AI TOOL PROFILE
Fathom | Financial Reporting and Forecasting Software
- Finance and Accounting
- Financial Planning
- Small and medium-sized businesses
- Accountants and bookkeepers
- Franchise groups
- Business advisors
Pricing
Pro plans start at $65/month for one company, with higher tiers for more companies. A Portfolio plan for accounting firms starts at $62/month for 100 companies.
At a glance
- Best for
- Small and medium-sized businesses, Accountants and bookkeepers, Franchise groups, Business advisors
- Key use cases
- Management Reporting, Cash Flow Planning, Multi-Company Consolidation, Accounting Advisory Services
- Integrations
- QuickBooks Online, QuickBooks Desktop, Xero, MYOB, Excel
- Official website
- Visit Fathom official website
How AI is used
Fathom is a financial reporting and analysis tool designed to turn accounting data into visual reports and forecasts. It integrates with several accounting platforms, allowing users to import financial data to track KPIs and monitor business performance.
The software is designed for small to medium-sized business owners, accounting advisors, and franchise groups. It supports workflows such as three-way cash flow forecasting, multi-entity consolidation, and group benchmarking for those managing multiple companies.
Buyers should confirm which pricing tier fits their needs based on the number of companies they connect, as costs scale with the number of entities. Users should verify their specific accounting software version is supported for data syncing.
Key Features
Three-Way Cash Flow Forecasting
Supports projecting Profit & Loss, Balance Sheet, and Cash Flow statements up to 36 months into the future.
Custom Management Reporting
A report editor with templates and a content library for creating brandable financial reports.
Multi-Entity Consolidation
Aggregates financial statements for multiple businesses, with support for translating over 95 currencies.
AI Commentary Writer
Provides AI-generated report commentary with visibility into the underlying numbers.
KPI and Trend Analysis
Tracks financial and non-financial KPIs using charts and tables to visualize growth and performance.
Group Benchmarking
Allows users to compare and rank multiple companies or franchisees across specific KPIs.
Use Cases
Management Reporting
Creating custom financial reports for investors, lenders, or internal management teams.
Cash Flow Planning
Using historical data to build forecasts and test different business scenarios.
Multi-Company Consolidation
Combining financial results from various entities into a single consolidated view.
Accounting Advisory Services
Providing clients with visual insights and KPI tracking to support advisory engagements.
Integrations
- QuickBooks Online
- QuickBooks Desktop
- Xero
- MYOB
- Excel
- Google Sheets
FAQ
What accounting software does Fathom integrate with?
- Fathom integrates with QuickBooks Online, QuickBooks Desktop, Xero, and MYOB. It also supports data imports via Excel and Google Sheets.
How does Fathom's pricing work?
- Pricing is based on the number of company connections. Pro plans range from a Starter tier at $65/month for one company up to Platinum for 50 companies, with additional per-company fees.
What is the difference between Fathom Portfolio and Fathom Pro?
- Fathom Portfolio is a subscription for accounting firms to monitor a client base via a dashboard, while Fathom Pro provides full analytics, custom reporting, and three-way cash flow forecasting.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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