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Compass AI
★4.8 on G2
For fractional CFOs

Run more clients. Keep your evenings.

Compass AI carries each client's gathering, watching, and drafting, so your hours go to judgment.

1Connect a client's numbers2Review what Compass AI found3Plan in Compass AI or your AI
Start My 14-Day Trial
  • 14-day trial, every feature
  • No credit card
  • Your data stays yours
Portfolio · 14 clients
Portfolio · 14 clients: Take on more clients. Keep your standard.
Built for the practice

Every client, the same standard.

Memory

One memory per client

Each client keeps its own numbers, knowledge, and workflows. Nothing carries over between clients.

Watching

Findings with evidence

Runway, spend, receivables and clean books, watched for every client, each finding carrying its rows.

AI

Your Claude, every client

Connect once, see every client you allow, one company at a time, on the record.

How Compass AI works

Connect, review, plan.

1Connect

Connect the numbers

QuickBooks connects directly. Xero, Stripe, Harvest, Notion, HubSpot and more through the catalog. Any spreadsheet or export lands as a file. Read-only, kept current for you.

2Review

Review what Compass AI found

Findings reach your Inbox with the evidence behind them, down to the rows. Proposals come with one switch. Questions come to you when only you would know the answer. You approve what matters.

3Plan

Plan in Compass AI, or in your AI

Ask on your terms: a forecast, a hire, a stress-tested quarter, answered from real numbers. Connect Claude or ChatGPT once and they work, every read attributed.

FAQ

Fair questions

How is each client's data kept separate?
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.
What does "checked against the books" mean?
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 →
What happens after the 14 days?
Pick a plan from $29 per company per month, or walk away. There's no card on file to forget.

Every client, one hub.

Every feature for 14 days. Connect the numbers today and open tomorrow already knowing.

Start My 14-Day Trial
  • 14-day trial, every feature
  • No credit card
  • Your data stays yours