--- description: Review of Fathom Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Fathom | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/1904/financial-reporting/software) > [Fathom](/software/456607/Fathom) # Fathom Canonical: https://www.softwareadvice.co.nz/software/456607/Fathom Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/456607/Fathom?page=2) > Fathom is a powerful financial analysis, reporting, and forecasting platform that helps businesses, accountants, and advisors make better financial decisions. Designed with ease of use in mind, Fathom transforms complex financial data into insightful, visually engaging reports, empowering users to track performance, plan for the future, and deliver professional financial presentations. Financial Analysis: Fathom makes it easy to understand financial performance by offering deep insights into profitability, cash flow, and growth. With pre-built financial KPIs, businesses can track key metrics and even customize their own to reflect unique performance goals. Users can also monitor non-financial data to gain a more complete picture of business health. Management Reporting: Fathom’s reporting tools allow users to create professional, presentation-ready reports effortlessly. The flexible report editor makes it easy to add charts, tables, financial statements, and commentary, ensuring reports are clear and engaging. Users can also automate report generation and schedule deliveries to stakeholders. Cash Flow Forecasting: Gain confidence in your financial future with Fathom’s three-way forecasting capabilities. Fathom enables users to generate precise forecasts across the Profit \& Loss, Balance Sheet, and Cash Flow statements. Driver-based forecasting and scenario modelling allow businesses to assess the financial impact of different strategies, helping to plan for multiple outcomes. Consolidated Reporting: For businesses with multiple entities, Fathom simplifies financial consolidation. It handles multi-company reporting with features such as intercompany eliminations, multi-currency consolidation, and group financial statements. Customisable charts of accounts and consolidated budgets help businesses compare actuals vs forecasts across different divisions or locations. Integrations: Fathom integrates seamlessly with popular cloud-based accounting platforms, including Xero, QuickBooks Online, MYOB, Excel, and Google Sheets. These integrations enable real-time data synchronisation, reducing manual data entry while improving accuracy and efficiency. Custom Alerts \& Notifications: Stay informed and proactive with Fathom’s custom alert system. Users can set up automated notifications for key financial thresholds, ensuring they are alerted to significant changes or potential financial risks before they become major issues. > > Verdict: Rated **4.8/5** by 32 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 32 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: The Access Group - **Location**: Colchester, UK - **Founded**: 1996 ## Commercial Context - **Starting Price**: US$50.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: 14-day free trial available, with no credit card required. Four levels of subscription plan are available: Starter - $48 per month, 1 company included Silver - $250 per month, 10 companies included Gold - $360 per month, 25 companies included Platinum - $650 per month, 50 companies included Larger, custom plans are available on request. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Brazil, Canada, China, Japan, New Zealand, United Kingdom, United States ## Features - "What If" Scenarios - AI/Machine Learning - Accounting - Activity Dashboard - Ad hoc Reporting - Alerts/Notifications - Approval Workflow - Benchmarking - Billing & Invoicing - Budgeting/Forecasting - Cash Flow Management - Client Management - Consolidation/Roll-Up - Customisable Reports - Dashboard - Dashboard Creation - Data Discovery - Data Import/Export - Data Visualisation - Document Management ## Integrations (8 total) - Access Financials - Google Sheets - MYOB Business - Microsoft Excel - QuickBooks Online - QuickBooks Online Advanced - Sage Accounting - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) ## Related Categories - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) - [Business Performance Management Software](https://www.softwareadvice.co.nz/directory/4579/business-performance-management/software) - [Business Intelligence Tools](https://www.softwareadvice.co.nz/directory/4336/bi/software) - [Dashboard Software](https://www.softwareadvice.co.nz/directory/440/dashboard/software) - [KPI Software](https://www.softwareadvice.co.nz/directory/1738/kpi/software) ## Alternatives 1. [Microsoft Power BI](https://www.softwareadvice.co.nz/software/23530/microsoft-power-bi) — 4.6/5 (1893 reviews) 2. [Tableau](https://www.softwareadvice.co.nz/software/1940/tableau) — 4.6/5 (2362 reviews) 3. [Better Reports](https://www.softwareadvice.co.nz/software/216772/better-reports) — 4.9/5 (174 reviews) 4. [SAP BusinessObjects Business Intelligence](https://www.softwareadvice.co.nz/software/2013/sap-businessobjects-business-intelligence) — 4.3/5 (244 reviews) 5. [Looker](https://www.softwareadvice.co.nz/software/140986/looker) — 4.5/5 (286 reviews) ## Reviews ### "Can't Fathom Working Without It\!" — 5.0/5 > **Jeremiah** | *11 July 2025* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- ### "Fathom AI Notetaker Made Me a HUGE Fathom Fan" — 5.0/5 > **Shea** | *1 October 2024* | Sporting Goods | Recommendation rating: 10.0/10 > > **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 > > Very Positive, great impact on business meeting and detailed records ----- ### "Fathom is helpful" — 4.0/5 > **Alexandra** | *30 March 2023* | Health, Wellness & Fitness | Recommendation rating: 8.0/10 > > **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. ----- ### "Brilliant forecasting and cashflow tool" — 5.0/5 > **Robin** | *3 August 2023* | Accounting | Recommendation rating: 8.0/10 > > **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 > > I love the software and think overall it is very reasonably priced for the hole it fills ----- ### "Excellent work tool" — 5.0/5 > **Aiden** | *13 June 2025* | Restaurants | Recommendation rating: 10.0/10 > > **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. > > An experience based on perfect results, thanks to this work tool that allows everything to be done more efficiently and with better information detail. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/456607/Fathom?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/456607/Fathom) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data