Scale your fractional CFO practice with AI

Deliver Fortune 500-grade financial intelligence to all your SMB clients while automating routine tasks and 10x your efficiency

4.8

Rating by G2 users

5-Minute Client Setup

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AI-Powered Analysis

10x Your CFO Impact

Here are the challenges we help solve

"See the Whole Story"

Feed AI any unstructured business data to build complete company context. Get forecasting and planning that understands your client's full story, not just the numbers.

"Turn Clients into Champions"

Deliver continuous value with real-time insights, automated alerts, and proactive recommendations. Keep clients engaged with monthly board-ready reports that showcase your expertise.

"Focus on High-Value Strategy"

Stop spending hours on data cleanup and basic analysis. Let AI handle the routine work while you focus on what fractional CFOs do best - strategic guidance and business growth planning.

Everything You Need to Excel as a Fractional CFO

Stop guessing about growth moves. Compass gives you the AI-powered tools to make confident financial decisions

Model and compare growth scenarios in seconds

"Should I hire 2 developers now, or increase my ad spend by $20k this quarter?" Get CFO-level financial modeling in seconds, not spreadsheet hell.

Spot strategic cost optimizations

Identify which expenses actually drive revenue and which are just burning cash. Make cuts that boost profitability without killing growth.

Work with an AI CFO that gets smarter about your business

Get personalized strategies you can review, modify, and implement—not generic advice.

Simple Steps to Transform Your Practice

Connect your business accounts

2 min

Connect your business account and/or accounting software. Bank-level security, no manual data entry required.

Bank-level security

No manual data entry

Multiple-integrations supported

Compass organizes your business data

3 min

Our AI categorizes business transactions and identifies your revenue and expense patterns. No training or setup required.

AI categorization

Pattern recognition

No training required

Your AI CFO starts learning and strategizing

Ongoing

The AI CFO analyzes your business patterns, learns your goals, and provides personalized strategic recommendations you can review and implement.

Strategic recommendations

Goal learning

Personalized insights

Integrations

No need to change your workflow. Compass works with what you already use.

Frequently Asked Questions

Compass AI is an AI-powered financial operating system that transforms financial data into real-time financial clarity, forecasts, and actionable recommendations.

It's designed for owners, fractional CFOs and company CFOs at small-to-mid-sized businesses, managing $500K-$20M in annual revenue.

The platform goes beyond traditional dashboards by processing both financial data and business context to become your complete financial command center. It continuously monitors your financial health, alerts you to important changes.

For instance, you can connect all their entities' accounting systems in minutes, get AI-categorized transactions, and receive personalized alerts when any entity's cash runway drops below safe levels, all without manual spreadsheet updates.

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Ready to 10x Your Fractional CFO Practice?

Join our partner program of forward-thinking fractional CFOs who are already using AI to deliver more value to their clients while scaling their businesses.

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Trusted by founder-led businesses across North America and Europe