A Fathom alternative for QuickBooks Online: your pack, in your format, every month
Key takeaways
- Fathom gives you Fathom's report. Reportly gives you yours: your own file as the template, your own grouping of the P&L, the commentary drafted and carried forward, out as PowerPoint or PDF.
- The most repeated complaint from Fathom users is the customisation ceiling: date ranges, columns and QuickBooks classes. QuickBooks users rate Fathom 4.3 against 4.9 from Xero users on the two app stores (checked 8 September 2026).
- Reportly is built by the team behind Hundred MS, a CFO practice that produces monthly packs, budgets and a weekly cash forecast for its own clients. The problems it removes are the ones that practice hits every month.
- One company: Fathom $59 a month, Reportly $99. Prices checked 12 October 2026. The $40 buys the pack in your format instead of the rework.
- Choose Fathom for multi-entity consolidation with eliminations and for driver-based three-way forecasting. Neither is what Reportly is built around.
The short answer
Reportly is FP&A software on top of QuickBooks Online for the finance person who delivers a monthly pack to an owner, a board or a lender. Fathom produces a polished report in Fathom's layout. Reportly produces your report, in the file your readers already know, refilled every month with the explanation drafted, and keeps the budget, the rolling forecast and the cash ahead next to the actuals.
If you consolidate a group or run a driver-based forecast years ahead, Fathom is the stronger tool, and we say so below. If your month includes taking Fathom's output apart to match the format the board expects, keep reading.
What you get with Reportly
Your first month
You connect QuickBooks Online read-only and review once how your accounts map; after that, a new, renamed or merged account comes back as a re-map question before any pack is produced. Your own pack becomes the template, or you start from a pack the way our practice sets one up for your kind of business: a medical group sees its P&L by location and provider, a funded startup sees burn, runway and the board pack. The grouping of the P&L is yours, set once per company. On the first working days after month end the numbers are in, the commentary is drafted by Reportly's AI from what moved, you edit what needs your judgement, and the pack goes out as PowerPoint or PDF. Next month it comes back with last month's commentary carried forward.
What stops going wrong
Fathom's layout is not your board's layout. Your file is the template. The grouping and the line order are yours, not a configuration inside someone else's report.
A rolling twelve months against the prior twelve. Period comparisons are part of your template, current month, quarter to date, year to date, same period last year, and they refill every month. Date ranges and columns are the shape of your pack, not a feature ceiling.
The deck is assembled by hand. PowerPoint is an output, not an export you rebuild. The pack lands in the deck your board reads.
The chart of accounts changes. Reportly detects new, renamed and merged accounts on every refresh and shows a re-map list before the pack is produced. Nothing breaks silently.
Who built it
Reportly is built by the team behind Hundred MS, a CFO practice that produces monthly packs, budgets and a weekly cash forecast for its own clients; the finance founders hold the CFA and FRM. The problems above are the ones that practice hits every month, and the product exists to remove them. Set-up is done with you by those people.
Meet the team behind Reportly.
Where Fathom stops
Fathom has been doing management reporting since 2012 and has belonged to The Access Group since 2022. It is a mature product: consolidation across entities and currencies with eliminations, driver-based three-way forecasting that runs years ahead, scheduled report delivery, and connections to QuickBooks Online, QuickBooks Desktop, Xero and MYOB. Reviewers praise the consolidation, the look of the reports and the support people by name, and it is cheaper than Reportly for one company.
"Restricting with its customization. Cannot compare a rolling 12 month period with its prior period."G2, verified accounting reviewer, 2026
"More options to customize reports, especially when using QBO classes."QuickBooks App Store, 2026
The pattern: Fathom's report is Fathom's. Date ranges, columns and QuickBooks classes are handled inside its structure, there is no PowerPoint export (PDF, Excel and a presentation mode), and QuickBooks users rate it 4.3 on the QuickBooks App Store against 4.9 from Xero users on the Xero App Store (checked 8 September 2026). Fathom grew up on Xero; QuickBooks users feel it in classes and date ranges.
Side by side
| Reportly | Fathom | |
|---|---|---|
| The report layout | Your own file as the template, or a pack the way our practice sets it up | Fathom's layout, configured inside Fathom |
| Your own grouping of the P&L | Yes, set once per company | Within Fathom's structure |
| Output | PowerPoint, PDF | PDF, Excel, presentation mode, web link |
| Commentary | Drafted every month, carried forward | Commentary Writer feature |
| Industry packs | Startups, medical groups | Generic |
| Chart of accounts changes | Detected on refresh; re-map list before the pack | Maintained by you |
| Budget and forecast | Budget as the yardstick, rolling forecast, actual against both in every pack | Budgets and driver-based three-way forecasts |
| Cash ahead | 13-week cash forecast from the ledger | Cash flow forecasting |
| Reports by class, location, department | Yes | Yes, with the limits reviewers describe |
| Multi-entity consolidation | On request (Enterprise plan) | Yes, eliminations and multi-currency |
| Accounting systems | QuickBooks Online; NetSuite on the Enterprise plan | QuickBooks Online, QuickBooks Desktop, Xero, MYOB |
| Set-up | Done with you by the practice behind the product | Self-serve |
| One company, per month | $99 ($79 on annual) | $59 |
| Trial | 14 days, no card | 14 days, no card |
Prices checked on 12 October 2026 on each vendor's pricing page. App store ratings checked 8 September 2026.
Price
Fathom's one-company plan is $59 a month and each added company on that plan is $59; no annual discount is shown. Reportly starts at $99 a month for one company, $79 billed yearly, and each added company is $59 a month, the same price whatever the count. Prices checked on 12 October 2026 on each vendor's pricing page; the Reportly plans and what each includes are on the pricing page.
Fathom is $40 a month cheaper for one company. That $40 buys the pack in your format with the commentary drafted, instead of the hours spent re-shaping Fathom's output every month. We do not compare the ten-company bundles here; ask us with your number.
Your pack, your grouping, refilled every month.
When Fathom is the better choice
- You consolidate a group: several entities, eliminations, more than one currency. Reportly handles groups on request, and it is not what the product is built around.
- You run a driver-based three-way forecast years ahead. Reportly's planning is the budget as the yardstick, a rolling forecast and the cash ahead, not a modelling tool.
- Your companies are on Xero, MYOB or QuickBooks Desktop. Reportly connects to QuickBooks Online, with NetSuite on the Enterprise plan.
Frequently asked questions
Is Reportly a Fathom alternative for QuickBooks Online?
Reportly delivers the monthly pack from QuickBooks Online in your own format, your own P&L grouping, with the commentary drafted and PowerPoint out, and keeps the budget, the rolling forecast and the cash forecast next to the actuals. For the finance person whose readers expect their own format, yes. For a group that consolidates, Fathom is the better tool today.
Can I keep my own P&L grouping in Reportly?
Yes. The grouping is set once per company and every monthly pack uses it, in your own file or in a pack the way our practice sets it up.
Does Reportly export to PowerPoint?
Yes, PowerPoint and PDF. Fathom exports PDF and Excel and has a presentation mode; it has no PowerPoint export (checked 12 October 2026).
Who builds Reportly?
Reportly is built by the team behind Hundred MS, a CFO practice that produces monthly packs, budgets and a weekly cash forecast for its own clients; the finance founders hold the CFA and FRM. The routine the practice runs for its clients is what the software runs.
Is Reportly cheaper than Fathom?
No. For one company Fathom is $59 a month and Reportly is $99 ($79 on annual billing), checked 12 October 2026. The difference buys the pack in your own format with the commentary drafted, instead of Fathom's layout and the rework after it.
Does Reportly work with Xero?
No. Reportly connects to QuickBooks Online, with NetSuite on the Enterprise plan. Fathom connects to Xero, MYOB and QuickBooks Desktop as well.
If Fathom's layout is the part of your month you keep undoing, see how Reportly's QuickBooks reporting uses your own pack as the template, or compare plans on the pricing page.