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
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
Advisory Infrastructure That Scales
Automated financial analysis across unlimited clients. Connect accounting systems in 5 minutes, generate forecasts and reports in seconds, and standardize quality across your entire practice. One analyst's workload becomes 100 clients' worth of advisory deliverables.
Multi-Client Management Dashboard
Track 100+ clients from one screen. See every client's cash runway, burn rate, and variance alerts without daily logins into each. Automatically identify which 10 clients need advisory intervention this week. Stop reactive firefighting, start proactive relationship management.
Proactive Advisory Triggers
Compass monitors all clients 24/7 and flags potential problems: low runway warnings, margin compression alerts, unusual spending patterns, and growth capital readiness signals. Turn compliance relationships into recurring advisory revenue without hiring more staff.
Simple Steps to Transform Your Practice
Connect Any Entity in Under 5 Minutes
One-click integration with QuickBooks, Xero, or any accounting system via custom mapping general ledger. No manual data entry, no IT support needed. Each new entity connects as easily as the first.
AI Builds Your Intelligence Layer Automatically
Compass AI categorizes, creates custom dashboards, and sets up monitoring for each entity based on its unique characteristics. Real-time alerts notify you when something needs attention, across all your entities, without daily checking. Your intelligence infrastructure scales effortlessly.
Run Analysis and Forecasts in Seconds
Answer strategic questions instantly: scenario models, cash flow forecasts, 3-way comparisons (actuals vs. forecast vs. budget). Export board-ready reports or share live dashboards. What used to require hours of spreadsheet work happens while you're still on the call.
Integrations
No need to change your workflow. Compass works with what you already use.
Frequently Asked Questions
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.
Trusted by founder-led businesses across North America and Europe