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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Fina

    N/AN/AFina provides Custom Financial Tracking without the spreadsheets. It is a money management tool designed for personal finance nerds and entrepreneurs. After linking accounts, the user can clean data with categorizations & rules, and then use a notion-style document to design the tracking experience. Fina users can: Add flexible blocks to track any metric Do "what if" scenario planning using live data Get personalized insights to be proactive Use ai to…

    $19

    per month per user

    Fathom by The Access Group

    Score9.4 out of 10
    N/AFathom 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

    Pricing
    FinaFathom by The Access Group
    Editions & Modules
    No answers on this topic
    Starter
    $44
    per month
    Silver
    $225
    per month
    Gold
    $325
    per month
    Platinum
    $575
    per month
    Offerings
    Pricing Offerings
    FinaFathom by The Access Group
    Free Trial
    NoYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    FinaFathom by The Access Group
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Fina and Fathom by The Access Group
    Feature
    Fina
    -
    Ratings
    Fathom by The Access Group
    10.0
    2 Ratings
    8% above category average
    Long-term financial planning00 Ratings10.02 Ratings
    Financial budgeting00 Ratings10.02 Ratings
    Forecasting00 Ratings10.02 Ratings
    Scenario modeling00 Ratings10.01 Ratings
    Management reporting00 Ratings10.02 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Fina and Fathom by The Access Group
    Feature
    Fina
    -
    Ratings
    Fathom by The Access Group
    10.0
    2 Ratings
    11% above category average
    Personalized dashboards00 Ratings10.01 Ratings
    Color-coded scorecards00 Ratings10.01 Ratings
    KPIs00 Ratings10.02 Ratings
    Cost and profitability analysis00 Ratings10.02 Ratings
    Key Performance Indicator setting00 Ratings10.02 Ratings
    Benchmarking with external data00 Ratings10.01 Ratings
    Revenue Forecasting00 Ratings10.02 Ratings
    Budgeting Tools
    Comparison of Budgeting Tools features of Fina and Fathom by The Access Group
    Feature
    Fina
    -
    Ratings
    Fathom by The Access Group
    10.0
    2 Ratings
    11% above category average
    Automated Budgeting00 Ratings10.01 Ratings
    Financial Planning Collaboration00 Ratings10.02 Ratings
    Budget Customization00 Ratings10.02 Ratings
    Departmental Budgeting00 Ratings10.02 Ratings
    Import & Export Tools00 Ratings10.02 Ratings
    Best Alternatives
    FinaFathom by The Access Group
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Enterprises
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FinaFathom by The Access Group
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (4 ratings)
    Usability
    -
    (0 ratings)
    9.5
    (3 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    FinaFathom by The Access Group
    Likelihood to Recommend
    Fina Labs, Inc.
    No answers on this topic
    The Access Group
    I have found Fathom to be well suited for all meeting types since you can control the visibility of each recording.
    Incentivized
    Read full review
    Pros
    Fina Labs, Inc.
    No answers on this topic
    The Access Group
    • Xero Integration
    • Instant Financials Reports
    Incentivized
    Read full review
    Cons
    Fina Labs, Inc.
    No answers on this topic
    The Access Group
    • Honestly I do not have any Cons to add.
    Incentivized
    Read full review
    Usability
    Fina Labs, Inc.
    No answers on this topic
    The Access Group
    User-friendly, precise transcriptions and efficient dashboard and interface
    Incentivized
    Read full review
    Support Rating
    Fina Labs, Inc.
    No answers on this topic
    The Access Group
    I have not used customer support.
    Incentivized
    Read full review
    Alternatives Considered
    Fina Labs, Inc.
    No answers on this topic
    The Access Group
    We also used Spotlight reporting before we tried out Fathom and we found Fathom much easier to navigate and Xero integration, consolidation are very strong feature of the product. Spotlight reporting is similar to Fathom however, Fathom is more flexible, there are better visual reports and grafts and we found it easier to customize the reports templates. You can also share the reports with multiple group of people online.
    Incentivized
    Read full review
    Return on Investment
    Fina Labs, Inc.
    No answers on this topic
    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
    Incentivized
    Read full review
    ScreenShots

    Fina Screenshots

    Screenshot of Add custom tracking blocks to any page.Screenshot of Set budgets and clean data with custom categories.Screenshot of Connect live data from over 12,000+ financial institutions.