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Compass AI
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AI financial-intelligence platform giving CFOs and CPA firms forecasts and dashboards across many clients.
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Pricing
Basic: $99/mo (discounted to $49/mo for the first year)
Free trial available
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
Use cases
- →Monitor many clients' financials at once
- →Forecast cash flow and runway
- →Automate advisory deliverables for CPA firms
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