Does Fathom integrate with Xero and QuickBooks?

Yes, along with MYOB and Excel import. Data refreshes automatically from the connected ledger, so reports reflect current figures without re-importing. Excel import covers clients on platforms without a direct connection and allows non-financial metrics to be brought in alongside ledger data.

Pricing is per company analysed rather than per user, with bundles that reduce the unit cost as a firm adds clients. This suits firms rolling reporting out across a client base, since adding a reviewer or partner does not increase cost.

Can it produce consolidated group reports?

Yes. Multiple entities can be consolidated with inter-company eliminations and foreign currency translation, including groups whose entities sit on different ledgers. Consolidations refresh alongside the underlying companies rather than needing to be rebuilt each period.

How does it compare to Spotlight Reporting?

Both are long-established in Australasia and the UK. Fathom is generally considered stronger on visual analysis, KPI tracking, and benchmarking across a client portfolio. Spotlight is usually preferred for three-way forecasting and board-pack style output. Firms delivering formal management reporting often favour Spotlight; those focused on performance insight favour Fathom.

Fathom

Reporting & Analytics

Website: www.fathomhq.com

Fathom at a glance

Best for: Firms scaling advisory on top of compliance work
Pricing model: Per company analysed, with firm-wide bundles
Deployment: Cloud
Regions: AU, NZ, UK, US, ZA
Key integrations: Xero, QuickBooks Online, MYOB, Excel

Last reviewed July 2026. Pricing and features change frequently — confirm current details with the vendor.

Fathom is a financial analysis and reporting platform connecting to Xero, QuickBooks Online, MYOB, and Excel, generating visual performance reports, KPI dashboards, cash flow forecasts, and consolidations from live ledger data.

How accounting firms use it

It is generally the layer that turns compliance data into an advisory conversation. Rather than sending a client a set of management accounts, firms produce a report showing profitability trends, growth metrics, and financial health in a form a non-accountant can act on — which is the practical barrier to selling advisory rather than the analysis itself.

Because pricing is per company rather than per user, firms typically roll it across a segment of the client base and standardise the report pack, then vary the commentary per client. Portfolio analysis lets a firm compare clients against each other and against sector benchmarks, which surfaces which clients most need an advisory conversation.

Key features

Reporting covers profitability, growth, cash flow, efficiency, and financial health metrics, with visual output that can be white-labelled to firm branding. Non-financial KPIs can be tracked alongside ledger figures, so operational drivers appear next to financial results.

Cash flow forecasting projects forward from actuals with adjustable assumptions. Budget-versus-actual comparison and variance analysis are included, and multi-entity consolidation handles inter-company eliminations and currency translation.

Benchmarking compares clients against peer data and against each other, which is a distinctive input for portfolio-level review.

Who it’s best for

Firms building or scaling advisory alongside compliance, particularly those serving small and mid-sized clients on Xero or QuickBooks. The per-company model makes it economical to apply broadly rather than reserving it for a handful of premium clients.

Spotlight Reporting is the closest alternative and generally stronger for three-way forecasting and formal board packs. Syft Analytics and Reach Reporting compete on similar ground, and Jirav suits firms whose emphasis is forward planning rather than performance reporting.

Visit Fathom

Fathom FAQ

Does Fathom integrate with Xero and QuickBooks?: Yes, along with MYOB and Excel import. Data refreshes automatically from the connected ledger, so reports reflect current figures without re-importing. Excel import covers clients on platforms without a direct connection and allows non-financial metrics to be brought in alongside ledger data.
How is it priced?: Pricing is per company analysed rather than per user, with bundles that reduce the unit cost as a firm adds clients. This suits firms rolling reporting out across a client base, since adding a reviewer or partner does not increase cost.
Can it produce consolidated group reports?: Yes. Multiple entities can be consolidated with inter-company eliminations and foreign currency translation, including groups whose entities sit on different ledgers. Consolidations refresh alongside the underlying companies rather than needing to be rebuilt each period.
How does it compare to Spotlight Reporting?: Both are long-established in Australasia and the UK. Fathom is generally considered stronger on visual analysis, KPI tracking, and benchmarking across a client portfolio. Spotlight is usually preferred for three-way forecasting and board-pack style output. Firms delivering formal management reporting often favour Spotlight; those focused on performance insight favour Fathom.

Fathom Alternatives

Other reporting & analytics tools for accounting firms, ordered by how much of Fathom's functionality they cover.

Reporting & Analytics Budgeting & Forecasting