Compass AI 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Compass AI

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Pricing

Starting at $49.00 per month

About Compass AI

Compass AI is an AI-powered financial operating system designed to transform financial data into real-time insights, forecasts, and actionable information for businesses. It is tailored for small-to-mid-sized businesses managing annual revenue within a specific range. The system provides financial intelligence without requiring a dedicated CFO.

The platform includes real-time cash flow forecasting, continuously monitoring financial status and identifying significant changes. It allows users to model and compare growth scenarios efficiently, helping to pinpoint expenses that contribute to revenue and those that drain resources. Transactions are categorized automatically, and patterns in business data are recognized, reducing the need for manual data entry or extensive training.

Compass AI processes financial data alongside business context to serve as a centralized financial management tool. Its AI component analyzes business patterns, understands company goals, and delivers tailored insights for review and implementation.

Compass AI Screenshots

Compass AI Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Basic

$49.00

flat rate, per month

Plan includes:

24/7 AI CFO Assistant
Business Context
Real-Time Cash Flow Forecasting
What-If Scenario Planning
Minutes Setup With Bank & Accounting Integration
Auto-Categorization
Custom Dashboard
Monitoring Rules
1 Bank Connection
10,000 Bank Transactions (Per Year)

Custom

Pricing available upon request

Plan includes:

Unlimited Bank Connections
Unlimited Number Of Users
Unlimited Transactions
Unlimited Invoices & Bills

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Compass AI Features

Popular features found in Financial Management
Budgeting/Forecasting
Cash Management
Multi-Currency
Project Management
Revenue Recognition
Tax Management
More features of Compass AI
Accounting
Accounting Integration
AI Copilot
Compliance Management
Consolidation/Roll-Up
Currency Management
Customizable Reports
Dashboard Creation
Data Import/Export
Data Visualization
Financial Analysis
Financial Reporting
General Ledger
Generative AI
Invoice Management
Multi-Company
Planning Tools
Projections
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Third-Party Integrations
Transaction History
Transaction Monitoring
User Management
Visual Analytics
"What If" Scenarios