Fathom
By Fathom
Fathom is built for accounting firms and advisors who report on many client companies. Pro costs $450 a month for 25 companies, and a Portfolio plan covers 100 companies for $67 a month, with forecasting, budgets, scenarios and variance reporting on Pro. Billing is monthly with no minimum term.
- From
- $67 a month
- Free plan
- No
- Free trial
- 14 days
Pricing
Taken from the vendor's pricing page. Free trial: 14 days.
| Plan | Price | Charged | Notes |
|---|---|---|---|
| Pro (Gold) | $450 a month | per 25 companies | Extra companies cost $17 each beyond the 25 included. Unlimited users are not stated for Pro on the page |
| Portfolio | $67 a month | per 100 companies | Unlimited users and 36 months of history per company. Tiers of 300 and unlimited companies are listed without prices |
| Enterprise | On request | per portfolio | For firms with more than 50 companies; includes the Pro feature set and volume pricing |
Costs not in the plan price
- Forecasting, budgets and variance reporting need Pro, so a Portfolio company that needs them costs more than the $0.67 per company headline.
- Upgrades happen automatically as companies are added, but downgrades do not, so a firm has to change its own plan after removing companies.
Categories it qualifies for
Facts we checked
- Pro includes three-way cash flow forecasting, scenario planning, rolling and driver-based forecasts, budgets and what-ifs, and variance reporting. Source
- The Portfolio plan does not include forecasting or budget tools; a company must be upgraded to Pro for three-way cash flow, custom reporting and consolidations. Source
- Fathom lists Xero, QuickBooks Online and Desktop, MYOB and FreeAgent integrations, plus Excel and Google Sheets import. Source
- Prices are listed in USD, AUD, NZD, CAD, GBP, EUR and ZAR and exclude sales tax. Source
Security and compliance
- SOC 2
- Yes
- ISO 27001
- Yes
- GDPR
- Yes
- HIPAA
- Not stated
- Single sign-on
- Not stated
Taken from the vendor's security page.
Contract terms
- Annual contract required
- No
- Minimum seats
- None stated
- Renews automatically
- Not stated
- Cancellation
- Billing is monthly with no minimum term, and cancelling stops renewal at the end of the current monthly billing cycle.
- Data export
- Not stated
Taken from the vendor's terms.
Reviews
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Who pays us
Fathom does not pay us anything.