9.8
Spot Score
Fathom Review: Is It The Right Financial Analysis Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
GDPR
SOC 2Fathom offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
SpotSaaS Analysis for Fathom
Fathom is a financial analysis software used by financial analysts, accountants, CFOs, and finance managers in small to medium businesses. With a rating of 4.4/5 from 25 user reviews, it is broadly validated as a reliable tool for financial analysis and reporting.
Users highlight Fathom's ease of use and navigation, which simplifies complex financial analysis and reporting tasks. Its customizable reports and data visualization capabilities significantly enhance understanding and decision-making. However, some users note an initial complexity and learning curve due to the variety of tools available, which may require time to master.
Quick facts about Fathom
What is Fathom?
Fathom is an easy-to-use financial analysis software package that enables user to analyze tens of thousands of securities automatically, even complex derivatives. Soothe curiosity with this user friendly platform built with powerful data analysis capabilities. It can analyze tens of thousands of securities automatically. Whether equity, debt, or derivative securities, Fathom will find the hidden stories behind financial data at unimaginable speed.
Pricing
Fathom offers custom pricing plan
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Fathom Software Demo
Fathom was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Fathom
- Use cases
- Financial analysis and reporting, Accounting and bookkeeping teams, Investment and portfolio management
- Team types
- Financial analysts, Accountants
- Company size
- Small Business, Medium Business
- Workflow style
- Simple and streamlined
- Setup complexity
- Medium
Why teams choose Fathom
Easy to use and navigate, simplifying financial analysis and reporting tasks
Customizable reports and data visualization enhance decision-making
Seamless integration with Quickbooks and Excel for efficient data management
Is Fathom right for you?
Best for streamlined financial analysis and reporting with automated securities evaluation.
Choose Fathom if
- You need automatic analysis of tens of thousands of securities including complex derivatives.
- Your team values easy-to-use, customizable reports and interactive data visualizations.
- You require seamless integration with QuickBooks and Excel for efficient financial data management.
Consider alternatives if
- Your company demands highly flexible report customization beyond preset options.
- You need extensive integration with a wide range of diverse financial applications.
What buyers should know before shortlisting Fathom
Fathom is a powerful financial analysis tool that has garnered positive feedback in the past year. Users appreciate its customization abilities, making it easy to edit and create KPIs for insightful reports.
The software's simplicity and user-friendly interface stand out, enabling users to navigate features effortlessly and streamline accounting and financial activities. Integration with popular platforms like Quickbooks and Excel adds to its appeal.
While some users find the visual presentation limited in space for detailed descriptions, the overall consensus is highly favorable. The software's ability to generate interactive and visually appealing reports efficiently has been a significant benefit for many users.
Its reliability in data management and ease of accessibility further underline its value for businesses seeking to improve financial processes. In summary, Fathom proves to be a valuable asset for organizations looking to enhance financial analysis and reporting capabilities, despite minor limitations in report customization.
Its user-friendly nature and seamless integration with key accounting tools make it a commendable choice for businesses aiming to streamline financial operations.
Fathom pros and cons
- Fathom pros
Easy to use and navigate, simplifying financial analysis and reporting tasks
Customizable reports and data visualization enhance decision-making
Seamless integration with Quickbooks and Excel for efficient data management
- Fathom cons
Initial complexity and learning curve due to variety of tools
Limited flexibility in changing report types and adding descriptions
Ready to try it?
Get started with Fathom
Start your free trial — no credit card required.
Still comparing?
See how it stacks up
Compare Fathom side-by-side with top Financial Analysis Software alternatives.
What is the pricing of Fathom?
Fathom uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Fathom reviews and ratings
Buyer sentiment
Overall positive user sentiment highlights ease of use, customization, and integration, tempered by some concerns about flexibility and advanced features.
What buyers like
- Ease of use
- Customizable reporting
- Integration with Quickbooks and Excel
Common complaints
- Learning curve and initial complexity
- Limited report customization flexibility
What users are saying
UI
User in Accounting
08/31/20
I like the software it’s easy to use and create KPIs
What do you like best? The customization ability to Edit your report What do you dislike? Not so easy when consolidating multiple entities with ...
Read more
UI
User in Accounting
08/02/20
FATHOM REVIEW
What do you like best? It's simple to use and navigate all this software features and functionalities. What do you dislike? I don't find any ...
Read more
AI
Administrator in Accounting
06/23/20
Easy Use software
What do you like best? I first learnt about this software by the recommendation of Quickbooks online. Because Quickbooks online provides free ...
Read more
CW
chicago w
09/28/19
It's Fathom for Financial Analysis all way up.
What do you like best? This software works greatly with financial analysis. It's highly customizable and easy to understand. It's also ...
Read more
EF
Emely F
09/18/19
Fathom es un software ágil para obtener los mejores informes de rendimiento financiero
What do you like best? Fathom is easy to use. It has an excellent interface. It allows to evaluate all the financial performance of the ...
Read more
JG
Jodi G
05/30/19
The most appropriate answer for detailing and money related examination.
What do you like best? I like the way its simple to utilize this product for revealing t budgetary examination reason absent really any learning ...
Read more
What are the features of Fathom?
Divisional analysis is a powerful software feature designed to help businesses gain critical insights into their operations. It provides a c…
Industry analysis is a vital tool used by businesses to gain a better understanding of the market they operate in. It involves the systemati…
KPI (Key Performance Indicator) and Metrics are essential features of software that provide valuable information about the performance and p…
Performance Analytics is a highly useful feature that allows businesses to track, analyze, and optimize their performance in real-time. It p…
Risk assessment is a crucial feature of software solutions designed to help organizations identify and mitigate potential risks. It involves…
Fathom security and data handling
Key compliance certifications and security features for IT and security teams evaluating Fathom.
Certifications
Security features
Developer & data
Alternatives to Fathom
Fathom Support Options
Frequently Asked Questions About Fathom
Common questions buyers ask before choosing Fathom.
Fathom is a Financial Analysis Software. Fathom offers Risk Assessment, Performance Analytics, Industry Analysis, Divisional Analysis and many more functionalities.
Fathom is a strong fit if: You need automatic analysis of tens of thousands of securities including complex derivatives.; Your team values easy-to-use, customizable reports and interactive data visualizations.. Consider alternatives if: Your company demands highly flexible report customization beyond preset options.; You need extensive integration with a wide range of diverse financial applications..
Buyers commonly note the following limitations of Fathom: Initial complexity and learning curve due to variety of tools; Limited flexibility in changing report types and adding descriptions; Challenges integrating with other applications for dynamic financial processes.
Some top alternatives to Fathom includes Synoptix, ProfitCents, TERA, Tangent Works and Qvinci.
Fathom offers Free Trial, Subscription, Quotation Based pricing models
The starting price is not disclosed by Fathom. You can visit Fathom pricing page to get the latest pricing.
Ready to try it?
Get started with Fathom
Start your free trial — no credit card required.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
