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Compass AI
✓ verifiedFree trial
AI financial-intelligence platform giving CFOs and CPA firms forecasts and dashboards across many clients.
10K saves
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Trezy
✓ verifiedFreemium
AI cash-flow and bookkeeping dashboard for small businesses wanting real-time forecasting, bank sync, and automated document management.
15K visits/mo
Pricing
Basic: $99/mo (discounted to $49/mo for the first year)
Free trial available
Starter: €7.50/mo billed annually at €90/year
Premium: €32.50/mo billed annually at €390/year
External CFO add-on: €20/mo per company (annual) or €25/mo (monthly)
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
- ✦Multi-bank sync across 2,000+ banks with AI transaction categorization
- ✦AI-powered 12-month cash flow forecasting and scenario planning
- ✦Automated daily P&L statements and KPI dashboards
- ✦OCR document management for invoices and receipts
- ✦Interactive break-even calculator
- ✦Supplier cost and inflation tracking
Use cases
- →Monitor many clients' financials at once
- →Forecast cash flow and runway
- →Automate advisory deliverables for CPA firms
- →Small business owners wanting daily cash visibility instead of spreadsheets
- →Founders modeling hiring or spending decisions before committing
- →External CFOs/accountants managing multiple client companies' finances
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