Fathom review
A focused choice for accounting-led, multi-entity forecasting and reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Fathom pros and cons
- 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
Fathom fact sheet, pricing and score →
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