Fathom shows you what changed. Forecraft shows you what to do next.
Fathom builds the dashboards your clients look at. Forecraft runs the close behind them and sends the pack in your name.
Last reviewed:
Do you need to choose?
No. Your client opens Fathom between closes for the dashboard. You open Forecraft to do the month: check each variance against its source row and write down who does what by when, so it stays on the next pack until it is closed.
What each tool is built for
| Feature | Fathom | Forecraft |
|---|---|---|
| The job | ||
| Primary job | Client reporting and dashboards | Monthly close workflow |
| Variance analysis | ||
| Charts and dashboards | ||
| Drafted commentary | New | |
| Number traceability | Hover only | Source row |
| Monthly cadence tracking | No | |
| Saved pack history | No | |
| Decisions | ||
| Decision memos | No | |
| Owner assignment per action | No | |
| Due date per action | No | |
| Decisions carried into next month until closed | Not publicly confirmed | |
| Whether each decision moved its number | Not publicly confirmed | |
| The client side | ||
| Client portal URL | No | |
| Client comments per section | No | |
| Client agreement recorded by name and date | Not publicly confirmed | |
| Tie-out certificate on every pack | Not publicly confirmed | |
| Bulk download, all clients | No | |
| Connections and data | ||
| Works with Xero | Beta | |
| Works with QuickBooks | Beta | |
| Works with CSV and Excel upload | ||
| GDPR compliant | ||
| Price | ||
| Free plan | 14-day trial | Owner, free |
| Starting price | $50/month | Free, or $99 founding |
Fathom features and pricing verified against fathomhq.com on the review date above. Both are subject to change.
Who adds Forecraft to Fathom
A fractional CFO who already sends clients a Fathom report and keeps the follow-up somewhere else. For deep FP&A modelling or budgeting for a large team, Fathom, Datarails or Jirav fit better. Advisor covers 5 clients on your own; Practice and Firm take a team to 10 and 25.
Full disclosure
Fathom's features and price are as its own site showed them on the review date, and both change. Fathom's QuickBooks and Xero connections are long established, where Forecraft's are in beta. Forecraft does not build the dashboards a client explores between closes; that stays Fathom's job.
Asked before
Can I keep Fathom and add Forecraft?
Yes. Fathom stays the client's dashboard between closes, and Forecraft runs the month and the follow-up behind it.
Will my client see Forecraft?
No. The pack and the link your client opens carry your firm's name.
Which costs less?
Fathom starts at $50 a month. Owner is free for one business, and a founding seat on Advisor is $99 a month.
Ten founding seats.
Close one client’s month and compare it with your Fathom report. Price held for two years.
Apply for a seat