Compound for Coaches
Walk into every session
already knowing
where they stand.
Stop spending the first 10 minutes catching up. Compound is financial coaching software that gives you live budget and transaction data for every client — and lets you run your own methodology inside their app.
34-day free trial once approved · card required, no charge until it ends
- •Amazon: $340 this month vs $180 target
- •Emergency fund hit 3-month milestone
- •Car payment detected, unbudgeted
The session shouldn't start with a debrief.
The catch-up problem
You spend the first 10 minutes of every session asking what happened since you last spoke. Your clients summarize from memory. It's always incomplete.
The self-report problem
Clients tell you they stuck to the budget. Or that it was "a bad month". You have no way to verify, challenge, or dig deeper.
The method problem
Your methodology — the framework you've spent years refining — gets reduced to a PDF they half-read and a spreadsheet they abandon.
Your methodology. Inside their app.
No other tool lets you assign your own budgeting framework to a client's real financial data. Compound supports six built-in methods — and lets you build a fully custom framework with your own bucket names, descriptions, and color palette.
When a client works inside Compound, they're working inside your system — not a generic app they'll abandon in two weeks.
Built for the coaching workflow
AI Session Brief
A one-page summary of what changed since your last call — budget shifts, goal progress, flagged transactions — generated automatically before every appointment.
Book-of-Business Dashboard
Every client at a glance. Net worth, budget health score, savings rate, last activity, and who needs attention before you open your calendar.
Meeting Cadence Alerts
Set a check-in rhythm per client. See who's overdue and reach out before they drift.
Live Transaction Data
Real bank data via Plaid, categorized and refreshed throughout the day. Stop making decisions based on memory.
Budget vs. Actual View
See exactly where they overspent, underspent, and where the plan is holding. Turn opinions into observations.
Encrypted Session Notes
Private notes attached to each client, encrypted at rest. Your clients never see them — a hard privacy boundary you can promise.
Action Items & Goal Proposals
Assign follow-ups your client accepts in one tap. Coaching that continues between sessions, not just during them.
Client Messaging
A private thread right next to their numbers. No more chasing context over email.
Compliance-Ready Exports
One-click PDF of a client snapshot or session-notes history — for your records or a compliance file.
Also included
Bulk Client Outreach
Message a whole cohort at once, AI-personalized per client.
Public Coach Profile
A directory card and shareable link for prospective clients.
Roster Insights
Aggregate net worth, savings rate, and budget health across your whole practice.
Sponsored Client Seats
Client subscriptions covered by your plan — they never see a bill.
What your practice looks like at 30 clients
Time figures based on eliminating a 10-minute catch-up from 30 monthly sessions. Your actual session rhythm may vary.
Your clients never see a bill.
Your plan includes sponsored seats — your clients' Compound subscriptions are covered. They connect their accounts, work inside your framework, and never hit a paywall.
Extra seats beyond your allotment are $10/mo each, or clients can subscribe themselves at $9.99/mo.
Read-only. Always.
You can never move money or change a client's data. Bank tokens are encrypted with AES-256-GCM. Clients can disconnect you any time from their settings — every coach connection is visible in their transparency log.
See the full security architecture + DPA →Coach plans
34-day free trial once approved · cancel any time · unlimited sessions and notes
Your plan includes your own Compound app — you're never double-charged for using the product yourself.
Common questions
Any financial coach, advisor, or planner — no certification required. Tell us about your practice, agree to the Coach Agreement, and we'll review your application within 2 business days.
A short form about your practice and a review of our Coach Agreement. We approve every application manually — you'll hear back within 2 business days. No pitch calls required.
Your clients see the full Compound app — budget, transactions, goals, accounts. You see the same data, read-only. They never see your session notes.
Yes, any time — from their settings page. Every coach connection is visible in their transparency log so trust stays mutual.
Your plan includes sponsored seats (10 on Starter, 30 on Growth, 50 on Pro). Sponsored clients never see a bill. Extra seats are $10/mo each, or clients can subscribe themselves at $9.99/mo.
Your clients keep their data and accounts. Clients on a sponsored seat get a 14-day grace period to start their own subscription. You lose dashboard access until you resubscribe.
Your best sessions are the ones
where you already know the answer.
Apply in two minutes. Review within 2 business days. Your 34-day free trial starts the day you're approved — no charge until it ends.
Apply as a Coachcard required · no charge for 34 days · cancel any time
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