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Fathom HQ

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All-in-one solution for insightful reporting, fast cash flow forecasting, and actionable financial analysis.

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TL;DR - Fathom HQ

  • Combines financial reporting, cash flow forecasting, and analysis in one platform.
  • Enables creation of custom, visual management reports quickly and efficiently.
  • Provides in-depth financial insights, KPI tracking, and consolidation for multiple entities.
Pricing: Paid only
Best for: Enterprises & pros
5.0/5 across review platforms

Pros & Cons

Pros

  • All-in-one solution for reporting, forecasting, and analysis.
  • User-friendly interface with visual insights.
  • Automates report generation and delivery.
  • Strong integration capabilities with popular accounting platforms.
  • Supports multi-entity consolidation and benchmarking.

Cons

  • No free tier available (only a free trial).
  • Requires integration with existing accounting software for full functionality.

Ratings Across the Web

5(7,306 reviews)

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

Custom Management ReportingAutomated Report SchedulingThree-way Cash Flow Forecasting (P&L, Balance Sheet, Cash Flow)Scenario Planning and Goalseek AnalysisFinancial Analysis DashboardCustom KPI BuilderConsolidated Financial ReportingGroup Benchmarking

Pricing Plans

Free Trial

Starter

$65/month

  • 1 company included
  • Unlimited brandable reports
  • Group benchmarking
  • Multi-currency consolidations
  • In-depth analysis tools
  • Cash flow forecasting
  • Certifications and resources
  • Unlimited users
  • Multi-channel support

Silver

$390/month

  • 10 companies included
  • Unlimited brandable reports
  • Group benchmarking
  • Multi-currency consolidations
  • In-depth analysis tools
  • Cash flow forecasting
  • Certifications and resources
  • Unlimited users
  • Multi-channel support

Gold

$540/month

  • 25 companies included
  • Unlimited brandable reports
  • Group benchmarking
  • Multi-currency consolidations
  • In-depth analysis tools
  • Cash flow forecasting
  • Certifications and resources
  • Unlimited users
  • Multi-channel support

Platinum

$860/month

  • 50 companies included
  • Unlimited brandable reports
  • Group benchmarking
  • Multi-currency consolidations
  • In-depth analysis tools
  • Cash flow forecasting
  • Certifications and resources
  • Unlimited users
  • Multi-channel support

Portfolio 100 companies

$62/month

  • 100 companies included
  • Insights dashboard
  • Metric drill down
  • Simple summary reports
  • Up to 6 metrics in one view

Portfolio 300 companies

$370/month

  • 300 companies included
  • Insights dashboard
  • Metric drill down
  • Simple summary reports
  • Up to 6 metrics in one view

Portfolio Unlimited companies

$500/month

  • Unlimited companies included
  • Insights dashboard
  • Metric drill down
  • Simple summary reports
  • Up to 6 metrics in one view

What is Fathom HQ?

Editorial review
Fathom is a comprehensive business management solution designed to provide insightful financial reporting, accurate cash flow forecasting, and actionable financial analysis. It helps businesses and advisors understand their financial performance, plan for the future, and communicate results effectively. The platform allows users to create custom management reports quickly, visualize key financial metrics, and perform in-depth analysis. It also offers robust cash flow forecasting capabilities, including three-way forecasts (P&L, Balance Sheet, Cash Flow), and scenario planning. For businesses with multiple entities, Fathom provides consolidation features and group benchmarking. It integrates directly with leading accounting software like Xero, QuickBooks, and MYOB, making it easy to pull in financial data. Fathom is ideal for small to medium businesses, business advisors, CFOs, and franchises looking to gain a clearer picture of their financial health, streamline reporting processes, and make data-driven decisions. It aims to transform complex financial data into clear, compelling insights for various stakeholders, from investors to internal management teams.

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Fathom HQ FAQ

What is Fathom HQ?

Fathom HQ is a business management solution that combines insightful reporting, fast cash flow forecasting, and actionable financial analysis into one platform. It helps businesses and advisors understand their financial performance, plan for the future, and communicate results effectively.

How much does Fathom HQ cost?

The pricing for Fathom HQ is not explicitly stated as a numerical value on the provided pages, but it is a paid product with a free trial available. It is not a free or freemium product.

Is Fathom HQ free?

No, Fathom HQ is not free. It offers a free trial, but it is a paid software product.

Who is Fathom HQ for?

Fathom HQ is designed for small and medium businesses, business advisors, CFOs, and franchises. It caters to anyone who needs to report to investors or lenders, update management teams, provide personalized client reports, or monitor performance across multiple business units.

Source: fathomhq.com