AI Strategy & Budget Builder
Most business owners are exceptional at what they do. They just need help connecting the dots. Compass does that — in 25 minutes, for $99.
$2,000–5,000
Typical cost of a strategic planning session with an accounting firm
96%
Of business owners still use spreadsheets as their primary planning tool
< 40%
Of Australian SMBs have any formal written strategy
“Compass was built by the team behind Lighthouse Advisory — accountants and advisors who spent years watching business owners make expensive decisions without the right financial picture. We built the tool we wished existed.”
— The Compass team
Simple by design
No spreadsheets. No accounting degree. Just 25 minutes of guided questions and a professional output at the end.
Answer guided questions about your revenue, costs, goals and challenges. Approximate figures are fine.
Our AI analyses your inputs against your industry, goals, and financial position. Plain language. No jargon.
A professional, personalised report. Download as PDF. Hand it to your bank, advisor, or team.
Everything you need
Six sections generated from your inputs — not generic templates.
Month-by-month revenue, costs and profit projection built from your actual numbers.
Where you are, where you're going, how you'll get there, and what could stop you.
Your cash flow pattern, months to watch, and the one thing to do right now.
The three actions — in order — that will move your business forward fastest.
Risks specific to your business, called out plainly, with practical mitigations.
Six metrics calibrated to your industry with baselines and 12-month targets.
Lenders require a cash flow forecast, 12-month budget, and business plan. Compass produces all three automatically. Flag your funding intent and get a Finance-Ready summary your broker can work with directly.
Speak to our finance partnerThe honest math
| What you need | Traditional cost | Compass |
|---|---|---|
| Business strategy session | $2,000–5,000 | |
| 12-month budget model | $1,500–3,000 | |
| Cash flow forecast | $800–2,000 | |
| KPI framework | $500–1,500 | |
| Risk assessment | $500–1,000 | |
| TOTAL | $5,300–12,500 | $99 |
Compass doesn't replace your accountant. It means you arrive at every accountant conversation already knowing your numbers.
Pricing
No lock-in. Your data and report are yours to keep regardless of what you choose next.
One focused session. Complete strategy and budget. PDF yours to keep forever.
The Sprint gives you the plan. Growth keeps it alive — updated every month.
Built for owners like you
Compass calibrates its language, benchmarks and KPIs to your industry automatically.
Trades & Construction
Quoting, delivering, managing the team. But cash flow is unpredictable and margins are tighter than they should be. Compass gives you the financial picture your business has been missing.
Health & Wellness
Appointments, memberships, practitioners. Compass pulls them into a clear strategy — what utilisation you need, what your growth target means, where the risks are hiding.
Professional Services
Compass builds the strategy and budget your firm needs to grow profitably, reduce owner-dependency, and become a business you could one day sell.
“I'm not a finance person.”
That's exactly who Compass is built for. No spreadsheets, no jargon. You answer questions about your business in plain language. Compass handles the financial translation.
“My numbers aren't perfect.”
Approximate is fine. Compass is building a strategic picture, not an audit. Materially correct is enough to produce genuinely useful output.
“I already have an accountant.”
Compass doesn't replace them — it makes your relationship with them more valuable. You arrive knowing your numbers, with a strategy already built.
“What if I need more than the Sprint?”
Upgrade to Growth anytime. Your data carries over, your plan stays live, and Compass keeps working as your business evolves.
25 minutes. $99 one-time. A complete strategy and budget for your business — built by AI, signed by Compass.
Get my strategy — $99