Fair questions

Compass AI is AI for financial work, checked against the books. It connects each client's accounting and apps, answers questions about any client, keeps an eye on the numbers and drafts the work you choose, like an owner letter or a board pack. Every figure in its answers and drafts is checked against the books with plain arithmetic, including figures you type in yourself.

Compass AI is built for CPAs, fractional CFOs and advisory firms who put their name on client numbers, and for the companies they serve. You'll connect accounting data or import it from files. If that's you, the trial gives you every feature for 14 days.

Compass AI works out each number from the client's books with plain arithmetic, with no AI involved. Every figure in a draft or an answer is compared with that number and gets four checks: traced to your data, matches your data, right period, right sign and scale. The same checks run on figures you or your team type into a draft. Each time new data lands, Stripe, Square and bank files are compared with the books too. A figure Compass AI can't trace says Not traced, and a check that could not run says why. Open any figure to see its definition, inputs and source rows. How Checks work →

That works for a question about one company in one chat. Client work across a book of clients needs more: every client's books and apps in one place, one definition for each number, each client's House rules, checks on the figures, work that runs on your schedule and a record of every read. Compass AI adds that, and you can keep working in Claude.

The draft waits for you with the figure flagged. Use the correct figure, edit it, send it as written with a reason, or skip it. A workflow set to send on its own falls back to approval.

Compass AI has an assistant built in, running on Claude. If you already work in Claude or ChatGPT, connect it once and it answers from the same numbers, with every read on the record.

Yes. House rules hold each client's basis, year end, closed-through month, reporting currency, what's worth mentioning, which source wins and who approves. Firm defaults apply to every client, and a client's own rules layer on top.

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 →

Pick a plan from $29 per company per month, or walk away. There's no card on file to forget.

QuickBooks directly. Xero, Stripe, Harvest, Notion, HubSpot and the rest of the catalog with a key or a sign-in. Any spreadsheet or export as a file. And Claude or ChatGPT through MCP.

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.

One set of books with its own memory, numbers, and workflows. Advisory firms run one company per client inside the Portfolio hub.

Yes, at any time from Settings. Upgrades apply immediately; downgrades apply at the next renewal.

Docs cover the first day, and hello@compassapp.ai reaches a person.