Fathom
Fathom is a financial reporting and analysis software that transforms your accounting data into visual reports, automated insights, and forward-looking forecasts to help you make better business decisions.
Klipfolio
Klipfolio is a flexible data analytics platform that helps you centralize business metrics from hundreds of sources into real-time dashboards and automated reports for faster decision-making.
Quick Comparison
| Feature | Fathom | Klipfolio |
|---|---|---|
| Website | fathomhq.com | klipfolio.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $55/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 30 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2010 | 2001 |
| Headquarters | Brisbane, Australia | Ottawa, Canada |
Overview
Fathom
Fathom is a reporting and financial analysis tool that helps you see exactly how your business is performing. Instead of digging through complex spreadsheets, you can create beautiful, automated reports that highlight the metrics that matter most to your stakeholders. You can easily track key performance indicators, monitor trends, and compare different entities or branches side-by-side to identify growth opportunities.
The platform simplifies the way you handle consolidations and multi-currency reporting, making it ideal for franchises or companies with multiple locations. You can also build detailed financial forecasts and 'what-if' scenarios to plan for the future with confidence. It connects directly to your existing accounting software, ensuring your data is always up-to-date and accurate without manual entry.
Klipfolio
Klipfolio helps you take control of your business data by connecting to hundreds of services like Google Analytics, Salesforce, and Excel. You can build custom dashboards that update in real-time, giving your team a single source of truth for every KPI. Whether you need a quick automated report or a complex data model, the platform provides the tools to visualize your performance without manual data entry.
You can choose between Klips for traditional dashboarding or PowerMetrics for a more scalable, metric-centric approach. It simplifies the process of sharing insights with your stakeholders through automated email reports, Slack updates, or live TV displays. The platform is designed to grow with you, supporting everything from small marketing teams to large data-driven enterprises.
Overview
Fathom Features
- Automated Reporting Create professional, branded reports in minutes using pre-built templates that sync automatically with your accounting data.
- Visual Analytics Transform dry financial numbers into interactive charts and graphs that make it easy to spot trends and outliers.
- Financial Forecasting Build three-way forecasts and model different business scenarios to see how today's decisions impact your future cash flow.
- KPI Tracking Choose from over 50 standard KPIs or create your own custom metrics to monitor what drives your business success.
- Multi-Entity Consolidations Combine financial data from multiple companies or branches into a single view with automated currency conversions.
- Benchmarking Tools Compare the performance of different business units or clients against each other to identify top performers and laggards.
Klipfolio Features
- Data Connectors. Connect to over 300 data sources including cloud apps, databases, and spreadsheets with pre-built or custom integrations.
- PowerMetrics. Build a standardized library of metrics that you can explore, filter, and compare across different time periods easily.
- Custom Dashboards. Design pixel-perfect dashboards using a drag-and-drop editor to display your data exactly how your team needs it.
- Automated Reporting. Schedule automated PDF reports to your inbox or Slack channels so everyone stays informed without manual effort.
- Data Modeler. Combine and transform multiple data sources using formulas and functions to create deep, customized business insights.
- Mobile Access. Monitor your business performance from anywhere with native mobile apps that keep your data at your fingertips.
Pricing Comparison
Fathom Pricing
- All reporting and analysis features
- Financial forecasting tools
- Consolidations and benchmarking
- Unlimited users
- Direct accounting integrations
- Standard and custom KPIs
- Everything in Starter, plus:
- Volume discount per company
- Multi-entity reporting
- Consolidated group analysis
- Intercompany eliminations
- Global currency support
Klipfolio Pricing
- Unlimited metrics
- Unlimited dashboards
- 2 editors and 3 viewers
- 4-hour data refresh rate
- Standard data connectors
- Community support access
- Everything in Free, plus:
- 1-hour data refresh rate
- 5 editors and unlimited viewers
- PDF report scheduling
- Data exports
- Email and chat support
Pros & Cons
Fathom
Pros
- Beautiful visual reports that are easy for non-accountants to understand
- Seamless integration with Xero, QuickBooks, and MYOB
- Saves hours of manual work on monthly reporting packs
- Powerful consolidation features for complex business structures
Cons
- Initial setup of custom KPIs can be time-consuming
- Forecasting module has a steeper learning curve than reporting
- Pricing can become expensive for firms with many clients
Klipfolio
Pros
- Extensive library of pre-built data connectors
- Highly customizable dashboard design options
- Generous free plan for small projects
- Excellent customer support and documentation
- Real-time data updates keep metrics current
Cons
- Steep learning curve for complex formulas
- Mobile app interface feels slightly limited
- Initial data modeling can be time-consuming