---
description: Learn more about Fathom price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
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title: Fathom Pricing, Reviews & Features - Capterra New Zealand 2026
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# Fathom

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> Financial reporting and business intelligence solution with cash flow forecasting and group benchmarking.
> 
> Verdict: Rated **4.8/5** by 26 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Fathom?

Fathom is a financial reporting solution that caters to small business owners, CFOs and CEOs, accountants and advisors, and franchise groups.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 26 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.6/5 | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: The Access Group
- **Location**: Colchester, UK
- **Founded**: 1996

## Commercial Context

- **Starting Price**: US$50.00
- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: 14-day free trial available, with no credit card required.&#10;&#10;Four levels of subscription plan are available:&#10;Starter - $48 per month, 1 company included&#10;Silver -  $250 per month, 10 companies included&#10;Gold - $360 per month, 25 companies included&#10;Platinum - $650 per month, 50 companies included&#10;&#10;Larger, custom plans are available on request.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Brazil, Canada, China, Japan, New Zealand, United Kingdom, United States

## Features

- Ad hoc Reporting
- Alerts/Notifications
- Approval Workflow
- Billing & Invoicing
- Budgeting/Forecasting
- Client Management
- Consolidation/Roll-Up
- Dashboard
- Dashboard Creation
- Data Discovery
- Data Import/Export
- Data Visualisation
- Document Management
- Financial Analysis
- Financial Management
- Forecasting
- Income & Balance Sheet
- KPI Monitoring
- Multi-Currency
- Performance Metrics
- Profit/Loss Statement
- Project Management
- Real-Time Reporting
- Reporting/Analytics
- Scenario Planning
- Scorecards
- Strategic Planning
- Task Management
- Visual Analytics

## Integrations (8 total)

- Access Financials
- Google Sheets
- MYOB Business
- Microsoft Excel
- QuickBooks Online
- QuickBooks Online Advanced
- Sage Accounting
- Xero

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Business Performance Management Software](https://www.capterra.co.nz/directory/30051/business-performance-management-software/software)

## Related Categories

- [Business Performance Management Software](https://www.capterra.co.nz/directory/30051/business-performance-management-software/software)
- [KPI Software](https://www.capterra.co.nz/directory/32626/kpi/software)
- [Predictive Analytics Software](https://www.capterra.co.nz/directory/30945/predictive-analytics/software)
- [Actuarial Software](https://www.capterra.co.nz/directory/31360/accounting-practice-management/software)
- [Business Budgeting Software](https://www.capterra.co.nz/directory/10003/budgeting/software)

## Alternatives

1. [Microsoft Power BI](https://www.capterra.co.nz/software/176586/power-bi) — 4.6/5 (1870 reviews)
2. [Tableau](https://www.capterra.co.nz/software/77260/tableau) — 4.6/5 (2348 reviews)
3. [Looker](https://www.capterra.co.nz/software/169053/looker) — 4.5/5 (282 reviews)
4. [Domo](https://www.capterra.co.nz/software/119119/domo) — 4.3/5 (329 reviews)
5. [Zoho Analytics](https://www.capterra.co.nz/software/129749/zoho-analytics) — 4.4/5 (360 reviews)

## Reviews

### "Best for giving my research reports a polished appearance" — 4.0/5

> **Faiz** | *1 March 2026* | Information Technology & Services | Recommendation rating: 9.0/10
> 
> **Pros**: I specialise in working with data but Fathom makes it look beautiful — like a narrative. So as a Research Assistant, I often have to present my boss With lots of charts and numbers. These reports run super quick with Fathom. It pipes into my data and boom — I have clean graphs. When we are overspending on a project it is quite easy to observe.
> 
> **Cons**: The small details in a chart are sometimes difficult to switch. Markymusic: If I want a very specific custom look, the tool is so “strict.” Additionally, if you have a large amount of data, it can be a bit slow to load everything.
> 
> In short, it is a 100% professional document for reports. It makes me look really smart in meetings because the visuals are so clear. Fathom is for you if you hate manual charts in Excel.

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### "Fathom AI Notetaker Made Me a HUGE Fathom Fan" — 5.0/5

> **Shea** | *1 October 2024* | Sporting Goods | Recommendation rating: 10.0/10
> 
> **Pros**: LOVEEEE the AI notetaker. Truly a game changer and should be implemented in all businesses.
> 
> **Cons**: I wish it would join automatically, but it is not hard to get in the meeting
> 
> Very Positive, great impact on business meeting and detailed records

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### "The reports are good" — 5.0/5

> **Val** | *5 February 2026* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **Pros**: Fathom uses the information from Xero and doesn’t freeze up so that’s nice (I thought it would). Charts are acceptable enough for the shareholders so they won’t stare at me like I’ve lost my mind during the meeting.
> 
> **Cons**: Balance sheet mappings are basically useless in comparison to the P\&amp;L functions which creates pointless ratio comparisons. The software is also ridiculously slow if more than one person tries to work in it at the same time. Tax variables in the forecasting get screwed up and fixing them is a pain.
> 
> All of our dozen entities were moved into one platform for monthly reporting. It can do multi-currency without me having to do the math myself (that was a shock); it will help identify problems in the business rather than having to sift through rows of boring number all day.

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### "Finally, a Note-Taking Helper I Can Trust" — 4.0/5

> **Cheryl** | *3 December 2025* | Health, Wellness & Fitness | Recommendation rating: 6.0/10
> 
> **Pros**: Fathom lets me stay fully present in my meetings while it captures everything I need. The summaries are clear and surprisingly accurate, which makes follow-up easier and saves me a lot of time.
> 
> **Cons**: At times, the summaries can miss small nuances from more complex conversations, so I still double-check details. But overall, the benefits outweigh the occasional adjustment.
> 
> My overall experience with Fathom has been very positive. It keeps my meetings organized, helps me stay fully engaged with clients and students, and saves me valuable time in follow-up work. It’s become a reliable part of my daily workflow, and I appreciate how simple it is to use.

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### "Been using for over 6 months withhigh impactresults." — 5.0/5

> **Verified Reviewer** | *1 August 2025* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Fathom has saved us significant time and money, because instead of having to take notes and have our admin break those down into summaries, we now have more exact details, saving us both money and time.  It has freed her up to do more of customer service, which truly is her job.&#10;&#10;I love that each one of my attendees always receive a copy emailed to them personally based off of what they logged in as.
> 
> **Cons**: A few minor glitches like getting a name wrong or having to adjust a note after a meeting because it wasn't as exact as I wanted.  In my opinion those are just minor.
> 
> It has been extremely good and I would recommend it to anyone.  We are a small business, and it has made a significant impact on us in just a short time.

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## Links

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## This page is available in the following languages

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| en | <https://www.capterra.com/p/136476/Fathom/> |
| en-AE | <https://www.capterra.ae/software/136476/fathom> |
| en-AU | <https://www.capterra.com.au/software/136476/fathom> |
| en-CA | <https://www.capterra.ca/software/136476/fathom> |
| en-GB | <https://www.capterra.co.uk/software/136476/fathom> |
| en-IE | <https://www.capterra.ie/software/136476/fathom> |
| en-IL | <https://www.capterra.co.il/software/136476/fathom> |
| en-IN | <https://www.capterra.in/software/136476/fathom> |
| en-NZ | <https://www.capterra.co.nz/software/136476/fathom> |
| en-SG | <https://www.capterra.com.sg/software/136476/fathom> |
| en-ZA | <https://www.capterra.co.za/software/136476/fathom> |
| ja | <https://www.capterra.jp/software/136476/fathom> |

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