Fathom

Intelligent reporting, analysis and forecasting.

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Overview

Fathom is a financial analysis and management reporting tool that helps businesses and their advisors make better decisions. It transforms accounting data into insightful reports, dashboards, and forecasts. Fathom is widely used by accounting firms to provide advisory services and by businesses for internal performance tracking.

✨ Key Features

  • Financial Analysis & KPIs
  • Customizable Management Reports
  • Financial Dashboards
  • Three-way Cash Flow Forecasting
  • Benchmarking (Groups)
  • Consolidated Reporting

🎯 Key Differentiators

  • Completely free for individuals with unlimited usage
  • User-friendly interface
  • High-quality AI summaries

Unique Value: Provides a powerful, full-featured AI meeting assistant for free, eliminating the need for manual note-taking and improving meeting productivity.

🎯 Use Cases (4)

Creating monthly or quarterly management report packs Analyzing business performance and KPIs Forecasting future financial performance and cash flow Consolidating reports for multi-entity businesses

✅ Best For

  • Accounting and advisory firms
  • Small and medium-sized businesses
  • Franchises and multi-location businesses

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Complex, driver-based budgeting and planning (it's more focused on analysis and forecasting from historicals).

🏆 Alternatives

Fireflies.ai Otter.ai Gong

Offers core features comparable to paid competitors like Fireflies and Otter at no cost for individual users.

💻 Platforms

Web

🔌 Integrations

QuickBooks Online Xero MYOB Excel

🛟 Support Options

  • ✓ Email Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

$59.00/mo

✓ 14-day free trial

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