Fathom HQ vs HubSpot CRM
Side-by-side comparison for accounting professionals.
Fathom HQ
AI management reporting and KPI dashboards
$46/mo
★4.7/ 5
14-day free
HubSpot CRM
AI CRM for accounting firm business development
Free
★4.4/ 5
14-day free
| Feature | Fathom HQ | HubSpot CRM |
|---|---|---|
| Core accounting | ||
| Bank reconciliation | Not available Not an accounting platform. Requires connected Xero, QuickBooks, or MYOB to function. | Not available Not an accounting tool. HubSpot is a CRM for managing client pipelines and business development. |
| Invoicing | Not available No invoicing features. | LimitedStarter+ Quotes and deal tracking. Not full accounting invoicing — use Xero or QuickBooks for actual billing. |
| Expense categorisation | Not available Not available. Reads data from your accounting platform — does not manage transactions. | Not available Not available. |
| Receipt capture | Not available Not available. | Not available Not available. |
| AI & reporting | ||
| Cash flow forecasting | AvailableAll plans Three-way forecasting (P&L, balance sheet, cash flow) with scenario modelling on all plans. Goalseek tool for decision modelling. | Not available Pipeline revenue forecasting only — not financial cash flow forecasting. |
| Management reporting | AvailableAll plans Core product. AI Commentary Writer, KPI dashboards, white-label reports, industry benchmarking. All features on every plan. | LimitedAll plans Pipeline and revenue reporting. Not financial management reporting — a different category of analytics entirely. |
| Business features | ||
| Multi-currency | AvailableAll plans Multi-currency consolidations included on all plans at no extra cost. | AvailableProfessional+ Multi-currency deal tracking and reporting on Professional+ ($100/mo per seat). |
| Time tracking | Not available Not available. | Not available Not available. |
| Payroll | Not available Not available. | Not available Not available. |
| Multi-entity consolidation | AvailableAll plans Consolidated reporting across multiple entities. Intercompany eliminations. Unlimited consolidated groups at no extra cost. | Not available Not designed for multi-entity financial management. |
| Sales tax automation | Not available Not available. | Not available Not available. |
| Support & pricing | ||
| Client portal | Not available No client portal. Clients receive branded report exports or dashboard links. | AvailableAll plans Client and prospect portal for communications, proposals, and deal tracking. |
| Phone support | AvailableAll plans Multi-channel support. Reviewers consistently note ~10 minute response times. | LimitedProfessional+ Phone support on Professional+ ($100/mo per seat). Free and Starter rely on chat and email. |
| User seats | AvailableAll plans Unlimited users on all plans. Priced per company connected, not per user. | LimitedPer-seat Free: unlimited. Starter: $20/mo per seat. Professional: $100/mo per seat. Enterprise: $150/mo per seat. |
Which should you choose?
Choose Fathom HQ if…
Accounting firms that provide monthly advisory reporting to SMB clients and want to produce board-quality reports in under 30 minutes.
Not ideal: Firms that only need basic P&L and balance sheet reports — Xero/QuickBooks native reporting may be sufficient.
Choose HubSpot CRM if…
Accounting firm partners and owners actively growing their client base who want to systematise business development and proposal workflows.
Not ideal: Firms with a stable, referral-only client base who have no active business development function.