TrustRadius: an HG Insights company

Fathom by The Access Group

Score9.3 out of 10

35 Reviews and Ratings

Top Performing Features

+9%

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Cat avg: 9.2

+20%

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Cat avg: 8.3

+33%

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

Cat avg: 7.5

+49%

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Cat avg: 6.7

Worst Performing Features

+8%

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Cat avg: 9.2

+6%

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Cat avg: 9.4

+9%

Long-term financial planning

3-5 year financial plan with cashflow.

Cat avg: 9.1

Fathom by The Access Group Features from Reviews

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

10.0+6%
  • Long-term financial planning

    3-5 year financial plan with cashflow.

    Category average: 9.1

  • Financial budgeting

    Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

    Category average: 9.6

  • Forecasting

    Combining actuals and budgets, rolling forecasts, driver-based models.

    Category average: 9.4

  • Scenario modeling

    Financial or operational modeling of alternate future states and planning for each.

    Category average: 9.2

  • Management reporting

    Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

    Category average: 9.6

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

10.0+17%
  • Personalized dashboards

    Create custom dashboards and reports without the help of IT or administrators.

    Category average: 8.3

  • Color-coded scorecards

    Track and analyze performances with interactive, color-coded balanced scorecards.

    Category average: 7.5

  • KPIs

    Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

    Category average: 9.8

  • Cost and profitability analysis

    Cost and profitability analysis provides data for business decision making.

    Category average: 9.4

  • Key Performance Indicator setting

    Ability to set key performance indicators for measuring progress towards goals.

    Category average: 8.3

  • Benchmarking with external data

    CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

    Category average: 6.7

  • Revenue Forecasting

    AI forecasting of future sales revenue.

    Category average: 8.6

Budgeting Tools

Allot financial resources to guide your organization's spending

10.0+15%
  • Automated Budgeting

    Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

    Category average: 7.7

  • Financial Planning Collaboration

    Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

    Category average: 8.8

  • Budget Customization

    Customizable templates and forms for performance visualization

    Category average: 9.1

  • Departmental Budgeting

    Division of budget across multiple departments according to an individual team's spending and resources.

    Category average: 9.2

  • Import & Export Tools

    Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

    Category average: 8.8

Fathom by The Access Group Features from the Vendor

Additional Features

Vendor-contributed
  • Real-Time Details Dashboard

  • Call Flow Reporting

  • Behavior Tracking

  • Report Building Tool