Financial Intelligence That Knows Your Business

Name: Compass AI - Financial Intelligence That Knows Your Business
Price: 49 USD
Availability: InStock
Rating: 5 (5 reviews)
Author: Compass AI

Compass AI combines your financial data with business context to give you the complete picture for confident decision-making.

4.8

Rating by G2 users

14-day Free Trial

3-minute Setup

No Card Needed

Feeling anxious about your financial decisions?

These are the questions we hear from business owners every day:

"How profitable are we really?"

Revenue is up, but hidden costs keep surprising you. You suspect you're leaving money on the table, but can't prove it.

"Should we make a new hire or invest in marketing?"

Every dollar feels like it needs to be in three places at once. You're choosing between team growth and business growth.

"How do we scale without going broke?"

Hiring feels risky when you can't model the financial impact. Growth opportunities require confidence you don't have.

Powerful features that drive results

Stop guessing when it comes to growth. Compass gives you the AI-powered tools to make confident financial decisions.

Model and compare growth scenarios in seconds

"Should I hire 2 developers now, or increase my ad spend by $20k this quarter?" Get CFO-level financial modeling in seconds, not spreadsheet hell.

Spot strategic cost optimizations

Identify which expenses actually drive revenue and which are just burning cash. Make cuts that boost profitability without killing growth.

Work with an AI CFO that gets smarter about your business

Get personalized strategies you can review, modify, and implement—not generic advice.

Three steps for financial peace of mind

Connect your business accounts

2 min

Connect your business account and/or accounting software. Bank-level security, no manual data entry required.

Bank-level security

No manual data entry

Multiple-integrations supported

Compass organizes your business data

3 min

Our AI categorizes business transactions and identifies your revenue and expense patterns. No training or setup required.

AI categorization

Pattern recognition

No training required

Your AI CFO starts learning and strategizing

Ongoing

The AI CFO analyzes your business patterns, learns your goals, and provides personalized strategic recommendations you can review and implement.

Strategic recommendations

Goal learning

Personalized insights

Connects to your existing business tools

No need to change your workflow. Compass AI works with what you already use.

What founders are saying

"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."

Kristijan Korać

CTO, PontaHR

Nikola Jakić

Founder & CEO

Why I built Compass AI?

Two years ago, I was running a growing agency that was doing well on paper. Revenue was solid, clients were happy, but we were burning through cash faster than I expected.

I was losing sleep over it and was frustrated by the inefficiency. We had all this financial data scattered across different tools, but no real visibility into what was actually driving profitability. Were our biggest clients actually our most profitable? Which projects were cash drains? I found myself making gut decisions when I knew data-driven ones would be smarter.

The lightbulb moment came when I realized this wasn't just my problem - it was every owner's and every overwhelmed CFO's problem.

You shouldn't need to hire a full-time CFO to understand your own business. And CFOs managing multiple entities shouldn't be spending 80% of their time wrangling data when they could be driving strategy.

We need to understand our real unit economics, model scenarios quickly, and make confident decisions without drowning in spreadsheets.

That's why I built Compass AI, to give every owner and financial leader CFO-level intelligence without the CFO-level complexity or cost.

Frequently Asked Questions

Compass AI is an AI-powered financial operating system that transforms financial data into real-time financial clarity, forecasts, and actionable recommendations.

It's designed for owners, fractional CFOs and company CFOs at small-to-mid-sized businesses, managing $500K-$20M in annual revenue.

The platform goes beyond traditional dashboards by processing both financial data and business context to become your complete financial command center. It continuously monitors your financial health, alerts you to important changes.

For instance, you can connect all their entities' accounting systems in minutes, get AI-categorized transactions, and receive personalized alerts when any entity's cash runway drops below safe levels, all without manual spreadsheet updates.

View All FAQs

Latest Insights

Stay ahead with expert insights on financial planning, AI technology, and business growth strategies.

Cash Flow Is What Keeps Startups Alive

Improper handling of cash flow is one of the main reasons why so many startups fail. Founders aren't necessarily financial experts, but they can learn how to stop common cash flow mistakes before they happen. Read more to learn how this helps business owners achieve longevity.

Oct 28, 2025

3 min read

Patrik Duspara

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.

Sep 17, 2025

8 min read

Patrik Duspara