Fathom
by Fathom · Operational Reporting
Management reporting, KPI analysis and 3-way forecasting built on top of accounting data.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- QuickBooks OnlineQuickBooks DesktopXeroMYOB
Sage Business Cloud AccountingFreeAgentExcelGoogle Sheets - Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Monthly subscription tiered by company count and features
- Headquarters
- Brisbane, Australia
Overview
Fathom is a financial reporting, analysis and forecasting platform that sits on top of an existing accounting system rather than replacing it. It pulls data from QuickBooks, Xero, MYOB, Sage Business Cloud Accounting or FreeAgent via automated daily sync (or from Excel/Google Sheets for systems without a direct connector) and turns it into management reports, KPI dashboards, and driver-based cash flow forecasts. It is aimed at three groups: small and medium businesses monitoring their own performance, accounting and bookkeeping firms delivering advisory reporting to clients, and franchises or multi-entity groups consolidating results across locations.
The product is organised around four areas: management reporting (a report editor with a content library of charts, tables and financial-statement blocks, scheduled/branded report delivery, and an AI Commentary Writer that drafts narrative text tied back to the underlying numbers), analysis (50+ pre-built financial KPIs plus custom KPI formulas, trend/variance/profitability analysis, and side-by-side company comparison and ranking), three-way forecasting (driver-based and rolling forecasts covering P&L, balance sheet and cash flow, scenario/what-if modelling, and a visual "Business Roadmap" for planned events), and consolidation (aggregating up to 300 entities, including entities on different accounting systems, into one multi-currency group report with eliminations and adjustments).
Fathom also sells a separate "Portfolio" product aimed at accounting and bookkeeping firms, giving them a single dashboard to monitor a book of client companies against a small set of shared metrics. Fathom is owned by The Access Group, a UK-headquartered business software company; its own product and brand continue to operate under the fathomhq.com domain.
Screenshots & demo
Screenshots sourced from Fathom.
Modules & capabilities
Fathom covers 21 of 49 capabilities we track in this category (+1 partial)
43%- Drag-and-drop report builderDrag-and-drop report editor with a content library of charts, tables and statement blocksCore strength
- Pre-built report templatesReady-made and custom report templatesSupported
- Excel-native report buildingNot evidenced
- Custom formula / calculation builderCustom KPI formula builder referencing accounts and other KPIsSupported
- Drill-down to transaction detailNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Common use cases
- Accounting and bookkeeping firms producing branded monthly management reports for advisory clients
- SMB finance teams building three-way (P&L, balance sheet, cash flow) rolling forecasts
- Franchise groups and multi-entity businesses consolidating results from Xero, QuickBooks and MYOB into one group report
- Finance teams benchmarking and ranking performance across group entities or franchise locations
- CFOs and controllers tracking KPIs against targets with automated threshold alerts
- Business owners running driver-based, what-if scenario forecasts before major hiring or capital spending decisions
- Accounting firms using Fathom Portfolio to monitor a book of client companies from one dashboard
Strengths & considerations
Strengths
- Sits on top of the client's existing accounting system (QuickBooks, Xero, MYOB, Sage, FreeAgent) rather than replacing it, with automated daily sync
- Combines management reporting, KPI analysis, three-way forecasting and multi-entity consolidation in one product
- AI Commentary Writer drafts report narrative text with full traceability back to the underlying numbers
- Consolidation can combine entities that sit on different accounting systems into a single group report
- Separate Fathom Portfolio product built specifically for accounting/bookkeeping firms monitoring many clients at once
Used Fathom with your ERP? Rate it in 30 seconds — it helps every buyer after you.
Rate itERP integrations
Automated daily sync of QuickBooks Online/Desktop data into Fathom for reporting and forecasting. No marketplace listing found on apps.intuit.com.
Automated daily sync of Xero data into Fathom. No marketplace listing found on apps.xero.com.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full Fathom pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
Fathom publishes clear tiers: from about $50 a month on Starter, rising through Silver at $260, Gold at $380 and Platinum at $680. Tiers are set by how many companies you report on, which makes it well suited to accounting practices and multi-entity groups and comparatively expensive for a single company wanting only dashboards. It sits on top of Xero, QuickBooks or MYOB rather than replacing them, so the total is Fathom plus your ledger subscription. Get an independent shortlist with pricing guidance below.
What does Fathom cost?
Fathom prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.
5 of the 13 vendors we track in this category publish no list price at all.
Technical & security
- Hosting
- SaaS (multi-tenant, hosted on Microsoft Azure)
About the vendor
- Headquarters
- Brisbane, Australia
- Employees
- ~60
- Ownership
- Private (subsidiary of The Access Group)
Alternatives to Fathom in Operational Reporting
Fathom — frequently asked questions
Does Fathom integrate directly with QuickBooks and Xero?
Yes. Fathom connects directly to QuickBooks Online, QuickBooks Desktop and Xero with automated daily sync, so reports and forecasts update from the client's live accounting data without manual data entry.
What accounting platforms does Fathom support?
Fathom has direct connectors for QuickBooks Online/Desktop, Xero, MYOB (cloud and desktop AccountRight), Sage Business Cloud Accounting and FreeAgent. Businesses on other systems can bring data in via an Excel import template or Google Sheets.
How much does Fathom cost?
Fathom Pro is billed monthly in AUD with no long-term contract: Starter (1 company) is $59/month, rising through Silver, Gold and Platinum tiers to $805/month for up to 50 companies. All tiers include unlimited reports and unlimited users. A 14-day free trial is available.
Can Fathom consolidate multiple entities that use different accounting systems?
Yes. Fathom's consolidation feature can combine up to 300 entities into one group report even when individual entities sit on different accounting systems, such as some on Xero and others on QuickBooks or Excel, translating results into a single currency.
Who owns Fathom?
Fathom is owned by The Access Group, a UK-headquartered business software company. The product continues to operate under its own Fathom brand and fathomhq.com domain.
Compare Fathom head-to-head
The Operational Reporting Buyer's Guide
Before you commit to Fathom, see how it sits against the 13 operational reporting systems we track — on capability, ERP integration depth and what each one actually charges for.
Operational Reporting Buyer's Guide
13 systems compared · 2026
ERP Research
- Fathom compared side-by-side with 12 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Fathom evaluation brief, included with the guide
Operational Reporting Buyer's Guide
Get a quote for Fathom
Fathom publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.