Take on more clients. Keep your standard.
Compass carries each client's gathering, watching, and drafting, with the evidence attached.
Run the business. The numbers keep up.
Compass keeps them current, watches them for you, and drafts what needs review.
QuickBooks
Xero
Stripe
Notion
HubSpotFile importMCPThe numbers live in five systems. The picture is a month old. And the AI you ask for help has never seen them.
So decisions wait, and surprises pick their moment. It should work the other way: you open the day knowing where things stand, what moved, and what to do about it.
Connect, review, plan.
Connect the numbers
QuickBooks and Xero connect directly. Stripe, Harvest, Notion, HubSpot and more through the catalog. Any spreadsheet or export lands as a file. Read-only, kept current for you.
Review what Compass found
Findings reach your Inbox with the evidence behind them, down to the rows. Proposals come with one switch. Questions come to you when only you would know the answer. You approve what matters.
Plan in Compass, or in your AI
Ask on your terms: a forecast, a hire, a stress-tested quarter, answered from real numbers. Connect Claude or ChatGPT once and they work from the same memory, every read attributed.
Every finding shows its work.
Evidence rides along with every finding, down to the rows it came from. Anything without backing is dropped before it reaches you, and a run that found nothing solid says so. Drafts wait for a signature. AI drafts. Your staff approves. Every change on the record.
Three moments, every week.
You open the day already briefed.
What changed, what Compass found, and what needs your call, waiting on Home.
You act before the surprise lands.
A finding arrived with its evidence attached, so the fix starts with you.
You test the plan while it is still an idea.
Next quarter, stress-tested in Claude on real numbers, every read on the record.
Every client, one hub.
Give your AI perfect memory of every client. Each client keeps its own memory, numbers, and workflows; the Portfolio hub gives you the view across all of them, your templates applied per client, and one connection for your Claude or ChatGPT. From $19 per client company.
Bringing a firm? Talk to us.
We watched advisors paste spreadsheets into chat windows and owners learn about problems from month-old PDFs. The person responsible for the numbers should be the first to know. So we built the one that tells them.
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, PontaHRIt 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 TechCompass 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.
Built by a team that has lived both sides of the books. Nikola Jakic, founder.
Fair questions
Is Compass for me?
How do I know a finding is right?
Do I need Claude or ChatGPT?
What happens after the 14 days?
Where does my data live, and who can see it?
What can Compass connect to?
How is each client's data kept separate?
From the blog
Your first briefing is a day away.
Every feature for 14 days. Connect the numbers today and open tomorrow already knowing.
After the trial, plans start at $29 per company per month.