Fathom Reviews

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18 Reviews

- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent tool
Reviewed on 2025/01/18
Excellent, is a great tool to day to day task in todays works
Excellent, is a great tool to day to day task in todays works
Pros
What i most like about fathon is how easy is to use, and how easy is to me to send a minute about de meeting
Cons
Is easy to.use, is easy to teach how to use for the team
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Brilliant forecasting and cashflow tool
Reviewed on 2023/08/03
I love the software and think overall it is very reasonably priced for the hole it fills
I love the software and think overall it is very reasonably priced for the hole it fills
Pros
What i was looking for was an easy forecasting tool to help my business with cashflow. What i got was something even better which will help my business and that of my clients no end
Cons
Support requests have had slow replies tbh
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Fathom is helpful
Reviewed on 2023/03/30
Pros
What I like most about Fathom is that it links with Quickbooks.Fathom is also a great tool to help forecast. I love how I can see runway.
Cons
Fathom can sometimes be confusing to use. For example, Fathom doesn't include tax in the expenses exported to the software.
- Industry: Sporting Goods
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Fathom AI Notetaker Made Me a HUGE Fathom Fan
Reviewed on 2024/10/01
Very Positive, great impact on business meeting and detailed records
Very Positive, great impact on business meeting and detailed records
Pros
LOVEEEE the AI notetaker. Truly a game changer and should be implemented in all businesses.
Cons
I wish it would join automatically, but it is not hard to get in the meeting
Alternatives Considered
Zoom WorkplaceReasons for Switching to Fathom
pricing and functionality was much better with fathom
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Quick, clean, accurate financial statements and reports
Reviewed on 2023/09/14
Fathom saves us hundreds (yes, hundreds) of hours per month in labor since we can build a template...
Fathom saves us hundreds (yes, hundreds) of hours per month in labor since we can build a template and copy it between entities. That meant we could create a financial statement format and duplicate it over and over and over as needed to generate reports.Clients also appreciate the clean aesthetic and reliable KPIs - our reporting, while customized, stands out from those firms dumping things right out of QuickBooks or building and re-building them in Excel.
Pros
Syncs to QuickBooks instantly, updates regularly, and allows for unlimited groups to be created for the consolidation of financials between multiple companies. Also, most reports can be exported into Excel if you need to do a little finessing.
Cons
The consolidated charts & graphs module is still in need of a few more granular features.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Fathom is a Go to Forcasting Tool
Reviewed on 2023/11/16
Pros
Our firm has looked at a number of cashflow tools for our clients and we have not found anything else with as many features to build out a very detailed cashflow as Fathom has. There are options for drivers, mini budgets, and the bonus is the balance sheet forcasting.
Cons
It takes a lot of time to set it up. It also is harder to learn but once the tool is learned it's easy to use. When you're building out your forecast it is easy to mistakenly delete all of the amounts, and there is not an undo. you have to be very cautious on how you adjust your cashflow to make changes.

- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Highly Customizable FP+A Software
Reviewed on 2023/07/06
Required to use current financials and build topline and expense forecasting as well as display...
Required to use current financials and build topline and expense forecasting as well as display performance information and forecast information to shareholders and potential investors; our major shareholders were impressed with what they saw during our last meeting held using Fathom as the dashboard and 'deck'; thus, we were able to conduct our entire meeting using the Fathom dashboard report
Pros
Great and easy connection with QBOSimple setup and customizable GL categories Step by step initial setup that is easy to followGreat support and excellent learning materials
Cons
Forecasting using formulas can be a little more comprehensive
- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Fathom Makes Reporting for Clients Easier
Reviewed on 2024/05/01
Pros
I liked that Fathom integrates with QuickBooks Online software.
Cons
There's not much I don't like about Fathom, but I do wish the subscription was less expensive.

- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Entreflow Consulting Group's use of Fathom
Reviewed on 2019/04/19
Given that our CEO, Helina Patience used to be a financial analyst, it’s probably not a surprise to...
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.
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best KPI & Reporting App
Reviewed on 2020/01/30
I am so glad I found this app years ago. It has been an absolute solid rock for our and our...
I am so glad I found this app years ago. It has been an absolute solid rock for our and our client's businesses. Free 14 day trial. It's a no-brainer.
Pros
So easy to use. Extremely beautiful. Logical setup and design. Forces people to focus on the right things easily and get deep insight into business results without having to do a whole lot of work.
It makes it possible for non-financially focused people to engage deeply with business targets, results and trends in an approachable and exciting way.
Cons
The feature rollouts have been a bit slow in the past few years. Would love to see this app grow a bit faster. We are using 85%+ of the app with every client so chomping at the bit for more features.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Cash Flow Saviour
Reviewed on 2023/05/21
I use it to help my clients plan their future cash flows and investments.
I use it to help my clients plan their future cash flows and investments.
Pros
Helps Forecast Cash flow in real-time and you can create different scenarios like hiring an employe or purchasing an asset and see its effect on cash flow and P&L instantly
Cons
Unable to connect with ALL accounting Software. Only connects with Xero, Quickbooks, and MYOB. For other accounting software, you need to use Excel Sheets, which is a bit Clunky
- Industry: Health, Wellness & Fitness
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Great Reporting Solution
Reviewed on 2021/12/15
Overall, the software offers a good balance of data crunching packaged into beautiful, presentable...
Overall, the software offers a good balance of data crunching packaged into beautiful, presentable reports.
Pros
Easy to build out nice looking reports that make tracking and presenting company trends/goals simple to do and easy to replicate on a monthly and quarterly basis. There is a good catalog of how-to videos and webinars for an easy start up.
Cons
Forecasting has some limitations (setting up calculations dependent on unit sales across different departments/products is cumbersome) but there seem to be new features/updates that release somewhat regularly.
- Industry: Entertainment
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Amazing Reporting Software
Reviewed on 2022/11/12
Pros
This software really helped us streamline our reporting over our whole group of companies. A lot of the features are very logical and it is quite easy to pick up after completing there complimentary course
Cons
There are some elements of the software that are not easily editable, such as creating a custom P&L. It is hard to create your own type of P&L could be necessary for your business
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
A must for real-time business accounting
Reviewed on 2021/07/06
A great tool for accountants, bookkeepers, and managers who are looking to elevate their real-time...
A great tool for accountants, bookkeepers, and managers who are looking to elevate their real-time business intelligence
Pros
This software enables a whole new level of intuitive, objective insights on the financial health of your business. Quick to get started with a plethora of report options. The company summary PDF is a primary feature on its own.
Cons
Might take a bit of time for you to tag your existing financial statements to harmonize with Fathom's account structure. Once this is done, you are set!
- Industry: Glass, Ceramics & Concrete
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Fathom HQ - Filling in the blanks from Quickbooks
Reviewed on 2016/10/13
Even though we had Quickbooks Premier for Contractors I needed a better tool to visualize our...
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.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Fathom is giving me the spotlight on my reporting
Reviewed on 2021/12/21
Pros
Ease of use; flexible forecasting; dashboards
Cons
The foreign currency translation reserve arising under IAS21 needs to be automated
- Industry: Computer Software
- Company size: 51–200 Employees
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Review Source
Overall rating
Reviewed on 2019/01/03
- Industry: Accounting
- Company size: 2–10 Employees
- Used Monthly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Beautiful reporting
Reviewed on 2018/03/29
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