Overview

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Compass AI is your 24/7 AI CFO - connect financial data and business context into one financial intelligence that automates tracking income & expenses, forecasting cash flow, and flagging savings to help growing businesses save time, cut fees, and boost profits.

Key Features

Ai Agents
Financial Advice
Demand Forecasting
Workflow Automation
Ai Assistant

Releases

Compass AIInitial

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Initial release

December 31, 2024

Nikola Jakic

wrote:

Initial release of Compass AI.

Nikola Jakic

@nikolajakic

Stats

1 tool

Beginner

Joined: February 2025

Pricing

Pricing model

Free Trial

Paid options from

$49/month

Billing frequency

Monthly

Free trial duration

14 days

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Financial Management Compass AI

Financial management

5,291

5.0(2)

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Pros and Cons

Pros

Automated invoicing

Automated budgeting

Financial reports automation

Connects to bank accounts

Automated transaction categorization

Bank synchronisation

Visual financial data

Personalized strengths analysis

Personalized weaknesses analysis

Real-time financial alerts

Customizable financial widgets

Email reports delivery

Dashboard reports delivery

Integration with QuickBooks

Integration with Slack

Integration with Teams

Integration with PontaHR

Integration with Plaid

Integration with Salt Edge

Monthly finance statistics

Automated event detection

Custom alerts for events

Supports multi-currency

Automated recommendations

Financial status insights

User-friendly dashboard

Proactive cash flow insights

Automate and monitor financial events

Create alerts for specific events

Detailed monthly financial overview

Flexible pricing plans

Multi-account support

Transcations limit support

Multiple users support

Core finance features

Free trial available

Personalized financial solutions

Widget personalization

In-depth financial analysis

Track finances by category

Intuitive data representation

Financial data synchronization

Customizable suggestions

Dedicated financial support

View 39 more pros

Cons

Limited integration options

Tailored more for micro-businesses

Limited user in Basic Plan

Limited bank account connection in Basic Plan

Limited transactions per year in Basic Plan

No public API

May miss manual transactions

Requires bank account sync

No mobile app

View 4 more cons

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Tools for accountants

Samuel Malik

Q&A

What is Compass AI?

Compass AI is an artificial intelligence tool targeting small businesses. Its core mission is to assist in automating and managing financial aspects including invoicing, budgeting, and reporting. It provides financial insights, aids in financial analysis, and delivers notifications about crucial financial events.

How does Compass AI automate invoicing, budgeting and reporting?

Compass AI automates invoicing, budgeting and reporting by connecting to the user's bank account and implementing automated transaction categorization. The AI tool retrieves, categorizes, and assigns all transactions accordingly. It also provides regular email and dashboard notifications for reports and important financial events.

What kind of visual representation of financial data does Compass AI provide?

Compass AI provides a visual representation of financial data via a user-friendly dashboard. This dashboard not only displays the financial data, but also allows users to modify and personalize widgets according to their specific needs. This representation assists users in understanding current financial scenarios clearly.

What are the AI-driven insights that Compass AI offers for making smarter financial decisions?

Compass AI offers AI-driven insights by analyzing your personalized financial data. These insights are intended for smarter financial decision-making and include a deeper look into your strengths, weaknesses, and recommendations tailored to your financial status. Compass AI delivers this information through weekly and monthly reports sent to your dashboard and email.

What kind of real-time alerts for key financial events does Compass AI provide?

Compass AI provides real-time alerts for crucial financial events. These events could be related to expenses, payment deadlines, profits, income, or any other financial aspects that the user wants to monitor. These alerts can be customized based on the users' needs.

How does Compass AI assist in managing finances of small businesses?

Compass AI provides a comprehensive solution for small businesses to manage their finances. It automates tasks such as invoicing, budgeting, and reporting. Compass AI provides insightful analysis of financial data and delivers updates of these insights via email and dashboard. It also allows for customization of the dashboard via a conversational AI.

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Which platforms does Compass AI integrate with?

Compass AI integrates with several platforms for a more comprehensive financial management experience. These platforms include QuickBooks, Slack, Teams, PontaHR, Plaid, and Salt Edge.

How does Compass AI promote ease of financial navigation and smarter decision-making?

Compass AI promotes ease of navigation and smarter decision-making by providing AI-driven insights, visual representations of financial data, and transaction categorization. Users can customize their dashboard, create alerts for specific events, and get a detailed monthly breakdown of their finances. The platform also presents strengths and weaknesses in the financial situation to offer significant insights for decision making.

What are the key features of Compass AI?

The key features of Compass AI include: automated categorization of transactions, personalized financial data analysis, real-time alerts for crucial financial events, ability to customize the dashboard via a conversational AI, insights for smarter financial decisions, and integration with tools like QuickBooks, Slack, Teams, PontaHR, Plaid, and Salt Edge.

Can Compass AI be personalized to fit my financial needs?

Yes, Compass AI can be personalized to fit your financial needs. It offers a dashboard which users can customize and interact with via a conversational AI. It also provides insights tailored to the user's unique financial status, along with configurable alerts for specific financial events.

How can I create alerts for specific financial events using Compass AI?

Alerts for specific financial events can be created on Compass AI by setting up reminders for the events you want to track, such as an important payment or expense category. Once set, Compass AI will keep you posted about these events.

How does Compass AI help me keep track of my monthly financial breakdown?

Compass AI helps you track your monthly financial breakdown through detailed statistics split by each category. The statistics are displayed in an intuitive and visual format, making it easy for you to understand and monitor trends over time.

How does Compass AI handle transaction categorization?

Compass AI handles transaction categorization by connecting to your bank account, where it retrieves, categorizes, and assigns all your transactions to their appropriate parent groups. This process is done automatically, contributing to accuracy and efficiency.

What actionable insights does Compass AI provide?

Compass AI provides actionable insights on strengths, weaknesses, and recommendations customised to the business's unique financial status. These insights are delivered for every financial prompt proactively to the user's email and dashboard.

Can Compass AI connect and sync data with my bank account?

Yes, Compass AI can connect and sync data with your bank account. After the connection is established, Compass AI will upload and categorize all your transactions, enabling a seamless data exchange between your business and the financial institution.

Are there any trial offers or multiple user packages available for Compass AI?

Yes, Compass AI offers a one-month free trial and different multi-user packages. The Basic plan supports a single user, while the Custom plan breaks the limit on the number of users, bank accounts, and transactions.

How does Compass AI help me in understanding strengths and weaknesses of my financial status?

Compass AI helps in understanding strengths and weaknesses of your financial status by delivering personalized insights derived from your financial data. The insights revolve around your financial strengths, weaknesses, and offer recommendations, this information helping in making informed financial decisions.

How does the Compass AI conversational AI work?

The Compass AI Conversational AI is a key feature that lets you customize your dashboard by interacting with it. The Conversational AI enhances user engagement and makes personalizing the dashboard an interactive and easy task.

In what ways can Compass AI help small businesses manage their finances?

Compass AI aids small businesses in financial management by automating key tasks like invoicing, budgeting, and reporting. It offers AI-driven insights for smarter decision-making, provides a visual representation of financial data and real-time alerts for key events. Compass AI also facilitates integrations with other key business tools.

Can Compass AI provide me with regular financial reports and updates?

Yes, Compass AI provides regular financial reports and updates. The platform delivers weekly and monthly financial insights to your email and dashboard, helping you to stay on top of your finances. The alerts and notifications keep you updated about your business's financial health and any significant changes.

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Compass AI

Overview

Key Features