Tracker verified Oct 19, 2026 12 systems × 4 assistants · 58 source links · No source, no number →
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Reporting / forecasting (advisors)

Fathom

Management reporting and forecasting for advisors and multi-entity SMBs.

Visit fathomhq.com ↗

Reviewed by a corporate finance practitioner, 11+ years at one of the largest US private companies and a public company Last checked 2026-10-19 Data status: Pricing verified; program terms to verify
● fpastack / fathomchecked 2026-10-19
Price basisPublic price list
ClaudeUnverified
ChatGPTUnverified
Microsoft CopilotUnverified
GrokUnverified
AI featuresLive

Pricing

What's reported
Published: Pro $450/mo incl. 25 companies + $17/extra; Portfolio $67/mo for 100 companies; Enterprise quote
Price transparency
Public price list
Sources

AI assistant integrations

AssistantStatus
ClaudeUnverified
ChatGPTUnverified
Microsoft CopilotUnverified
GrokUnverified
AI features status
Live (vendor does not label GA) Native AI Commentary Writer listed on the pricing page.
Vendor summary
Native AI Commentary Writer
Sources

Practitioner take

Take coming soon

Our reviewer hasn't published a hands-on take on Fathom yet. When they do, it will answer: can this help build a budget, a rolling forecast, or a capital-planning business case — and where does it fall short?

Partner disclosure

FP&A Stack has no paid relationship with Fathom today. If that changes (affiliate, referral or featured listing), this page will say so above the fold. Payment never changes data or scores. Policy.

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