myCompassMateFunding. Projects. Progress. All in one place.

EVERYTHING WORKS TOGETHER

One connectedplatform for theentire fundinglifecycle.

myCompassMate helps organizations manage the work that happens before, during and after funding is secured — with financials, delivery, reporting and evidence connected to the same project record.

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THE COMPLETE PLATFORM

Built around the way funded work actually happens.

Each area of myCompassMate supports a different part of the funding lifecycle, while keeping records connected across the organization.

Funding & Applications

Move funding opportunities from early research through application and decision without losing context along the way.

  • Funding opportunity pipeline
  • Funder tracking
  • Eligibility and strategic fit
  • Application management
  • Application checklists
  • Deadlines and next actions
  • Award and agreement management

Awards & Project Delivery

Turn approved funding into organized delivery plans with clear responsibilities, progress and project-level visibility.

  • Unlimited projects
  • Deliverables
  • KPIs and outcomes
  • Tasks
  • Project team assignments
  • Project dashboards
  • Project health and status monitoring

Financial Management

Keep the financial picture connected to the project so your team can understand where funding stands at any point in time.

  • Project budgets
  • Budget categories
  • Revised budgets and reallocations
  • Actual expenses
  • Committed funds
  • Remaining and available balances
  • Financial exceptions
  • Financial audit trail

Time, Labour & Claims

Capture project labour accurately and prepare claims using records already connected to the funded work.

  • Employee time entry
  • Timesheet approvals
  • Project labour allocations
  • Labour costing
  • Time & labour tracking
  • Direct labour records
  • Eligible expense selection
  • Duplicate-claim protection
  • Claim reconciliation

Reporting & Compliance

Build reporting evidence throughout the project instead of trying to recreate the story when a report is due.

  • Reporting requirements
  • Deadline Centre
  • Reporting notes
  • Deliverables and KPI results
  • Photos and evidence
  • Report Builder
  • Compliance overview
  • Supporting documentation

Organization, Team & Dashboards

Give the right people access to the information they need while keeping organizational work connected and visible.

  • Team member access
  • Organization roles
  • Project assignments
  • Document management
  • Executive dashboards
  • Project dashboards
  • Organization-level visibility

MORE THAN A COLLECTION OF MODULES

The real value is in the connection between them.

A funding opportunity can become an application. An approved application can become an award. That award can support a project. Project activity can create financial records, labour costs, claims, deliverable updates, KPI results and reporting evidence.

myCompassMate keeps those relationships visible so your team can spend less time reconstructing information and more time managing the work.

Funding connects to projectsKnow what supports each initiative.
Financials connect to claimsUse eligible records already captured in the project.
Delivery connects to reportingCarry deliverables, KPIs and evidence into reporting workflows.
Deadlines connect to actionSee what needs attention before something is missed.
Stella, your myCompassMate guide

GUIDANCE BUILT FOR REAL USERS

Help will be there when your team needs it.

myCompassMate is being designed with guided help for each major area of the platform, making it easier for new users to understand what each section is for, what belongs there and how it connects to the rest of the funding lifecycle.

Meet Stella — your myCompassMate guide. Guided walkthroughs and learning resources will continue to expand as the platform grows.

SEE IT IN ACTION

See how the pieces come together inside myCompassMate.

Request a walkthrough of the platform, or explore pricing for the Founding Organization Program.

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