Multi-Client Financial Intelligence For CPA Firms & Fractional CFOs
Manage all clients with the same quality you'd deliver to one. Connect accounting systems in minutes, automate financial analysis, and focus on strategic advisory work.
Financial Leadership Shouldn't Feel Like Data Entry
Financial experts managing multiple entities face the same capacity constraints every day:
"Advisory Services Don't Scale Without Hiring"
You want to move more clients from compliance to strategic advisory, but building custom dashboards, cash flow models, and monthly reports takes many hours per client. Can't hire fast enough to capture the opportunity.
"You Can't Monitor All Clients Daily"
Which clients need advisory intervention this week? Who's running low on runway? Which businesses are ready for growth capital discussions? You'd need to log into 100 separate accounting systems daily to know. By the time you spot problems manually, you've missed the billable advisory opportunity.
"Compliance Pricing Keeps Dropping, Advisory Takes Too Long"
Compliance is being commoditized. The future is advisory services, but building a single client's cash flow model, board deck, and scenario analysis takes many hours. You can't charge enough to justify the labor. You're stuck: can't compete on compliance price, can't scale advisory profitably.
Financial Intelligence That Scales With Your Scope
Compass AI automates the repetitive financial work across all your entities so you can focus on strategic leadership and decision support.
Advisory Infrastructure That Scales
Automated financial analysis across unlimited clients. Connect accounting systems in 5 minutes, generate forecasts and reports in seconds, and standardize quality across your entire practice. One analyst's workload becomes 100 clients' worth of advisory deliverables.
Multi-Client Management Dashboard
Track 100+ clients from one screen. See every client's cash runway, burn rate, and variance alerts without daily logins into each. Automatically identify which 10 clients need advisory intervention this week. Stop reactive firefighting, start proactive relationship management.
Proactive Advisory Triggers
Compass monitors all clients 24/7 and flags potential problems: low runway warnings, margin compression alerts, unusual spending patterns, and growth capital readiness signals. Turn compliance relationships into recurring advisory revenue without hiring more staff.
From Connection to Insight in Minutes, Not Days
Connect Any Entity in Under 5 Minutes
One-click integration with QuickBooks, Xero, or any accounting system via custom mapping general ledger. No manual data entry, no IT support needed. Each new entity connects as easily as the first.
AI Builds Your Intelligence Layer Automatically
Compass AI categorizes, creates custom dashboards, and sets up monitoring for each entity based on its unique characteristics. Real-time alerts notify you when something needs attention, across all your entities, without daily checking. Your intelligence infrastructure scales effortlessly.
Run Analysis and Forecasts in Seconds
Answer strategic questions instantly: scenario models, cash flow forecasts, 3-way comparisons (actuals vs. forecast vs. budget). Export board-ready reports or share live dashboards. What used to require hours of spreadsheet work happens while you're still on the call.
Add Business Context to Sharpen Intelligence
Upload contracts, strategic plans, hiring roadmaps, and market data. Compass AI ingests unstructured information to understand what makes each business unique. The more context you add, the more relevant and actionable the insights become. Ask questions in plain language, get answers with sources.
Connects to your existing business tools
No need to change your workflow. Compass AI works with what you already use.
Trusted by Financial Leaders & Founders Alike
"Compass really helps us out with tracking our finances, staying on top of expenses, and getting a better insight into our spending. It’s a great substitute for a CFO or freelance financial guidance."
Nikola Jakić
Founder & CEO
Why I built Compass AI?
Frequently Asked Questions
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Why You Need to Add Business Context to Your Financial Forecasts
Business context allows users to personalize their forecasting experience by uploading a variety of documents. This enables our forecasts to be more accurate at reflecting your business, without having to start over each time.
Ready to Multiply Your Strategic Impact?
Join financial leaders who have freed their expertise from operational work. Deliver more strategic value across more entities without working longer hours.
Your First Days With Compass:
Today: Connect your first 2-3 entities in under 15 minutes total.
This Week: Set up custom KPIs and alerts for each based on their unique needs.
This Month: Notice how much time you're saving on operations.
Next Quarter: Whether you take on more entities, deliver deeper strategic work to existing ones, or reclaim personal time, you have capacity you didn't have before.
Simple, transparent pricing: $49/month per entity. Volume discounts available. No hidden fees, no surprise charges.