AI Indexes
Finance AI Index
Index › Products › Compass AI · October 2026 Edition
1 category · Named, not ranked

Compass AI

2Judge labels
0First choices
0Negative labels
2 / 14Models named it
1Category
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Standing
2 labels, too few to rank
A product needs 10 labels in a category before a share or quadrant is stated. Compass AI was named 2 times in Financial modeling, where Microsoft Excel led with 14%. The labels and the evidence are below, counted exactly.
By buyer segmentRead the same way at every buyer size.
In financial modeling · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Compass AI for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Financial modeling and scenario planningPlanning and analysis0%24 of 770%2under 10 labels · led by Microsoft Excel at 14%newNew since September 2026: not ranked then, 0% now.

Movement

Since September 2026, Compass AI held within the floor in its one category: no change cleared 10 points.

Best category · Financial modeling · by segment

Small businessgoneNot named this edition; 0% in September 2026.
0%from 0% in September 2026
Inside the floor by 10 pointsNot ranked
Mid-marketnewNew since September 2026: not ranked then, 0% now.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 23 of 75, unchanged

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Financial modeling0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 24 of 77, unchanged

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Compass AI across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
ShowHide
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.501001
GPT-5.4 mini00000
Gemini 3.5 Flash00000
Perplexity Sonar00000
Grok 4.1 Fast00000
Mistral Small00000
DeepSeek V4 Flash01001
Llama 4 Maverick00000
Qwen 3.7 Flash00000
Kimi K200000
GLM 4.7 FlashX00000
MiniMax M2.500000
GPT-6 Luna00000
Muse Glimmer 30B00000

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct0 labelsNone
Paraphrase0 labelsNone
Comparative0 labelsNone
Budget-constrained2 labelsNone
Scale-constrained0 labelsNone
Negative0 labelsNone
First choiceAlternativeMentionNegative2 labels in all, every segment counted; 0 of the 0 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Compass AI leads for SMBs and fractional CFOs seeking AI-powered forecasting at an accessible price point, starting at $49/month” Claude Haiku 4.5 · Financial modeling · budget prompt · alternative
“Alternative Worth Considering: Compass AI” DeepSeek V4 Flash · Financial modeling · budget prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as Compass AI, over the 2 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Compass AI was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Fathom2 of 21Not among the top eight
LivePlan2 of 21Not among the top eight
Financial Modelling Pro1 of 21Not among the top eight
Excel or Google Sheets1 of 20Not among the top eight
Finmark1 of 20Not among the top eight
Google Sheets1 of 20Not among the top eight
Jirav1 of 20Not among the top eight
Microsoft Excel1 of 20Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Compass AI. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 2 of the 2 answers that named Compass AI and are not a share of its labels.

What it publishes

ShowHide
Addresses on compassapp.ai
51
subdomains included
Content
29
counted in the table below
Documentation
5
Product · Integration
0 · 0
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog1502026-04-24
Report or ebook802026-03-10
Comparison502026-01-29
Glossary or explainer1undated
How it is countedHide how it is counted

Every page compassapp.ai exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. Read September 29, 2026.

Follow Compass AI

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Compass AI is its own company.
ShowHide

In its own words

Stated by the vendor, not checked
Positioning
One platform for financial work
For
advisory firms and the businesses they serve
Price stated
$29 / company / month. One company. Every feature. Standard AI usage.; $99 / company / month. One company. Every feature. Five times the AI usage.; $99 + $19 / client company. The hub for advisory firms. Every client keeps its own memory; you get the view across all of them. compassapp.ai
Starting price
29 compassapp.ai
Free plan or trial
14-day trial, every feature·No credit card·Read-only access·Your data stays yours compassapp.ai
Integrations claimed
34 compassapp.ai/integrations
Hosting
the USthe EU
Customers named
PontaHROut in TechŽLU Krk
Not stated on the pages read
Certifications

What Compass AI's own pages state, read October 6, 2026: compassapp.ai, compassapp.ai/pricing, compassapp.ai/security, compassapp.ai/integrations. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Compass AI's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Compass AI, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Compass AI by email, built from the raw record of the edition. It shows:

  • where Compass AI is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Compass AI, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at compassapp.ai is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.