Compass AI

Compass AI provides real-time financial intelligence for small-to-mid-sized businesses managing $500K-$20M in annual revenue. Connect your accounting system in minutes and get instant access to AI-powered financial planning without enterprise complexity or cost. Core Functions:

• Fast setup in minutes
• 24/7 AI CFO Assistant for instant answers
• Custom dashboards with real-time personalized alerts
• Multi-scenario cash flow forecasting and what-if modeling
• Process unstructured documents to build a complete business context
• Multi-user and multi-company support for teams and fractional CFOs
• Consolidate multiple companies

Key Integrations: QuickBooks, Xero, and major accounting platforms. Direct bank connections for real-time data. Custom general ledger upload

Ideal For: Fractional CFOs managing multiple clients, full-time CFOs without dedicated FP&A teams, and finance leaders who've outgrown spreadsheets.

Start at $49/month with technical concierge support included.