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Compass AI
★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 AI found3Plan in Compass AI or your AI
Start My 14-Day Trial
  • 14-day trial, every feature
  • No credit card
  • Your data stays yours
Portfolio · 14 clients
Portfolio · 14 clients: Take on more clients. Keep your standard.
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 AI works

Connect, review, plan.

1Connect

Connect the numbers

QuickBooks connects directly. Xero, 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 AI 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 AI, 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, 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?
Companies in the US and Canada are stored in AWS in the US, and every other company in AWS in the EU. Compass AI connects to your systems read-only. The AI inside Compass AI runs on Claude through AWS Bedrock, which doesn't use your data to train models. An outside AI sees a client's data only when you connect one, scoped to that company and revocable, and every read lands in that company's record. See Security →
What happens after the 14 days?
Pick a plan from $29 per company per month, or walk away. There's 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
  • Your data stays yours