Connecting your Accounting Software

Connecting your accounting system can be done through profile onboarding by clicking on the second setup Remove Demo Data & Connect Accounting. We currently support only QuickBooks Online. If you use another accounting platform, please send us a request at info@compassapp.ai and we’ll help you connect your platform as soon as possible.

Once connected, Compass AI uploads your accounting data, and assigns it to the correct ledger accounts.

This process takes up to 5 minutes. When the loading process is completed, you’ll receive an email confirmation.