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Fathom

Reporting & Analytics

Financial analysis and reporting that makes advisory conversations easier.

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Overview

Fathom is a powerful financial analysis tool that sits alongside Spotlight Reporting as a top-tier option for advisory-focused firms. It pulls data from your accounting software and generates insightful reports, KPI dashboards, and financial analysis.

The standout feature is the depth of analysis. Fathom goes beyond basic management reporting to offer trend analysis, benchmarking, and non-financial KPI tracking. The consolidation feature handles multi-entity reporting well.

For firms that want to have data-driven advisory conversations with clients rather than just producing reports, Fathom provides the analytical depth to make those conversations meaningful.

Best for

Firms wanting to add financial analysis and KPI tracking to their advisory offering

Key Features

Financial analysis with trend detection
KPI dashboards with non-financial metrics
Management reporting with customisable templates
Multi-entity consolidation
Benchmarking against industry data
Cash flow analysis and forecasting
Branded report generation
Integration with Xero, QBO, and MYOB

Pros & Cons

What We Like

  • Deep financial analysis capabilities
  • Non-financial KPI tracking sets it apart
  • Strong consolidation for multi-entity clients
  • Clean interface for client presentations
  • Good benchmarking features

Watch Out For

  • Overlaps significantly with Spotlight Reporting
  • Per-company pricing adds up at scale
  • Requires time investment to configure properly
  • Forecasting is less comprehensive than dedicated tools

Pricing

From around $39/company/month. Practice pricing available for volume.

Key Integrations

XeroQuickBooks OnlineMYOBExcel

Our Verdict

Fathom is an excellent alternative to Spotlight Reporting, with stronger financial analysis and KPI tracking capabilities. Choose Fathom if analysis depth matters more than report aesthetics.

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Other Reporting & Analytics Tools

Spotlight Reporting

Our Pick

Beautiful management reports and forecasts built for accountants.

Futrli

Cash flow forecasting that helps clients understand their financial future.

Float

Dedicated cash flow forecasting that helps clients see their financial future clearly.

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Fathom Review for Accounting Firms | NerdNumbers | NerdNumbers