From the blog

Nobody fires their CPA over one bad report. They leave because of the three weeks it took to answer a cash flow question. After talking with hundreds of SMB owners, here's what clients actually expect from their advisor in 2026—and the gap pushing them toward firms that deliver it.

Roughly 60-70% of advisory time is spent on data prep, not strategy. That's the bottleneck capping every CPA firm at 8-12 advisory clients per senior advisor. Here's the three-lever playbook for scaling to 30+ clients per advisor—without adding headcount.

See how Kigitz, ran by CPA Kalen Bogdan, helps US/Canada based founders navigate the world of bookkeping and finance with the help of Compass AI.

The holidays are coming and we've prepared a quick recap of 2025, predictions for AI in finance, and our best wishes to all those who have supported us along the way.

Improper handling of cash flow is one of the main reasons why so many startups fail. Founders aren't necessarily financial experts, but they can learn how to stop common cash flow mistakes before they happen. Read more to learn how this helps business owners achieve longevity.

Most SMEs navigate finances blindfolded. Learn how AI-powered intelligence transforms anxiety into confidence with real-time clarity and forecasting.

Business context allows users to personalize their forecasting experience by uploading a variety of documents. This enables our forecasts to be more accurate at reflecting your business, without having to start over each time.

Learn how growing SMEs can evolve from reactive financial management to proactive risk management.

SMEs often have issues when facing uncertainty. Explore various strategies and achieve financial resilience.

Understanding the Power of Predictive Analysis in Financial Planning

Understanding the impact of setting financial KPIs for small businesses can drive growth. Track them, and watch Compass boost efficiency.

With AI assistance, small businesses can expertly manage finances through detailed analysis, charting, and alert setups, enhancing.

Explore how AI in finance is transforming financial planning through smarter insights and automated decision-making.

Cash flow management involves tracking and organizing to boost income. This is essential to ensure consistent and stable operations.

Cash flow management tool Compass AI tracks, forecasts, and optimizes your finances with AI-driven insights.