About

We built the tool we wished existed.

Compound is the budgeting app built for financial coaches. The version of this product we'd want if we were on either side of the table.

Why Compound exists

Money coaching runs on data the coach can't see.

Most financial coaches today work with one of two flawed setups: a client-maintained spreadsheet that's out of date by week two, or a consumer budgeting app the coach has no view into.

Both make the same mistake — they put the data on one side of the table and the coaching on the other. So every session starts with ten minutes of catching up, decisions get made on stale numbers, and the coach has no way to course-correct between sessions.

Compound puts the data and the coaching on the same surface. Clients get a real budgeting app — automatic bank sync, AI categorisation, goals, forecasts, the works. Coaches get a live, read-only view of every client, plus encrypted session notes only they can see.

One tool. Real numbers. Both sides of the table.

What we believe

A few principles, applied everywhere.

Coaches need real data

You can't coach what you can't see. Self-reported spreadsheets go stale. Compound gives every coach a live, read-only view of every client.

Clients should always own their data

Coaches see everything. Coaches change nothing. The client can revoke access in one click and walk away with every record intact.

Sessions should be about decisions

The first ten minutes of every coaching session shouldn't be "what happened since last time?" Compound surfaces the activity so you can skip to the work.

Who we serve

Built for the Way Coaches Actually Work.

Financial coaches

Solo practitioners running a book of personal-finance clients — debt payoff, savings, cash-flow. You need to see real numbers, not what your client meant to do.

Advisors & planners

Add a live cash-flow lens to a relationship you already own. Light-touch enough to recommend to every client; deep enough to use on your top-tier engagements.

Practice teams

Built for the way coaches actually work — encrypted private session notes, per-client activity feeds, client-onboarding email invites that take seconds.