--- title: "Fathom Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Fathom Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/136476/Fathom/" page_type: "product" language: "en" --- # Fathom Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Fathom ## What is Fathom? Fathom simplifies financial reporting by transforming accounting data into clear, insightful reports. Designed for businesses, accountants, and advisors, it enables users to customise reports with charts, tables, and commentary, making financial data easier to interpret. Fathom offers a range of performance metrics, allowing users to track profitability, cash flow, and growth with over 50 pre-built KPIs. Users can also automate report generation and schedule reports for stakeholders. Its three-way forecasting feature provides scenario modelling across Profit & Loss, Balance Sheet, and Cash Flow statements, helping businesses plan for the future. Fathom seamlessly integrates with Xero, QuickBooks Online, and MYOB, ensuring real-time data synchronisation and reducing manual data entry. Multi-entity organisations benefit from consolidated reporting, intercompany eliminations, and multi-currency support, making Fathom an essential tool for financial analysis and decision-making. ## What is Fathom used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/) Top alternative Featured Overall rating Based on 27 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $50 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Fathom?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.theaccessgroup.com/en-gb/construction/products/fonn/&name=Fathom) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Fathom 4.8 (27) VS. [4.5 (282)](https://www.capterra.com/p/169053/Looker/reviews/) Starting Price $50 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (26) Ease Of Use 4.3 (1,867) Value For Money 4.7 (20) Value For Money 4.4 (1,271) Customer Service 4.7 (20) Customer Service 4.5 (1,205) ## Fathom alternatives [4.4 (361)](https://www.capterra.com/p/129749/Zoho-Analytics/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.3 (331)](https://www.capterra.com/p/119119/Domo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (135)](https://www.capterra.com/p/141678/Phocas-Software/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (2,057)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/136476/Fathom/alternatives/) ## FAQs about Fathom Overview ### Which roles and teams benefit most from Fathom? Fathom is most used by finance leaders, executives, and client-facing teams that need fast visibility into performance. CFOs, controllers, and accounting managers use it for reporting, forecasting, and KPI tracking, while CEOs and COOs monitor business health. Sales, customer success, and operations teams rely on it to streamline updates and support decisions. Answer based on 25 reviews Overview ### What company size and industries is Fathom built for? Fathom is built primarily for small businesses, which make up 93% of reviewers, with accounting the top industry at 19%. It serves small business owners, CFOs, CEOs, accountants, advisors, and franchise groups, with additional adoption in health, wellness and fitness at 15% and financial services at 11%. Answer based on 27 reviews Features and Usability ### What are the key features of Fathom? Fathom offers financial reporting, budgeting and forecasting, cash flow management, and KPI monitoring for accounting and analysis. It also includes scenario planning, profitability analysis, consolidations for multi-company and multi-currency data, and dashboards with customizable reports, visual analytics, ad hoc reporting, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Fathom starts at $50 per month per feature for the Starter plan, with Silver at $260 per month, Gold at $380 per month, and Platinum at $680 per month. A free trial is available. The Starter plan includes in-depth analysis tools and unlimited brandable reports; Gold adds cash flow forecasting and unlimited users. Answer based on 6 reviews Integrations ### Which third-party tools and platforms does Fathom integrate with? Fathom connects natively to Xero, QuickBooks Online, MYOB Business, Microsoft Excel, Google Sheets, Sage Accounting, QuickBooks Online Advanced, and Access Financials. These integrations cover accounting, reporting, and spreadsheet workflows, with Xero and QuickBooks Online among the most commonly mentioned platforms. Answer based on 8 reviews Getting Started and Support ### What training and onboarding options does Fathom offer? Fathom offers live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation provides written reference material and videos offer self-paced demonstrations for learning features and setup steps. Answer based on 2 reviews Getting Started and Support ### What customer support options does Fathom offer? Fathom offers email/help desk support, a FAQ/forum, a knowledge base, phone support, and chat. Users describe the product as saving time and reducing admin work, with meeting details and emailed copies helping customer service tasks run more efficiently and leaving less manual follow-up for staff. Answer based on 1 reviews ## Features AI summary Based on 5,305 Financial Reporting reviews Capterra data shows that buyers of financial reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Fathom supports all three of the features reviewers value most: **Accounting**, **Income & Balance Sheet**, and **Profit/Loss Statement**. Combined, these capabilities give businesses a clear view of financial performance, help teams track assets and liabilities accurately, and support better reporting and planning decisions. Income & Balance Sheet 5.0 (3) 133.33% of 3 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Profit/Loss Statement 5.0 (4) 125.00% of 4 reviewers that rated this feature as important or highly important A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Reporting/Analytics 4.9 (9) 100.00% of 9 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Visualization 4.8 (8) 100.00% of 8 reviewers that rated this feature as important or highly important Graphical representation of data Budgeting/Forecasting 4.7 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Strategic Planning 4.7 (6) 100.00% of 6 reviewers that rated this feature as important or highly important At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Fathom 49 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Reporting: Generate one-off reports that meet information requirements - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Benchmarking: Compare key metrics for the business against prominent players in the industry - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Client Management: Manage contact details and communication with clients - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Discovery: Discover and connect variety of data sources to the application for analysis - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Accountants: Software specialized for accountants and accounting firms - Forecasting: Form predictions based on past and present data/trends - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Messaging: Communicate using messages within the system - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Self-Service Reporting: Allow users to create their own reports and financial statements - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.8 (26) 4.8 Based on 26 reviews ## Pricing Value for money 4.7 (20) Free Trial [View pricing plan details](https://www.capterra.com/p/136476/Fathom/pricing/) Starter $50.00 Per Feature,Per Month It includes: - Unlimited brandable reports - In-depth analysis tools Silver $260.00 Other,Per Month It includes: - Group benchmarking - Multi-currency consolidations Gold $380.00 Other,Per Month It includes: - Cash flow forecasting - Unlimited users Platinum $680.00 Other,Per Month It includes: - Multi-channel support - Certifications and training Value for money 4.7 (20) 4.7 Based on 20 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[ MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/)[ Access Financials](https://www.capterra.com/p/242290/Access-Financials/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (20) 4.7 Based on 20 reviews ## User reviews Overall rating 4.8 Based on 27 reviews Filter by rating 5(21) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Customer success manager Computer Software ### "Streamline your meets with Fathom" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2026 Fathom made my job easier and more efficient. The notes it produces after each meeting detail action items and who owns them. Pros I love Fathom, it is easy to use and helped me track action items from meeting. I could use my notes to make jira ticket requirements and it allowed me to fully focus on my meeting and not have to make notes at the same time. Cons I think an improvement could be made for you user interface detailing who would receive post meeting notes. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Faiz A. Research Assistant Information Technology and Services ### "Best for giving my research reports a polished appearance" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 1, 2026 In short, it is a 100% professional document for reports. It makes me look really smart in meetings because the visuals are so clear. Fathom is for you if you hate manual charts in Excel. Pros I specialise in working with data but Fathom makes it look beautiful — like a narrative. So as a Research Assistant, I often have to present my boss With lots of charts and numbers. These reports run super quick with Fathom. It pipes into my data and boom — I have clean graphs. When we are overspending on a project it is quite easy to observe. Cons The small details in a chart are sometimes difficult to switch. Markymusic: If I want a very specific custom look, the tool is so “strict.” Additionally, if you have a large amount of data, it can be a bit slow to load everything. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RO Rhoda O. Office Manager Health, Wellness and Fitness ### "Fantastic Product! Highly Recommend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 20, 2026 I have been on both sides of this software. The owner and the invitee. During the meeting the software goes unnoticed. It doesn't have any interference of the meeting. Pros I like the fact that you can easily record meetings. The system will send an email to the other meeting invites, asking for their consent to record the meeting. It also gives the invites an option to receive a copy of the recording meeting. Cons After great thought, I can't think of something to dislike. Maybe the fact that an invite goes out to invitees in case you didn't need or want them to know the meeting was being recorded. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VK Val K. CEO and Co-Founder Information Technology and Services ### "The reports are good" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 5, 2026 All of our dozen entities were moved into one platform for monthly reporting. It can do multi-currency without me having to do the math myself (that was a shock); it will help identify problems in the business rather than having to sift through rows of boring number all day. Pros Fathom uses the information from Xero and doesn’t freeze up so that’s nice (I thought it would). Charts are acceptable enough for the shareholders so they won’t stare at me like I’ve lost my mind during the meeting. Cons Balance sheet mappings are basically useless in comparison to the P&L functions which creates pointless ratio comparisons. The software is also ridiculously slow if more than one person tries to work in it at the same time. Tax variables in the forecasting get screwed up and fixing them is a pain. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Cheryl O. Owner Health, Wellness and Fitness ### "Finally, a Note-Taking Helper I Can Trust" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 December 3, 2025 My overall experience with Fathom has been very positive. It keeps my meetings organized, helps me stay fully engaged with clients and students, and saves me valuable time in follow-up work. It’s become a reliable part of my daily workflow, and I appreciate how simple it is to use. Pros Fathom lets me stay fully present in my meetings while it captures everything I need. The summaries are clear and surprisingly accurate, which makes follow-up easier and saves me a lot of time. Cons At times, the summaries can miss small nuances from more complex conversations, so I still double-check details. But overall, the benefits outweigh the occasional adjustment. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EB Erin B. Controller Consultant Financial Services ### "Custom Reporting and Helpful Integrations" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 14, 2025 I have used Fathom for business consulting with a variety of different clients. I've used several of report features, the integrations with other software platforms and sites, and overall had a very positive experience. Pros I love the reporting capabilities and how you can just build out a template to reuse over and over again over whatever period you choose. Cons The time it takes to refresh from pulling from external sources could be a bit faster in order to work more efficiently and get reports out quicker. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User National Sales Director Financial Services ### "Been using for over 6 months withhigh impactresults." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 1, 2025 It has been extremely good and I would recommend it to anyone. We are a small business, and it has made a significant impact on us in just a short time. Pros Fathom has saved us significant time and money, because instead of having to take notes and have our admin break those down into summaries, we now have more exact details, saving us both money and time. It has freed her up to do more of customer service, which truly is her job. I love that each one of my attendees always receive a copy emailed to them personally based off of what they logged in as. Cons A few minor glitches like getting a name wrong or having to adjust a note after a meeting because it wasn't as exact as I wanted. In my opinion those are just minor. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Jeremiah L. Account Director Marketing and Advertising ### "Can't Fathom Working Without It!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 11, 2025 I make sure to have it turned on before going into any meeting, whether Zoom, Teams or Meet. It is an invaluable tool that provides unlimited resources! Pros Ease of use, quick insights into actionable items and overall UI is simple to navigate. It makes everything a breeze to get done. Cons It sometimes misses the mark in automatically joining meetings to provide the best talking points from a call. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AJ Aiden J. Public Relations Trainee Restaurants ### "Excellent work tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 13, 2025 An experience based on perfect results, thanks to this work tool that allows everything to be done more efficiently and with better information detail. Pros It has been a quick way to create reports and share them with the entire team, allowing everyone to have clear and accurate information. It helps me keep all the information in a single file, allowing me to make decisions based on real statistics that project future profit and loss statistics. The entire platform is very easy to work with and easy to learn. Cons I have not had any glitches or issues that have affected my daily work with the platform. The results have always been optimal. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DJ David Joseph C. Inside Sales Public Safety ### "Fantastic Fathom" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 January 29, 2025 Excellent, I was pleasantly surprised with what it could do, how will it did it, and I found the onboarding experience quite good. Pros The recap email that is sent after a meeting. It's ability to decipher key points from the meeting and tap right into those moments is wonderful. I also love that at meeting time it reminds or autostarts the meeting. Cons The auto send to all participants needs to made very clear to customers before they start using the software. Sometimes having the little reminder that is in the corner is distracting but not being able to find is equally annoying so not sure if that's helpful. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/136476/Fathom/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Microsoft Power BI vs Fathom](https://www.capterra.com/compare/136476-176586/Fathom-vs-Power-BI)