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Fathom

Financial reporting and forecasting platform for advisors and SMBs.

Visit Fathom@FathomHQ

About Fathom

Fathom pulls data from QuickBooks, Xero, or MYOB and turns it into visual financial reports, KPI dashboards, and multi-scenario forecasts. AI-powered analysis highlights trends and flags risks. Popular with accountants presenting monthly board packs.

Key features

  • Visual financial reporting
  • KPI tracking
  • Multi-scenario forecasting
  • AI trend analysis
  • White-label reports

Pros & limitations

Pros

  • Beautiful board-ready reports
  • Deep QuickBooks and Xero sync
  • Strong forecasting

Limitations

  • No direct transaction management
  • Per-company pricing adds up
Alternatives

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