Finance That Doesn't Intimidate Founders
Built for founders who know their product inside out but feel lost in financial spreadsheets.
Free for Pre-Revenue
3-minute Setup
No Card Needed
Who is This For
Who This Is For
- Pre-revenue or <$100k ARR
- Validating business model
- Preparing for first customers
- Seeking pre-seed/seed funding
How Compass Helps
- Financial model validation
- Investor-ready projections
- Cash flow planning
- Scenario modeling
FREE for 6 months
$99/month
Save $6,000+ in first 6 months
Free Compass subscription: $600 value
Skip fractional CFO: $5,000-10,000 saved
Reclaim 100+ hours for fundraising
Who This Is For
- $100k - $1M ARR
- Growing team (5-25 employees)
- Preparing for Series A
- Need professional financial operations
How Compass Helps
- Advanced financial modeling
- Growth trajectory analysis
- Unit economics optimization
- AI-powered insights
$29/month70% OFF
$99/month
Save $25,000+ annually
Discounted subscription: $840
Avoid CFO expenses: $20,000+
Skip enterprise tools: $5,000-$10,000+
7 Questions Every Founder Must Answer to Survive
01
How do I predict if my business model will actually work?
AI Revenue Forecasting
Predict your business success with AI-powered revenue intelligence that removes guesswork from growth planning.
- Business Context Analysis: AI learns your unique business model, market conditions, and growth patterns to create tailored revenue predictions
- MRR Pattern Recognition: Automatically track and forecast monthly recurring revenue with churn analysis and seasonal adjustments
- What-If Scenario Planning: Model different growth strategies and market conditions to see potential revenue outcomes before making decisions
02
Where is all our money going each month?
Smart Budget Management
Transform expense chaos into strategic cost optimization that maximizes every dollar while fueling growth.
- AI-Powered Custom Categorization: Automatically organize expenses into your specific business categories with intelligent learning from your data
- Real-Time Budget Alerts: Get instant notifications when spending approaches limits or unusual patterns emerge across categories
- Cost-Cutting Recommendations: Receive specific AI suggestions on where to reduce expenses based on your business context and industry benchmarks
03
Are we burning through cash faster than we should?
Real-time Burn Tracking
Stay ahead of cash flow crises with intelligent burn rate monitoring that prevents dangerous surprises.
- Live Burn Rate Dashboard: Track exact monthly burn across all categories with real-time updates from connected bank accounts
- Personalized Alert System: Get early warnings when burn rate increases beyond your safe thresholds or deviates from plan
- Trend Analysis & Predictions: AI identifies burn rate patterns and predicts future changes based on your spending behavior
04
How much time do we actually have left?
Precision Runway Forecasting
Calculate exactly how much time you have left and make strategic decisions with complete runway clarity.
- Multi-Scenario Runway Modeling: See runway projections under different growth rates and spending patterns with confidence intervals
- AI CFO Guidance: Get personalized recommendations on funding timeline and strategic decisions based on your specific runway situation
- Business Context Integration: Runway calculations factor in your unique business model, revenue cycles, and growth stage requirements
05
Should we be doing something smarter with our cash?
Optimal Cash Allocation
Maximize your cash efficiency with AI-driven allocation strategies that balance growth and financial safety.
- Intelligent Cash Strategy: AI analyzes your business patterns to recommend optimal cash reserves and investment allocation
- Liquidity Risk Management: Maintain a perfect balance between operational safety and growth investment opportunities
- Custom Dashboard Monitoring: Track cash allocation performance with personalized widgets showing your key cash metrics
06
What should we actually spend money on to grow?
Data-Driven Growth
Turn financial data into actionable growth strategies that extend runway while accelerating revenue expansion.
- Strategic Action Recommendations: AI CFO provides specific growth investments with projected ROI based on your financial data and business context
- Resource Allocation Optimization: Get data-driven guidance on budget allocation across marketing, sales, and product development
- Performance Impact Tracking: Monitor actual results of growth investments against AI predictions with real-time dashboard updates
07
Do our financial reports look professional enough?
Board-Ready Reports
Generate professional investor reports that build confidence and accelerate funding decisions.
- One-Click Report Generation: Create comprehensive investor reports instantly using your connected financial data and business context
- AI-Generated Financial Narratives: Get professional explanations of trends, performance, and strategic insights written by an AI CFO
- Customizable Professional Templates: Adapt reports for different stakeholders (investors, board, team) with executive-level formatting and key metrics
Get Every Answer You Need to Survive and Thrive
These 7 questions determine if your startup lives or dies. Stop fighting financial complexity manually - get AI-powered answers, extend your runway, and impress investors with professional insights.
Apply for Startup ProgramHow To Get Started
1
Connect Any Entity in Under 5 Minutes
2 min
One-click integration with QuickBooks, Xero, or any accounting system via custom mapping general ledger. No manual data entry, no IT support needed. Each new entity connects as easily as the first.
Bank-level security
No manual data entry
Multiple-integrations supported
2
AI Builds Your Intelligence Layer Automatically
Instant
Compass AI categorizes, creates custom dashboards, and sets up monitoring for each entity based on its unique characteristics. Real-time alerts notify you when something needs attention, across all your entities, without daily checking. Your intelligence infrastructure scales effortlessly.
AI categorization
Pattern recognition
No training required
3
Run Analysis and Forecasts in Seconds
Ongoing
Answer strategic questions instantly: scenario models, cash flow forecasts, 3-way comparisons (actuals vs. forecast vs. budget). Export board-ready reports or share live dashboards. What used to require hours of spreadsheet work happens while you're still on the call.
Strategic recommendations
Goal learning
Personalized insights
Frequently Asked Questions
Compass AI provides real-time financial clarity, cash flow forecasting, what-if scenario planning, and actionable cost-saving recommendations. It transforms complex financial data into board-ready insights and helps you make faster, more confident financial decisions.
The platform continuously monitors your financial health and proactively alerts you to opportunities and risks. Unlike passive dashboards, Compass AI's 24/7 AI CFO actively guides you with specific actions you can take right now to improve your financial position, complete with potential dollar-impact estimates.
For instance, Compass AI might identify that you're paying for three overlapping software subscriptions totaling $400/month and recommend consolidation, or alert you that your client payment terms are extending and threatening next quarter's cash position.
What Our Clients Say
"It provides 24/7 tracking, predicting where we can save on subscriptions and giving us instant forecasting and reporting. It’s a whole team of AI finance agents that never sleep."
Arthur Woods
Co-Founder, Out in Tech
Nikola Jakić
Founder & CEO
Why I built Compass AI?
Two years ago, I was running a growing agency that was doing well on paper. Revenue was solid, clients were happy, but we were burning through cash faster than I expected.
I was losing sleep over it and was frustrated by the inefficiency. We had all this financial data scattered across different tools, but no real visibility into what was actually driving profitability. Were our biggest clients actually our most profitable? Which projects were cash drains? I found myself making gut decisions when I knew data-driven ones would be smarter.
The lightbulb moment came when I realized this wasn't just my problem - it was every owner's and every overwhelmed CFO's problem.
You shouldn't need to hire a full-time CFO to understand your own business. And CFOs managing multiple entities shouldn't be spending 80% of their time wrangling data when they could be driving strategy.
We need to understand our real unit economics, model scenarios quickly, and make confident decisions without drowning in spreadsheets.
That's why I built Compass AI, to give every owner and financial leader CFO-level intelligence without the CFO-level complexity or cost.
Ready to Thrive With Your Startup?
Join our Startup program for forward-thinking founders who are already using AI to help them navigate finance while growing and scaling their businesses.
No credit card required
14-day trial
Cancel anytime
What Happens Next for Your Business:
Today: 5-minute setup, see your real business runway immediately
This Week: Spot your first business money leak, get your first "aha" moment
This Month: Make your first confident business hiring/investment decision
Next Quarter: Look back and realize this was the best thing for your business finance
Trusted by founder-led businesses across North America and Europe