Compass AI - 2026 Pricing, Features, Reviews & Alternatives

Compass AI is an artificial intelligence-powered financial planning platform designed for small and medium-sized businesses seeking comprehensive financial intelligence. This solution provides a comprehensive suite of tools for dynamic financial planning and analysis. It allows users to gain deep insights through Custom Dashboards & Alerts, letting them build personalized views of key metrics and receive real-time notifications about changing cash flow patterns or at-risk targets.

For strategic planning, the system offers Multi-Scenario Forecasting, enabling users to model various growth strategies, run "what-if" scenarios, and track multiple financial plans simultaneously to compare potential outcomes. Crucially, it moves beyond simple reporting with Action-Based Recommendations, providing specific "Save Now" suggestions complete with dollar impact estimates, facilitating immediate, measurable action.

The platform ensures Complete Business Intelligence by supporting the import of any financial data format, processing unstructured documents to build full business context, and allowing the creation and tracking of custom financial metrics. Finally, the system is Collaboration Ready with multi-user support, giving finance teams and stakeholders access to the same real-time data, and multi-company support, which is ideal for fractional CFOs managing multiple clients from a single, unified platform.