Stay ahead of costs profits budget
with AI cash flow management
- 1-Month Free Trial
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Make things easy for your business
Simplify your business finances using our AI tool to unlock valuable money management decisions.
AI Assistant
Ask finance questions.
With the AI assistant, quickly get answers to your finance questions, set up personalized alerts, and generate charts to better understand your finances.

Create Alerts
Monitor chosen events.
Need to stay updated on an important payment or expense category? Just set a reminder, and we'll keep you posted.


Invoices & Bills
Track unpaid invoices.
Our AI auto-categorizes invoices and bills, linking them to accounts and transactions to track late and unpaid invoices.
Forecasting with AI
Plan financial future.
Using historical data, Compass AI forecasts long-term revenue and expense trends, helping you improve financial planning.

Simple steps to financial success
Compass makes complex financial tasks easy, opening doors to growth.
Connect your data
Get started by connecting your bank. Our AI will upload and categorize all of your transactions.
Get personalized suggestions
We assess your financial data and provide customized suggestions to keep you on track.
Optimize costs, boost profits
Maximize efficiency to unlock maximum profitability and create lasting value!
Choose a pricing plan that works for you
Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.
BASIC
Ideal for small businesses, providing simplified financial tracking, automation, and insights to drive growth-
AI Categorization of Transactions
-
AI Assistant
-
Custom Dashboard
-
Real-time Alerts
-
Documents OCR
-
Basic Cash Flow Forecasting
-
Quickbooks Integration
-
1 Bank Connection
-
1 User
-
5000 Transactions (per year)
-
5000 Invoices & Bills (per year)
GROWTH
Ideal for businesses requiring financial forecasting and budgeting, offering higher limits for financial data input.-
Basic Plan Features
-
Cash Flow Forecasting
-
Multiple Scenarios
-
Subscriptions Detection
-
3 Bank Connections
-
10 000 Transactions (per year)
-
10 000 Invoices & Bills (per year)
CUSTOM
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
BASIC
Ideal for small businesses, providing simplified financial tracking, automation, and insights to drive growth.-
AI Categorization of Transactions
-
AI Assistant
-
Custom Dashboard
-
Real-time Alerts
-
Documents OCR
-
Basic Cash Flow Forecasting
-
Quickbooks Integration
-
1 Bank Connection
-
1 User
-
5000 Transactions (per year)
-
5000 Invoices & Bills (per year)
GROWTH
Ideal for businesses requiring financial forecasting and budgeting, offering higher limits for financial data input.-
Basic Plan Features
-
Cash Flow Forecasting
-
Multiple Scenarios
-
Subscriptions Detection
-
3 Bank Connections
-
10 000 Transactions (per year)
-
10 000 Invoices & Bills (per year)
CUSTOM
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