Unit 06 — CRM & Finance
Keystone is a CRM and sales accelerator for SaaS companies, with finance on the same ledger, so one founder or a small team can run pipeline, billing and the month-end close without an operations department. A converted deal creates the subscription, invoices post to the GL when sent, and the close runs eleven accounting steps and posts adjusting entries before snapshotting the statements. It's one system, so nothing needs syncing between CRM, billing and accounts.
Deals are tied to products and run from prospect to closed-won. Advancing a stage queues the follow-up work, and forecasts show win and loss trends and weighted pipeline. Worklists are ranked by fit-and-intent score with a suggested next action per row. The customer workspace shows each subscription and its contract next to open AR and credit balances. Daily health scoring sends churn alerts, but only for customers who have newly crossed the threshold.
Subscriptions come from converted deals, and invoices post to the GL as they're issued. Deferred revenue is recognized over the service period, with performance obligations set up automatically from the contract's line items. Bank feeds arrive through OFX, CSV and direct connectors and reconcile against the ledger. Hosted card checkout is there if customers pay online themselves.
The close runs eleven steps in a fixed order: a posting integrity check that locks the period and rejects unapproved journals, open AR and AP review, depreciation, recurring accruals, FX revaluation (ASC 830), tax provision, deferred tax (ASC 740), prepaid amortization, CECL bad debt estimation (ASC 326), a statement snapshot that won't freeze an unbalanced balance sheet, and a material variance check. Each step writes hash-chained audit evidence.
Three-way PO matching checks purchase order, goods receipt and bill against tolerance thresholds, and whoever created a bill can't approve its exceptions. Statements cover trial balance, P&L, balance sheet, cash flow and aging, with multi-entity consolidation and intercompany eliminations. The annual package (schedules, tax payment ledger, 1099 candidates and K-1 summaries) generates on demand once the filing readiness checklist passes.
Keystone is in private beta with design partners. It works on its own for SaaS companies that want pipeline, billing and the ledger to agree because they're the same records.