Financial reporting and analytics platform for SMBs — connects to your accounting software and generates beautiful management reports, KPI dashboards and cash flow forecasts
💰 From $39/mo · 🆓 14-day trial · 👥 SMB owners, accountants and financial advisors
Fathom HQ (not to be confused with Fathom video meeting notes) is a financial reporting and analytics platform for SMBs that connects to Xero, QuickBooks and MYOB and generates beautiful management reports, KPI dashboards and cash flow forecasts. Rather than staring at raw accounting data, business owners and their accountants use Fathom to produce board-ready financial reports, model cash flow scenarios and track KPIs alongside financial metrics — all updated automatically from live accounting data.
Who is it for?
SMB owners, accountants, CFOs and financial advisors who need to present financial performance clearly to boards, investors or clients. Fathom is particularly popular with accounting firms that prepare management accounts for multiple business clients.
Key Features
📊
Management Reports
Beautiful PDF management reports generated from your accounting data — board-ready financials in minutes.
📈
KPI Dashboards
Track custom KPIs alongside financial metrics — see the full picture of business performance.
💰
Cash Flow Forecasting
Scenario-based cash flow forecasting — model best case, base case and worst case projections.
🔌
Accounting Integration
Connects with Xero, QuickBooks Online and MYOB — pulls live data automatically.
🥊
Benchmarking
Compare your financial performance against industry benchmarks — see how you measure up.
👥
Multi-Entity
Consolidate reporting across multiple entities — useful for groups and franchises.
Pros & Cons
What we like
Beautifully designed reports that impress clients and boards
Accounting integration pulls data automatically — 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 — partly overlaps
Less suitable for enterprise-scale financial analysis
Forecasting less sophisticated than dedicated FP&A tools
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 — 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.