Kompass guides

Set up Kompass, run your budget and track it against actuals.

Kompass connects to your accounting system, reads the budget you already have in Excel, and shows where actuals are running ahead of or behind plan.

Start here

New to Kompass? Read How Kompass fits together first. It covers what to have ready and the order to do things in.

Find your way

Section	For
Set up Kompass	Admins and finance: connecting your books, mapping, departments and your first budget.
Everyday work	Everyone: budget vs actuals, dashboards, sheets and Co-Pilot.
Reference	Roles, budget statuses, terms and common questions.

Every guide here is also available inside Kompass: open Co-Pilot and choose Support.