CompassClarity — FP&A as a Service

Your finance team
reports the past.
We plan your future.

Tech-enabled FP&A that links your data to strategy.

Backed by
JC
James Caan CBE & Hamilton Bradshaw
✓
Budgeting, forecasting & scenario planning built in
✓
Power BI dashboards — automated, no spreadsheet chaos
✓
CFO-led monthly pack with strategic recommendations
✓
Works with your existing accounting system · Live in 2–3 months
¼
Cost of a full FP&A team
2–3h
Reports after month-end
100%
Forward-looking insight
Check if CompassClarity fits your business
60 seconds. We'll respond within 1 business day.
No spam. No commitment. We'll confirm fit within 1 business day.
✓

You're all set — we'll be in touch

Our team will review your situation and reach out within 1 business day with an honest view of whether CompassClarity is the right fit.

Serving businesses across
🇬🇧
United Kingdom
🇦🇪
UAE &
🇸🇦
Saudi Arabia
GCC
GCC
⚡
Power BI Certified
Trusted by leading organisations
Businesses across UAE, GCC & UK rely on CompassPoint for CFO-level FP&A
Honeywell
Consulum
CADO
VND
Honeywell
Pixel Global
PRCO
Consulum
CADO
VND
Honeywell
PRCO
The Problem

FP&A is the most underdeveloped
function in most growing businesses

Accounting records the past. FP&A shapes the future. Most businesses either can't afford a proper FP&A team — or don't realise what they're missing until decisions start going wrong.

📉
No Forward Planning
  • No rolling forecasts or scenario models
  • Budgets built once, never updated
  • Decisions made on gut, not data
🗂
Scattered, Disconnected Data
  • Reports built from disconnected spreadsheets
  • Hours spent on manual consolidation
  • No single version of the truth
🔇
Finance Doesn't Drive Decisions
  • KPIs that describe history, not direction
  • No link between financial data and strategy
  • Leadership deciding without clear numbers
💸
Too Expensive to Build In-House
  • Senior FP&A talent is scarce and expensive
  • Building the team takes months
  • Most businesses miss strategic finance entirely
How CompassClarity Works

From scattered data
to strategic clarity — in 3 steps

Not a dashboard tool. Not generic software. A structured FP&A system designed by CFOs, tailored to how your business actually runs.

1
Analyse & Structure Your Data
We analyse your accounting data and recommend the right dimensions for meaningful, forward-looking reporting.
  • Fix chart of accounts and reporting logic
  • Align data to real performance drivers
  • NDA-protected financial data review
2
Integrate & Automate
Real-time data from your systems flows into Power BI automatically — eliminating spreadsheet chaos entirely.
  • Connect accounting, CRM & ops data
  • Azure-secured automated dashboards
  • Reports ready within hours of month-end
3
CFO-Led Insight Every Month
Each monthly pack is reviewed by a Fractional CFO — turning financials into strategic decision-making tools.
  • Rolling forecasts and scenario models
  • KPIs tailored to your sector
  • Monthly commentary and next steps
Key Features

Why it works where
others fall short

Every feature is built from real CFO experience — not off-the-shelf templates.

🎯
Data to Decisions
We transform raw financial and operational data into clear, actionable insights — not just historical summaries.
👔
CFO Insight Without the Overhead
Strategic input from an experienced Fractional CFO — without the cost of hiring one full-time. Typically less than one FP&A Manager.
🏗
Built for What Matters to You
Reporting tailored to your business goals and the KPIs that truly matter — not generic templates applied to everyone.
🔭
Plan, Forecast & Model Scenarios
Model scenarios, manage risk, and plan confidently with forward-looking financial visibility — where you're heading, not just where you've been.
⚡
Real-Time, Reliable Reporting
Accurate, timely reporting with zero manual errors — delivered through modern FP&A tools and automated workflows.
🔗
Multi-Entity Ready
Entity-level and consolidated group reporting — built for businesses operating across multiple subsidiaries or regions.
Our Process

From discovery to clarity
in 4 structured steps

We deliver value before we ask for any commitment. Starting with a free CFO Diagnostic.

1
Discovery Call
We map your processes, pain points, and strategic goals using our signature mind-map approach.
2
Financial Analysis
NDA-protected data review to identify inefficiencies and opportunities across your finance function.
3
CFO Diagnostic Report
A clear, actionable report — what you're doing well and exactly where to focus next.
4
Partnership
We build your FP&A engine together — for the long term, not just a short-term engagement.
Client Results

What business leaders say
about working with us

From FP&A transformation to fractional CFO support — across the GCC and UK.

★★★★★
"Zaid's expertise, strategic insight, and hands-on approach make him a standout professional. He delivers clear, actionable solutions and consistently drives meaningful impact."
MR
Moazzam Rashid
Regional Financial Controller, Teneo
★★★★★
"Zain is a highly skilled FP&A professional with strong expertise in financial planning, analysis, and process optimization. His ability to develop accurate forecasts made a significant impact."
RA
Rai Ali Abbas
Head of Finance, CARMA
★★★★★
"Pragmatic, solutions-oriented finance professionals — very collaborative on the accounts payable automation project and the finance shared service function. Would work with them again in a heartbeat."
JS
Janet Sippy
COO & FD Europe, APCO
Who We Work With

Is CompassClarity
right for you?

Growing businesses that have moved beyond basic accounting and need FP&A insight that scales with them.

  • ✓
    10+ employees with accounting already in place
  • ✓
    $1.5M+ annual revenue with growing complexity
  • ✓
    Reporting exists — but it's backward-looking and slow
  • ✓
    No reliable forecasts, budgets, or scenario planning
  • ✓
    Want CFO-level FP&A without a full-time hire
  • ✓
    Operating in UAE, GCC, Saudi Arabia, or the UK
Probably not the right fit if…
  • You're pre-revenue or haven't started trading yet
  • You don't have accounting or bookkeeping in place
  • You're looking for a basic invoicing or accounting tool
  • You only need a one-off spreadsheet or template
Not sure if you qualify?
Fill in the form and we'll be upfront about fit. We'd rather tell you honestly than waste your time.
Backed By Experience

Built by CFOs. Backed by
global leaders.

Backed by James Caan CBE and Hamilton Bradshaw — built by CFOs who've lived these challenges inside real, scaling organisations.

Global Backing
James Caan CBE & Hamilton Bradshaw
Entrepreneur, investor, and founder of one of the UK's leading private equity firms — with a global track record of building high-growth businesses.
Built By CFOs
Decades of Real FP&A Experience
Designed by CFOs and FP&A leaders from multinational organisations. The logic is built for how finance actually works — not how software assumes it does.
Enterprise Technology
Power BI + Azure Data Layer
We've turned Power BI into a true FP&A engine — automated data flows, financial logic, and CFO-level intelligence, all in one secure, scalable system.
Get Started

Start with a free CFO Diagnostic.
No commitment required.

Book a no-obligation Discovery Session and receive a CFO Diagnosis Report — clear, actionable recommendations aligned to your goals. Value delivered before you commit to anything.

Get Your Custom Proposal →
No sales pitch. No commitment. Just an honest view of where your FP&A stands — and what it could become.
Get Your Custom Proposal →