Compass AI

Compass AI is an accounting journal entries tool. Compass AI connects client accounting data, answers questions with cited source rows, and drafts reports and letters whose figures are verified against the books with plain arithmetic rather than a model. Built for CPAs and fractional CFOs managing many clients.

Compass AI is a financial work platform aimed at accountants who sign off on client numbers. It connects each client's accounting system and other business apps, then answers plain language questions, monitors the numbers, and drafts deliverables such as owner letters, board packs and cash briefings. The stated audience is CPAs, fractional CFOs and advisory firms, plus the companies those firms serve. Questions like why cash fell in a given month or which invoices are past 60 days return answers that cite the rows read. The distinguishing feature is verification. Compass AI computes every figure from the client books using plain arithmetic, with no model involved, then compares it to what appears in a draft or answer. Each number carries four checks: traced to the source data, matching that data, correct period, and correct sign and scale. Standard metrics such as runway, gross margin and days to get paid are defined once, so the same definition applies across reports, workflows and outside AI answers. A figure that cannot be traced is labelled Not traced, and a check that could not run reports the reason. Daily use revolves around Skills, which watch cash, margins, collections and close status per client and flag what moved, and Workflows, which generate recurring documents on a schedule from a template or a written instruction. A Portfolio Hub puts every client on one board with owner, stage, closed-through month and data status, backed by a shared inbox for anything needing a person. Teams can ask questions across the whole client list at once. Firms can keep working inside Claude or ChatGPT through an MCP connection, where the external assistant reads each client's numbers, definitions and House rules while figures still originate from Compass AI's own calculations. Outputs can be delivered in the app, by email or as PDF. Every draft requires human approval unless a workflow is explicitly configured to send on its own.