IN THE FIELD GUIDE

fathomhq

fathomhq.com

Fathom is a financial analysis, management reporting, multi-entity consolidation, and cash flow forecasting software that integrates with popular accounting platforms like QuickBooks and Xero. It provides tools for insightful reporting, fast forecasting, and actionable financial insights in an easy-to-use solution.

THE PRODUCT, BEYOND THE PITCH

Editorially reviewed · Sources checked Sep 27, 2026

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A good fit for

Business managers, CFOs, and business advisors at companies of all sizes and industries.
Accounting firms needing oversight and engagement tools for their entire client base.

Know the limitations

Pricing is based on the number of company files connected, which may increase costs as more companies are added.
Fathom Portfolio offers a limited feature set compared to Fathom Pro, designed mainly for client oversight rather than full analytics.

What you can do

Small and medium businesses use Fathom for reporting to investors, lenders, or management teams.
Business advisors provide clients with personalized management reports presenting their numbers beautifully.

Features

Automated scheduling and delivery of management reports to keep teams updated.
Three-way cash flow forecasting projecting Profit & Loss, Balance Sheet, and Cash Flow statements.
Multi-entity consolidation with speed, flexibility, and accuracy for groups of businesses.
Group benchmarking to visually compare and rank companies, clients, or franchisees.
Formula builder to create custom KPIs relevant to unique business needs.

Integrations

Not confirmed yet.

Platforms & data export

Management reports can be created for multiple formats such as print or web.

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

PeopleBillingCurrencyPrices are shown as published. No exchange rates are applied.Monthly usage per toolApplies to each tool’s own unit. Leave at 0 for subscription cost only.

Known monthly subtotal

$0.00/month

1 of 1 tools could not be priced with these inputs, so this is not the full cost.

Plan costs based on your requirements
Tool / plan	Monthly	Per year	What this assumes
fathomhq	No pricing recorded yet. Check the official site, or ask the owner to add it.

A practical workflow

Start a free trial with no credit card required and set up in minutes.
Use ready-made report templates and customize them with the report editor.
Schedule reports to be automatically delivered to your inbox to keep teams updated.

Based on the sources below. Editorial review does not imply hands-on product testing.

Alternatives to explore

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What changed

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