Compass AI
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AI financial-intelligence platform giving CFOs and CPA firms forecasts and dashboards across many clients.
What it does
Compass AI is an AI-powered financial operating system for CFOs, fractional CFOs and CPA firms managing multiple entities. It connects accounting systems like QuickBooks in minutes, auto-categorizes transactions, builds custom dashboards, forecasts cash flow and runs scenario analysis with real-time alerts.
Core features
One-click accounting-system integration
AI transaction auto-categorization
Custom dashboards and monitoring rules
Cash-flow forecasting and what-if scenarios
24/7 AI CFO assistant
Business-context document ingestion
Best for
→Monitor many clients' financials at once
→Forecast cash flow and runway
→Automate advisory deliverables for CPA firms
Pricing
Basic
$99/mo