See your entire marketing machine
in one dashboard
Compass connects your ad platforms, analytics, and financial data to deliver daily health scores, real-time anomaly detection, and AI-written executive digests — without a BI team, an analyst, or a spreadsheet.
Know if your business is healthy before Monday's meeting
Compass scores your business 0–100 every day across Revenue, Operations, and Marketing. Each score comes with a visible rubric — you always know which inputs drive it, which direction they're trending, and exactly how much each recommendation would improve your score. No black boxes.
- 9 scoring dimensions across revenue, ops, and marketing
- Daily recalculation — not weekly snapshots
- Drill-down into each sub-score with contributing metrics
- Score bands: Healthy (80+), Needs Attention (60–79), Critical (<60)
Your CFO co-pilot — without the CFO salary
No other marketing analytics tool shows you burn rate, runway, and gross margin alongside CAC and ROAS. Compass connects Stripe, QuickBooks, Xero, and Plaid to give you a unified financial picture. Set goals, track actuals, and get alerted before a metric goes off-track — not after.
- MRR, ARR, churn, and NRR from Stripe webhooks — real-time
- Runway calculation from Plaid bank balance + burn rate
- LTV:CAC ratio tracked over time, not just point-in-time
- Named financial goals with on_track / at_risk / behind status
Monday morning report — written for you by AI
Every week, Compass generates a CEO-level briefing covering what changed, why it matters, and what to do next. No dashboards to pull, no spreadsheets to format. Digests are structured with a headline, narrative sections for revenue, ops, and marketing, and a prioritized action list — all in plain English.
- Weekly, daily, and monthly cadences — configurable per account
- Headline + executive summary + three narrative sections
- Top 5 key metrics with value, trend, and interpretation
- Prioritized recommendations ranked by estimated impact
Every UpGPT agent feeds Compass. Compass feeds them all back.
Compass is the intelligence backbone of the UpGPT platform. UpLift ad performance flows into Compass as marketing metrics. UpBookIt booking conversions become pipeline data. Paula tenant health becomes operational signals. Signals flow automatically — no manual imports, no copy-pasting dashboards.
- UpLift ROAS and CAC flow into Compass marketing health
- UpBookIt conversions populate pipeline and revenue metrics
- Paula tenant health and response times feed ops scoring
- Anomalies in Compass can trigger alerts in other agents
Connect in minutes. No engineers required.
OAuth flows and API keys — we handle the plumbing so you get data on day one.
Replace GA4 + Triple Whale + spreadsheets
GA4 tracks traffic. Triple Whale tracks D2C revenue. Neither is built for B2B service businesses — and neither connects your financial data to your marketing.
| Capability | Compass | GA4 | Triple Whale |
|---|---|---|---|
| Marketing attribution | Cross-channel + Stripe link | Traffic only — no revenue link | D2C / Shopify-only |
| Financial metrics | MRR, ARR, burn, runway, NRR | None | Shopify revenue only |
| Anomaly detection | Real-time, AI-explained | Manual threshold alerts | Rule-based only |
| AI executive digests | Weekly/daily/monthly | None | Weekly summary email |
| B2B service businesses | Built for agencies, SaaS, PM | Generic / ecommerce bias | D2C only |
| Cross-agent signals | UpLift + UpBookIt + Paula | None | None |
| Pricing | $449/mo — everything included | Free (analyst cost: $60k+/yr) | From $129/mo (D2C only) |
One plan. Everything included.
No feature tiers. No per-seat pricing. No hidden platform fees.
Billed monthly. Save 15% with annual billing ($382/mo).
Includes 1 client account, all integrations, unlimited data history.
- Business Health Score — daily recalculation across 9 dimensions
- Real-time anomaly detection with AI explanations (z-score engine)
- AI Executive Digests — weekly, daily, and monthly cadences
- Financial Intelligence — MRR, ARR, churn, runway, burn, NRR
- Beacon Marketing Layer — GA4, GSC, Google Ads, Meta campaigns
- Cross-product signals from UpLift, UpBookIt, and Paula
- All 8 integrations: Stripe, Plaid, QuickBooks, Xero, GA4, GSC, Google Ads, Meta
- Metrics Explorer — queryable time-series for every connected source
- Competitive intelligence — keyword overlap, AI-generated reports
- Unlimited historical data depth — no 3-month cap
- Slack / email digest delivery
- Dedicated onboarding session
14-day free trial · No credit card required · Cancel anytime
Stop pulling reports. Start understanding your business.
Compass gives you the visibility of a full-time analyst — connected, automated, and delivered in plain English every week.
The Up Product Family
One platform. Seven AI-powered products.
UpGPT
The AI workforce platform
Paula
AI voice agent, 24/7 calls
UpBookIt
AI-powered booking & scheduling
UpLift
Autonomous ad campaign manager
UpInbox
AI email triage & drafting
Atlas
AI-powered investor relations
Compass
Revenue analytics & reporting
All products powered by CORTEX — the UpGPT intelligence layer that gets smarter with every interaction.