# Fathom Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Fathom the right Financial Reporting solution for you? Explore 26 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/136476/Fathom/reviews

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Fathom

4.8 (26)

[View alternatives](https://www.capterra.com/p/136476/Fathom/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Fathom

Ease of use

4.6

Customer Service

4.6

## Pros and Cons in Reviews

EB

Erin B

Controller ConsultantFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years.

“I've used several of report features, the integrations with other software platforms and sites, and overall had a very positive experience.“

November 14, 2025

James M

National Sales DirectorFinancial Services, 51 - 200 employeesUsed the software for: 6-12 months.

“It has freed her up to do more of customer service, which truly is her job.“

August 1, 2025

CB

CHRISTAL B

CEOAccounting, Self-employedUsed the software for: 6-12 months.

“I liked that Fathom integrates with QuickBooks Online software.“

May 1, 2024

## Showing most helpful reviews

Showing 1-25 of 26 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Faiz A.  
Research Assistant  
Information Technology and Services  
Used the software for: Less than 6 months

### "Best for giving my research reports a polished appearance"

March 1, 2026

4.0

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

SL

Shea L.  
E-commerce  
Sporting Goods  
Used the software for: 6-12 months

### "Fathom AI Notetaker Made Me a HUGE Fathom Fan"

October 1, 2024

5.0

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 Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)

Reason for choosing Fathom

pricing and functionality was much better with fathom

Review Source

VK

Val K.  
CEO and Co-Founder  
Information Technology and Services  
Used the software for: 2+ years

### "The reports are good"

February 5, 2026

5.0

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

Cheryl O.  
Owner  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Finally, a Note-Taking Helper I Can Trust"

December 3, 2025

4.0

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

RT

Robin T.  
Managing Director  
Accounting  
Used the software for: Less than 6 months

### "Brilliant forecasting and cashflow tool"

August 3, 2023

5.0

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

Reason for choosing Fathom

Free trial enabled me to try out and ease meant fast ingration

Review Source

VR

Verified Reviewer  
National Sales Director  
Financial Services  
Used the software for: 6-12 months

### "Been using for over 6 months withhigh impactresults."

August 1, 2025

5.0

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

AJ

Aiden J.  
Public Relations Trainee  
Restaurants  
Used the software for: 1-2 years

### "Excellent work tool"

June 13, 2025

5.0

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

Jeremiah L.  
Account Director  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Can't Fathom Working Without It!"

July 11, 2025

5.0

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

DJC

David Joseph C.  
Inside Sales  
Public Safety  
Used the software for: Less than 6 months

### "Fantastic Fathom"

January 29, 2025

5.0

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

RO

Rhoda O.  
Office Manager  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Fantastic Product! Highly Recommend"

February 20, 2026

5.0

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

EB

Erin B.  
Controller Consultant  
Financial Services  
Used the software for: 1-2 years

### "Custom Reporting and Helpful Integrations"

November 14, 2025

4.0

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

Matt S.  
Advisory Services  
Accounting  
Used the software for: 2+ years

### "Quick, clean, accurate financial statements and reports"

September 14, 2023

5.0

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.

Review Source

Warren S.  
Senior Analyst  
Financial Services  
Used the software for: Less than 6 months

### "Highly Customizable FP+A Software "

July 6, 2023

5.0

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

Reason for choosing Fathom

No alternatives considered

Review Source

Aislinn K.  
Marketing Assistant  
Management Consulting  
Used the software for: 1-2 years

### "Entreflow Consulting Group's use of Fathom"

April 19, 2019

5.0

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.

Review Source

cM

carisa M.  
Accounting Manager  
Accounting  
Used the software for: 2+ years

### "Fathom is a Go to Forcasting Tool"

November 16, 2023

5.0

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.

Reason for choosing Fathom

The ability to forecast the profit and loss and the balance sheet was key. You can reflect loan payments and changes in cash that would never flow through the profit and loss.

Review Source

CB

CHRISTAL B.  
CEO  
Accounting  
Used the software for: 6-12 months

### "Fathom Makes Reporting for Clients Easier"

May 1, 2024

5.0

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.

Review Source

VR

Verified Reviewer  
CFO, Management Consultant  
Management Consulting  
Used the software for: 2+ years

### "Best KPI & Reporting App"

January 30, 2020

5.0

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.

Review Source

IM

Imran M.  
Growth Maestro  
Management Consulting  
Used the software for: 6-12 months

### "Cash Flow Saviour"

May 21, 2023

5.0

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

Review Source

AM

Alexandra M.  
Operational Services Manager  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Fathom is helpful"

March 30, 2023

4.0

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.

Review Source

VR

Verified Reviewer  
Business Analyst  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Great Reporting Solution"

December 15, 2021

5.0

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.

Review Source

TW

Trent W.  
Financial Manager  
Entertainment  
Used the software for: 1-2 years

### "Amazing Reporting Software"

November 12, 2022

5.0

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

Switched from

[Futrli](https://www.capterra.com/p/169761/FUTRLI/)[Spotlight Reporting](https://www.capterra.com/p/159553/Spotlight-Reporting/)

More user friendly

Review Source

BH

Ben H.  
COO  
Computer Software  
Used the software for: 2+ years

### "A must for real-time business accounting"

July 6, 2021

5.0

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!

Review Source

DS

Dave S.  
  
Glass, Ceramics & Concrete  
Used the software for: 6-12 months

### "Fathom HQ - Filling in the blanks from Quickbooks"

October 13, 2016

5.0

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.

Review Source

GM

Grant M.  
CFO  
Information Technology and Services  
Used the software for: Less than 6 months

### "Fathom is giving me the spotlight on my reporting"

December 21, 2021

4.0

Pros

Ease of use; flexible forecasting; dashboards

Cons

The foreign currency translation reserve arising under IAS21 needs to be automated

Review Source

MN

Michael N.  
  
Computer Software  
Used the software for:

### "null"

January 3, 2019

4.0

Review Source

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