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Compass AI
Docs

Set up in minutes.

Four short guides cover the first day: connect a source, import a file, connect your AI, and see how Checks work. A fifth is for white-label partners bringing their own Intuit app.

Guide
Connect a sourceQuickBooks, Xero, Stripe and the catalog. Read-only, synced once or twice a day.
Guide
Import a fileCSV, XLSX, bank exports, any ledger. What lands where.
Guide
Connect Compass AI to Claude or ChatGPTClaude or ChatGPT, on the web, desktop and mobile. Your role decides what it can read and change.
Guide
Bring your own Intuit appWhite-label partners: register your own Intuit app and hand Compass AI the keys.
Guide
How Checks workWhat Compass AI compares, what a mismatch does, and what it can't check.