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Head-to-head · Financial Dashboards

Calxa vs Fathom

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Calxa #3 in Financial Dashboards 8.6/10 30-day trial Free trial✓ 0 of 2 features Visit Calxa
Fathom #4 in Financial Dashboards 8.5/10 14-day trial Free trial✓ 0 of 2 features Visit Fathom

Calxa leads on 0 checks, Fathom on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreCalxa · 8.6/10
  • Free trialboth

Calxa scores higher on our rubric for financial dashboards: 8.6 against 8.5 out of 10; our editors rank them #3 and #4.

Calxa is the better fit for organizations needing budgets, KPIs, and report packs. Fathom is the better fit for teams needing detailed forecasts and variance analysis.

  • Calxa fits best

    Organizations needing budgets, KPIs, and report packs

  • Fathom fits best

    Teams needing detailed forecasts and variance analysis

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Calxa 8.6/10 Visit ↗ Fathom 8.5/10 Visit ↗
At a glance
Editor score 8.6 8.5
Ranking #3 in Financial Dashboards #4 in Financial Dashboards
Best for Organizations needing budgets, KPIs, and report packs Teams needing detailed forecasts and variance analysis
Pricing model Paid Paid
Starting price — $59/mo
Free plan — —
Free trial 30 days 14 days
Free trial length 30 days · no card needed 14 days · no card needed
Deployment Cloud Cloud
Platforms Web Web
Support Email, Live chat, Phone, Docs Email, Docs
Compliance ISO 27001, 2FA SOC 2, ISO 27001, GDPR, 2FA
Integrations 8 integrations 7 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Calxa 0/2 · Fathom 0/2
Scheduled reports Not checked yet Not checked yet
Cash flow views Not checked yet Not checked yet
Specs
Financial data sources Not checked yet Not checked yet
Accounting integrations Not checked yet Not checked yet
Deployment Not checked yet Not checked yet
Our review
Pros
  • Combines budgets, cash-flow forecasts, KPIs and variance reporting.
  • Consolidates financials across organizations and supports multiple budget versions.
  • Connects to eight accounting platforms and delivers scheduled report bundles.
  • Forecasts profit and loss, balance sheet and cash flow together
  • Supports driver-based forecasts, scenarios and forecast-versus-actual analysis
  • Consolidates multiple companies with company-based pricing tiers
Cons
  • No free plan; access is through paid plans or a 30-day trial.
  • Premier tiers share the same listed features, so plan distinctions are unclear.
  • Its financial reporting focus may not suit teams seeking broader analytics.
  • No free plan; access starts at $59 per month per company
  • Extra-company charges apply beyond each plan’s included companies
  • Integrations are focused on accounting, spreadsheet and related tools
Our verdict

Calxa is cloud-based financial reporting software for businesses, not-for-profits, accountants and bookkeepers. Its core work is budgeting, cash-flow forecasting and management reporting, with KPI dashboards and consolidation for…

Read the review →

Fathom is a cloud financial reporting and analysis platform for businesses and accounting firms. Its forecasting tools cover profit and loss, balance sheet and cash flow, with operational drivers, adjustable assumptions and scenarios for…

Read the review →
  1. CalxaFinancial Dashboards 8.630-day trial
  2. FathomFinancial Dashboards 8.514-day trial

Strengths and trade-offs

  • Calxa — where it wins

    • Combines budgets, cash-flow forecasts, KPIs and variance reporting.
    • Consolidates financials across organizations and supports multiple budget versions.
    • Connects to eight accounting platforms and delivers scheduled report bundles.

    Where it doesn't

    • No free plan; access is through paid plans or a 30-day trial.
    • Premier tiers share the same listed features, so plan distinctions are unclear.
    • Its financial reporting focus may not suit teams seeking broader analytics.
  • Fathom — where it wins

    • Forecasts profit and loss, balance sheet and cash flow together
    • Supports driver-based forecasts, scenarios and forecast-versus-actual analysis
    • Consolidates multiple companies with company-based pricing tiers

    Where it doesn't

    • No free plan; access starts at $59 per month per company
    • Extra-company charges apply beyond each plan’s included companies
    • Integrations are focused on accounting, spreadsheet and related tools
  • Calxa8.6/10 · 30-day trial

    A focused finance dashboard suite for budgeting, forecasting, consolidation and report delivery.

    Visit CalxaFull verdict →
  • Fathom8.5/10 · 14-day trial

    Fathom combines three-way forecasting, variance analysis and multi-company reporting.

    Visit FathomFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update