Tech for CFO

Comparison

HealthGuard vs Fathom

A financial health score and the KPIs that actually drive decisions, computed straight from QuickBooks Online.

About Fathom

Fathom is a well-established QuickBooks-native KPI and reporting platform — 50+ prebuilt KPIs, a custom report builder, and three-way forecasting — popular with SMBs and accounting-firm advisors. It has published tiers from about $50/mo up to several hundred dollars a month for its higher plans.

Where HealthGuard fits

Fathom is a deep, dedicated reporting platform, and its higher tiers cost more per month than the entire Tech for CFO suite. HealthGuard takes the part most owner-operators actually act on — a single financial health score across liquidity, profitability, efficiency, and leverage, plus the KPIs that drive decisions — and delivers it inside the $199/mo suite. If you want a full custom report builder, Fathom goes deeper; if you want a clear health read and a trend, HealthGuard covers it without a separate tool.

FathomHealthGuard
Core job50+ KPIs, custom report builder, 3-way forecastingOne financial health score + the KPIs that drive decisions
PricingPublished tiers from ~$50/mo; higher plans several hundred $/mo for one tool$199/mo for HealthGuard plus 9 other CFO tools
Depth vs breadthDeep, dedicated reporting/analytics platformFocused health scorecard inside a 10-tool suite
Best fitAdvisors/teams that want a full custom reporting suiteOwner-operators who want a clear health read and trend
QuickBooksNative QBONative QBO, read-only

Questions

Is HealthGuard as deep as Fathom?
No — Fathom is a dedicated reporting platform with a custom report builder and forecasting that goes deeper. HealthGuard focuses on a single health score across liquidity, profitability, efficiency, and leverage, plus the KPIs that matter, which is what most owner-operators actually act on.
How does pricing compare?
Fathom's higher tiers run to several hundred dollars a month for that one tool. HealthGuard is included in the $199/mo Tech for CFO suite alongside nine other tools.
Can Fathom and HealthGuard both connect to QuickBooks?
Yes, both are QuickBooks-native. HealthGuard uses a read-only connection and builds its score straight from your live ledger.

More on HealthGuard: product overview · HealthGuard vs a spreadsheet · best QuickBooks health tool

Fathom is a trademark of its respective owner. Comparison reflects publicly available information and is provided for evaluation purposes; verify current features and pricing with each vendor.