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Real-time financial intelligence & AI CFO guidance. Discounted $49/mo for 1 year if bought during free trial.
24/7 AI CFO Assistant
Business Context
Real-time Cash Flow Forecasting
What-if Scenario Planning
Minutes Setup with Bank & Accounting Integration
Auto-Categorization
Custom Dashboard
Monitoring Rules
1 Bank Connection
10000 Bank Transactions (per year)
10000 Financial Records (per year)
Ideal for businesses with complex financial needs, offering unlimited access to all features and the ability to customize additional elements.
Growth Plan Features
Unlimited Bank Connections
Unlimited Number of Users
Unlimited Transactions
Unlimited Invoices & Bills
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| Features | Basic | Custom |
|---|---|---|
| Core Features | ||
24/7 AI CFO Assistant Ask any finance question, and our AI Assistant will instantly provide an action plan, strategy, chart, or monitoring rule based on your data. | ||
Business Context Import any business document or data to give your AI CFO complete context about your company, creating a financial operating system that knows your entire business. | ||
AI Forecasting & Scenario Planning Our AI creates a base forecast, which you can easily refine by chatting with the Forecast Assistant and exploring multiple what-if scenarios. | ||
Auto-Categorization Once you connect your data, our AI automatically categorizes all transactions and invoices, giving you a categorized view of your expenses in minutes. | ||
Custom Dashboard Personalized control center in Compass AI. It lets users build a real-time visual overview of their business performance by adding charts and insights. | ||
Monitoring Rules Set a monitoring rule to get notified when your balance or net profit drops below a set threshold, and we’ll keep you updated in real time. | ||
Financial Data Management Import financial records from your accounting system (or import via our universal file importer). | ||
| Plans & Limits | ||
Bank Connections | 1 | Unlimited |
Transactions | 10000 | Unlimited |
Financial Records | 10000 | Unlimited |