Compass, Calibrated — Bound for 2026

Compass, Calibrated — Bound for 2026

What a year it’s been, huh?

If someone had told us in January that we'd be here — with loyal customers, steady traction, trusty partners and a product that's actually making people more confident with their finances — we might have believed them. But we also would've asked for lottery numbers, just to be safe.

2025 was the year Compass went from "bold idea" to "working reality." We launched, we learned, we iterated, and we got to work alongside incredible founders and financial experts who took a chance on what we're building.

Let's start with the fun stuff — the features. We rolled out forecasting, our What If Assistant (for all those scenarios that might be keeping you up at night), business context, segments, and a fully-fledged AI Assistant that actually understands what you're asking. We also made it possible to manage multiple companies and bring on multiple users to really emphasize the client complexity and teamwork in finance.

Behind the scenes, we've been expanding our data integrations and making tons of improvements to existing features. You know, the kind of tweaks that end up at the end of the changelog, but still make the whole experience feel that much smoother.

As far as short-term plans go, we’ll be implementing a much-needed (and asked-for) feature that allows users to import their general ledger. Along with importing, users will be able to forecast based on data from their general ledger, which will kick our forecasting capabilities up a notch. We’re also in the process of giving our dashboard an upgrade — better widgets, clearer visualizations, and more context, as well as some ideas for you to generate.

It’s hard to say something for the long term. We have plenty of plans, but we do have a dash of spontaneity to us, so you never know what we’ll think up. Regardless, our aim is to keep on refining our existing set of features, as well as enhancing our budgeting & reporting capabilities.

Oh, and we raised an investment, doubled our team size, and listened to hundreds of founders, CFOs, and CPAs along the way. Not bad for a year's work, if we do say so ourselves.

This year delivered more plot twists than an M. Night Shyamalan movie — both in AI and in finance. When you throw them together, you get an industry that's been turned on its head. With all these shifts and turns, having a good idea of what awaits in 2026 is a tall order, but we managed to pull aside our CEO to get some thoughts & predictions from him:

1. AI Will Help To Further Commoditize Compliance

While AI’s already doing a decent amount of work when it comes to compliance, it’s not quite yet up to par. In 2026, I imagine it being able to handle a large portion of the grunt work.

With compliance commoditized, we’ll see a shift from “we’ll help you balance your books” to “we’ll help you make better decisions”.

CPA firms and fractional CFO practices will embrace AI agents and automated workflows to dramatically scale their operations. The ones that end up embracing this will see healthy growth with no burnout attached.

AI will inevitably get better and better at scenario analysis, with genuinely predictive insights becoming increasingly valuable for companies looking to identify and seize opportunities.

2026 will be the year the industry settles the debate: AI on its own isn't enough, and experts alone can hardly scale. The sweet spot will be professionals working in tandem with AI, not each acting on its own whim.

Along with these predictions, our CEO also wanted to say a few words thanking everyone and wishing you the best in 2026:

"To everyone who's been part of the Compass story this year — the team, our customers, and everyone who's given us feedback, criticism, or just believed in what we're doing — thank you.

Not much left to say but to wish all of you success in the forthcoming year. May your runway be long, your margins be healthy, and your growth be sustainable. See you in 2026!"