Fathom
Management reporting, KPI tracking and cash-flow forecasting.
Turning ledger data into board packs, dashboards and management accounts without rebuilding spreadsheets each month.
| # | Tool | Best for | Pricing | Rating | |
|---|---|---|---|---|---|
| 1 | Fathom | Advisory-focused practices | Free trial | 4.4 | Details |
| 2 | LiveFlow | Firms that build reports in spreadsheets | Free trial | 4.3 | Details |
| 3 | Syft Analytics | Practices producing management accounts | Free trial | 4.3 | Details |
| 4 | Spotlight Reporting | Advisory reporting at scale | Free trial | 4.1 | Details |
| 5 | Reach Reporting | Firms wanting visual client reports | Free trial | 4.0 | Details |
Management reporting, KPI tracking and cash-flow forecasting.
Live QuickBooks and Xero data inside Google Sheets and Excel.
Interactive reporting and consolidation over Xero, QuickBooks and Sage.
Management reporting and forecasting for advisory-focused firms.
Visual financial reporting and budgeting for accountants.
Fathom, LiveFlow, Syft Analytics rank highest in this category on our testing criteria. We rate on capability, pricing transparency and how well each fits a small practice rather than an enterprise finance team.
Pricing in this category ranges from free tiers to custom enterprise quotes. 5 of the 5 tools we list here have a free plan or free trial, so you can test them on real client work before committing budget. Where a vendor does not publish a price, we say so rather than guessing.
Usually not. Most tools in this category sit on top of QuickBooks, Xero or Sage through their existing integrations rather than replacing the ledger underneath.
Run the trial on your messiest real documents, not a clean demo file. Vendor accuracy figures are measured on tidy inputs, and your practice does not have tidy inputs. Measure the review time the tool creates, not just the time it saves.