Fathom
Budgeting and forecasting software
Cash flow management software
Corporate performance management (CPM) software
Financial analysis software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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A$65 per month
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What is Fathom
Fathom is a cloud-based financial reporting and analysis platform used to produce management reports, track KPIs, and monitor cash flow and performance trends. It is commonly used by small and mid-sized businesses and accounting/advisory firms that manage multiple client entities. The product connects to accounting systems to automate data refresh and provides templates for reporting, analysis, and forecasting workflows. It emphasizes standardized reporting packs and visual KPI dashboards over highly customized enterprise planning models.
Strong management reporting packs
Fathom provides structured report templates for management reporting, including narrative sections, charts, and KPI summaries. Users can assemble recurring monthly/quarterly packs and refresh them as underlying accounting data updates. This supports consistent reporting across multiple entities without building complex models. It is well-suited to finance teams and advisors that need repeatable client-ready outputs.
Accounting system connectivity
Fathom is designed to pull actuals from connected accounting platforms, reducing manual data entry and spreadsheet consolidation. Automated refresh helps keep dashboards and reports aligned with the general ledger. This is practical for organizations that rely on accounting software as the system of record. It also supports multi-entity workflows often required by firms managing several clients.
KPI and cash flow visibility
Fathom includes KPI dashboards and cash flow-focused views that help monitor liquidity and operating performance. Users can track trends and variances using standardized metrics and visualizations. This makes it easier to communicate performance to non-finance stakeholders. The approach is lighter-weight than enterprise CPM suites while covering common SMB finance needs.
Limited enterprise CPM depth
Compared with full CPM platforms, Fathom typically offers less depth for complex driver-based planning, multi-dimensional modeling, and advanced workflow controls. Organizations needing sophisticated allocations, scenario modeling at scale, or highly customized planning logic may outgrow it. It is generally better aligned to SMB reporting and analysis than enterprise-wide planning. Larger deployments may require complementary tools.
Customization constraints for models
Fathom’s templates and standardized approach can limit how far users can customize calculations, layouts, and bespoke reporting structures. Teams with unique chart-of-accounts structures or specialized industry KPIs may need workarounds. This can increase reliance on spreadsheets for edge cases. The trade-off is faster setup for common reporting patterns.
Integration scope depends on connectors
Data coverage and automation depend on the availability and depth of supported integrations with accounting and related systems. If a company uses less common ERPs, billing, or data warehouse tooling, integration may require manual imports or intermediate steps. That can reduce timeliness and increase reconciliation effort. Integration requirements should be validated during evaluation.
Plan & Pricing
Fathom Pro pricing (official site:
| Plan | Price | Key features & notes |
|---|---|---|
| Starter (1 company included) | A$65 per month (prices shown in AUD, excl. GST) — plus A$65 per extra company | Unlimited users; unlimited brandable reports; in-depth analysis tools; cash flow forecasting; multi-currency consolidations; 14-day free trial available. |
| Silver (10 companies included) | A$390 per month (AUD, excl. GST) — plus A$39 per extra company | Same feature set as Starter (expanded company slots); 14-day free trial available. |
| Gold (25 companies included) | A$540 per month (AUD, excl. GST) — plus A$17 per extra company | Same feature set; 14-day free trial available. |
| Platinum (50 companies included) | A$860 per month (AUD, excl. GST) — plus A$15 per extra company | Same feature set; 14-day free trial available. |
Fathom Portfolio pricing (official site:
| Plan | Price | Key features & notes |
|---|---|---|
| Portfolio – 100 companies included | A$62 per month (AUD, excl. GST) | Insights dashboard; metric drill down; simple summary reports (up to 6 metrics in one view); designed for accounting firms; Portfolio can be upgraded to Fathom Pro for advanced analytics. |
| Portfolio – 300 companies included | A$370 per month (AUD, excl. GST) | As above. |
| Portfolio – Unlimited companies included | A$500 per month (AUD, excl. GST) | As above. |
Notes: Pricing is based on number of companies connected. Consolidated groups are free. Site states "Prices shown in $AUD. Excluding GST." Trial: Pro explicitly lists a 14-day free trial; Portfolio has a "Start a free trial" CTA and the site states trials include full functionality, but the Portfolio trial length is not explicitly specified on the pricing page.
Seller details
Fathom
Sydney, Australia
2014
Private
https://www.fathomhq.com/
https://x.com/fathomhq
https://www.linkedin.com/company/fathom-hq
