Fathom
Financial reporting, forecasting, and dashboards for advisory firms.
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Overview
On a typical advisory day, your team pulls a client's latest numbers, builds a branded management report with KPI dashboards and a three-way cash flow forecast, and walks the client through it. Fathom handles that cycle by connecting live to QuickBooks Online, QuickBooks Desktop, Xero, MYOB, Sage, Excel, and Google Sheets so the data is already there when you need it. Your team works from a single place rather than rebuilding spreadsheets per engagement.
The core outputs are branded management reports, KPI dashboards, and three-way cash flow forecasts covering profit and loss, balance sheet, and cash flow in one model. The AI commentary writer generates narrative text for reports, and shows its reasoning alongside each paragraph so advisors can review and edit before sending. Multi-entity consolidation aggregates results across groups, franchises, or related companies and enables side-by-side benchmarking.
Pricing is per company per month on a monthly contract with no minimum term. Starter at $65 per month covers one entity with all features and unlimited users, which suits sole practitioners. Silver at $390 per month covers ten companies, at $39 per entity. Gold and Platinum tiers reduce the per-entity cost further for larger portfolios. The Portfolio range starts at $62 per month for 100 companies and trades deep reporting features for a lighter insights-and-summary view.
A 14-day free trial covers all features. No permanent free tier is available.
Fathom fits solo advisors through to mid-sized firms with up to 50 or more advisory clients. Firms moving away from spreadsheet-based reporting tend to find the per-entity pricing and multi-client workspace a practical starting point for a recurring advisory service.
Key facts
- Starting price
- $59 per month
- Pricing model
- Per entity
- Free trial
- Yes
- Free tier
- No
- Deployment
- Cloud
- Geography
- US, UK, AU, CA, Global
- Founded
- 2010
- Support
- Phone, Email, Chat, Knowledge Base
- Languages
- English
- Works with
- Quickbooks, Xero, Sage, Myob, Excel, Google Sheets
- Last checked
- 2026-08-15
Pros and Cons
Pros
- Solo and small firms that want monthly management reporting and three-way forecasting per client.
- Practices on QuickBooks, Xero, MYOB, Sage, Excel, or Google Sheets that need branded report packs.
- Mid-sized firms with 10 to 50 advisory clients that need per-entity pricing rather than per-user.
Cons
- Firms whose clients are mid-market companies that need FP&A consolidation. Datarails is a closer fit.
- Solo advisors with one or two reporting clients. The Starter tier ($65) covers one entity per month.
- Practices that want narrative report writing without AI commentary. Fathom centers its workflow on the commentary writer.
Pricing
| Tier | Price | Billing | Features |
|---|---|---|---|
| Starter | $59 | Per month (1 company, plus $59 per extra company) | Full reporting, analysis, forecasting, and consolidation for one entity. Unlimited users. |
| Silver | $315 | Per month (10 companies, plus $31 per extra company) | All features for up to 10 companies with group benchmarking and multi-currency consolidations. |
| Gold | $450 | Per month (25 companies, plus $17 per extra company) | All features for up to 25 companies with full advisory toolkit. |
| Platinum | $805 | Per month (50 companies, plus $13 per extra company) | All features for up to 50 companies. Best per-entity rate for larger practices. |
| Portfolio 100 | $67 | Per month (up to 100 companies) | Simplified insights dashboard, metric drill-down, and summary reports across a portfolio. |
| Portfolio 300 | $189 | Per month (up to 300 companies) | Portfolio oversight for up to 300 client companies. |
| Portfolio Unlimited | $405 | Per month (unlimited companies) | Portfolio oversight with no cap on client companies. |
Compare Fathom head to head
Side by side on pricing, integrations and fit, from the same checked records as this page.
Frequently asked questions
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User reviews
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