Fathom Portfolio is a new, cost-effective subscription designed for accounting firms that need oversight of an entire client base at a glance. It allows you to monitor, identify, and engage with clients more efficiently — without requiring full the Fathom feature set for every company.
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Fathom Pro (formerly just a “Fathom”) remains the full-featured financial insights and analysis tool you know and love, providing deep reporting, forecasting, and performance tracking. Portfolio is built to complement Pro, making client management smarter, simpler, and scalable for accounting firms who could benefit from visibility over an entire client base.
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Together, these subscription types form the full offering from Fathom.

Learn more about the difference here.

Yes! All companies on a Fathom Pro plan will appear in your Insights Dashboard automatically, with no additional charge.

Only newly imported companies – those used exclusively in Portfolio – will be billed under the Portfolio pricing structure.

No, consolidated groups are not currently supported in Fathom Portfolio.

Not at this time. Portfolio companies must be linked to cloud-based accounting software, including Xero, Quickbooks Online, MYOB and Sage Business Cloud.

At this stage, benchmarking is not available for Portfolio-only companies. However, if a company is on a Fathom Pro plan, it can still be included in benchmarking analysis as part of Fathom’s broader reporting and insights.