Human Workbench
The daily surface for Finance and RevOps practitioners: dashboards, queues, and tasks.
AI Workbench
How Twin assembles financial dossiers, proposes bookings, and drafts forecasts.
System Flow
How Spine ingests financial data and projects it into this domain.
Execution Flow
The governed path from financial intent to source-system action and receipt.
- Contract: a customer agreement with terms, value, start/end dates, and renewal clauses.
- Invoice: a billing document with line items, due date, payment status, and linked contract.
- Subscription: a recurring service plan with tier, seats, usage, and billing cycle.
- Revenue: recognized revenue with recognition schedule, adjustments, and audit trail.
- Forecast: a projected revenue or cash estimate with assumptions and confidence.
- ARR/MRR: annual and monthly recurring revenue computed from subscription and contract data.
- Customer: a buying entity with linked contracts, invoices, and payment history.
- Payment: a received or outgoing funds record with method, date, and reconciliation status.
- Revenue Dashboard: real-time recognized and deferred revenue with trend indicators.
- MRR/ARR Trends: recurring revenue movements with new, expansion, contraction, and churn.
- Renewal Forecast: upcoming renewals by value, risk, and stage.
- AR Aging: outstanding invoices grouped by age bucket with customer concentration.
- Reconciliation Queue: unmatched transactions awaiting investigation and resolution.
- Monthly Close: intake, validation, reconciliation, journal entry, review, close, receipt.
- Renewal Booking: opportunity identification, proposal, negotiation, approval, contract update.
- Reconciliation: transaction intake, matching, exception identification, investigation, resolution.
- Forecast Update: data refresh, assumption review, projection revision, leadership review, commit.
- Revenue Recognition: contract review, performance obligation mapping, schedule computation, adjustment.
Domain
Operating model, responsibilities, and KPIs for Finance and RevOps.
Domain Views
Detailed table of views and projection rules.
Business Context
Entities, relationships, events, and evidence in Finance and RevOps.
Integrations
Source systems feeding financial data into Spine.