SiteList review score
A clear financial-workflow product with strong usability and performance. Editorial structure and buying guidance need a final pass so buyers can compare tradeoffs with less…
Reviewed on Oct 8, 2026
Compassapp
compassapp.ai
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Claim itWhat it does
Compass is a financial-work platform for advisory firms and the businesses they serve. It connects accounting and business data, keeps it current, surfaces findings with row-level evidence, and supports planning in Compass or connected AI tools.
Two ratings
Verified user rating
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Screenshots
Captured during our latest review on Oct 8, 2026
Pricing details
Plans are priced per company per month; Portfolio is $99/month plus $19 per client company, and extra AI usage starts at $10. Billed monthly. free trial (14 days) · Every feature is available for 14 days; no credit card is required.
| Plan | Price | Details |
|---|---|---|
| Standard | $29 monthly per per company | One company with every feature and standard AI usage. Standard AI usage View source |
| Premium | $99 monthly per per company | One company with every feature and five times the AI usage. Five times the AI usage View source |
| Portfolio | $99 monthly per plus $19 per client company | A hub for advisory firms with separate client memory and a cross-client view. $19 per client company · Seat billing per client company View source |
| Firm | custom | For larger portfolios and firms with volume terms and team onboarding. Custom pricing · For 50-seat buyers View source |
Key features
Data connections
Connect
Connect QuickBooks and Xero directly, use a catalog for other sources, or import spreadsheets and exports as files.
Evidence-backed findings
Review
Findings include the evidence behind them down to the source rows.
Inbox
Review
Findings reach an Inbox for review and approval.
Workflows and automatic runs
Automation
The product provides workflows and automatic runs.
AI planning
Plan
Users can ask for forecasts, hiring plans, and stress-tested quarters from connected financial data.
MCP connection
Integrations
Users can connect AI tools through MCP.
Per-client memory and access
Client management
Each client has its own memory and access, with revocable AI connections and attributed reads.
Who it’s for
Advisory firm client management
Manage data, findings, and planning across clients served by an advisory firm.
Business owner financial work
Owners can connect accounting data or import files to work with their company's numbers.
AI-assisted financial planning
Connect Claude or ChatGPT to answer questions from company books with attributed reads.
Integrations
QuickBooks
accounting
Direct, read-only connection.
Xero
accounting
Direct, read-only connection.
Stripe
payments
Payments and payouts.
Harvest
time
Time and invoicing.
HubSpot
CRM
Deals and companies.
Notion
productivity
Pages into Knowledge.
OpenAI
AI spend
AI usage and cost.
Anthropic
AI spend
AI usage and cost.
OpenRouter
AI spend
AI usage and cost.
Buyer questions
Questions buyers actually ask
Is Compass for me?
Compass is built for advisory firms and the businesses they serve. Users connect accounting data or import it from files, and the trial provides every feature for 14 days.
How do I know a finding is right?
Every finding carries its evidence down to the rows it came from. Anything without backing is dropped before it is shown.
Do I need Claude or ChatGPT?
Compass works on its own. Claude or ChatGPT can be connected to answer from the same books, with every read recorded.
What happens after the 14 days?
You choose a plan from $29 per company per month, or leave; no card is kept on file.
What can Compass connect to?
It connects to QuickBooks and Xero directly, Stripe, Harvest, Notion, HubSpot and a growing catalog, plus spreadsheets or exports as files and MCP tools.
How is each client's data kept separate?
Each client has its own memory and access. AI connections use per-client tokens that are scoped and revocable, and reads are attributed in that client's Activity record.
Product FAQ information · View source
The expert review
Compassapp scores 80/100, with a clear workflow for financial work and strong measured usability and performance. Its most material weaknesses are editorial structure and decision support: buyers get concrete product information, but not yet a sufficiently guided path through tradeoffs and proof.
80/100: strong product, clear gaps in editorial structure and buying guidance
Verified user reviews
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Reviews are from the SiteList community. Some reviewers received incentives — disclosed in the review, always. The verdict is never for sale.
Scores across 13 dimensions
Brand & experience
Performance
Content & editorial
Trust & decision surfaces
Search & discoverability
Docs & measurement
- Domain
- compassapp.ai
- Category
- Financial planning & reporting
- Pricing
- Paid · $29–$99/mo
- Platforms
- web
- Founded
- 2023
- Last checked
- Oct 8, 2026
- Public dimensions
- 13
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