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Fathom
Management reporting, three-way cash flow forecasting and client-portfolio analysis that firms white-label and resell to clients.
| What the AI does | Commentary Writer (AI Commentary) drafts context-aware report commentary with every figure traced to its source (Symbolic Attribution); Fathom Pro reports only |
|---|---|
| Who it serves | Small CPA firms, Bookkeeping practices, CAS practices |
| Starting price | $59/mo (Fathom Pro, 1 company); Portfolio $67/mo for 100 companies |
| Pricing model | Subscription by company count |
| Free trial | Yes |
| Best fit | Small firm, Mid-size firm |
| Category | Advisory, Forecasting & Cash-Flow Reporting |
| Works with | QuickBooks Online, QuickBooks Desktop, Xero, Sage, MYOB, Excel, Google Sheets, Access Financials |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Fathom is listed as a fit for small and mid-size firms, and the vendor names small CPA firms, bookkeeping practices and CAS practices on its own site. The job it gets hired for: turning client books into reports, forecasts and advice the firm can charge for.
What it costs
Fathom starts at $59/mo (Fathom Pro, 1 company); Portfolio $67/mo for 100 companies, subscription by company count. There is a free trial.
Good to know
Fathom is the management-reporting and three-way forecasting tool that accounting firms white-label for clients, with a free Fathom Advisor certification and portfolio benchmarking across your client base. Fathom Pro — the tier that carries the AI Commentary Writer, which drafts report commentary with every figure traced to its source — starts at $59/mo for one company and scales by company count to $450/mo with 25 included; Fathom Portfolio is $67/mo for up to 100 companies with 36 months of history, and 51-plus companies are quoted. Monthly pay-as-you-go, unlimited users, all functionality in the 14-day trial with no card. The Commentary Writer page cites a SOC 2 Type 2 report.
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