I work in a small company so there is no one person fully dedicated to our finances, budgets, and costs. Naturally, we’ve been looking for a simple tool to help us track all our data, a financial helper. But Compass does so much more! It connects to your bank and does its magic from there – tracking data on its own, automatically categorizing all your expenses, giving you financial insights and advice, tracking your spending, and alerting you to events like incoming and outgoing payments. You can ask Compass to create a report or a graph and it’s done in seconds. It’s really a great tool for someone who doesn’t have a lot of financial knowledge but still wants to get business insights.

It provides 24/7 tracking, predicting where we can save on subscriptions and giving us instant forecasting and reporting. It’s a whole team of AI finance agents that never sleep.

The usage is really simple, once you've imported enough data the AI itself provides you prompts to quickly get the informations you need. The speed of the AI is pretty fast considering it has to go trough hundreds and hundreds of data. It's always handy when you want to get the information on the spot and not needing to go trough the hassle of looking at your piles of paper to find what you need. At first it was a bit hard to get used to it but I've always had a professional guide me trough the entire process and assist me with the setup and any question I had. I use it frequently, since I want to keep updating in order to aid me in any future needs.