Fathom vs. Planful Comparison


Fathom Fathom Applications	Planful
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Fathom	Planful
		Related Products Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 4.8 out of 5 stars 6 Ratings Visit Website for Banker's Dashboard Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website for Epicor Financials Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 4.7 out of 5 stars 187 Ratings Visit Website for Martus Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 4.3 out of 5 stars 8,836 Ratings Visit Website for Sage Intacct Budgyt Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around. 4.8 out of 5 stars 291 Ratings Visit Website for Budgyt Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 4.4 out of 5 stars 6,139 Ratings Visit Website for Xero D&B Finance Analytics Manage credit risk at scale with trusted business context, AI-powered guidance, and advanced analytics in one powerful credit management solution. D&B Finance Analytics helps finance teams quickly research companies, understand emerging risks, monitor portfolio changes, and prioritize the actions that matter most. Powered by the D&B Commercial Graph, the solution brings together trusted business data, predictive analytics, automation, and AI to help organizations accelerate credit decisions, improve onboarding efficiency, reduce manual effort, and gain a clearer view of portfolio risk. With the insights and context needed to act confidently, teams can work more efficiently, make more consistent decisions, and proactively manage changing risk. 4.2 out of 5 stars 802 Ratings Visit Website for D&B Finance Analytics ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 4.9 out of 5 stars 9 Ratings Visit Website for ZenTreasury Project Insight Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders. 4.5 out of 5 stars 122 Ratings Visit Website for Project Insight Fathom Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible. 5.0 out of 5 stars 7,880 Ratings Visit Website for Fathom
Fathom: About All-in-one reporting, analysis & forecasting. Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. Get in-depth analysis of your numbers and a clearer picture of your business performance. Create custom management reports and share business results in a clear, compelling way. Craft management reports for print or web – in minutes, not hours. Bring together text, charts, tables and financial statements – in one simple-to-use editor. Put your reporting on autopilot. Schedule the delivery of timely reports. Pick from a range of ready-made management report templates to jump-start your workflow, then make changes using the report editor.	Planful: About Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes.
Fathom: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Planful: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Fathom: Audience Companies of all sizes looking for an all-in-one reporting, analysis and forecasting platform	Planful: Audience Helps finance automate processes to accelerate the time spent on turning insights into action.
Fathom: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Planful: Support Phone Support Supported 24/7 Live Support Supported Online Supported
Fathom: API Offers API Not Supported	Planful: API Offers API Not Supported
Fathom: Screenshots and Videos View more images or videos	Planful: Screenshots and Videos View more images or videos
Fathom: Pricing $44 per month Free Version Not Supported Free Trial Supported	Planful: Pricing No information available. Free Version Not Supported Free Trial Not Supported
Fathom: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Planful: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Fathom: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Planful: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Fathom: Company Information Fathom Applications Founded: 2012 Australia www.fathomhq.com	Planful: Company Information Planful Founded: 2000 United States www.hostanalytics.com
Fathom: Alternatives Quick Consols 4.9 out of 5 stars	Planful: Alternatives Martus Martus Solutions 4.7 out of 5 stars
Fathom: Dryrun	Planful: OnPlan 5.0 out of 5 stars
Fathom: Finrely	Planful: FinAlyzer Beyond Square Solutions 4.7 out of 5 stars
Fathom: Workday Adaptive Planning Workday 5.0 out of 5 stars	Planful: Anaplan
Fathom: Anaplan View All	Planful: Prophix Prophix Software View All
Fathom: Categories Business Performance Management Supported Cash Flow Forecasting Supported Financial Analytics Supported Financial Consolidation Supported Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported	Planful: Categories AI Accounting Supported AI Finance Supported Budgeting Supported Business Intelligence Supported Business Performance Management Supported Cash Flow Forecasting Supported Data Visualization Supported Financial Close Supported Financial Consolidation Supported Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported Reporting Supported Strategic Planning Supported
Fathom: Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Not Supported Qualitative Analysis Not Supported Quantitative Analysis Not Supported Scorecarding Supported Strategic Planning Not Supported	Planful: Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Supported Qualitative Analysis Supported Quantitative Analysis Supported Scorecarding Supported Strategic Planning Supported Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Show More Features Budgeting Features "What If" Scenarios Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Supported Version Control Supported Business Intelligence Features Ad Hoc Reports Supported Benchmarking Not Supported Budgeting & Forecasting Not Supported Dashboard Supported Data Analysis Not Supported Key Performance Indicators Supported Natural Language Generation (NLG) Not Supported Performance Metrics Supported Predictive Analytics Not Supported Profitability Analysis Not Supported Strategic Planning Supported Trend / Problem Indicators Not Supported Visual Analytics Supported Data Visualization Features Analytics Supported Content Management Supported Dashboard Creation Supported Filtered Views Supported OLAP Supported Relational Display Supported Simulation Models Supported Visual Discovery Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported Strategic Planning Features Budgeting & Forecasting Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Supported KPIs Supported Modeling & Simulation Supported Roadmapping Supported Scenario Planning Supported Scorecards Supported
Fathom: Integrations Microsoft Excel Supported AccessOwl Supported Castaway Supported Desktop.com Supported ElectroNeek Supported HubSpot Customer Platform Supported MYOB Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Rightworks Supported Sage Intacct Not Supported WeWeb Supported Workers by Delos Supported Xero Supported Show More Integrations View All 14 Integrations	Planful: Integrations Microsoft Excel Supported AccessOwl Not Supported Castaway Not Supported Desktop.com Not Supported ElectroNeek Not Supported HubSpot Customer Platform Not Supported MYOB Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Rightworks Not Supported Sage Intacct Supported WeWeb Not Supported Workers by Delos Not Supported Xero Not Supported Show More Integrations View All 3 Integrations
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