Fathom | AI Agent | Alternates | Alternates - AI Agent Discovery Platform

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Fathom

Name: Fathom
Price: Contact for Pricing USD
Author: Fathom Applications Pty Ltd

Backed By Fathom Applications Pty Ltd

Financial analysis and management reporting for SMBs and advisors.

Finance & Operations

Overview

Fathom is a financial analysis and reporting platform for small businesses and advisors offering dashboards, KPI tracking, forecasting, and consolidated reporting integrated with Xero, QuickBooks, and MYOB.

Use Cases

Visual dashboards

KPI tracking

Cash flow projections

Scenario modeling

Multi-entity consolidation

Automated data import

Top Integrations

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API

Product Info

Deployment Method

API-basedSaaS

Model Type

Closed Source

Support

Pricing

Free

Unlimited recordings and transcription

Premium

$16

All Free features

Team

$14

All Premium features

Alternates Research On The Product

Top Features

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Unlimited recordings and transcription (Free plan)

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Instant, searchable, and time-stamped transcripts

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AI-generated meeting summaries

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One-click highlighting and clipping of key moments

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Sync notes, summaries, and action items to CRM (Salesforce, HubSpot, Close)

Strengths

Incredibly generous and feature-rich Free plan
High transcription accuracy and speaker separation
Instant and concise AI-generated summaries and action items
Seamless CRM synchronization (Salesforce/HubSpot)
Ease of use and quick setup
Ask Fathom conversational AI feature

Weaknesses

Although compliant, some users may still have privacy concerns about a third-party bot recording their meetings (reported in some blog reviews).
Lack of mobile app could limit use cases for on-the-go professionals.
Limited in-meeting coaching/advanced sales analytics compared to high-end alternatives.
Customer support can be slow even for paid users (reported in one blog review).
Limited support channels (no phone/live chat listed).

Reviews From The Web

Real user experiences from across different platforms

Fathom is incredibly easy to use -- install and connect your calendar and zoom account in minutes (one time), and the product shows up one minute early to every meeting (even offers to open my meetin...

Morgan N.

Sep 11, 2025

Trustpilot

Recommendations

Individuals who want a completely free, full-featured AI note-taker for their own Zoom, Meet, or Teams calls

red AI note-taker for their own Zoom, Meet, or Teams calls.

Sales and Customer Success teams relying heavily on HubSpot or Salesforce and needing seamless CRM sync

n HubSpot or Salesforce and needing seamless CRM sync.

Users who require transcription of pre-recorded audio or video files

dio or video files.

Teams that need a robust, custom coaching platform (Gong alternatives may be better)

(Gong alternatives may be better).

Final Verdict

Saves hours per week by eliminating manual note-taking and post-meeting follow-up tasks, allowing users to be fully present in conversations and accelerate post-meeting workflows with instant, accurate insights.

Best For

•Individuals who want a completely free, full-featured AI note-taker for their own Zoom, Meet, or Teams calls.
•Sales and Customer Success teams relying heavily on HubSpot or Salesforce and needing seamless CRM sync.
•Teams in sensitive industries (healthcare, finance) requiring HIPAA and SOC 2 compliance.
•Users prioritizing transcription accuracy and immediate post-call summaries over post-recording transcription.

Watch Out For

•Inability to transcribe uploaded media files.
•The presence of the visible bot in meetings (for some clients/use cases).
•No dedicated mobile app.
•Although compliant, some users may still have privacy concerns about a third-party bot recording their meetings (reported in some blog reviews).

Bot joins the meeting as a visible participant (distracting for some users/clients) No dedicated mobile app Does not transcribe pre-recorded video or audio files (live meetings only) Free plan has limited use for advanced AI features (e.g., 5 advanced summaries/month) Non-Zoom platform support (Meet/Teams) can sometimes feel less native Speaker separation/labeling can require manual fixes in long or noisy meetings

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