Resources

Each business is unique with their own set of metrics, KPIs and goals. Learn how to personalize your experience with Compass AI even further by creating financial metrics that actually matter and reflect your business.

Explore Compass AI's statistics page, which offers an in-depth view into all of your inflows and outflows, as well as individual transactions.

The AI Assistant helps users get the most out of Compass AI. Learn how to set up widgets & alerts, create expert analyses, action plans and more through this guide.

Transactions are a constant for any business, and handling large amounts of them simultaneously can be a hassle for many. Learn how you can edit and manage all of your transactions with Compass AI.

Alerts are our way of combating financial anxiety. Learn how to set them up and use them to your advantage.

Widgets are the visual building blocks of Compass AI. Learning how to create, edit and manage them through this guide.

Financial forecasting is a tool that helps you see your financial future. Learn how to use it to your advantage through Compass AI.

Business context includes documents such as marketing, hiring and business plans, strategic goals & objectives, operational documents and more. Adding context to Compass AI personalizes your experience by helping you run forecasts that actually reflect your business.

Even before connecting your banking information and accounting software, it is recommended to set up your groups and categories. Learn how to do this through our guide.

Learn how to upload and map transactions and accounting data through our resources.

Get started with Compass AI. Learn how to connect information such as your bank data and accounting software to use Compass AI to its fullest extent.