๐Ÿ“Š Financial Reporting ยท SMB Analytics

Fathom HQ Review (2026)

Financial reporting and analytics platform for SMBs โ€” connects to your accounting software and generates beautiful management reports, KPI dashboards and cash flow forecasts
๐Ÿ’ฐ From $39/mo  ยท  ๐Ÿ†“ 14-day trial  ยท  ๐Ÿ‘ฅ SMB owners, accountants and financial advisors
โ˜…โ˜…โ˜…โ˜…4.3 / 5 ยท AIToolVillage Score
Key Features
๐Ÿ“Š
Management Reports
Beautiful PDF management reports generated from your accounting data โ€” board-ready financials in minutes.
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KPI Dashboards
Track custom KPIs alongside financial metrics โ€” see the full picture of business performance.
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Cash Flow Forecasting
Scenario-based cash flow forecasting โ€” model best case, base case and worst case projections.
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Accounting Integration
Connects with Xero, QuickBooks Online and MYOB โ€” pulls live data automatically.
๐ŸฅŠ
Benchmarking
Compare your financial performance against industry benchmarks โ€” see how you measure up.
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Multi-Entity
Consolidate reporting across multiple entities โ€” useful for groups and franchises.
Pros & Cons
What we like
Beautifully designed reports that impress clients and boards
Accounting integration pulls data automatically โ€” no manual input
Cash flow forecasting scenarios are easy to build
Multi-entity consolidation for accountants with multiple clients
14-day free trial to evaluate
Watch out for
$39/mo adds up for accountants with many clients
Xero's own reporting has improved โ€” partly overlaps
Less suitable for enterprise-scale financial analysis
Forecasting less sophisticated than dedicated FP&A tools
Frequently Asked Questions
Fathom HQ offers a 14-day free trial. Plans start at $39/month for a single entity. Accountant plans covering multiple client entities are also available with per-entity pricing.
Fathom HQ produces significantly more polished, presentation-ready reports than Xero's built-in reporting. Xero's reporting is functional but basic โ€” better for daily bookkeeping views. Fathom is better when you need to present financials to a board, investors or clients and want professional-looking management accounts.