Shee was instrumental in helping us build a customized quarterly reporting template that aligned perfectly with our multi-state property and self-storage KPIs. Her responsiveness, technical insight, and collaborative approach made the process smooth and efficient. The final product elevated our reporting clarity and audit-readiness.

Fathom itself is a fantastic platform — intuitive, powerful, and flexible. It allows us to benchmark performance, visualize trends, and present financials with precision. The ability to tailor reports to our operational needs has made it an essential part of our strategic toolkit. Highly recommended for any business serious about financial transparency and performance tracking. Review collected by and hosted on G2.com.

could have more customization maybe but not a big deal Review collected by and hosted on G2.com.

Very easy to use and it forms reports and presentations for ownership that are easy to understand, and take hours from my work each month. Review collected by and hosted on G2.com.

It can be clunky to upload from Quickbooks desktop, and any issues in the data create bad results. Review collected by and hosted on G2.com.

Fathom has been a key part of our tech stack for clients of all sizes. It seamlessly integrates with accounting softwares and allows users to easily connect multiple entities to consolidate financials provide pro-active reporting. The interface is simple to use and doesn't require a lot of extra training for team members or clients to implement right away. The reports look fantastic and provide the right level of information with the ability to go further in detail when needed.

Fathom has been an amazing partner to work with when we need extra support or if we have product features that we would like to see developed for long-term goals. Review collected by and hosted on G2.com.

I don't have any major issues with Fathom. Long-term, building out more integrations may be helpful to connect to more industry-specific tools. Review collected by and hosted on G2.com.

Fathom's consolidation tool is a lifesaver for managing multiple profit centers. It simplifies the whole process of merging financials from different entities, making it easy to see the big picture without getting lost in the details. The tool handles multi-currency consolidations smoothly, and its intuitive interface means you can dive right in, even if you're not a finance pro. Plus, the real-time reporting gives you clear insights into each profit center's performance. It's a must-have for keeping everything organized and on track! Review collected by and hosted on G2.com.

It would be good if you could manage the chart of accounts through google sheets upload Review collected by and hosted on G2.com.

Fathom is a fantastic tool that makes creating beautiful comprehendible financial statements easy and scalable. The ability to design reports your clients understand sticks out as the most important attribute in a financial reporting tool directed at advisory services. Taking these reports, standardizing them as a base to build upon helped ups to scale our implementation and provide our team with a common language of which to communicate with clients.

Clients understood the graphical nature of the reports as opposed to a sea of numbers they had been presented with in the past. This opened the client’s ability to ask questions for the first time and understand how their businesses could grow.

Internally it was a huge time saver, making it easy to publish and send reports in only a few clicks. The team found this feature to be among their favorites. Review collected by and hosted on G2.com.

The only thing I dislike about Fathom is that published reports remain dynamic and will update if you update the general ledger software. For us, I would rather these reports lock down so they are the same as when we sent them. Review collected by and hosted on G2.com.

Consolidation of Multi-Currency reporting entities Review collected by and hosted on G2.com.

Generation of custom reports is not easy Review collected by and hosted on G2.com.

Fathom has helped us consistently deliver reporting to clients each month for the first time after years of trying to achieve that. Review collected by and hosted on G2.com.

I wish we could update templates and have the changes flow to all templates with that name for all clients. Review collected by and hosted on G2.com.