LivePlan vs. Fathom by The Access Group

All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.

Incentivized

I definitely recommend for Controllers who prepare consolidations internally and for CPA Firms who provide this service for their clients.

Incentivized

• Great for startups that are still working on their idea.
• Preparing for pitching and presenting.
• People don't need business knowledge in order to write a professional business plan, everything is explained in details.
• Simplicity.

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• Consolidation and Eliminating Entries
• Easy to use dashboards
• Customizable Metrics and Targets
• Customizable Dashboard

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• UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
• The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.

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• If you have multiple divisions within the business, reporting/budgeting by division are not as good as induvial reports.

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Great dashboards and very easy to use.

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I have not used customer support.

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When it comes to its overall functionality in terms of planning, budgeting and forecasting, there is no product that can beat LivePlan in that. The usability is also a differentiator of LivePlan from other products. Its User Interface is well organized, easy to learn and understand and more user-friendly making it easy to navigate through the entire system, access and use the various features it comes with.

Incentivized

We also used Spotlight reporting before we tried out Fathom and we found Fathom much easier to navigate and Xero integration, consolidation are very strong feature of the product. Spotlight reporting is similar to Fathom however, Fathom is more flexible, there are better visual reports and grafts and we found it easier to customize the reports templates. You can also share the reports with multiple group of people online.

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• For the price, it's worth it for 2 main reasons. Knowing what's going on throughout the year (relative to goals/prior periods), and seeing precisely where financial issues are off track.

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• it saved us few hours a month to prepare consolidated reports.
• it made is easy to understand the financials with visuals
• Integration with Xero also made it much accurate

Incentivized