

Compass AI
Compass AI provides real-time financial intelligence for small-to-mid-sized businesses managing $500K-$20M in annual revenue.
Cost / License
- Subscription
- Proprietary
Platforms
- Online
Features
- AI-Powered
Tags
- finance-management
- financial-planning
- Accounting
Compass AI News & Activities
Recent activities
- compass_ai added Compass AI
compass_ai added Compass AI as alternative to Fathom, Flowtrail AI, Pulse App and CashFlowMapper
Compass AI information
What is 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.




