Compound for Coaches
Your clients' real numbers.
Right in your corner.
Compound for Coaches gives you a read-only view of every client's budget and transactions, updated throughout the day — so every session starts with facts, not guesses.
30-day free trial · no credit card required · cancel any time
Or take a 2-minute tour of a sample client dashboard — no signup →
Sound Familiar?
- Clients tell you they're budgeting but can't show you the numbers.
- Sessions start with 10 minutes of catching up on what happened since last time.
- You give great advice but have no way to see if it's being followed.
- Spreadsheets get shared once then go stale.
How Compound Works for Coaches
- 1
Sign up in two minutes
Tell us about your practice and you’re in. Two minutes to your dashboard.
- 2
Invite your clients
Send an email — they set up their free Compound account in minutes.
- 3
See every client's live data
Budgets, accounts, transactions — read-only, updated in real time.
- 4
Walk into every session ready
Start every conversation already knowing where they stand.
What You Get
Live client dashboard
Every client at a glance — connection status, budget health, savings rate, and last activity. Filter to who needs attention.
Real transaction data
Not self-reported estimates. Actual bank transactions, categorised and updated throughout the day via Plaid.
Book-of-business insights
Combined net worth, aggregate savings rate, budget-health histogram, and top merchants across your whole roster.
Encrypted session notes
Private notes attached to each client. Encrypted at rest. Clients never see them — a hard privacy boundary.
Action items & goal proposals
Assign follow-ups and propose savings goals your client can accept in one tap. Coaching that continues between sessions.
Two-way client messaging
A private thread with each client, right next to their numbers. No more chasing context over email.
AI session brief
A one-glance summary of what changed since last session, generated automatically before every call.
Meeting cadence tracking
Set a rhythm per client and see at a glance who's overdue for their next check-in.
Compliance-ready exports
One-click PDF of a client's snapshot or your session-notes history — for your records or a compliance file.
Bulk client outreach
Message a whole cohort (inactive, over budget, new) at once, AI-personalised per recipient.
Your own public coach profile
A directory card and shareable link so prospective clients can find you and book an intro call.
Read-only on their money
You can never move money or change a client's data. They keep full control and can disconnect any time.
Built for the Way Coaches Actually Work.
Compound exists because the tool every financial coach wanted didn't exist yet — live client data, encrypted session notes, and a real budgeting app the client actually uses.
Coach Plans
30-day free trial on every plan · cancel any time · all plans include unlimited sessions and notes
Starter
$49/mo
Up to 10 clients
Solo practitioners getting started.
Most popular
Growth
$99/mo
Up to 30 clients
A growing book of business.
Pro
$199/mo
Unlimited clients
Full practice with a team or large roster.
Your coach plan includes your own Compound app. Your clients use Compound's consumer plan at $12/month, billed to their own account.
Common Questions
What do my clients see vs. what I see?+
Your clients see the full Compound app — budget, transactions, goals, accounts. You see the same data, read-only. They never see your session notes.
Can my clients remove my access?+
Yes, anytime — from their settings page. We surface every coach access in their transparency log so trust stays mutual.
Is client financial data secure?+
Yes. Bank tokens are encrypted with AES-256-GCM. RLS policies enforce that only the customer, their connected coach, and platform admin can read their rows.
How does client billing work?+
Each client pays $12/month for the Compound consumer app, billed to their own account. Your coach plan is separate and includes your own Compound app — you're never double-charged for using the product yourself.
What happens to my clients if I cancel?+
Their data is untouched. They keep their Compound account. The coach connection stays in our records but you lose dashboard access until you resubscribe.
Who can sign up?+
Any financial coach, advisor, or planner. Sign-up takes just your name and email — self-serve, no approval window. You add your bio, photo, specialties, and booking link from your coach settings afterward to populate your directory card.