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Head-to-head · Financial Dashboards

Fathom vs ClicData

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Fathom #4 in Financial Dashboards 8.5/10 14-day trial Free trial✓ 0 of 2 features Visit Fathom
ClicData #6 in Financial Dashboards 8.2/10 Free plan Free plan✓ 0 of 2 features Visit ClicData

Fathom leads on 0 checks, ClicData on 1, and 0 are 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 scoreFathom · 8.5/10
  • Free planonly ClicData
  • Free trialonly Fathom

Fathom scores higher on our rubric for financial dashboards: 8.5 against 8.2 out of 10; our editors rank them #4 and #6.

ClicData offers free plan; Fathom doesn't.

Fathom is the better fit for teams needing detailed forecasts and variance analysis. ClicData is the better fit for teams embedding branded dashboards across data sources.

  • Fathom fits best

    Teams needing detailed forecasts and variance analysis

  • ClicData fits best

    Teams embedding branded dashboards across data sources

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 Fathom 8.5/10 Visit ↗ ClicData 8.2/10 Visit ↗
At a glance
Editor score 8.5 8.2
Ranking #4 in Financial Dashboards #6 in Financial Dashboards
Best for Teams needing detailed forecasts and variance analysis Teams embedding branded dashboards across data sources
Pricing model Paid Free plan + paid
Starting price $59/mo —
Free plan — ✓ (best)
Free trial 14 days —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web, Windows, macOS, Linux
Support Email, Docs Email, Live chat, Tickets, Docs
Compliance SOC 2, ISO 27001, GDPR, 2FA SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, SSO/SAML
Integrations 7 integrations 500+ integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Fathom 0/2 · ClicData 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
  • 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
  • Embeds dashboards through iframes and API-driven workflows
  • Supports per-user and per-tenant data filtering
  • Connects to databases, apps, APIs, and storage systems
Cons
  • 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
  • Broader BI scope may exceed financial reporting needs
  • White-label customization is optional on Enterprise
  • Dedicated plans require contacting sales
Our verdict

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 →

ClicData combines data integration, transformation, warehousing, dashboards, reports, automation, and embedded analytics in one platform. It is aimed at SaaS companies, data teams, and growing businesses that need to bring data from…

Read the review →
  1. FathomFinancial Dashboards 8.514-day trial
  2. ClicDataFinancial Dashboards 8.2Free plan

Strengths and trade-offs

  • 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

  • ClicData — where it wins

    • Embeds dashboards through iframes and API-driven workflows
    • Supports per-user and per-tenant data filtering
    • Connects to databases, apps, APIs, and storage systems

    Where it doesn't

    • Broader BI scope may exceed financial reporting needs
    • White-label customization is optional on Enterprise
    • Dedicated plans require contacting sales

More comparisons

All financial dashboards comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update