Fathom vs. Planful

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Fathom
Score 8.9 out of 10
N/A
Fathom is a management reporting, forecasting and financial analysis tool from the Access Group. It helps users to assess business performance, monitor trends and identify improvement opportunities. Fathom combines business planning with simple three-way cash flow forecasting.
$44
per month
Planful
Score 7.8 out of 10
Enterprise companies (1,001+ employees)
Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
Pricing
FathomPlanful
Editions & Modules
Starter
$44
per month
Silver
$225
per month
Gold
$325
per month
Platinum
$575
per month
No answers on this topic
Offerings
Pricing Offerings
FathomPlanful
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
FathomPlanful
Top Pros
Top Cons

No answers on this topic

Features
FathomPlanful
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Fathom
7.8
1 Ratings
18% below category average
Planful
7.2
123 Ratings
14% below category average
Long-term financial planning7.01 Ratings8.0110 Ratings
Financial budgeting9.01 Ratings7.4122 Ratings
Forecasting6.01 Ratings7.3113 Ratings
Management reporting9.01 Ratings6.6119 Ratings
Scenario modeling00 Ratings6.5102 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Fathom
8.0
1 Ratings
2% below category average
Planful
5.0
77 Ratings
47% below category average
KPIs8.01 Ratings6.056 Ratings
Cost and profitability analysis8.01 Ratings5.153 Ratings
Key Performance Indicator setting8.01 Ratings4.244 Ratings
Revenue Forecasting8.01 Ratings00 Ratings
Personalized dashboards00 Ratings6.068 Ratings
Color-coded scorecards00 Ratings5.544 Ratings
Benchmarking with external data00 Ratings3.18 Ratings
Budgeting Tools
Comparison of Budgeting Tools features of Product A and Product B
Fathom
6.5
1 Ratings
26% below category average
Planful
-
Ratings
Financial Planning Collaboration7.01 Ratings00 Ratings
Budget Customization8.01 Ratings00 Ratings
Departmental Budgeting4.01 Ratings00 Ratings
Import & Export Tools7.01 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Fathom
-
Ratings
Planful
5.2
45 Ratings
39% below category average
Pixel Perfect reports00 Ratings4.922 Ratings
Customizable dashboards00 Ratings5.540 Ratings
Report Formatting Templates00 Ratings5.337 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Fathom
-
Ratings
Planful
6.7
75 Ratings
20% below category average
Drill-down analysis00 Ratings7.673 Ratings
Formatting capabilities00 Ratings6.374 Ratings
Report sharing and collaboration00 Ratings6.469 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Fathom
-
Ratings
Planful
6.1
63 Ratings
30% below category average
Publish to Web00 Ratings7.922 Ratings
Publish to PDF00 Ratings6.057 Ratings
Report Versioning00 Ratings5.339 Ratings
Report Delivery Scheduling00 Ratings5.244 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Fathom
-
Ratings
Planful
6.1
35 Ratings
21% below category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings6.026 Ratings
Predictive Analytics00 Ratings6.230 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Fathom
-
Ratings
Planful
8.3
75 Ratings
5% below category average
Multi-User Support (named login)00 Ratings8.569 Ratings
Role-Based Security Model00 Ratings8.067 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.468 Ratings
Report-Level Access Control00 Ratings8.027 Ratings
Single Sign-On (SSO)00 Ratings8.659 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Fathom
-
Ratings
Planful
7.3
31 Ratings
7% below category average
Responsive Design for Web Access00 Ratings7.229 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.321 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Fathom
-
Ratings
Planful
5.6
92 Ratings
35% below category average
Financial data consolidation00 Ratings7.481 Ratings
Journal entries and reports00 Ratings5.264 Ratings
Multi-currency management00 Ratings5.155 Ratings
Intercompany Eliminations00 Ratings5.556 Ratings
Minority Ownership00 Ratings4.927 Ratings
Local and consolidated reporting00 Ratings5.766 Ratings
Detailed Audit Trails00 Ratings5.868 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Fathom
-
Ratings
Planful
6.7
123 Ratings
19% below category average
Financial Statement Reporting00 Ratings7.1105 Ratings
Management Reporting00 Ratings6.9115 Ratings
Excel-based Reporting00 Ratings7.2115 Ratings
Automated board and financial reporting00 Ratings5.288 Ratings
XBRL support for regulatory filing00 Ratings7.13 Ratings
Integration
Comparison of Integration features of Product A and Product B
Fathom
-
Ratings
Planful
6.2
113 Ratings
30% below category average
Flat file integration00 Ratings7.383 Ratings
Excel data integration00 Ratings6.3105 Ratings
Direct links to 3rd-party data sources00 Ratings5.177 Ratings
Best Alternatives
FathomPlanful
Small Businesses
MIP Fund Accounting
MIP Fund Accounting
Score 8.6 out of 10
IBM Planning Analytics
IBM Planning Analytics
Score 8.3 out of 10
Medium-sized Companies
Centage
Centage
Score 9.5 out of 10
Centage
Centage
Score 9.5 out of 10
Enterprises
Prophix
Prophix
Score 8.8 out of 10
Prophix
Prophix
Score 8.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
FathomPlanful
Likelihood to Recommend
9.0
(3 ratings)
7.3
(132 ratings)
Likelihood to Renew
-
(0 ratings)
8.4
(20 ratings)
Usability
10.0
(1 ratings)
8.4
(20 ratings)
Availability
-
(0 ratings)
8.2
(4 ratings)
Performance
-
(0 ratings)
9.0
(3 ratings)
Support Rating
10.0
(1 ratings)
7.9
(21 ratings)
In-Person Training
-
(0 ratings)
6.4
(2 ratings)
Online Training
-
(0 ratings)
8.7
(2 ratings)
Implementation Rating
-
(0 ratings)
7.0
(9 ratings)
Configurability
-
(0 ratings)
8.2
(2 ratings)
Ease of integration
-
(0 ratings)
6.6
(4 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Vendor post-sale
-
(0 ratings)
8.3
(4 ratings)
Vendor pre-sale
-
(0 ratings)
9.1
(2 ratings)
User Testimonials
FathomPlanful
Likelihood to Recommend
The Access Group
I always ask if the other attendees are ok with my using the app. If they were not comfortable, I would turn it off. This is likely over-cautious, but I also am hesitant to use it in extremely sensitive and confidential conversations. I use it as often as possible and am heavily reliant on it for any status meetings where there might be action items for any attendee, etc
Read full review
Planful
Planful has become a key tool for all our financial processes, from reporting and budgeting to handling ad-hoc requests. It provides a centralized solution for our company. We've spent some time building dashboards in Planful, however, we already have a strong PowerBI presence at our company. So we've found that PowerBI is the more flexible & advanced tool for visualizations.
Read full review
Pros
The Access Group
  • Xero Integration
  • Instant Financials Reports
Read full review
Planful
  • Creating forecasts for the month, quarter, and year
  • Creating new variables by using variables pre-defined and that are new in the system
  • Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
Read full review
Cons
The Access Group
  • Honestly I do not have any Cons to add.
Read full review
Planful
  • Multiple currency calculations/ consolidations support IFRS accounting
  • Ability to inactivate old data dimensions
  • Reporting - Need ability to expand all/collapse all lines easily
  • Reporting - Formula exceptions added to a report do not update when information is revised.
  • Automatic Sandbox refreshes initiated by Planful - When Planful does an automatic refresh of the sandbox environment, it copies any Boomi/integration connections.
  • Limited to 8 data dimensions in core application
  • Add more API connectors to make data integration easier
  • ability to transfer sandbox tests to production environment
Read full review
Likelihood to Renew
The Access Group
No answers on this topic
Planful
Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
Read full review
Usability
The Access Group
Great dashboards and very easy to use.
Read full review
Planful
The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
Read full review
Reliability and Availability
The Access Group
No answers on this topic
Planful
I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
Read full review
Performance
The Access Group
No answers on this topic
Planful
Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
Read full review
Support Rating
The Access Group
I have not used customer support.
Read full review
Planful
Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
Read full review
In-Person Training
The Access Group
No answers on this topic
Planful
My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment.
Read full review
Online Training
The Access Group
No answers on this topic
Planful
This training is much more robust now than it was when we first implemented our Planful environment. Many times we can do a little research in the "help" portal and do not even need to reach out to support. They are continuously improving the training and information available to users.
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Implementation Rating
The Access Group
No answers on this topic
Planful
After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
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Alternatives Considered
The Access Group
otter is audio only, and doesn't monitor things like talk time. Both systems have great (relatively new) AI features. Fathom's is a little more functional (templates for notes that can be swapped out after the meeting. Otter's is a little more useful with the AI chat feature and the summaries are a bit stronger
Read full review
Planful
Workforce Planning in Planful is a plus compared to Adaptive Insights. Reporting in Planful is a plus compared to Adaptive Insights. Similarity to Excel is a plus compared to Adaptive Insights. Adaptive Insights can budget/forecast weekly or daily rather easily, which is a huge undertaking in Planful. Adaptive Insights has a larger user base and can more easily find talents in Consulting or general users.
Read full review
Scalability
The Access Group
No answers on this topic
Planful
From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
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Return on Investment
The Access Group
  • it saved us few hours a month to prepare consolidated reports.
  • it made is easy to understand the financials with visuals
  • Integration with Xero also made it much accurate
Read full review
Planful
  • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
  • Budget to Actual analysis has become much more streamlined and actionable
  • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
Read full review
ScreenShots

Planful Screenshots

Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations