Compass AI

Compass AI is a smart tool built for CFOs and financial advisors who juggle multiple businesses or clients. It connects to your accounting software in minutes, automatically handles boring tasks like sorting transactions and building dashboards, and lets you ask simple questions for quick insights. No more hours lost on data entry – focus on big-picture decisions like "What if sales drop?" while it scales effortlessly across all your entities.​

Key Features

• One-click setup with QuickBooks, Xero, or any accounting system – connect new businesses in under 5 minutes, no tech help needed.​
• AI-powered forecasts and scenarios: Run "what-if" analyses, cash flow predictions, and budget comparisons instantly across entities.​
• Upload docs like contracts or plans for custom insights – ask in plain English and get sourced answers tailored to each business.​
• Real-time alerts and auto-dashboards: Get notified of issues without checking daily, with board-ready reports you can share live.​

Use Cases

• Fractional CFOs managing 5+ clients: Automate reporting and forecasting to deliver strategic advice faster.​
• Startup founders tracking expenses: Spot cash flow risks early and simulate growth plans without spreadsheets.​
• Multi-entity leaders: Compare performance across divisions in real-time for smarter decisions.