Fractional executives · United States
Compass AI
AI for financial work, checked against the books
AI assistant that reads client accounting data, drafts financial work, and verifies every figure against the books for CPAs, fractional CFOs and advisory firms.
About Compass AI
Compass AI connects to each client's accounting systems and apps, then answers questions about their finances, watches key metrics, and drafts financial work like owner letters or board packs. Every number in its answers and drafts is verified against the books using plain arithmetic with no AI involved. It provides four checks on each figure: traced to the data, matches the data, right period, and right sign and scale. The platform integrates with QuickBooks, Xero, Stripe, and other accounting tools, and can connect to Claude or ChatGPT for seamless AI workflows. For advisory firms managing multiple clients, Portfolio Hub provides a unified board to monitor all clients and run common analyses across the book of business.
What we found
- Checks all figures against the books with plain arithmetic
- Connects to QuickBooks, Xero, Stripe and other accounting tools
- Drafts financial work like owner letters and board packs
- Portfolio Hub for managing multiple client companies
- Integrates with Claude and ChatGPT via MCP
- House rules for client-specific reporting preferences
- Skills to monitor cash, margins and collections
- Workflows for automated financial work on a schedule
- Activity record tracking all reads and changes
- Per-client data isolation and access controls
Pricing
Pricing model: Freemium
Free trial for 14 days with all features. Standard: $29/company/month. Premium: $99/company/month with five times the AI usage. Portfolio: $99 plus $19 per client company for advisory firms. Firm plans available with custom pricing. Extra AI usage available from $10.
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Common questions
- What is Compass AI?
- Compass AI is AI for financial work that connects to each client's accounting and apps, answers questions about any client, watches the numbers, and drafts work you choose like an owner letter or board pack. Every figure in its answers and drafts is checked against the books with plain arithmetic, with no AI involved.
- Is Compass AI for me?
- Compass AI is built for CPAs, fractional CFOs and advisory firms who put their name on client numbers, and for the companies they serve. You connect accounting data or import it from files. If that describes you, the trial gives you every feature for 14 days.
- What does "checked against the books" mean?
- Compass AI works out each number from the client's books with plain arithmetic, with no AI involved. Every figure gets four checks: traced to the data, matches the data, right period, right sign and scale. The same checks run on figures you or your team type in. Each time new data arrives, Stripe, Square and bank files are compared with the books too. A figure Compass AI cannot trace says Not traced, and a check that could not run explains why.
- What can Compass AI connect to?
- Compass AI connects directly to QuickBooks. It also integrates with Xero, Stripe, Harvest, Notion, HubSpot and over 25 more apps in the catalog with a key or sign-in. You can import any spreadsheet or export as a file, and connect Claude or ChatGPT through MCP.
- How do I get help?
- Documentation covers the first day, and hello@compassapp.ai reaches a person.
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