Stay ahead of costs profits cash flow
with AI cashflow management
Request access
Enter your details to request production access to Compass.
- 1-Month Free Trial
- No Credit Card
- Cancel Anytime
Get Started
Get to know your finances, with a little help from AI
With automated transaction categorization and personalized insights, Compass AI empowers you to stay in control and make smarter decisions with ease.
Insightful Guidance
Navigate your finances with confidence
Discover how Compass guides you toward smarter money choices
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Visual Representation of Financial Data
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AI-driven Insights for Smarter Financial Decisions
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Personalized Strengths and Weaknesses Analysis
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Real-time Alerts for Key Financial Events
In-Depth Analysis
Smart insights for smarter money moves
For each financial prompt, Compass delivers actionable insights on strengths, weaknesses, and recommendations for alerts and widgets tailored to the business’s financial status
Stay Informed
Weekly and monthly financial insights
Stay on top of your finances with weekly and monthly reports sent to your e-mail and dashboard notifications, offering insights for better financial decisions.
How it Works
Simple steps to financial success
Compass makes complex financial tasks easy, opening doors to growth.
Studying your finances
Get started in no time by connecting your bank account. Our AI will upload and categorize all of your transactions.
Get personalized suggestions
We assess your financial data and provide customized suggestions to keep you on track.
Optimize costs, boost profits
Maximize efficiency to unlock maximum profitability and create lasting value!
Powerful Features
Make things easy for your business
Simplify your business finances using our AI tool to unlock valuable money management decisions.
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your finance data
Connect and sync -
by interacting with AI chat
Customize your dashboard -
to monitor chosen events
Create alerts -
for monthly breakdowns
Dive into statistics
Connect & Sync
Smart financial categorization
Once you connect to your bank, we retrieve, categorize, and assign all your transactions to appropriate parent groups.
Customize Your Dashboard
Enhance widgets
Easily modify and personalize your widgets with a conversational AI.
Automate and monitor
Custom notifications for events you want to track
Need to stay updated on an important payment or expense category? Just set a reminder, and we’ll keep you posted.
Detailed overview
Explore monthly finances by category
Track your finances with monthly stats for each category, displayed in an intuitive way that lets you see trends over time.
Flexible Pricing
Choose a pricing plan that works for you
Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.
Basic
Designed for businesses that need core finance features and proactive cash flow insights.
- 1 month free trial
- Connect your bank
- Transaction categorization
- Customize dashboard
- Insights & reports
- Alerts & notifications
- Multi-currency
- 1 bank account
- 10000 transactions per year
- 1 user
Custom
Personalized financial solutions and dedicated support tailored to your business’s unique needs.
- 1 month free trial
- Connect your bank
- Transaction categorization
- Customize dashboard
- Insights & reports
- Alerts & notifications
- Multi-currency
- Bank accounts: No limit
- Transactions: No limit
- Users: No limit
Basic
Designed for businesses that need core finance features and proactive cash flow insights.
- 1 month free trial
- Connect your bank
- Transaction categorization
- Customize dashboard
- Insights & reports
- Alerts & notifications
- Multi-currency
- 1 bank account
- 10000 transactions per year
- 1 user
Custom
Personalized financial solutions and dedicated support tailored to your business’s unique needs.
- 1 month free trial
- Connect your bank
- Transaction categorization
- Customize dashboard
- Insights & reports
- Alerts & notifications
- Multi-currency
- Bank accounts: No limit
- Transactions: No limit
- Users: No limit