XERO REPORTING + FORECASTING
KalkuleX compared with Fathom
Fathom is a cloud platform for analysis, reports, forecasting and consolidation. KX Lite keeps the working result in Excel and lets users shape the exact Xero data they need.
Finance work you can check and use again in Excel.
KalkuleX is designed around the Xero data you are allowed to use, clear selections, a visible KX Credit price and a result that remains useful in Microsoft Excel.
Fathom
Fathom describes cloud financial analysis, custom management reporting, KPI tracking, three-way cash-flow forecasting and multi-entity consolidation across Xero and other accounting sources.
Based on publicly described product information reviewed by KalkuleX.SIDE-BY-SIDE
The practical differences.
Microsoft Excel remains the working and analytical environment
Analysis, reporting and forecasting are completed in Fathom's cloud platform
Shape and retain the exact Xero-to-Excel result required
Use prepared analysis, reports, KPIs, forecasts and dashboards
KX Lite focuses on authorised Xero data preparation and reusable Excel work
Three-way cash-flow forecasting, scenarios and forecast reporting are core public features
Multi-company Excel outputs, GL Cross-Match and human review workflows
Cloud consolidation, custom Charts of Accounts, eliminations, multi-currency and group reporting
Value-Aligned Software using KX Credits
Subscription pricing based on connected companies and selected plan
BEFORE YOU CHOOSE
Ask what the work requires.
- Is the priority flexible Excel work or a prepared cloud reporting and forecasting environment?
- Do you need three-way forecasting now, or controlled Xero data for your own Excel models?
- Where should consolidation, review and the final management report be completed?