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Budgeting & Forecasting · Reviewed 20 Oct 2026

Fathom

Financial reporting, forecasting, and consolidation software for businesses and accountants.

from $67 · free tier · fathomhq.com ↗

Paid against free › Budgeting & Forecasting › Fathom

Fathom at a glance

SEO analysis

Collected Oct 20, 2026

fathomhq.com: an estimated 211,502 total monthly visits and about 68,442 monthly organic visits across 2,876 ranking keywords. Scout crawled 15 pages and measured a technical health score of 98/100.

211.5KEstimated total trafficModeled monthly visits2.9KRanking keywordsPublic search sample98/100Technical health15 pages checked4KReferring domainsLive backlink summary

Overview

01

Summary

The useful answer before the supporting detail.

Fathom is a financial analysis, management reporting, and cash flow forecasting software that integrates with leading accounting platforms S107. It is used by business managers, accounting advisors, and franchises to gain timely business insights, create management reports, and plan for the future S1. The main practical value is providing clear, compelling reports and forecasts that help users understand their business performance and make informed decisions S107.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Fathom is a financial analysis, management reporting, and cash flow forecasting software S107.
  • Core purpose: Helps businesses gain timely insights, create management reports, and plan for the future S1.
  • Intended users: Business managers, accounting advisors, and franchises S1.
  • Product scope: A single web application that combines reporting, forecasting, and consolidation S107.
  • Positioning: Positioned as a refreshingly easy business management solution S107.
  • Claimed distinction: Trusted worldwide for over 10 years, with 110,000+ businesses using it S10.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Business managersTrack KPIs and create management reports to update their team S5.
Accounting advisorsMonitor and engage with their entire client base using portfolio oversight S107.
FranchisesDeliver regular personalized management reports to each franchisee S107.
CFOsPrepare reports for investors, lenders, or management S107.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Management reportingCreate custom management reports with a simple-to-use editor, including text, charts, tables, and financial statements S5 S107.
Financial analysisPerform financial data analysis for any monthly, quarterly, or annual period S5.
Cash flow forecastingInclude cash flow forecasts and future projections in reports S5.
KPI trackingTrack 50+ financial KPIs and create custom non-financial KPIs S5.
Consolidated reportingAggregate financial statements for up to 300 entities and create consolidated reports S5.
Report sharingShare reports online or in print, with granular permissions and comment capabilities S5.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
QuickBooks OnlineIntegrationSync financial data for analysis and reporting S150.
XeroIntegrationSync financial data for analysis and reporting S150.
MYOB AccountRightIntegrationSync financial data from cloud and desktop versions S150.
FreeAgentIntegrationSync financial data for analysis and reporting S150.
Excel import/exportData portabilityImport financials from any accounting system and non-financial data S150.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Fathom Pro$59 per company per month, billed monthly S150Forecasting, budgets, consolidations, unlimited users S150Not established
Portfolio$67 per month for 100 companies S150Monitoring only; no forecasting or consolidation S150Not established
EnterpriseContact sales for custom pricing S150Volume pricing for 51+ companies S150Not established
Free trial14 days free S150Full functionality during trial S150Not established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
centage.com221.5analysis of profitability, analysis profitability
agcapitalcfo.com223.5analysis of profitability, analysis profitability
drivetrain.ai224analysis of profitability, analysis profitability
youtube.com226.5analysis of profitability, analysis profitability
online.hbs.edu111analysis profitability
sciencedirect.com113analysis profitability
linkedin.com114analysis of profitability
finaleinventory.com115analysis profitability
farseer.com116analysis of profitability
extension.iastate.edu117analysis of profitability

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

No links to supported independent review platforms were discovered on the collected pages.

14

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 1.3%
MonthSource
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

No supporting public-page evidence was collected for this category.

These are first-party product claims, not independent measurements of AI-search visibility.

15

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gapReview the sampled queries where centage.com appears.2 first-page appearances across analysis of profitability, analysis profitability

Website intelligence — Collected evidence

Website evidence gaps

  • integrations: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

16

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
Software AdviceFathom Software Reviews, Demo & Pricing - 2026Grounded web searchMYOB Business Integration rated undefined from -1 review ... ## Fathom User Reviews Overall Rating 4.8 Ratings Breakdown 5 78% 4 22% 3 2 1 Secondary Ratings Ease of Use 4.7 Value for money 4.6 Customer support 4.6 Functionality 4.8
Xero App StoreFathom Xero Integration Reviews & Features — Xero App Store USGrounded web searchFathom directly integrates with Xero, transforming your financial data into beautiful reports and timely business insights. These insights help to track profit, cash flow, growth and other key performance indicators (KPIs). You can use Fathom’s powerful divisional analysis to measure and monitor your Xero tracking categories. And for multi-entity groups, Fathom provides easy consolidation and comparisons.
FeaturedCustomers39 Fathom Customer Reviews & References / FeaturedCustomersGrounded web searchRead 22 Fathom reviews and testimonials from customers, explore 12 case studies and customer success stories, and watch 5 customer videos to see why companies chose Fathom as their Financial Reporting Software
softwareadvice.ieFathom / Reviews, Pricing & Demos - SoftwareAdvice IEGrounded web search# Fathom 4.8 Overall rating (32) Reviews 4.8 Overall rating (32) Reviews ... and forecasting platform that helps businesses, accountants, and advisors make better financial decisions. Designed with ease
apps.xero.comFathom Xero Integration Reviews & Features — Xero App Store UKGrounded web searchXero, transforming your financial data into beautiful reports and timely business insights. These insights help to track profit, cash flow, growth and other key performance indicators ... to measure and monitor your Xero tracking categories. And for
rfp.wikiFarseer vs Fathom (2026): Data‑driven comparisonGrounded web searchat $67/month for 100 oversight companies, and ... effort, implementation cost drivers, support exposure, and ownership warnings. N/A 3.9 / 3.9 Fathom is cloud-delivered and usually lands quickly ... drive most of the real TCO. Buyer checks+ Subscription

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyUHY Manchestercustomer case study — Bank. (Fathom Reviews & Stories: UHY Manchester)
TestimonialSamtestimonial — ## Overcoming the board reporting blues - Fathom ... (How This Business Saves 3 Months a Year with Xero Add Ons)
Case studyfathomhq.comcustomer case study — Smith about his experience with Fathom. (How moving from Excel to Fathom gave our clients an understanding of their numbers in minutes!)

Independent mentions

  • Fathom / Reporting Forecasting and Consolidation Software — All-in-one reporting, analysis & forecasting Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. No credit card required • Setup in minutes 600+

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

17

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipFathom is a team based in Brisbane, Seattle, Cambridge, and Pampanga S1.S1
Contact and supportContact us, help centre, and status page are available S1.S1
Legal and privacyPrivacy, terms, and security pages are linked S1.S1
Security and complianceA Head of Trust and Security role exists S1.S1
Uptime and status pageA status page is available S1.S1
18

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
How to deliver profitable quarterly reports to FreeAgent clients using Fathom’s Portfolio PlanGuideLearn how UK practice, Ginger Bucks, uses Fathom Portfolio to manage 9 FreeAgent clients profitably with quarterly reporting, at just £5 per client. See the scalable model for MTD compliance. (source)Not dated
GuideGuidePublic tutorials and product guidance. (source)Not dated
Building financial resilience #3: Can you safeguard growth plans during economic uncertainty?RoadmapPublic product roadmap. (source)Not dated
Introducing the Insights Dashboard and the Fathom Portfolio PlanChangelogPublic product change history. (source)Not dated

Not found in the collected public sources: status page, separate help center or knowledge base.

Technical

19

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Fathom is a web-based application, as indicated by its online reporting and integrations with cloud accounting software S107 S150.S107 S150
Platforms and appsReports can be read on any device online S5.S5
API and extensibility (API, SDK, webhooks, MCP, plugins)Not published on the collected pages.—
Data ownership and exportExcel import and export of non-financial KPIs is supported S10.S10
Performance and reliability claimsNot published on the collected pages.—
Release activityA 'What's new' page exists S1.S1
20

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2011-08-07 — Tucows Domains Inc.
Domain expires2027-08-07
First archived2012-02-04 — web archive
TLS certificateDigiCert Inc, valid, expires 2027-03-14
Security headersHSTS, CSP, X-Frame-Options
Headers not servedX-Content-Type-Options, Referrer-Policy
Server headercloudflare
Mail handled byfathomhq-com.mail.protection.outlook.com
Nameserversns3-07.azure-dns.org, ns4-07.azure-dns.info

Not measurable: rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

21

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 98/100
  • Critical issues: 0
  • Warnings: 6
  • Notices: 0

Issues

SeverityIssueValueAffected URL
warningPage should have one primary H12https://www.fathomhq.com/live-webinars
warningPage should have one primary H12https://www.fathomhq.com/features/evo/commentary-writer
warningDuplicate title in audit sample2https://www.fathomhq.com/
warningDuplicate title in audit sample2https://www.fathomhq.com/
warningDuplicate meta description in audit sample2https://www.fathomhq.com/
warningDuplicate meta description in audit sample2https://www.fathomhq.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200Fathom \Reporting Forecasting and Consolidation Software1103456 ms
200Live Webinars \Fathom Webinar Series2229562 ms
200Fathom \Reporting Forecasting and Consolidation Software1103443 ms
200Financial Analysis Software - Track KPIs, Cash Flow & More1123053 mshttps://www.fathomhq.com/features/financial-analysis
200Management Reporting Software \Clear Performance Insights1143347 ms
200Cash Flow Forecasting Software \Create Business Projections1165536 ms
200Financial Consolidation Software \Easy Multi-Entity Reports1142741 ms
200Commentary Writer - AI Report Commentary2160251 mshttps://www.fathomhq.com/features/evo/commentary-writer
200Learn about Fathom - Financial Analysis & Reporting Software1100643 mshttps://www.fathomhq.com/learn
200Fathom Software Features - Discover Our BI Reporting Options1145730 mshttps://www.fathomhq.com/features
200Fathom & QuickBooks Integration \Connect Your Software1161135 ms
200Fathom & Xero Integration \Connect Your Software1166838 ms
200Fathom & MYOB Integration \Connect Your Software1184542 ms
200Fathom & Google Sheets Integration \Connect Your Software1110558 ms
200Fathom Integrations - Connecting To Your Platforms & Tech stack184852 mshttps://www.fathomhq.com/integrations

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

22

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct65.2%
search18.9%
search organic14.3%
search paid4.6%
social3.5%
social organic3.4%
social paid0.1%
referrals4.0%
paid referrals0.6%
mail6.5%
gen ai1.3%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

23

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention any competitors by name. Evidence gaps include lack of detailed customer reviews, API documentation, and specific security certifications. Open questions remain about the exact scope of the Portfolio plan and the availability of annual billing options.

24

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from fathomhq.com, including the homepage, features pages, pricing page, and about page. The evidence catalog includes 180 entries, with sources ranging from product descriptions to pricing details. External proof search was performed but no additional verification was completed. Limitations include the absence of third-party review data and the reliance on vendor-provided information.

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