Stop Firefighting. Start Leading.
Fortune 500 Financial Intelligence Platform. Startup Pricing. Built for $1M-$20M Companies.
Your Day Looks Like This:
You didn't become a CFO to be a data janitor. You need Fortune 500 financial intelligence. Without the $50K subscription, 6-month implementation, or enterprise complexity.
"Morning: The Firefighting"
CEO texts: "What's our cash position?" You open three spreadsheets and realize two haven't updated since last week.
"Afternoon: The Strategic Paralysis"
VP of Sales asks: "What happens if we hire 5 more reps?" You know the answer involves 2 hours of scenario modeling you don't have. Meanwhile, three other "what-if" questions are piling up.
"Evening: The Real Cost"
Board meeting in 3 days. Still building that forecast manually. Your family sees you after bedtime.
CFO-Grade Intelligence. Built for $1M-$20M Companies
Stop guessing about growth moves. Compass gives you the AI-powered tools to make confident financial decisions
Advisory Infrastructure That Scales
Automated financial analysis across unlimited clients. Connect accounting systems in 5 minutes, generate forecasts and reports in seconds, and standardize quality across your entire practice. One analyst's workload becomes 100 clients' worth of advisory deliverables.
Multi-Client Management Dashboard
Track 100+ clients from one screen. See every client's cash runway, burn rate, and variance alerts without daily logins into each. Automatically identify which 10 clients need advisory intervention this week. Stop reactive firefighting, start proactive relationship management.
Proactive Advisory Triggers
Compass monitors all clients 24/7 and flags potential problems: low runway warnings, margin compression alerts, unusual spending patterns, and growth capital readiness signals. Turn compliance relationships into recurring advisory revenue without hiring more staff.
How It Works
Connect Any Entity in Under 5 Minutes
One-click integration with QuickBooks or any accounting system via custom mapping general ledger. No manual data entry, no IT support needed. Each new entity connects as easily as the first.
AI Builds Your Intelligence Layer Automatically
Compass AI categorizes, creates custom dashboards, and sets up monitoring for each entity based on its unique characteristics. Real-time alerts notify you when something needs attention, across all your entities, without daily checking. Your intelligence infrastructure scales effortlessly.
Run Analysis and Forecasts in Seconds
Answer strategic questions instantly: scenario models, cash flow forecasts, 3-way comparisons (actuals vs. forecast vs. budget). Export board-ready reports or share live dashboards. What used to require hours of spreadsheet work happens while you're still on the call.
What Our Clients Say
"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."
Frequently Asked Questions
Integrations
No need to change your workflow. Compass works with what you already use.
Ready to Multiply Your Strategic Impact?
Join financial leaders who have freed their expertise from operational work. Deliver more strategic value across more entities without working longer hours.
Your First Days With Compass:
Today: Connect your first 2-3 entities in under 15 minutes total.
This Week: Set up custom KPIs and alerts for each based on their unique needs.
This Month: Notice how much time you're saving on operations.
Next Quarter: Whether you take on more entities, deliver deeper strategic work to existing ones, or reclaim personal time, you have capacity you didn't have before.
Simple, transparent pricing: $49/month per entity. Volume discounts available. No hidden fees, no surprise charges.