--- title: Fathom Reviews meta\_title: 'Fathom Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 119 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: 119 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Fathom Reviews & Product Details Visit Website 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. * * * Product Website Fathom Seller [Fathom Applications](https://www.g2.com/sellers/fathom-applications) Discussions [Fathom Community](https://www.g2.com/products/fathom/discuss) Solution Type All-in-One Show More ## Pricing Pricing provided by Fathom. ### Starter $59.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/fathom/pricing) ## Fathom Integrations (14) What do users say about integrations? Verified by Fathom [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Access Financials ](https://www.g2.com/products/the-access-group-access-financials/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") FreeAgent ](https://www.g2.com/products/freeagent/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Sheets for Confluence - Workspace Connector ](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") MYOB ](https://www.g2.com/products/myob/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Qbo ](https://www.g2.com/products/qbo/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Enterprise ](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Pro ](https://www.g2.com/products/quickbooks-desktop-pro/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online Advanced ](https://www.g2.com/products/quickbooks-online-advanced/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage 50cloud Accounting ](https://www.g2.com/products/sage-50cloud-accounting/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage Business Cloud Accounting ](https://www.g2.com/products/sage-business-cloud-accounting/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews) Show More ![Kara T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kara T.") KT Kara T. Expert Bookkeeper Small-Business (50 or fewer emp.) 7/11/2026 "Effortless Reporting with Stunning Clarity" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Nancy L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nancy L.") NL Nancy L. CFO Mid-Market (51-1000 emp.) 6/12/2026 "Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ES Earline S. Small-Business (50 or fewer emp.) 7/5/2026 "Powerful Forecasting, But Pricey Investment" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Steven M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steven M.") SM Steven M. Partner Accounting Mid-Market (51-1000 emp.) 8/6/2026 "Clean, Intuitive UI with Strong Accounting Integrations" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Amy F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy F.") AF Amy F. Strategic Development Manager Mid-Market (51-1000 emp.) 5/20/2026 "Powerful Assumptions and Sub-Department KPI Tracking Made Easy" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Christopher O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher O.") CO Christopher O. FP&A Finance Small-Business (50 or fewer emp.) 8/11/2026 "Powerful Forecasting, Great Support, and Seamless QuickBooks Integrations" 5/5 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. Review collected by and hosted on G2.com. 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). Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Nicholas L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicholas L.") NL Nicholas L. Account Executove Mid-Market (51-1000 emp.) 3/19/2026 "Seamless Meeting Summaries and Action Items—Accurate Notes Without the Effort" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic PB Pieter B. Small-Business (50 or fewer emp.) 5/28/2026 "Powerful Forecasting, Needs Better Budgeting Scenarios" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") EC Verified User in Computer Software Mid-Market (51-1000 emp.) 5/27/2026 "Simple Xero Integration, Dynamic Dashboards, and Responsive Support" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Professional Training & Coaching](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Professional Training & Coaching") AP Verified User in Professional Training & Coaching Mid-Market (51-1000 emp.) 5/20/2026 "Makes Financial Reporting Simple with Clear Dashboards and Helpful Integrations" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ## Pricing Options Pricing provided by Fathom. ### Starter $59.00 Per Month ### Silver $315.00 ### Gold $450.00 [ View More Pricing Information ](https://www.g2.com/products/fathom/pricing) Fathom Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bdec6e79e2761d18901284e5ec67392b/jirav.png "Product Avatar Image") Jirav 4.7/5(194) [ Compare Now ](https://www.g2.com/compare/fathom-vs-jirav) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c3b06cbaaa6e6cc4d084e9ab1821b5b6/syft-analytics-syft.png "Product Avatar Image") Syft 4.8/5(76) [ Compare Now ](https://www.g2.com/compare/fathom-vs-syft-analytics-syft) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ed75279452f489dd98c3e49c6c9f54c6/qvinci.png "Product Avatar Image") Qvinci 3.5/5(10) [ Compare Now ](https://www.g2.com/compare/fathom-vs-qvinci) ##### ##### Fathom Features Financial Insight Forecasting Data Custom Reporting Budget Creation Data Import Data Management Data Import Data Consolidation Data Validation [ View More Features ](https://www.g2.com/products/fathom/features) ## Top-Rated Alternatives [ ![Jirav](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jirav") Jirav 4.7/5(194) ](https://www.g2.com/products/jirav/reviews) [ ![Syft](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Syft") Syft 4.8/5(76) ](https://www.g2.com/products/syft-analytics-syft/reviews) [ ![Reach Reporting](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Reach Reporting") Reach Reporting 4.8/5(62) ](https://www.g2.com/products/reach-reporting/reviews) [ View All Alternatives ](https://www.g2.com/products/fathom/competitors/alternatives) ##### Categories on G2 [FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Analysis](https://www.g2.com/categories/financial-analysis) [FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Analysis](https://www.g2.com/categories/financial-analysis)[Cash Flow Management](https://www.g2.com/categories/cash-flow-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Is a breach and attack simulation platform worth it for a mid-size security team?](https://www.g2.com/discussions/is-a-breach-and-attack-simulation-platform-worth-it-for-a-mid-size-security-team%20)[Visual Studio vs NetBeans: which C/C++ IDE has better debugging with variable inspection and breakpoint control?](https://www.g2.com/discussions/visual-studio-vs-netbeans-which-c-c-ide-has-better-debugging-with-variable-inspection-and-breakpoint-control)[Top scheduling solutions for field service teams](https://www.g2.com/discussions/top-scheduling-solutions-for-field-service-teams) [What are the best AI writing software for content creation businesses?](https://www.g2.com/discussions/what-are-the-best-ai-writing-software-for-content-creation-businesses)[Which retail media platforms go beyond the native Amazon advertising tools for brands with tight margins that need better automation and reporting than Seller Central provides?](https://www.g2.com/discussions/which-retail-media-platforms-go-beyond-the-native-amazon-advertising-tools-for-brands-with-tight-margins-that-need-better-automation-and-reporting-than-seller-central-provides)[Pros and Cons Details](https://www.g2.com/products/fathom/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)