Financial Intelligence That Scales With Your Impact
Whether you're a CFO managing multiple entities or a financial advisor serving clients, Compass AI delivers the clarity and speed you need. Combine financial data with business context to turn analysis into action. In minutes, not hours.
Financial Leadership Shouldn't Feel Like Data Entry
Financial experts managing multiple entities face the same capacity constraints every day:
"Repetitive Work Crowds Out Strategic Thinking"
You spend most of your time gathering data, categorizing transactions, and building models. The high-value work, like forecasting, scenario planning, and strategic recommendations, is getting squeezed into whatever time remains.
"Every Entity Needs Custom Attention"
Each business unit, division, or entity requires its own dashboards, forecasts, and reporting. What works for one doesn't work for another. Building and maintaining these custom views is eating all your time.
"You're Always Playing Catch-Up"
By the time you've analyzed last month's performance across all your entities, it's time to start on next month. Real-time strategic insights feel impossible when you're stuck in the monthly close cycle.
Financial Intelligence That Scales With Your Scope
Compass AI automates the repetitive financial work across all your entities so you can focus on strategic leadership and decision support.
Run Scenarios and Forecasts in Seconds
Answer strategic questions immediately: 'What if revenue drops 15%?' 'Can we afford this expansion?' 'How does this compare to budget?' AI-powered modeling gives you instant answers instead of hours of spreadsheet work. Compare actuals vs. forecast vs. budget across all entities in real-time.
Business Context That Understands Each Entity
Upload contracts, hiring plans, board decks, and market data. Compass ingests unstructured information to understand what makes each entity unique. Ask questions in plain language and get answers with sources, just like having a financial analyst for every entity you manage.
Minutes to Connect, Instant Intelligence
One-click integration with the accounting system. AI automatically classifies transactions, builds dashboards, and sets up monitoring for each entity. What used to take hours of manual setup happens in minutes, whether it's your first entity or your fifteenth.
From Connection to Insight in Minutes, Not Days
Connect Any Entity in Under 5 Minutes
One-click integration with QuickBooks, Xero, or any accounting system via custom mapping general ledger. No manual data entry, no IT support needed. Each new entity connects as easily as the first.
AI Builds Your Intelligence Layer Automatically
Compass AI categorizes, creates custom dashboards, and sets up monitoring for each entity based on its unique characteristics. Real-time alerts notify you when something needs attention, across all your entities, without daily checking. Your intelligence infrastructure scales effortlessly.
Run Analysis and Forecasts in Seconds
Answer strategic questions instantly: scenario models, cash flow forecasts, 3-way comparisons (actuals vs. forecast vs. budget). Export board-ready reports or share live dashboards. What used to require hours of spreadsheet work happens while you're still on the call.
Add Business Context to Sharpen Intelligence
Upload contracts, strategic plans, hiring roadmaps, and market data. Compass AI ingests unstructured information to understand what makes each business unique. The more context you add, the more relevant and actionable the insights become. Ask questions in plain language, get answers with sources.
Connects to your existing business tools
No need to change your workflow. Compass AI works with what you already use.
Trusted by Financial Leaders & Founders Alike
"Compass really helps us out with tracking our finances, staying on top of expenses, and getting a better insight into our spending. It’s a great substitute for a CFO or freelance financial guidance."
Nikola Jakić
Founder & CEO
Why I built Compass AI?
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Ready to Multiply Your Strategic Impact?
Join financial leaders who have freed their expertise from operational work. Deliver more strategic value across more entities without working longer hours.
Your First Days With Compass:
Today: Connect your first 2-3 entities in under 15 minutes total.
This Week: Set up custom KPIs and alerts for each based on their unique needs.
This Month: Notice how much time you're saving on operations.
Next Quarter: Whether you take on more entities, deliver deeper strategic work to existing ones, or reclaim personal time, you have capacity you didn't have before.
Simple, transparent pricing: $49/month per entity. Volume discounts available. No hidden fees, no surprise charges.