Built for Canadian resource companies
Flow-through compliance and grant funding management in one audit-ready platform.
Track eligible expenditures, allocate costs across funding sources, monitor statutory obligations, manage grant claims, and maintain an audit-ready record.
Designed to complement your existing accounting system with funding allocation, compliance monitoring, and reporting controls.
Designed for issuers listed on:
One source record
Multiple funding and compliance obligations.
Keep the expenditure, its eligibility assessment, its funding allocation, and its supporting history connected as the transaction moves through the organization.
- Identify the funding source
- Document expenditure eligibility
- Review overlapping assistance
- Preserve the supporting audit trail
How it works
From expenditure record to defensible report.
A structured workflow for the funding and compliance work finance teams manage today.
Record
Capture invoices and supporting expenditure details through structured entry or CSV upload.
- Invoice and line-item records
- Project and vendor linkage
- CEE and CDE eligibility details
Allocate
Assign eligible costs to flow-through financings and grant programs with a clear source record.
- Financing allocations
- Grant contribution rates and ceilings
- Funding overlap review
Monitor
Track commitments, deadlines, Part XII.6 exposure, grant utilization, and claim status.
- Obligation burn-down
- Deadline visibility
- Claim approval and payment tracking
Report
Produce structured compliance, grant-funding, and audit reports from the same platform.
- Funding and expenditure reports
- CSV exports
- Complete audit history
Core capabilities
Funding oversight without disconnected spreadsheets.
Flow-through compliance
Manage financing obligations, expenditure allocations, deadlines, and tax exposure in a structured workflow.
- General and Look-Back Rule support
- CEE and CDE allocation tracking
- Part XII.6 calculations
- Renunciation and commitment reporting
Grant funding management
Configure funding programs and follow eligible expenditures from allocation through claim payment.
- Generic and NRC IRAP program structures
- Contribution rates and award ceilings
- Eligibility periods and categories
- Claim approval and payment workflow
Reporting and audit controls
Give finance teams, boards, and advisors a consistent record of funding activity and changes.
- Grant funding and utilization reports
- Expenditure and liability schedules
- Company-scoped audit history
- Structured CSV exports
Grant allocation
Manage multiple grants without losing control of cost eligibility.
Configure each program's rules, allocate eligible invoice costs, review funding overlap, and track claims from draft through payment.
Who it's for
Built around resource-sector finance work.
- CFOs and controllers at mineral exploration companies
- Finance teams managing multiple funding sources
- Accounting firms supporting resource-sector clients
- Boards requiring visibility into funding and compliance
Governance controls
A traceable record for every company.
Company-scoped access, controlled workflow states, and detailed audit events help preserve the history behind each financing, allocation, grant, and claim.
Bring flow-through compliance and grant reporting into one audit-ready platform.
Contact us to discuss your financing, grant, and reporting workflow.
Request a demonstration