Replace Fathom HQ?
KINDA · weekend projectA KPI dashboard over accounting exports is buildable, but Fathom's value is accounting integrations, consolidation, forecasting, polished board reports, and accountant workflows.
Build me a small-business KPI dashboard to replace Fathom HQ. Requirements: - A local web app: Node + Express + better-sqlite3, binds to localhost, my financials never touch a server. - Import: I drop monthly Xero or QuickBooks CSV exports (P&L and balance sheet) into ./imports/; a parser loads them as monthly line items in SQLite. - KPIs computed per month: revenue, gross margin %, net profit, cash on hand, plus custom ratios defined in kpis.json as formulas over account names. - Dashboard: KPI tiles with month-over-month change, 12-month trend charts via Chart.js, and a drill-down table per account. - Targets: kpis.json can set a target per KPI; show green/red against it. - One-command board pack: render the dashboard to ./reports/YYYY-MM.pdf with Puppeteer, one page of KPIs, one of charts. - No accounts, no telemetry, everything local, no API keys needed at all. - Out of scope: live accounting API sync, multi-entity consolidation, and forecasting. CSV in, dashboard and PDF out. - README: exactly which reports to export from Xero/QuickBooks and the CSV columns the parser expects.
$ open in your agent (prompt prefilled, you press enter) or copy it raw · this prompt is generated from the build plan · improve it via PR
They pay because board/advisor reporting needs accuracy, comparability, and presentable output.
xaccounting integrations
xconsolidation
xtemplates
xforecasting
xreport builder
xadvisor workflows
xreliability
What does the Fathom HQ verdict mean?
The core job looks buildable, with meaningful gaps: accounting integrations, consolidation. Read the full tradeoff list before committing. This research record is not a hosted IVCIFY tool.
What price does this directory record show for Fathom HQ?
The directory records $53/month for Starter, checked 2026-07-30. Verify the source before making a purchase decision. This reference stays outside retail Stack Math unless current matched evidence supports the comparison.
What do I lose by replacing Fathom HQ?
Honestly: accounting integrations; consolidation; templates; forecasting; report builder; advisor workflows; reliability. If any of those are load-bearing for you, keep paying.
Is there an open-source alternative to Fathom HQ?
The listed prior art includes Metabase (Open-source BI/dashboard platform that can power custom KPI dashboards.). Inspect those projects before starting from a blank prompt.