Overview
Fathom is a cloud-based financial analysis platform that empowers finance teams, advisors, and business leaders to create custom management reports, consolidate multiple entities, and generate cash flow forecasts with ease. By combining powerful AI-assisted insights, multi-currency consolidation, and unlimited brandable reports in a single solution, Fathom streamlines the end-to-end financial workflow—eliminating manual spreadsheet aggregation and accelerating decision-making Fathom.
Key Features
- Management Reporting
Build tailored reports combining text, charts, tables, and financial statements in minutes using an intuitive editor—no coding or complex templates required Fathom. - Group Consolidation
Consolidate multiple companies—across currencies and accounting standards—into a single dashboard. Track consolidated P&L, balance sheet, and cash flows with automatic elimination entries Fathom. - Cash Flow Forecasting
Generate three-way forecasts (P&L, balance sheet, cash flow) using actuals and driver-based projections. Scenario-plan by adjusting revenue or expense drivers to model future outcomes Fathom. - KPI Dashboards & Ratios
Track key metrics—gross margin, burn rate, AR/AP days, working capital, and more—with auto-calculated ratios and visual heatmaps for at-a-glance performance monitoring. - Automation & Scheduling
Schedule report deliveries via email or Slack, automate update imports from Xero, QuickBooks, or MYOB, and set alerts for significant variances or KPI breaches. - Unlimited Branding & Collaboration
Apply your logo, colors, and commentary to every report. Invite unlimited users with role-based permissions and collaborate in real time on report content and forecasts.
How It Works
- Connect Your Accounting
Link Fathom to your cloud accounting system (Xero, QuickBooks, MYOB). Actuals flow in automatically. - Configure Entities
Import one or multiple companies, set FX rates, and define intercompany eliminations for consolidated reporting. - Design Reports
Use drag-and-drop sections to assemble financial statements, KPI cards, commentaries, and charts. - Forecast & Scenario-Plan
Adjust assumptions—sales growth, costs, financing—to project three-way forecasts and compare scenarios side by side. - Share & Automate
Schedule PDF or interactive report deliveries, set up variance alerts, and maintain a single source of truth for stakeholders.
Benefits of Using Fathom
- Time Savings: Replace manual spreadsheet consolidation and formatting with fully automated report generation.
- Improved Accuracy: Eliminate human error through direct integrations and built-in consolidation logic.
- Strategic Insights: Leverage driver-based forecasting and KPI benchmarking to inform proactive financial decisions.
- Scalable Across Businesses: Support single entities to large group structures with multi-currency and intercompany eliminations.
- Professional Brand-Ready Reports: Deliver polished, branded reports that communicate financial health clearly to investors and boards.
Pros and Cons
| Pros | Cons |
| One-click consolidation of multiple companies with FX adjustments | Requires connected cloud accounting—no manual data import options |
| Driver-based three-way cash flow forecasting with scenario analysis | Learning curve for custom report layouts and advanced forecasting |
| Unlimited branded reports and scheduled deliveries | Premium plans needed for high consolidation volumes |
| Automatic KPI calculations, ratio heatmaps, and variance alerts | Forecast granularity limited by driver types available |
| Seamless integrations with Xero, QuickBooks, MYOB | No ad-hoc journal entry adjustments within the tool |
Use Cases
- Financial Advisors & Consultants: Produce monthly management packs and board reports for multiple clients in one platform.
- Scaling SMEs: Consolidate divisional financials and forecast cash runway when planning expansion.
- Startups & Investors: Track burn rate and cash runway, scenario-plan fundraising rounds, and share polished investor updates.
- Multi-Entity Groups: Standardize reporting across subsidiaries, handle intercompany eliminations, and generate group forecasts.
- Nonprofit & Government: Streamline grant reporting and budget forecasts with branded, audit-ready reports.
Case Studies / Impact Examples
- Right Brain Insights: “Fostering clarity on cash flow forecasts has transformed how we advise clients—what used to take days now happens in minutes.” —David Maher, Director Fathom.
- Mid-Size eCommerce Group: Reduced consolidation reporting time by 75%, enabling finance to focus on growth strategies rather than data wrangling.
Pricing Information
Pricing is based on the number of entities (companies) you connect to Fathom:
| Plan | Companies Included | Monthly Price (USD) | Additional Company Fee | Free Trial |
| Starter | 1 | $65 | $65 per extra company | 14 days |
| Silver | 10 | $390 | $39 per extra company | 14 days |
| Gold | 25 | $540 | $17 per extra company | 14 days |
| Platinum | 50 | $860 | $15 per extra company | 14 days |
All Pro subscriptions include unlimited brandable reports, group benchmarking, multi-currency consolidation, in-depth analysis tools, cash flow forecasting, certifications, resources, and unlimited users. Fathom
FAQs
Which accounting platforms does Fathom support?
Fathom integrates natively with Xero, QuickBooks Online, MYOB, and other popular cloud accounting systems.
Can I try Fathom before buying?
Yes—enjoy a 14-day free trial with full access to all features and entity limits.
How does consolidation work?
Fathom automatically handles intercompany eliminations and FX translation based on your chart of accounts and exchange rates.
Is my data secure?
All data is encrypted in transit and at rest. Fathom is GDPR-compliant and follows industry best practices for privacy.
Can I export reports?
Yes—export to PDF, CSV, or share interactive online links with stakeholders.
Get Started
Start your free trial of Fathom today and transform your financial reporting and forecasting workflows!
