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Compass
★4.8 on G2
For fractional CFOs

Run more clients. Keep your evenings.

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

1Connect a client's numbers2Review what Compass found3Plan in Compass or your AI
Start My 14-Day Trial
14-day trial, every feature·No credit card·Read-only access·Your data stays yours
Portfolio · 14 clientsSample data
Portfolio · 14 clients: Take on more clients. Keep your standard. (Sample data)
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 works

Connect, review, plan.

1Connect

Connect the numbers

QuickBooks and Xero connect directly. 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 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, 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 from the same memory, 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.
How do I know a finding is right?
Every finding carries its evidence, down to the rows it came from. Anything without backing is dropped before you see it, and a run that found nothing solid says so.
What happens after the 14 days?
You pick a plan from $29 per company per month, or you walk away. There is 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·Read-only access·Your data stays yours