Fathom

All-in-one financial reporting, analysis, and forecasting tool

Free Trial

Description

Fathom provides an all-in-one business intelligence solution for financial analysis, management reporting, cash flow forecasting, and consolidated group reporting. This platform helps companies, accountants, and franchises understand business performance by delivering automated, customizable reports and clear financial insights.

With seamless integration to leading accounting tools, Fathom simplifies data import, benchmarking, and multi-company consolidation, enabling users to make informed decisions, monitor KPIs, and plan confidently for the future.

Key Features

Financial Analysis: Provides in-depth insights into business performance
Management Reporting: Enables creation of custom, branded management reports
Cash Flow Forecasting: Offers powerful, three-way cash flow forecasts and scenario planning
Consolidated Reporting: Delivers fast and accurate multi-company financial consolidation
Commentary Writer: AI-powered report commentary with full number visibility and context awareness
Insights Dashboard: Visual dashboard with metric drill down and summary reports
Group Benchmarking: Visual comparison and ranking of companies, clients, or franchisees
Unlimited Brandable Reports: Generate fully customizable reports for web or print
Multi-Channel Support: Assistance through various channels for all subscribers
Seamless Integrations: Supports QuickBooks, Xero, MYOB, Excel, Google Sheets, Sage, and more

Use Cases

Automating business performance analysis for small and medium businesses
Delivering advisory and reporting services for accountants and bookkeepers
Consolidating financial results from multiple companies or franchises
Generating and distributing management reports to stakeholders
Projecting and planning cash flow for improved financial decision-making
Benchmarking performance across groups, franchises, or client portfolios

Frequently Asked Questions

What’s the difference between the Fathom Portfolio and Fathom Pro subscriptions?

Fathom Pro is a full-featured financial insights tool with deep reporting, forecasting, and performance tracking, while Fathom Portfolio is a cost-effective subscription designed for accounting firms to provide oversight and engagement across an entire client base.

Can I trial the Fathom functionality for free?

Yes. All Fathom functionality is included in a 14-day free trial.

Do I pay for consolidated groups?

No. Consolidated groups are free of charge and there is no limit on the number of consolidated groups you can create.

Can I change plans at any time?

Yes. You can upgrade or downgrade your plan at any time from within your account. Upgrades occur automatically if you add more companies.

What security measures are in place?

Fathom provides enterprise-grade security with GDPR, SOC 2 Type 1, and ISO 27001 compliance, 2FA, encryption in transit and at rest, and role-based access control.