Compass AI

Compass AI is an AI-powered financial intelligence platform for CFOs, fractional CFOs, and financial advisors managing multiple companies and client accounts.

Automate multi-entity finance work

Compass AI reduces the feeling that finance leadership is mostly data entry. It automates the collection and consolidation of financial data across multiple legal entities, cuts manual work, and frees time for higher-value analysis.

Forecasting, budgeting, and reporting

The platform supports multi-company accounting, cash flow forecasting, budget planning, and variance analysis. Built-in AI helps turn disconnected numbers into clearer insights and scenarios you can use for decision-making.

Real-time insights and quick setup

Compass AI connects financial data with business context so you can move from analysis to action in minutes, not hours.

• User rating: 4.8 on G2
• 14-day free trial
• Setup in about 3 minutes
• No credit card required to try