Fathom Software Review: Finance & Analytics

About Fathom Consultants Software

Fathom Consultants offers a robust platform that provides financial management and web analytics solutions designed for businesses of varying sizes. This overview highlights the usability, primary features, target audience, unique selling points, and specific use cases where the software excels.

Easy-To-Use Financial and Analytics Tools

Fathom is designed with user-friendliness in mind. The platform features an intuitive interface that allows users to navigate through complex financial data and web analytics effortlessly. Users can set up the software quickly—often within minutes—by integrating it with popular content management systems (CMS) like WordPress or e-commerce platforms. This ease of use makes it accessible to users with varying levels of technical expertise.

Comprehensive Feature Set

Fathom Consultants software offers both financial management and web analytics tools, which include:

1. Financial Management Tools:
   • Reporting: Fathom allows users to create custom management reports and dashboards, enabling businesses to present financial data clearly and effectively.
   • Forecasting: The platform offers simple three-way cash flow forecasting, which is crucial for financial planning.
   • Consolidations: Fathom provides fast and accurate consolidated financial reporting, essential for businesses managing multiple entities.
   • KPI Tracking: Users can benchmark performance and track key performance indicators (KPIs), providing insights into business health.
2. Web Analytics:
   • Privacy-First Approach: Fathom Analytics emphasizes user privacy and data protection, which aligns with growing concerns regarding data security.
   • Real-Time Data: Unlike many competitors, Fathom processes data in real-time, allowing businesses to access up-to-date insights instantly.
   • Simple Dashboard: The dashboard consolidates all necessary metrics, such as visitor statistics, traffic sources, and conversion rates, making it easy to interpret data at a glance.
   • Event Tracking: Users can set up custom events to monitor specific actions, such as button clicks or form submissions, enhancing understanding of user interactions.

Top Reasons to Choose Fathom Consultants Software

Fathom stands out in the competitive landscape of financial and analytics tools due to its:

1. Privacy Compliance: Fathom’s commitment to privacy-first analytics positions it as a reliable alternative to traditional web analytics tools like Google Analytics, which often face scrutiny over data privacy issues.
2. Ease of Use: The platform’s simple setup and intuitive interface make it accessible for users who may not have extensive technical skills.
3. Real-Time Insights: The ability to access real-time data enhances decision-making capabilities, allowing businesses to respond promptly to trends.
4. Customizability: Fathom’s reporting tools are highly customizable, enabling users to tailor reports to meet specific business needs.

Best-Suited Users and Use Cases

The software is tailored for a wide range of users and specific scenarios, as outlined below:

User Group	Specific Use Cases
Finance Teams in SMBs	Generating detailed financial reports and forecasts regularly
Digital Marketing Teams	Tracking website performance, campaign effectiveness, and user engagement
Consultants and Advisors	Presenting clear, concise financial data to clients

Fathom Consultants software caters to both finance professionals and digital marketers, offering tools that simplify complex data management while emphasizing privacy and real-time insights. This combination makes it a preferred choice for businesses looking to optimize their financial reporting and web analytics capabilities.

Features

Reporting Capabilities

Fathom provides comprehensive reporting features designed to enhance business performance analysis and decision-making:

1. Customization and Flexibility: Users can tailor reports based on specific KPIs to align with business goals.
2. Intuitive Report Editor: A user-friendly interface allows seamless integration of text, charts, and financial statements.
3. Content Library: Access to pre-designed charts and statements simplifies report creation.
4. Automated Reporting: Schedules and delivers reports automatically, saving time.
5. Commentary and Auto-text Features: Enables users to add commentary and auto-update placeholders for accuracy.
6. Templates: Ready-made and custom templates ensure consistency.
7. Scheduled Reports: Regular updates improve transparency and decision-making.

Key Metrics Tracked include profitability analysis, cash flow forecasting, and operational performance metrics.

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Integrations

Fathom integrates with major accounting platforms like QuickBooks (Online and Desktop), Xero, MYOB, Sage Business Cloud, Microsoft Excel, and Google Sheets. These integrations enable seamless data synchronization, enhanced reporting, and improved workflow efficiency.

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Mobile App Features

Fathom offers mobile-friendly features for on-the-go productivity:

• AI-powered meeting summaries.
• Automatic CRM syncing.
• Multi-language and multi-platform video conferencing support.

These features cater to professionals requiring real-time meeting management and communication.

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Single Sign-On (SSO)

SSO capabilities enhance user convenience and security:

• Integrates with Okta and OneLogin for centralized access management.
• Supports logins via Xero or QuickBooks credentials.
• Reduces password fatigue and enhances security with features like MFA.

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Automation Features

Fathom automates several tasks:

1. Automated Reporting: Simplifies recurring tasks.
2. Cash Flow Forecasting: Provides predictive analytics.
3. AI Meeting Summaries: Saves time during meetings.
4. Alerts and Notifications: Keeps users informed.
5. Custom Dashboards and Benchmarking: Facilitates performance tracking.

These features optimize workflows and reduce manual intervention.

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Security Measures

Fathom prioritizes data security:

1. Certifications: ISO27001 and SOC 2 Type II.
2. Compliance: GDPR, HIPAA, CCPA, and more.
3. Robust Controls: Covers organizational, physical, and technological aspects.
4. Transparency: Trust Center and policies ensure accountability.
5. Data Privacy: No AI training on customer data; all data stored securely in the U.S.

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API Features

Fathom’s API enables:

1. Access to Data: Global flood hazard and risk data.
2. Rapid Queries: Quick retrieval of data for any climate scenario.
3. Customization: Build plugins and integrations for tailored solutions.
4. Authentication: API keys ensure secure access.

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Deployment Options

Cloud-Based Deployment:

• Pros: Cost-effective, scalable, automatic updates, accessible.
• Cons: Security concerns, internet dependency, ongoing costs.

On-Premises Deployment:

• Pros: Control, enhanced security, easier compliance.
• Cons: High initial costs, maintenance requirements, limited scalability.

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Pros and Cons

Advantages:

1. AI-powered meeting assistant.
2. Seamless CRM integrations.
3. User-friendly interface.
4. Free plan availability.
5. Accurate key point capture.
6. Visual financial reporting.
7. Multi-entity management.

Disadvantages:

1. Transcription accuracy issues.
2. Limited customization.
3. Integration challenges.
4. Language support limitations.
5. Dynamic report updates may not suit all users.
6. Limited budgeting features.
7. Costs for advanced features.

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This detailed analysis highlights Fathom’s strengths in reporting, automation, and security, while also providing insights into areas for improvement, ensuring businesses can make informed decisions about utilizing their software.

Location

Locations and Branches

Location Type	Address	Country
Headquarters	Miami Beach, FL	USA
Branch	Arlington, VA	USA
Branch	Suite 204, 51 Federal Street,	San Francisco, CA, USA
Branch	Suite 353, 26 Broadway,	New York, NY, USA
Branch	Historic Bradshaw Building, North Loop	Minneapolis, MN, USA

This provides a detailed overview of the headquarters and branch locations of Fathom Consultants, including addresses and their respective countries.

History and Team

Year Founded

Fathom Consulting was founded in 1999.

Number of Employees

The company has between 11 and 50 employees.

Team

Below is a table showcasing the founders and key team members of Fathom Consulting.

Name	Position
Kate Tropman McRoberts	CEO & Managing Principal
Bret Busse	Vice President, Finance, Operations, and Technology; Principal Consultant
Jeff Harrison	Researcher, Designer, Mentor
Elizabeth Sipple	[Position not specified]

Fathom Consulting is a women-owned business based in the Twin Cities, recognized for its human-centric approach to solving problems. The company focuses on understanding the needs of the people they serve to create effective solutions. Their expertise spans across areas like business process design, change management, and user experience design. For more details, visit their official website at Fathom Consulting.

Pricing

Pricing Plans

Pricing Plan	Monthly Price	Included Companies	Extra Company Cost	Key Features
Starter	$62	1	$62	Unlimited brandable reports, In-depth analysis tools, Group benchmarking, Multi-currency consolidations, Cash flow forecasting, Unlimited users, Multi-channel support, Certifications and training
Silver	$370	10	$37	Same as Starter plan
Gold	$500	25	$16	Same as Starter plan
Platinum	$800	50	$14	Same as Starter plan

Additional Pricing Information

• Free Trial: All plans offer a 14-day free trial.
• Billing: Monthly billing is preferred, and plans renew automatically unless canceled.
• Data Points Pricing: Fathom also offers tiered pricing based on data points (pageviews and events). For example:
  • Up to 100,000 data points: $15/month
  • Up to 200,000 data points: $25/month
  • Up to 500,000 data points: $45/month
  • Up to 1,000,000 data points: $60/month
  • And so on, with higher tiers available for larger data volumes.

Additional Features Included in All Plans:

• Forever data retention
• 100% data ownership
• No cookie banners required
• Unlimited email reports
• Unlimited data exports
• Enterprise-grade infrastructure
• Excellent email support

This detailed breakdown provides an accurate representation of Fathom Consultants’ pricing model and additional features.

Funding and market

Industry

Fathom Consultants operates in the defense, intelligence, and homeland security sectors. They provide consulting services aimed at enhancing national security and strategic planning for both government and private sector clients. Their work includes government contracting, where they assist federal, state, and local agencies with strategic assessments, market positioning, and data analysis. With headquarters in Miami Beach, FL, and an office in Arlington, VA, Fathom Consultants is well-positioned to support defense-related operations and initiatives.

Market

Description

Fathom Consultants operates within the defense, intelligence, and homeland security markets. These markets are characterized by significant growth and a robust demand for security solutions, driven by rising threats and government initiatives to enhance national security.

Market Size and Dynamics

1. Market Size:
   • The homeland security market was valued at approximately $531.4 billion in 2023 and is anticipated to reach around $18439.8 billion by 2033, growing at a staggering CAGR of 43.2% from 2024 to 2033 (source: EIN Presswire).
   • Another report estimates the market size at $554.68 billion in 2023, with expectations to grow to $1028.03 billion by 2034, expanding at a CAGR of 5.8% (source: Precedence Research).
2. Market Dynamics:
   • The increase in demand for advanced security solutions stems from rising threats, including terrorist activities, illegal immigration, and cyber-attacks.
   • Cybersecurity is expected to witness the most significant expansion, driven by investments in cyber defenses, particularly in North America and Europe.
3. Market Share:
   • North America dominates the homeland security market, holding the largest market share of 36% in 2023.
   • AI-based solutions captured a significant share of 36%, highlighting the trend of integrating artificial intelligence in security measures.
4. Key Segments:
   • The market comprises aviation security, maritime security, border security, critical infrastructure security, and mass transit security.
   • The public sector accounts for a large share of the market, reflecting substantial government spending on national security measures.

Funding

Fathom Consultants has raised a total of $21.8 million over three funding rounds. Their largest funding round was a Series A round on September 19, 2024, where they raised $17 million. The funding details are summarized in the table below:

Date	Funding Amount	Round Name	Investors
Sep 19, 2024	$17M	Series A	Telescope Partners, Maven Ventures, and others
Jan 24, 2022	$4.7M	Seed	Zoom, Maven Ventures, and 11 more
2021	$125K	Seed	Y Combinator

This funding trajectory highlights strong investor confidence and potential for future growth in their operational sectors.

Stocks

Fathom Consultants is associated with Fathom Holdings Inc., which is a publicly traded company. Their stock is traded on the Nasdaq Capital Market under the ticker symbol FTHM.

Latest news

Latest News and Updates About Fathom Consultants

1. In the News – Fathom Consulting

Source: Fathom Consulting – In the News
The “In the News” section on Fathom Consulting’s official website provides a variety of updates and mentions of the company in global economic discussions. For instance, they have engaged in topics like China’s economic strategies against U.S. pressures and UK bond market challenges. This page serves as a hub for their mentions in significant economic discussions and publications.

2. Beer Money – A Sideways Look at Economics

Source: Beer Money – Fathom Consulting
Authored by Andrew Harris, this blog explores the economics of beer pricing and its implications for broader economic trends like inflation and GDP growth. Harris humorously discusses how the rising price of beer, observed during a cricket match, reflects inflationary pressures. The article also revisits his previous findings on whether beer demand can predict GDP growth.

3. News in Charts: Recession Avoided (2024 Outlook)

Source: News in Charts – Fathom Consulting
This report, published in collaboration with Lipper Alpha Insight, analyzes Fathom Consulting’s global economic outlook for 2024. It highlights that advanced economies, including the U.S., UK, and the euro area, are expected to avoid a recession through 2026. The analysis includes performance comparisons of GDP growth, inflation trends, and central bank rate predictions. Key insights include the divergence in economic growth between major economies and the falling inflation trends across regions.

Additional Insights

• Fathom Consulting’s publications and blogs often provide unique perspectives on global economic issues, combining both data-driven insights and creative approaches like “beer-onomics.”
• Their focus areas include macroeconomic strategy, climate economics, and innovation economics, reflecting their diverse expertise in consulting.

For more detailed updates or insights, you can explore their official website.

Search Trends

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Search Volume Analysis for Fathom Consulting

The table below showcases the search volumes for keywords associated with Fathom Consulting:

Keyword	Search Volume	Competition	Competition Index	Low Top-of-Page Bid	High Top-of-Page Bid	CPC
continuous process improvement	880	LOW	4	$2.36	$7.71	$7.04
fathom consulting	210	LOW	5	N/A	N/A	N/A
business analytics services	170	LOW	5	$7.19	$41.01	$6.11
national security consulting	110	LOW	3	N/A	N/A	N/A
risk assessments services	N/A	N/A	N/A	N/A	N/A	N/A
defense consulting	N/A	N/A	N/A	N/A	N/A	N/A

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Trends in Popularity of Fathom Consulting

1. High Interest in Continuous Process Improvement:
   • This keyword has the highest search volume (880), indicating significant interest in this service. The low competition (index of 4) and relatively high CPC ($7.04) suggest this is a popular and valuable service area.
2. Moderate Recognition of the Brand (Fathom Consulting):
   • The search volume for the company’s name (210) reflects moderate brand recognition. The low competition index (5) indicates the potential for increased visibility through targeted campaigns.
3. Emerging Interest in Business Analytics Services:
   • With a search volume of 170 and a high CPC range ($7.19–$41.01), this service shows potential for growth and profitability.
4. Limited Visibility for National Security Consulting:
   • This keyword has a lower search volume (110), indicating a niche market or limited focus on this service.
5. Limited Data for Risk Assessments and Defense Consulting:
   • The lack of search volume and competition data for these keywords suggests minimal visibility or demand in these areas.

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Reasons Behind the Trends

Company Overview and Focus

• Fathom Consulting specializes in macroeconomics, geopolitics, financial markets, and innovation. Their services include:
  • Continuous process improvement and business analytics, which align with high-interest keywords.
  • Risk assessments and defense consulting, which may require increased marketing efforts to boost visibility.

Recent Updates and Content Strategy

• The company actively publishes thought leadership articles on topics like climate economics and China’s housing market, which may explain increased attention to macroeconomic and geopolitical services.
• Their emphasis on innovation economics and energy transitions could attract niche audiences but result in moderate overall brand visibility.

Potential Gaps in Visibility

• While the company highlights bespoke consultancy and global outlook services, targeted campaigns for risk assessments and defense consulting may help improve recognition in these areas.

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Review

Customers:

Notable companies and organizations leveraging Fathom Consultants’ software include:

1. Arup & World Bank: They utilize Fathom’s data-driven flood modeling to assess the impact of urban greening on flood extent, erosion, and urban heat. Their collaboration aims to create more resilient cities through Nature-Based Solutions (NBS).
2. AXA: Fathom partnered with AXA to develop a cutting-edge catastrophe model for Europe. This model enhances AXA’s financial resilience and aids in regulatory reporting by providing robust data on flood risks.
3. Texas Water Development Board: This organization employs Fathom’s data to accelerate the development of Texas’s first statewide flood planning program, filling the gaps in publicly available flood data.
4. MSCI: Fathom’s data helps MSCI’s financial clients assess flood risks to their assets and investments, ensuring better risk management and investment strategies in the face of climate change.
5. Network Rail: Fathom provides climate-conditioned data that is critical for Network Rail’s climate adaptation strategy, offering a detailed view of flood risks to their infrastructure.
6. Florida Department of Environmental Protection: In partnership with local engineering firms, Fathom supports the creation of a statewide flood vulnerability assessment for critical assets in Florida, enhancing disaster preparedness.
7. ERM (Environmental Resources Management): Fathom assists global businesses in flood risk management, providing consistent flood risk data that strengthens enterprise risk management strategies and regulatory compliance.

These organizations exemplify how Fathom Consultants’ software aids in managing and mitigating flood risks through advanced data modeling and analytics, ultimately enhancing resilience against climate-related challenges.

Alternatives:

Below is a comparison table of alternative software options to Fathom Consultants’ offerings:

Alternative Software	Features	Pricing	Target Audience
KatRisk	Global flood and wind risk data, probabilistic modeling, and customized risk analytics.	Subscription-based, contact for pricing.	Insurance companies, governments, and financial institutions.
JBA Risk Management	Comprehensive flood modeling solutions, climate change analytics, and risk mapping services.	Custom pricing based on requirements.	Insurers, reinsurers, and asset managers.
CoreLogic	Property-level flood risk assessment, catastrophe modeling, and geospatial analytics.	Contact for pricing.	Real estate, insurance, and mortgage industries.
FM Global	Risk prevention engineering, flood hazard maps, and climate risk assessment services.	Requires direct consultation.	Large enterprises, industrial clients, and insurers.
RMS (Risk Management Solutions)	Advanced catastrophe modeling, flood risk analytics, and climate change insights.	Tailored pricing based on user needs.	Insurers, reinsurers, and financial institutions.

This table showcases some of the most prominent alternatives to Fathom Consultants’ software, offering a diverse range of flood risk and catastrophe modeling solutions tailored to various industries and use cases.

Comparing FlowHunt with Fathom Consultants’ Software

FlowHunt.io and Fathom Consultants’ software share common ground in offering AI-powered solutions that enhance business operations. While Fathom excels in financial reporting and forecasting, FlowHunt.io stands out with its no-code AI workflow builder, enabling users to create customizable chatbots and automate processes seamlessly. With FlowHunt.io, users can replicate and expand upon Fathom’s functionalities, such as automated reporting and data management, with greater flexibility and adaptability for diverse use cases.