TrustRadius

PlanGuru vs. Fathom by The Access Group

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
PlanGuru
Score 9.0 out of 10
Small Businesses (1-50 employees)
PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.
$99
per month
Fathom by The Access Group
Score 9.0 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
Pricing
PlanGuruFathom by The Access Group
Editions & Modules
PlanGuru App
$99
per month
PlanGuru Desktop
$99
per month
Starter
$44
per month
Silver
$225
per month
Gold
$325
per month
Platinum
$575
per month
Offerings
Pricing Offerings
PlanGuruFathom by The Access Group
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
PlanGuruFathom by The Access Group
Features
PlanGuruFathom by The Access Group
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
PlanGuru
-
Ratings
Fathom by The Access Group
7.8
1 Ratings
16% below category average
Long-term financial planning00 Ratings7.01 Ratings
Financial budgeting00 Ratings9.01 Ratings
Forecasting00 Ratings6.01 Ratings
Management reporting00 Ratings9.01 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
PlanGuru
-
Ratings
Fathom by The Access Group
8.0
1 Ratings
2% below category average
KPIs00 Ratings8.01 Ratings
Cost and profitability analysis00 Ratings8.01 Ratings
Key Performance Indicator setting00 Ratings8.01 Ratings
Revenue Forecasting00 Ratings8.01 Ratings
Budgeting Tools
Comparison of Budgeting Tools features of Product A and Product B
PlanGuru
-
Ratings
Fathom by The Access Group
6.5
1 Ratings
26% below category average
Financial Planning Collaboration00 Ratings7.01 Ratings
Budget Customization00 Ratings8.01 Ratings
Departmental Budgeting00 Ratings4.01 Ratings
Import & Export Tools00 Ratings7.01 Ratings
Best Alternatives
PlanGuruFathom by The Access Group
Small Businesses
MIP Fund Accounting
MIP Fund Accounting
Score 8.9 out of 10
MIP Fund Accounting
MIP Fund Accounting
Score 8.9 out of 10
Medium-sized Companies
Centage
Centage
Score 9.5 out of 10
Centage
Centage
Score 9.5 out of 10
Enterprises
OneStream
OneStream
Score 8.9 out of 10
OneStream
OneStream
Score 8.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PlanGuruFathom by The Access Group
Likelihood to Recommend
9.0
(1 ratings)
8.0
(2 ratings)
Likelihood to Renew
7.0
(1 ratings)
-
(0 ratings)
Usability
8.0
(1 ratings)
10.0
(1 ratings)
Support Rating
-
(0 ratings)
10.0
(1 ratings)
Implementation Rating
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
PlanGuruFathom by The Access Group
Likelihood to Recommend
PlanGuru
I suggest becoming fully familiar with the program before first time use as it can become costly and a charge off to a client would not be practical.
Verified User
Anonymous
Read full review
The Access Group
Report could be used in any industry but when it comes to functionality, it is more suitable businesses where there are not many division. I found it hard for Fathom to extract Xero tracking data and to represent it in the financials. If you would like to consolidate the financials, I also find it easy to do it via Fathom
Verified User
Anonymous
Read full review
Pros
PlanGuru
  • Allows for several different scenarios for the same company
  • Modification in specifications alterable
  • Allows for changes at any level with several criteria.
Verified User
Anonymous
Read full review
The Access Group
  • Consolidation and Eliminating Entries
  • Easy to use dashboards
  • Customizable Metrics and Targets
  • Customizable Dashboard
Samantha Bowling, CPA CGMA | TrustRadius Reviewer
Read full review
Cons
PlanGuru
  • Can be a bit complicated for new users.
Verified User
Anonymous
Read full review
The Access Group
  • If you have multiple divisions within the business, reporting/budgeting by division are not as good as induvial reports.
Verified User
Anonymous
Read full review
Likelihood to Renew
PlanGuru
It hasn't really been a viable program for our office.
Verified User
Anonymous
Read full review
The Access Group
No answers on this topic
Usability
PlanGuru
No answers on this topic
The Access Group
Great dashboards and very easy to use.
Samantha Bowling, CPA CGMA | TrustRadius Reviewer
Read full review
Support Rating
PlanGuru
No answers on this topic
The Access Group
I have not used customer support.
Samantha Bowling, CPA CGMA | TrustRadius Reviewer
Read full review
Implementation Rating
PlanGuru
Great tool for projections and forecasting.
Verified User
Anonymous
Read full review
The Access Group
No answers on this topic
Alternatives Considered
PlanGuru
We contacted PlanGuru for a low-cost module initially for use on a particular client. It has been used several times since by my department for projections. It's fairly adaptable with our QuickBooks business clients.
Verified User
Anonymous
Read full review
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.
Verified User
Anonymous
Read full review
Return on Investment
PlanGuru
  • There hasn't really been much use of this product for some time.
Verified User
Anonymous
Read full review
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
Verified User
Anonymous
Read full review
ScreenShots

PlanGuru Screenshots

Screenshot of Income StatementScreenshot of Balance SheetScreenshot of Cash FlowScreenshot of Payroll ForecastingScreenshot of KPI's Example