Fathom

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.