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Head-to-head · Management Reporting Software

Fathom vs CXO Software

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Fathom #4 in Management Reporting Software 8.9/10 14-day trial Free trial✓ 1 of 6 features Visit Fathom
CXO Software #5 in Management Reporting Software 8.8/10 Pricing on request ✓ 4 of 6 features Visit CXO Software

Fathom leads on 0 checks, CXO Software on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFathom · 8.9/10
  • Free trialonly Fathom
  • Most featuresCXO Software · 4 of 6

Fathom scores higher on our rubric for management reporting software: 8.9 against 8.8 out of 10; our editors rank them #4 and #5.

Fathom is the better fit for finance teams focused on advanced forecasting. CXO Software is the better fit for enterprise teams producing executive reporting books.

  • Fathom fits best

    Finance teams focused on advanced forecasting

  • CXO Software fits best

    Enterprise teams producing executive reporting books

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 8.9/10 Visit ↗ CXO Software 8.8/10 Visit ↗
At a glance
Editor score 8.9 8.8
Ranking #4 in Management Reporting Software #5 in Management Reporting Software
Best for Finance teams focused on advanced forecasting Enterprise teams producing executive reporting books
Pricing model Paid Paid
Starting price $59/mo Pricing on request
Free plan — Not checked yet
Free trial 14 days —
Deployment Cloud Cloud, Self-hosted, Mobile
Platforms Web Web, iOS, Android
Support Email, Docs Email, Tickets, Community, Docs
Integrations 7 integrations 140+ integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Fathom 1/6 · CXO Software 4/6
KPI dashboards Not checked yet ✓ (best)
Variance analysis ✓ ✓
Financial consolidation Not checked yet Not checked yet
Management pack templates Not checked yet ✓ (best)
Excel integration Not checked yet ✓ (best)
Scheduled distribution Not checked yet Not checked yet
Our review
Pros
  • Three-way forecasting covers profit and loss, balance sheet and cash flow
  • Scenario planning, rolling forecasts and variance analysis support planning
  • Multi-entity consolidation with plans for up to unlimited companies
  • Connects with 140+ ERP and EPM systems
  • Builds dashboards, variance analysis, books, and storyboards
  • Exports reports to PDF, PowerPoint, and Excel
Cons
  • No perpetual free plan is available
  • The platform is web-based only
  • Pricing is displayed in Australian dollars excluding GST
  • Pricing requires contacting sales
  • Support hours are weekday regional hours, not 24/7
  • Its enterprise focus may exceed narrower reporting needs
Our verdict

Fathom is cloud-based financial reporting, analysis, forecasting and consolidation software for small and medium-sized businesses, business advisors, CFOs, franchises and groups. It connects with accounting systems and spreadsheet sources,…

Read the review →

CXO Software is a management reporting and dashboard solution for finance teams and C-level executives. It brings together financial data from enterprise performance management systems and other sources to produce executive dashboards,…

Read the review →
  1. FathomManagement Reporting Software 8.914-day trial
  2. CXO SoftwareManagement Reporting Software 8.8Pricing on request

Strengths and trade-offs

  • Fathom — where it wins

    • Three-way forecasting covers profit and loss, balance sheet and cash flow
    • Scenario planning, rolling forecasts and variance analysis support planning
    • Multi-entity consolidation with plans for up to unlimited companies

    Where it doesn't

    • No perpetual free plan is available
    • The platform is web-based only
    • Pricing is displayed in Australian dollars excluding GST
  • CXO Software — where it wins

    • Connects with 140+ ERP and EPM systems
    • Builds dashboards, variance analysis, books, and storyboards
    • Exports reports to PDF, PowerPoint, and Excel

    Where it doesn't

    • Pricing requires contacting sales
    • Support hours are weekday regional hours, not 24/7
    • Its enterprise focus may exceed narrower reporting needs

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update