Compassapp
Connects to accounting systems and automates financial analysis, dashboards, cash flow forecasts, scenario models, and alerts across multiple entities
The product is a SaaS platform that connects to accounting systems such as QuickBooks, automates financial analysis, and generates dashboards, cash flow forecasts, scenario models, and alerts to replace manual spreadsheet work and daily logins across multiple entities. It sells to CPA firms, fractional CFOs, and finance teams that manage multiple small to mid-sized business clients with $500K-$20M in annual revenue. It is delivered as a cloud subscription with one-click accounting integrations, AI categorization and monitoring, and shareable reports and live dashboards.
Key features
- One-click QuickBooks integration
- Custom general ledger mapping
- AI categorization of transactions
- Pattern recognition and monitoring
- Real-time alerts across entities
- Scenario modeling
- Cash flow forecasting
- Actuals vs forecast vs budget comparison
- Export board-ready reports
- Share live dashboards
- Custom KPI setup
- Upload business context documents
- Plain-language Q&A with sources
- No social media activity within the last 30 days
GTM channels
- Blog
- Community
ICP
- Finance accounting teams
- Financial services firms
- Executives founders