Compass AI

Compass AI is for CPAs, fractional CFOs, advisory firms, and the small and midsize businesses they serve. It brings financial information from accounting software and other business tools into one place, helping teams see what changed and investigate questions without piecing together reports by hand. Connect sources such as QuickBooks and Xero, add data from other integrations or spreadsheets, then ask questions in plain language—for example, why cash fell or which invoices are overdue. Compass AI can monitor cash, margins, collections, and bookkeeping for changes, and prepare drafts such as owner letters, board packs, and cash briefings for review. Answers and drafts include evidence tied to the underlying records, and the platform checks figures against the books. Teams can also connect Claude or ChatGPT to work with the same client data. It may suit accounting and advisory practices managing multiple clients, as well as business owners who want ongoing financial monitoring and AI-assisted analysis; drafts require approval before they are sent to clients.

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