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Compass AI
New in Compass 2.0: every figure checked against the books. Watch the film (2:19) →
For CPAs, fractional CFOs and advisory firms

Put AI to work on every client, with each figure checked against the books.

Compass AI reads each client's books, watches the numbers and drafts the work you choose.

Start My 14-Day TrialWatch the film (2:19)
★4.8 on G2
  • 14-day trial, every feature
  • No credit card
  • Your data stays yours
Monthly owner letter held for you, would have sent to Elena Marsh: the text says revenue grew 0.7%, Compass works out 10.3% from (313,855 - 284,500) / 284,500, the closest match is operating costs growth, with the buttons Use 10.3% and Send, Edit Before Sending, Send As Written and Skip This Run

Reads the tools your clients already use

  • QuickBooks
  • Xero
  • Stripe
  • Harvest
  • Notion
  • HubSpot
  • Square
  • Files
  • MCP

Plus 25 more apps in the catalog, and any spreadsheet as a file. See all integrations →

You get the draft in a minute and spend the next hour checking it.

The AI read the accrual P&L for a client that runs on cash. Net income came out at $84,200. The books say $61,700, and every word around the figure reads fine.

So you trace each figure back to the books by hand, client by client, because your name goes on it. It's also why many firms still keep AI away from client work.

What Compass AI does

Connect each client once, then ask, automate or work from Claude or ChatGPT.

  1. Each client's books and apps

    • QuickBooks
    • Xero
    • Stripe
    • Square
    • Bank files
    • Spreadsheets

  2. Compass AI

    • Each client's numbers
    • One definition per number
    • House rules
    • Checks
    • Answers
    • Findings
    • Drafts

    In Compass AI, by email or PDF, or in Claude and ChatGPT

  4. You approve what goes out.

Ask about any client

Why did cash drop in August? Which invoices are more than 60 days late? Ask in plain words, and the answer cites the rows it read, with every figure in it checked.

Set work to run

Skills keep an eye on cash, margins, collections and the books, client by client, and flag what moved. Workflows draft the owner letter, board pack or cash briefing on your schedule, from a template or a sentence you write.

Work from Claude or ChatGPT

Connect your AI once. It reads each client's numbers, definitions and House rules, its figures come from Compass AI's own calculations, and each answer carries that client's checks. Every read lands on the record.

You approve every draft before it reaches a client, and a workflow sends on its own only when you set it to.

Checks

Open the black box on every number before you sign it.

AI usually hands you a number with no way to see where it came from. Compass AI checks every figure in a draft against the books, whoever wrote it, using plain arithmetic and no AI. It also checks the books against Stripe, Square and bank files every time new data lands.

Where did it come from?

Every figure opens to its definition, inputs and source rows. Runway, gross margin, days to get paid and 31 more standard numbers are defined once, so the same runway shows in every report, workflow and Claude answer.

Does it match the books?

Each figure gets four checks: traced to your data, matches your data, right period, right sign and scale. In an AI draft, a mismatch gets one rewrite, then the draft waits for you with the figure flagged.

What did the AI assume?

Each client's basis, year end and closed month are kept as House rules. Anything the AI had to assume is labeled Assumed, and figures from open months say Preliminary.

Who touched it?

Every read and change, by you, your team, a skill or Claude, lands on the record with a name and a time.

Check card on the 10.3% figure in the corrected owner letter: Traced, matches your data, revenue growth from QuickBooks, the AI wrote this figure and it matches your data, checks Traced to your data, Matches your data, Right period and Right sign and scale
After the fix, 10.3% is traced to QuickBooks and passes all four checks.
Square against the books for August: Square 115,307, QuickBooks food sales 111,949, off by 3,358 with 1,153 allowed, so the month-end summary is held until they agree
Square and the books were $3,358 apart for August, so the month-end summary waited until they agreed.

Ten checks come built in, and you can add your own by describing it in a sentence. A figure Compass AI can't trace says Not traced, and a check that could not run says why.

See how checking works →

Portfolio Hub

Run every client from one board and review only what needs you.

Each client sits on one board with its owner, its stage, the month it's closed through and how its data stands. One firm Inbox holds everything that needs a person. Ask a question across every client, like which ones have under three months of runway, and get one answer that cites the rows it read. Set a condition once and apply it to the clients you pick.

$99 a month for the hub, plus $19 per client company. Thirty clients come to $669 a month.

Bringing a firm? Book a walkthrough →

Portfolio Hub Clients board for Kestrel & Vale CPAs: Harbor Street Kitchen, Clearwater Logistics, Novera, Cedar & Stone Builders and Summit Ridge Builders, each with its owner, stage, data source, items that need someone and the month it's closed through; Harbor Street Kitchen and Summit Ridge Builders are behind on close at July 2026.

From people who use Compass AI

  • 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.

    Kristijan KoraćCTO, PontaHR

  • It provides 24/7 tracking, predicting where we can save on subscriptions and giving us instant forecasting and reporting. It’s a whole team of AI finance agents that never sleep.

    Arthur WoodsCo-Founder, Out in Tech

  • Compass AI is a great tool for aiding me in analazying the data that I've provided. It helps me plan future expenses and gives me a good indicator on how to approach with different scenarios.

    HBHelga Bendiš-ŽmirićHead of Finance, ŽLU Krk

We watched advisors paste spreadsheets into chat windows, then trace every figure that came back by hand. Compass 2.0 does that tracing for you. Nikola Jakić, founder

★4.8 on G2Backed by Fil Rouge Capital & EU EIF
FAQ

Fair questions

What is Compass AI?

Compass AI is AI for financial work, checked against the books. It connects each client's accounting and apps, answers questions about any client, keeps an eye on the numbers and drafts the work you choose, like an owner letter or a board pack. Every figure in its answers and drafts is checked against the books with plain arithmetic, including figures you type in yourself.

Is Compass AI for me?

Compass AI is built for CPAs, fractional CFOs and advisory firms who put their name on client numbers, and for the companies they serve. You'll connect accounting data or import it from files. If that's you, the trial gives you every feature for 14 days.

What does "checked against the books" mean?

Compass AI works out each number from the client's books with plain arithmetic, with no AI involved. Every figure in a draft or an answer is compared with that number and gets four checks: traced to your data, matches your data, right period, right sign and scale. The same checks run on figures you or your team type into a draft. Each time new data lands, Stripe, Square and bank files are compared with the books too. A figure Compass AI can't trace says Not traced, and a check that could not run says why. Open any figure to see its definition, inputs and source rows. How Checks work →

Why not connect QuickBooks to Claude directly?

That works for a question about one company in one chat. Client work across a book of clients needs more: every client's books and apps in one place, one definition for each number, each client's House rules, checks on the figures, work that runs on your schedule and a record of every read. Compass AI adds that, and you can keep working in Claude.

What happens when an AI draft gets a figure wrong?

The draft waits for you with the figure flagged. Use the correct figure, edit it, send it as written with a reason, or skip it. A workflow set to send on its own falls back to approval.

Do I need Claude or ChatGPT?

Compass AI has an assistant built in, running on Claude. If you already work in Claude or ChatGPT, connect it once and it answers from the same numbers, with every read on the record.

Can I set rules for each client?

Yes. House rules hold each client's basis, year end, closed-through month, reporting currency, what's worth mentioning, which source wins and who approves. Firm defaults apply to every client, and a client's own rules layer on top.

Where does my data live, and who can see it?

Companies in the US and Canada are stored in AWS in the US, and every other company in AWS in the EU. Compass AI connects to your systems read-only. The AI inside Compass AI runs on Claude through AWS Bedrock, which doesn't use your data to train models. An outside AI sees a client's data only when you connect one, scoped to that company and revocable, and every read lands in that company's record. See Security →

What happens after the 14 days?

Pick a plan from $29 per company per month, or walk away. There's no card on file to forget.

What can Compass AI connect to?

QuickBooks directly. Xero, Stripe, Harvest, Notion, HubSpot and the rest of the catalog with a key or a sign-in. Any spreadsheet or export as a file. And Claude or ChatGPT through MCP.

Blog

From the blog

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Connect one client and see what Compass AI finds in its books.

Every feature free for 14 days, then plans from $29 per company per month.

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  • 14-day trial, every feature
  • No credit card
  • Your data stays yours

Bringing a firm? Book a walkthrough →