Fathom Pricing, Features, Reviews & Comparison of Alternatives

Fathom

Track business performance at a glance

4.8/5 (5 reviews)

Fathom overview

Fathom is a financial analysis and management reporting tool, designed to help users monitor trends, assess business performance, and identify opportunities for improvement. Integrations with QuickBooks, Xero, and MYOB, allowing users to import financial data directly from their accounting software.

Fathom’s analysis tools include a summary of all KPIs, showing whether or not they have achieved a favourable result in the current period, cash flow analysis, and Goalseek, in which users can change multiple variables to visualize their overall impact on a KPI. Users can also rank and benchmark all of their companies or clients against each other to identify which are the highest or lowest performers.

Customised reports can be generated from users’ choice of KPIs, both financial and non-financial, and be branded with company logos before sharing with clients. Users can also set alerts to notify them when KPI results fall above or below critical threshold values, chosen by the user, informing them of any significant changes to a company’s performance.
www.fathomhq.com

Pricing

Starting from
$39/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
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Fathom reviews

Excellent
4

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.8
  5.0
  4.7
Aislinn Kenyon

Entreflow Consulting Group's use of Fathom

Used weekly for 1-2 years
Reviewed 2019-04-19
Review Source: Capterra

Given that our CEO, Helina Patience used to be a financial analyst, it’s probably not a surprise to many of you that this is one of her favorite apps to use at Entreflow. So I absolutely love this app and it's one of those apps that I can safely say is suitable for absolutely every business and business owner. It has a super easy ratio and profitability analysis. For those of you who are a little bit rusty in your ratios, it explains what those are and also has the definitions for your clients too

Pros
Our favourite feature is the sensitivity analysis. Within the app you can do “what if” analyses to see “If we grow our sales by this much, what does that mean to our net income?”, “If we change our mix by this much, what does that mean for our net income?” and there's a whole bunch of different things you can look at, but it's literally toggling a little bar around and it gives you a really clear indicator of how you would do. And then within the app itself, if you're sitting there with a client using the app you can actually see animation occur to show you a bigger picture of what's going on. You can also click on certain aspects to drill down and get more information which is just amazing given the amount of work that used to go into doing this in Excel.

Cons
We would love to be able to bring in non-financial data, and data from other sources like Google Analytics, your CRM information, your ERP, your Facebook analytics. Native connections brought there, or at least be able to connect data to a Google sheet so that on the non-financial KPI (key performance indicators) side of things, you can pull that data in super easily and get a bigger picture without having to manually enter anything in.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Helina Patience, CPA, CMA

A must for all growing SMEs

Used weekly for 2+ years
Reviewed 2018-05-12
Review Source: Capterra

Beautiful, rapid and insightful business analytics.

Pros
Easy, beautiful and fast business analysis without the need for data exports, pivots and manual formatting. Their automatic reports show business results in a number of views to help the owner really understand their numbers and find any flaws or risks. The targets feature allow businesses to review their KPIs in real time (so long as the books are up to date). Integrations with various accounting softwares make it so fast to get results.

Cons
Although I am VERY excited about the work done on the custom reports, they still need a bit of love as the tool is a bit clunky. That said, with a bit of work, it'll do most of what you'd want it to. Also, I'd love to see some more love put into the non-financial KPI tracking with integrations to other app (google analytics, facebook analytics, CRMs, etc.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Dave Shaw

Fathom HQ - Filling in the blanks from Quickbooks

Used weekly for 6-12 months
Reviewed 2016-10-13
Review Source: Capterra

Even though we had Quickbooks Premier for Contractors I needed a better tool to visualize our business and where it was going. Fathom fit that to a T. Super easy to setup and link to QB Desktop, and it produces beautiful visualizations and dynamic analysis. The goal seek tool is really slick too. Quickbooks would have to do a lot to make me want to cancel my subscription. Cannot comment on support as I've never needed it.

Pros
Super easy to use. Links to online or desktop Qbooks.

Cons
None so far.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Brian Clare

Beautiful reporting

Used monthly for 6-12 months
Reviewed 2018-03-29
Review Source: Capterra

Pros
Beautiful reports for your month-, quarter-, and year-end financials Goal-seek functionality to do scenario planning Easy to use interface to prepare a report from scratch or a template Syncs with QuickBooks Online and Xero

Cons
Difficult to set up your own calculated formulas

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Fathom pricing

Starting from
$39/month
Pricing options
Free trial
Subscription
View Pricing Plans

14-day free trial available, with no credit card required.

Four levels of subscription plan are available:
Single - $39 per month, 1 company
Bronze - $145 per month, 5 companies ($29 per company per month)
Silver - $190 per month, 10 companies ($19 per company per month)
Gold - $280 per month, 20 companies ($14 per company per month); additional companies can be added on for $9 per company per month.

Larger, custom plans are available on request.

Fathom features

Business Intelligence

API (144 other apps)
Activity Dashboard (114 other apps)
Ad hoc Reporting (72 other apps)
Charting (75 other apps)
Collaboration Tools (56 other apps)
Customizable Reporting (82 other apps)
Dashboard Creation (93 other apps)
Data Filtering (80 other apps)
Data Import/Export (93 other apps)
Data Visualization (127 other apps)
Drag & Drop Interface (62 other apps)
Monitoring (71 other apps)
Real Time Analytics (98 other apps)
Real Time Data (77 other apps)
Real Time Reporting (55 other apps)
Reporting & Statistics (89 other apps)
Third Party Integration (78 other apps)
Trend Analysis (55 other apps)
Visual Analytics (110 other apps)

Additional information for Fathom

Key features of Fathom

  • 50+ financial KPIs
  • Account tracking
  • Benchmarking
  • Cash flow analysis
  • Client performance alerts
  • Custom KPIs
  • Customizable branding
  • Customizable reports
  • Divisional analysis
  • Exception analysis
  • Multi-company budget consolidation
  • Multi-currency consolidation
  • Non-financial KPIs
  • PDF reports
  • Performance tracking
  • Profitability analysis
  • Report and dashboard sharing
  • Trend analysis
View All Features

Benefits

All subscription plans include unlimited users, full feature set, online and phone support, and regular updates

Currency consolidation allows users to create consolidated financial statements for businesses operating in more than one country across more than 50 currencies

Alerts are triggered when a KPI result exceeds a critical threshold, such as cash reserves dropping below a preset acceptable balance

Then KPI explorer gives users an overview of the performance on all KPIs across different review periods, with sorting options such as variance from target and importance

Fathom has inbuilt financial and non-financial KPIs, and custom KPIs can be defined by users with their own formula for calculation

Breakdown analysis allows users to compare the performance of different parts of a business, such as divisions or locations, and create reports about the performance and profitability of each area