Know your future
using AI forecasting & budgeting
Request access
Enter your details to request production access to Compass.
- 1-Month Free Trial
- No Credit Card
- Cancel Anytime
Achieve financial goals with Compass AI guidance
Share the financial details our AI needs, and it will forecast your finances and assist with setting up your budgeting!
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AI forecasting & budgeting
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Customizable financial plans
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Real-time budgeting alerts
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Multiple scenarios & budgeting modeling
Discover the full power of Compass AI
Explore all the features Compass has to offer for easy financial management.
Connect & Sync
Smart financial categorization
Once you connect to your bank, we retrieve, categorize, and assign all your transactions to appropriate parent groups.
Customize Your Dashboard
Enhance widgets
Easily modify and personalize your widgets with a conversational AI.
Automate and monitor
Custom notifications for events you want to track
Need to stay updated on an important payment or expense category? Just set a reminder, and we’ll keep you posted.
Detailed overview
Explore monthly finances by category
Track your finances with monthly stats for each category, displayed in an intuitive way that lets you see trends over time.
Choose a pricing plan that works for you
Basic
Designed for businesses that need core finance features and proactive cash flow insights.
- 1 month free trial
- Connect your bank
- Transaction categorization
- Customize dashboard
- Insights & reports
- Alerts & notifications
- Multi-currency
- 1 bank account
- 10000 transactions per year
- 1 user
Custom
Personalized financial solutions and dedicated support tailored to your business’s unique needs.
- 1 month free trial
- Connect your bank
- Transaction categorization
- Customize dashboard
- Insights & reports
- Alerts & notifications
- Multi-currency
- Bank accounts: No limit
- Transactions: No limit
- Users: No limit
Simple steps to financial success
Compass makes complex financial tasks easy, opening doors to growth.
Studying your finances
Get started in no time by connecting your bank account. Our AI will upload and categorize all of your transactions.
Get personalized suggestions
We assess your financial data and provide customized suggestions to keep you on track.
Optimize costs, boost profits
Maximize efficiency to unlock maximum profitability and create lasting value!