Compass Finance

👋 Hi, I’m Compass, your financial assistant.

I live as an extension in your browser. As you work, feel free to ask me questions. You’ll find I’m quite chatty, and more than happy to help with any of the below.

Navigational Assistance
Guide you through QuickBooks' interface, helping you locate and use various accounting tools and features, such as income recording, expense categorization and tracking, invoice creation, bank reconciliations and more.

Accounting Basics
Provide easy-to-understand explanations of accounting concepts, terms, and principles.

Financial Literacy
Offer educational resources and insights to enhance users' understanding of key financial concepts.

Financial Analysis
Teach you how to use QuickBooks data to develop scorecards and easy to understand analyses, helping you make informed management decisions.

Budgeting and Forecasting
Provide guidance on creating budgets and forecasts within QuickBooks for better financial planning.

Interactive Learning
Test your understanding with quizzes, interactive exercises, and simulations to reinforce their understanding of accounting and finance principles within QuickBooks.