Fathom
507 Reviews
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Lakshika Subramaniam
Posted 26 Oct 2025
Custom Consolidated Reporting Success
Working with Fathom has been a transformative experience. I recently led the integration and consolidation of non-profit organisations, and what was once a manual, time-consuming reporting process became streamlined and efficient with Fathom. We successfully automated consolidated management reporting and budgeting in a format that met board-level expectations.
Fathom proved to be both powerful and flexible. Our board requested numerous refinements and custom reporting views, and the platform handled these with ease. It consistently exceeded expectations.
I’d also like to acknowledge Bryant Chen, our implementation consultant at Fathom. Bryant has a rare ability to understand complex business requirements and translate them into elegant reporting solutions. His attention to detail, professionalism, and problem-solving ability were truly exceptional.
I’m excited to see how Fathom continues to innovate-especially with Evo AI on the horizon.
AJ
Annie Joy Dalumpines
Posted 24 Oct 2025
Helpful support
I use Fathom for preparing management information and consolidated monthly reports. I encountered an issue with Forecasting and the Fathom Support (via chat&call) has been very helpful. Appreciate all your help Leide.
Jon Lacey
Posted 23 Oct 2025
Useful tool and helpful support
I use Fathom for preparing management information and consolidated monthly reports. It has a multitude of useful report templates and customisable fields. Support (via chat) has been very helpful.
NM
Nathan Merritt
Posted 22 Oct 2025
Great customer support
Great customer support whenever i have a query, very transaparent and helpful!
Anth / Vera (AVL)
Posted 21 Oct 2025
Powered up insights
I love this app so much - its simple to use, so powerful. Ive used another app for the same purpose before and I just could not get into it. With Fathom, within 14 days I've already done 3 forecasts and set up plenty of reports. Training is also awesome.
NG
Nicole Gill
Posted 15 Oct 2025
Great support
Fathom is a great software and does everything advisors need it to do, but the standout is the support feature! When you run into an issue, the team are fast to respond and helpful.
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