Compass AI

Compass AI is an AI-powered platform designed for advisory firms and businesses to automate and streamline the tracking, analysis, and planning of financial and operational data. It integrates with popular accounting and business tools such as QuickBooks, Xero, Stripe, Harvest, Notion, and HubSpot, providing real-time updates and actionable insights. Users can connect leading AI models like Claude or ChatGPT for forecasting and scenario planning, with all findings traceable to their data origins and detailed evidence. Tailored for both single-company owners and professionals managing multiple clients, Compass AI enhances financial oversight, decision-making, and client collaboration.