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Finance AI Index
Index › Products › Fathom · October 2026 Edition
8 categories · Ranked

Fathom

216Judge labels
46First choices
14Negative labels
14 / 14Models named it
8Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
25% in FP&A platforms for small business buyers
Rank 2 of 74 in the mid-market standingaccepted challenger
0 of 14 models made it the first choice on the direct prompt; 8% of its 13 labels there were negative.
What the models named instead of Fathom →
By buyer segmentStrongest at small business.
In fp&a platforms · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Fathom for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
FP&A platformsPlanning and analysis15%2 of 748%13accepted challenger▲+4Since September 2026: 10% → 15%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial reporting and dashboardsPlanning and analysis2%15 of 1050%5under 10 labels · led by Sage Intacct at 33%▼−10Since September 2026: 12% → 2%, −10 points. Past the 10-point floor: movement. Read over the models both editions asked.
Financial consolidationAccounting and close2%8 of 1020%10accepted challenger=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial modeling and scenario planningPlanning and analysis2%16 of 770%6under 10 labels · led by Microsoft Excel at 14%=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Cash flow forecastingTreasury and cash0%29 of 10121%14accepted challenger▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Corporate performance managementPlanning and analysis0%40 of 9933%3under 10 labels · led by Planful at 22%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
AI accounting assistantsAccounting and close0%62 of 850%1under 10 labels · led by Sage Intacct at 22%goneNot named this edition; 0% in September 2026.
SaaS metrics and analyticsPlanning and analysis0%52 of 780%1under 10 labels · led by ChartMogul at 49%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.

Movement

Since September 2026, Fathom moved past the floor in one of eight categories: Financial reporting, −10 points to 2%. It held within the floor in the other seven.

Best category · FP&A platforms · by segment

Small business▲+14Since September 2026: 13% → 27%, +14 points. Past the 10-point floor: movement. Read over the models both editions asked.
27%from 13% in September 2026
Cleared the floor by 4 pointsRank 2 → 1 of 79
Mid-market▲+4Since September 2026: 10% → 15%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
15%from 10% in September 2026
Inside the floor by 6 pointsRank 5 → 3 of 73
EnterprisenewNew since September 2026: not ranked then, 0% now.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 36 of 54, unchanged

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Financial reporting12%2%▼−10Since September 2026: 12% → 2%, −10 points. Past the 10-point floor: movement. Read over the models both editions asked.Moved past the floorRank 2 → 15 of 105
FP&A platforms10%15%▲+4Since September 2026: 10% → 15%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 5 → 2 of 74
Cash flow forecasting2%0%▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 18 → 29 of 101
Financial modeling2%2%=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 12 → 16 of 77
Financial consolidation2%2%=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 7 → 8 of 102
Corporate performance ma0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 39 → 40 of 99
AI accounting assistants0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 21 → 62 of 85
SaaS metrics0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 76 → 52 of 78

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Fathom across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.512104
GPT-5.4 mini10012
Gemini 3.5 Flash14005
Perplexity Sonar11103
Grok 4.1 Fast224210
Mistral Small10113
DeepSeek V4 Flash02002
Llama 4 Maverick01102
Qwen 3.7 Flash03014
Kimi K213004
GLM 4.7 FlashX13105
MiniMax M2.511002
GPT-6 Luna11002
Muse Glimmer 30B03205

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct33 labels9
Paraphrase37 labels15
Comparative33 labels2not counted in share
Budget-constrained61 labels19
Scale-constrained21 labels3
Negative31 labels4not counted in share
First choiceAlternativeMentionNegative216 labels in all, every segment counted; 46 of the 52 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“For quick implementation: Cloud-based tools like Fathom or Finmark offer fast setup with reasonable pricing.” MiniMax M2.5 · FP&A platforms · budget prompt · first choice
“Top pick for budget-conscious SMBs ... Try Fathom's free trial—it's the sweet spot for cost vs. features.” Grok 4.1 Fast · FP&A platforms · budget prompt · first choice
“Start with Syft Analytics (free tier) or Fathom (~$44/month) if you need integrated forecasting.” Kimi K2 · FP&A platforms · budget prompt · first choice
“Go with G-Accon (to automate Google Sheets) or Fathom (for polished dashboard reporting)” Gemini 3.5 Flash · FP&A platforms · budget prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Reporting Platforms Masquerading as Forecasting Tools (e.g., Fathom, ...): These excel at historical reporting but often just "extend trends"” Grok 4.1 Fast · Cash flow forecasting · negative prompt · soft negative
“Tools to Be Cautious About: Management Reporting Platforms (Fathom, Reach Reporting, Spotlight Reporting, LiveFlow)” Mistral Small · Cash flow forecasting · negative prompt · soft negative
“Other mentions like Fathom (~$65/mo) or Futrli are solid but pricier for limited budgets.” Grok 4.1 Fast · Cash flow forecasting · budget prompt · soft negative
“users report missing features, upload/import problems, and limited customization” GPT-5.4 mini · FP&A platforms · negative prompt · soft negative

Named alongside

The products named in the same answers as Fathom, over the 216 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Fathom was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Cube69 of 21612Compare →
Float62 of 21626Not among the top eight
Jirav57 of 2165Not among the top eight
Anaplan54 of 2162Not among the top eight
Datarails54 of 2162Not among the top eight
LiveFlow51 of 2161Not among the top eight
Workday Adaptive Planning48 of 2162Not among the top eight
Joiin36 of 21618Compare →
Vena36 of 2162Compare →
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Fathom. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 204 of the 216 answers that named Fathom and are not a share of its labels.

Search and answers

fathomhq.com is not in Google's top ten for any of the category's searches. In the answers, Fathom takes 15% of first choices and Planful takes 20%.
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In search

Google, US estimates
Position for “fp&a software”
–
not in the top ten
Position for “fp&a platforms”
–
not in the top ten
Searches for its name, Google
90,500 a month (“fathom”)
AI search demand for its name, est.
6,657 a month
Organic visits to its site
about 74,881 a month
Searches its site ranks for
3,360 · 581 in the top three
Sites linking to it
3,655
Paid Google search
No ads found in the estimate; that does not mean it runs none
Ads on GoogleDetailLess
61 ads · 45 text, 14 image, 2 video · 38 shown in the last 30 days

First shown February 2022, as Access Software Australia Pty Ltd., verified. Ads started 2025-10 to 2026-09: 22 in the year, 39 before.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
15%
rank 2 of 74 in FP&A platforms
Segment leader
20%
Planful
First choices
46 across its categories
Named in
216 answers
Its own site cited
in 204 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

ShowHide
Addresses on fathomhq.com
1,201
subdomains included
Content
507
counted in the table below
Documentation
262
Product · Integration
23 · 6
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog368102026-09-28Cash flow forecasting, Financial reporting
Webinar or virtual event72undatedCash flow forecasting
Case study26undated
Glossary or explainer1202026-05-06Cash flow forecasting, Financial consolidation
Report or ebook11undated
Comparison1022026-09-17
Template or tool812026-08-12
How it is countedHide how it is counted

Every page fathomhq.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Names read as Fathom

What the judge wrote, as written, with how often. The vendor table decides that these count as Fathom; a claim can dispute any of them.
Fathom (Fathom HQ) 2

Follow Fathom

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Fathom is its own company.
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In its own words

Stated by the vendor, not checked
Positioning
All-in-one reporting, analysis & forecasting
For
Business advisors, CFOs and business managers at companies of every size and industry
Price stated
Free trial available. Paid plans available. fathomhq.com
Starting price
$67/ month fathomhq.com/pricing
Free plan or trial
Free trial available. fathomhq.com
Integrations claimed
4 fathomhq.com/security
Certifications
GDPR compliantSOC 2 Type 1 certifiedISO 27001 certified
Customers named
HaydenshapesMAPBELAYO'Connor CPA FirmPolperro WineryRobertson ScannellThomas WestcottRight Brain Insights
Not stated on the pages read
Hosting

What Fathom's own pages state, read September 28, 2026: fathomhq.com, fathomhq.com/pricing, fathomhq.com/security, fathomhq.com/solutions/funding, fathomhq.com/customers. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Fathom's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Fathom, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Fathom by email, built from the raw record of the edition. It shows:

  • where Fathom is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Fathom, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at fathomhq.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.

Badges

Wins only: a badge exists where Fathom is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.
ShowHide

Fathom is among the products AI models recommend first in FP&A platforms this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
Among AI models' top three in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/fpa-platforms/"><img src="https://finance-ai-index.com/badges/2026-10/fathom--fpa-platforms-wide.svg" alt="Among AI models' top three in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the FP&A platforms standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
Among AI models' top three in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/fpa-platforms/"><img src="https://finance-ai-index.com/badges/2026-10/fathom--fpa-platforms-square.svg" alt="Among AI models' top three in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the FP&A platforms standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
Among AI models' top three in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/fpa-platforms/"><img src="https://finance-ai-index.com/badges/2026-10/fathom--fpa-platforms-compact.svg" alt="Among AI models' top three in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the FP&A platforms standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.