fathom, particularly struggles with budget uploads and lack of custom KPI integration. (6 reviews) - Users struggle with **upload issues** , finding the Excel format cumbersome and automation lacking for budget management. (5 reviews) - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data presentation options. (4 reviews) - Users find **import issues** frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone. (4 reviews) - Users feel that Fathom needs **improvements in structure clarity and graphical representation** for better reporting and user experience. (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. FATHOM REVIEW **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2020 **What do you like best about Fathom?** It's simple to use and navigate all this software features and functionalities. **What do you dislike about Fathom?** I don't find any complain with this software. **What problems is Fathom solving and how is that benefiting you?** Makes accounting and financial activities so easy. Ease of accessibility and implementation ### 2. Fathom is agile software for obtaining the best financial performance reports. **Rating:** 4.0/5.0 stars **Reviewed by:** Emely F. | Sales and Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2019 **What do you like best about Fathom?** Fathom is easy to use. It has an excellent interface. It allows you to evaluate all the financial performance of the organization. It enables you to study positive or negative financial results periodically with automatic reports. It is very valuable because it has the ability to integrate very well with Quickbooks and Excel data. **What do you dislike about Fathom?** Fathom is a very useful tool for the company. However, it is important to improve the ability to integrate with other applications to make the financial and productive process of the company more dynamic. **Recommendations to others considering Fathom:** I recommend the implementation of Fathom because it offers very attractive features that your organization needs to help understand its financial system, in addition to having easy-to-review reports. **What problems is Fathom solving and how is that benefiting you?** Fathom is an excellent platform that provides the advantage of analyzing and evaluating the financial performance of the company, allowing for effective planning and achievement of set objectives, thereby improving the organization's productivity. The measurement of metrics is very significant in our commercial development. ### 3. The most appropriate answer for detailing and financial analysis. **Rating:** 5.0/5.0 stars **Reviewed by:** Jodi G. | Finance Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Fathom?** I like the way it's simple to utilize this product for revealing the budgetary examination reason without really any learning curve. It has a free trial version that was exceptionally valuable during the setup and execution process. Likewise, with the assistance of this product, it's easy to access our organization's performance, identify our organization's opportunities, and monitor the flow trends. Moreover, this product integrates seamlessly with QuickBooks and Xero, thus working extremely fast. **What do you dislike about Fathom?** It has an assortment of devices that are incredibly useful; however, care should be taken at the beginning of the implementation of this software because it tends to be confusing. **Recommendations to others considering Fathom:** The beneficial development of the organization is fundamental and this can be achieved by implementing Fathom by effectively analyzing the financial statements of the organization, which allows for appropriate business decisions. **What problems is Fathom solving and how is that benefiting you?** This stage provides the basic tools to understand and evaluate the financial performance of the company, which has allowed for making appropriate decisions in real-time. ### 4. Visually appealing and interactive dashbaords **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2019 **What do you like best about Fathom?** The weekly report generated are very user-friendly and interactive at the same time. the ease with which the reports can be generated is amazing and the fact that analysis can be done without exporting the data **What do you dislike about Fathom?** I would like to have a few more kpi's to be added for analysis to be fuelled further. **Recommendations to others considering Fathom:** as long as your requirements are in place and you want to skip the spreadsheets and plan your finances, FathomHQ works best and is very easy and intuitive. the reports are clean and I would highly recommend it. **What problems is Fathom solving and how is that benefiting you?** I am looking to solve mainly budgeting issues with this tool and plan the comapny's finances more systematically. ### 5. Financial Insights for Seeing What Matters in Your Biz **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian R. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2018 **What do you like best about Fathom?** No hunting or pecking...zero in on the financial metrics and insights that matter the most for your business. **What do you dislike about Fathom?** I wish there were more templates for common reporting questions. I wish there was better baseline and the ability to add different industry or business "persona" type KPIs for comparative analysis. **What problems is Fathom solving and how is that benefiting you?** Eliminated the obfusacted and totally user-unfriendly reporting of QuickBooks. ### 6. Great visual reporting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Kelly S. | Controller and HR Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2018 **What do you like best about Fathom?** I like the ease it can pull financial data from Quickbooks Online and, after setting a few KPIs, can produce a repeatable report easy for business owners to read who don't want to stare at a sheet of numbers. The ability to update each quarter with ease is great and perfect for some key board reports. **What do you dislike about Fathom?** It's a bit more complicated to produce reports when you have a budget by class, but not impossible. **Recommendations to others considering Fathom:** The product team at Fathom is quick to answer questions and are continually listening to input and feedback on ways to improve their product. **What problems is Fathom solving and how is that benefiting you?** Fathom provides us a platform to produce customized reports for our clients who have to report quarterly or yearly to boards in a way they can easily interpret the numbers. ### 7. Data analysis **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2019 **What do you like best about Fathom?** The ease of visualizing data using their easy to use dashboards **What do you dislike about Fathom?** Some features are missing that would help better in consolidating data **What problems is Fathom solving and how is that benefiting you?** Using it for financial data analysis and reporting ### 8. Great product to teach data analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2018 **What do you like best about Fathom?** The fact that it is intuitive to use and students can learn how to analyze data in a short amount of time. It also has good graphing capabilities. **What do you dislike about Fathom?** I can't think of anything that I dislike about this product. **What problems is Fathom solving and how is that benefiting you?** Data analysis in a statistics class ### 9. Freaking awesome reporting tool **Rating:** 4.5/5.0 stars **Reviewed by:** Neha P. | Principal, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2018 **What do you like best about Fathom?** I love the calculations it does -ex profitable/sq or general profit margins across companies. **What do you dislike about Fathom?** I don’t like that you have to continually upload the date it does t refresh automatically quickly **Recommendations to others considering Fathom:** Compared to crunch boards and other software it is reasonably priced and provides solid reports **What problems is Fathom solving and how is that benefiting you?** I’m trying to provide clients with great reporting tools ### 10. See your KPI's at a glance - not just standard ones but create any number of your own **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2016 **What do you like best about Fathom?** The fact that I can visually see and interrogate my data from Xero. Not just data I feed Fathom, but data that is live, hot off the press. Then I can create custom KPI's to see just the important metrics for me. **What do you dislike about Fathom?** The interface uses something like Javascript which sometimes causes some issues in loading or displaying data unless you're in Chrome. **What problems is Fathom solving and how is that benefiting you?** I wanted to see a clear view of where the company is all the time, not just when I get a monthly report from the accountants... monthly is too slow. But now I can see the info when I want it all the time. ### 11. Beautifully interactive financial planning tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2016 **What do you like best about Fathom?** Love the reporting features and ability to set soft KPIs. The reports are beautiful and easy to interact with. My boss loves them. I love being able to connect directly to QB as well. **What do you dislike about Fathom?** I took over accounting after a couple messy years of startup so the budget comparisons to prior quarters and years isn't that helpful since I cleaned up the COA and it doesn't match up extremely well now. I did not go through the effort of scrubbing the data in excel and uploading separately which I know was an option. I just don't have time with the nature of our fast growing startup. Looking forward to 2016 to see how the comparisons look. **Recommendations to others considering Fathom:** I would highly recommend trying this. For people who don't want to do planning in spreadsheets and aren't savvy in creating forecasts, plans and budgets, FathomHQ does the legwork for you as long as your inputs are correct that you upload. **What problems is Fathom solving and how is that benefiting you?** We are solving budgeting and planning primarily and focusing heavily on KPIs in 2016. - [View Fathom pricing details and edition comparison](https://www.g2.com/products/fathom/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+06%3A10%3A46+-0500&secure%5Bsession_id%5D=8732ccf0-14de-48fe-8501-85ca54e6fc47&secure%5Btoken%5D=56ada11b9490a53746efd1f4219492dde5a7d157260f97ea881c68327ffb21e8&format=llm_user) ## Fathom Integrations - [Access Financials](https://www.g2.com/products/the-access-group-access-financials/reviews) - [FreeAgent](https://www.g2.com/products/freeagent/reviews) - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [MYOB](https://www.g2.com/products/myob/reviews) - [Qbo](https://www.g2.com/products/qbo/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage 50cloud Accounting](https://www.g2.com/products/sage-50cloud-accounting/reviews) - [Sage Business Cloud Accounting](https://www.g2.com/products/sage-business-cloud-accounting/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Fathom Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **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 **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **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 **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - 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 **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **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 ## Top Fathom Alternatives - [Jirav](https://www.g2.com/products/jirav/reviews) - 4.7/5.0 (193 reviews) - [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) - 4.8/5.0 (76 reviews) - [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) - 4.6/5.0 (251 reviews)