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[document-links]
4.8 Rating by G2 users: https://www.g2.com/products/compass-ai/reviews
Apply for Startup Program: https://form.typeform.com/to/B6mhzCcJ
Blog: /blog
CPA Firms: /cpa-firms
Careers: https://compass.pontahr.com/
Chief Financial Officer: https://compassapp.ai/cfo
EARLY STAGE: https://form.typeform.com/to/B6mhzCcJ
Email @: mailto:info@compassapp.ai
FAQ: /faq
Features: /#features
Fractional CFOs: https://compassapp.ai/fractional-cfo
Growing Companies: https://compassapp.ai/startups
Guides: /guides
Help Center: /resources
LinkedIn Li: https://www.linkedin.com/company/compass-app-ai
Log In: https://dashboard.compassapp.ai/login
PRE-REVENUE: https://form.typeform.com/to/B6mhzCcJ
Pricing: /pricing
Privacy Policy: https://compassapp.ai/privacy-policy
Start Free Trial: https://dashboard.compassapp.ai/onboarding
Terms of Service: https://compassapp.ai/terms-and-conditions
View All FAQs: /faq
https://compassapp.ai/
https://www.eif.org
https://www.filrougecapital.com/

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[content]
Features
Pricing
Resources
Blog
Solutions
FAQ
Log In
Book a Demo
Start Free Trial
Finance That Doesn't Intimidate
Founders
Built for founders who know their product inside out but feel lost in financial spreadsheets.
Apply for Startup Program
4.8
Rating by G2 users
Free for Pre-Revenue
3-minute Setup
No Card Needed
Your browser does not support the video tag.
Who is This For
PRE-REVENUE
Who This Is For
Pre-revenue or <$100k ARR
Validating business model
Preparing for first customers
Seeking pre-seed/seed funding
How Compass Helps
Financial model validation
Investor-ready projections
Cash flow planning
Scenario modeling
FREE for 6 months
$99/month
Save $6,000+ in first 6 months
Free Compass subscription: $600 value
Skip fractional CFO: $5,000-10,000 saved
Reclaim 100+ hours for fundraising
EARLY STAGE
Who This Is For
$100k - $1M ARR
Growing team (5-25 employees)
Preparing for Series A
Need professional financial operations
How Compass Helps
Advanced financial modeling
Growth trajectory analysis
Unit economics optimization
AI-powered insights
$29/month
70% OFF
$99/month
Save $25,000+ annually
Discounted subscription: $840
Avoid CFO expenses: $20,000+
Skip enterprise tools: $5,000-$10,000+
7 Questions Every Founder Must Answer to Survive
01
How do I predict if my business model will actually work?
AI Revenue Forecasting
Predict your business success with AI-powered revenue intelligence that removes guesswork from growth planning.
Business Context Analysis
: AI learns your unique business model, market conditions, and growth patterns to create tailored revenue predictions
MRR Pattern Recognition
: Automatically track and forecast monthly recurring revenue with churn analysis and seasonal adjustments
What-If Scenario Planning
: Model different growth strategies and market conditions to see potential revenue outcomes before making decisions
02
Where is all our money going each month?
Smart Budget Management
Transform expense chaos into strategic cost optimization that maximizes every dollar while fueling growth.
AI-Powered Custom Categorization
: Automatically organize expenses into your specific business categories with intelligent learning from your data
Real-Time Budget Alerts
: Get instant notifications when spending approaches limits or unusual patterns emerge across categories
Cost-Cutting Recommendations
: Receive specific AI suggestions on where to reduce expenses based on your business context and industry benchmarks
03
Are we burning through cash faster than we should?
Real-time Burn Tracking
Stay ahead of cash flow crises with intelligent burn rate monitoring that prevents dangerous surprises.
Live Burn Rate Dashboard
: Track exact monthly burn across all categories with real-time updates from connected bank accounts
Personalized Alert System
: Get early warnings when burn rate increases beyond your safe thresholds or deviates from plan
Trend Analysis & Predictions
: AI identifies burn rate patterns and predicts future changes based on your spending behavior
04
How much time do we actually have left?
Precision Runway Forecasting
Calculate exactly how much time you have left and make strategic decisions with complete runway clarity.
Multi-Scenario Runway Modeling
: See runway projections under different growth rates and spending patterns with confidence intervals
AI CFO Guidance
: Get personalized recommendations on funding timeline and strategic decisions based on your specific runway situation
Business Context Integration
: Runway calculations factor in your unique business model, revenue cycles, and growth stage requirements
05
Should we be doing something smarter with our cash?
Optimal Cash Allocation
Maximize your cash efficiency with AI-driven allocation strategies that balance growth and financial safety.
Intelligent Cash Strategy
: AI analyzes your business patterns to recommend optimal cash reserves and investment allocation
Liquidity Risk Management
: Maintain a perfect balance between operational safety and growth investment opportunities
Custom Dashboard Monitoring
: Track cash allocation performance with personalized widgets showing your key cash metrics
06
What should we actually spend money on to grow?
Data-Driven Growth
Turn financial data into actionable growth strategies that extend runway while accelerating revenue expansion.
Strategic Action Recommendations
: AI CFO provides specific growth investments with projected ROI based on your financial data and business context
Resource Allocation Optimization
: Get data-driven guidance on budget allocation across marketing, sales, and product development
Performance Impact Tracking
: Monitor actual results of growth investments against AI predictions with real-time dashboard updates
07
Do our financial reports look professional enough?
Board-Ready Reports
Generate professional investor reports that build confidence and accelerate funding decisions.
One-Click Report Generation
: Create comprehensive investor reports instantly using your connected financial data and business context
AI-Generated Financial Narratives
: Get professional explanations of trends, performance, and strategic insights written by an AI CFO
Customizable Professional Templates
: Adapt reports for different stakeholders (investors, board, team) with executive-level formatting and key metrics
Get Every Answer You Need to Survive and Thrive
These 7 questions determine if your startup lives or dies. Stop fighting financial complexity manually - get AI-powered answers, extend your runway, and impress investors with professional insights.
Apply for Startup Program
How To Get Started
1
Connect Any Entity in Under 5 Minutes
2 min
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.
Bank-level security
No manual data entry
Multiple-integrations supported
2
AI Builds Your Intelligence Layer Automatically
Instant
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.
AI categorization
Pattern recognition
No training required
3
Run Analysis and Forecasts in Seconds
Ongoing
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.
Strategic recommendations
Goal learning
Personalized insights
Frequently Asked Questions
What can Compass AI help me do?
Compass AI provides real-time financial clarity, cash flow forecasting, what-if scenario planning, and actionable cost-saving recommendations. It transforms complex financial data into board-ready insights and helps you make faster, more confident financial decisions.
The platform continuously monitors your financial health and proactively alerts you to opportunities and risks. Unlike passive dashboards, Compass AI's 24/7 AI CFO actively guides you with specific actions you can take right now to improve your financial position, complete with potential dollar-impact estimates.
For instance, Compass AI might identify that you're paying for three overlapping software subscriptions totaling $400/month and recommend consolidation, or alert you that your client payment terms are extending and threatening next quarter's cash position.
How secure is my data with Compass AI?
What kind of support is available?
Does Compass AI integrate with other tools?
View All FAQs
What Our Clients Say
"
It provides 24/7 tracking, predicting where we can save on subscriptions and giving us instant forecasting and reporting. It’s a whole team of AI finance agents that never sleep.
"
Arthur Woods
Co-Founder
,
Out in Tech
Nikola Jakić
Founder & CEO
Why I built Compass AI?
For years, I was running a growing software business and needed to understand our financials deeply - not just revenue, but real unit economics, client profitability, and cash flow dynamics.
I couldn't afford a full-time CFO, so I learned financial analysis myself. Built models in spreadsheets, connected our accounting data, and analyzed every client's profitability. The process took me manual work each month, but I learned what actually drove our business.
Then I started talking to fractional CFOs and CPA firms. They were doing the same manual work, but across 5, 10, or 100 clients simultaneously. Building custom models for each client, updating forecasts monthly, and generating board reports. They had the expertise, but were drowning in execution work.
The pattern was clear: financial experts were spending 70-80% of their time on repetitive analysis instead of strategic guidance. Not because they lacked skill, but because the infrastructure didn't exist to do it at scale.
That's why I built Compass AI, to give financial experts the infrastructure to serve many more clients with the same depth they'd give to one.
Ready to Thrive With Your Startup?
Join our Startup program for forward-thinking founders who are already using AI to help them navigate finance while growing and scaling their businesses.
Apply for Startup Program
No credit card required
14-day trial
Cancel anytime
What Happens Next for Your Business:
Today:
5-minute setup, see your real business runway immediately
This Week:
Spot your first business money leak, get your first "aha" moment
This Month:
Make your first confident business hiring/investment decision
Next Quarter:
Look back and realize this was the best thing for your business finance
Trusted by founder-led businesses across North America and Europe
Multi-client financial infrastructure for CPA firms and fractional CFOs. Track all clients from one dashboard, automate advisory deliverables, fast onboarding.
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