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Compass
★4.8 on G2
For CPA firms

Advisory at scale. Same headcount.

Every client's numbers kept current and watched, findings with evidence, drafts waiting for a signature.

1Connect a client's numbers2Review what Compass found3Plan in Compass or your AI
Start My 14-Day Trial
14-day trial, every feature·No credit card·Read-only access·Your data stays yours
Portfolio · 14 clientsSample data
Portfolio · 14 clients: Take on more clients. Keep your standard. (Sample data)
Built for the firm

From compliance to advisory, on the record.

Portfolio

One hub for the whole book

The Portfolio hub gives partners the view across every client, with templates applied per client.

Approval

Staff drafts, partners sign

Drafts wait for a signature. AI drafts. Your staff approves. Every change on the record.

Access

Per-client, revocable

Every client has its own memory and its own access, scoped and revocable, attributed in Activity.

How Compass works

Connect, review, plan.

1Connect

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.

2Review

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.

3Plan

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.

FAQ

Fair questions

How is each client's data kept separate?
Every client has its own memory and its own access. Your AI connects through per-client tokens, scoped and revocable, and every read is attributed in that client's Activity record.
Where does my data live, and who can see it?
Your data lives in Compass, connected read-only to your systems. An AI sees it only when you connect one, scoped per company with its own revocable access, and every read is attributed in Activity.
What happens after the 14 days?
You pick a plan from $29 per company per month, or you walk away. There is no card on file to forget.

Every client, one hub.

Every feature for 14 days. Connect the numbers today and open tomorrow already knowing.

Start My 14-Day Trial
14-day trial, every feature·No credit card·Read-only access·Your data stays yours