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AI-powered financial intelligence for fractional CFOs, company CFOs, and CPA firms. Multi-entity management, forecasting, budgeting, and real-time insights.
Grounded in available product and source data
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 experts managing multiple entities face the same capacity constraints every day:
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.
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 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.
One-click integration with QuickBooks 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.
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.
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.
