Fathom
Fathom: A focused choice for accounting-led, multi-entity forecasting and reporting. Ranked #33 of 72 in Financial Forecasting Software by our editors (6.2/10); pricing: 14-day trial; best for accounting-led multi-entity forecasting.
At a glance
- Editor score6.2 / 10
- Pricing14-day trial
- Best forAccounting-led multi-entity forecasting
- Free planNo
- Paid from$59/mo
- Rolling forecastsYes
- Facts checked23 Sep 2026

Where it wins
- Three-way forecasts cover profit and loss, balance sheet and cash flow
- Scenario planning, rolling forecasts and variance analysis support decision-making
- Consolidation, audit trails and broad accounting integrations fit group reporting
Where it doesn't
- There is no perpetual free plan
- Access is limited to the web platform
- Plans are based on connected companies rather than per-user seats
Our verdict on Fathom
Fathom is cloud-based financial reporting, analysis, forecasting and consolidation software for small and medium-sized businesses, business advisors, CFOs, franchises and groups. Its core use case is accounting-led planning across one or more companies: the platform connects with accounting systems and spreadsheet sources, then supports three-way forecasts across profit and loss, balance sheet and cash flow. It also covers scenario planning, KPI tracking, management reporting, benchmarking and consolidated forecasting, making it suited to teams that need a shared view of financial performance across entities.
The forecasting toolkit is broader than a basic budgeting workspace. Driver-based forecasting, rolling forecasts that update with financial data, and variance analysis against budgets, targets and prior periods help teams compare plans with performance. Business Roadmap and microforecasts add more planning depth, while custom management reports can be scheduled for delivery. Financial and non-financial KPIs, audit trails for forecast figures, and multi-entity consolidation are particularly relevant to finance teams that need traceable reporting rather than isolated spreadsheet models.
Fathom integrates with Xero, QuickBooks Online, QuickBooks Desktop, MYOB, Sage Business Cloud Accounting, FreeAgent, Excel, Google Sheets and Access Financials UK. Its plans scale by connected-company volume, from Starter with one company through Silver, Gold and Platinum, followed by Portfolio options for 100 companies, 300 companies and unlimited companies. A 14-day trial is available, and there is no perpetual free plan. Fathom is a strong fit for accounting-led teams managing multiple entities; organizations seeking a non-web deployment or a free ongoing tier should consider a different option.
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Fathom pricing
All 4 Fathom plans and prices →
Fathom fact sheet
| Free plan | No |
|---|---|
| Paid from | $59/mo |
| Rolling forecasts | Yes |
| Forecast vs actuals | Yes |
| Scenario modeling | Yes |
| Revenue and expense models | Yes |
| Multi-entity support | Yes |
| Data refresh | Scheduled |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, GDPR, 2FA |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: QuickBooks, Xero, MYOB, Excel, Google Sheets, Sage Business Cloud Accounting … See all → |
| Pricing | 14-day trial (source) |
| Website | fathomhq.com |
| Facts checked | 23 Sep 2026 |
Fathom integrations
Fathom lists 7 integrations on its own site.
- QuickBooks
- Xero
- MYOB
- Excel
- Google Sheets
- Sage Business Cloud Accounting
- FreeAgent
Alternatives to Fathom
- Workday Adaptive PlanningA broad FP&A platform for organizations that need connected financial and workforce planning.9.4
- CCH TagetikEnterprise finance teams get planning, close, consolidation, forecasting, and governance in one platform.9.3
- AnaplanA broad connected-planning suite for complex enterprise finance and workforce decisions.9.2
Also Ranked In
Fathom is ranked in 7 of our directories.
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Featured on iTechGuides
Fathom is listed in our Financial Forecasting Software directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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