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Keystone Manual

Keystone covers CRM, company records, contracts, subscriptions, billing, accounting, finance, and operating control as revenue grows.

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Audience: Revenue, finance, and business operations teamsFocus: Commercial and financial operating controlStatus: Public manual

Keystone Manual

What this manual covers

Keystone brings CRM, contracts, billing, finance, accounting, and related business operations into one working system. The point is not to create another stitched-together back office. It is to keep commercial and financial truth close enough together that the business can actually operate from it.

This manual starts with the operating model and then moves into deeper operator guides drawn from the live manuals. Private API reference, platform setup, and internal integration plumbing are intentionally left out.

Keystone Topics

Browse the manual.

Commercial Operations

Commercial Operations

Company & Customer Operations

Company structure, customer records, contacts, commercial visibility, and operating cadence.

  • Company structure, operating entities, and customer records
  • CRM ownership, contacts, and account visibility
  • Commercial history that downstream billing and finance can trust

Commercial Operations

Contracts, Billing & Revenue Operations

Products, plans, contracts, subscriptions, billing flows, renewals, and commercial state.

  • Products, plans, subscriptions, and pricing structure
  • Contracts, obligations, renewals, and lifecycle changes
  • Billing state that stays tied to customer and product truth

Finance Operations

Finance Operations

Finance, Accounting & Control

Accounting visibility, finance workflows, expense handling, banking, tax posture, and operating control.

  • Accounting, finance, and expense workflows
  • Bank operations, tax posture, and operating control
  • Reporting and ETL readiness for downstream finance use

Detailed Operator Guides

Detailed Operator Guides

Company Profile & Entity Operations

Company entities, profile management, legal identity, financial dashboard context, and the operating record Keystone keeps at the company layer.

  • What this guide covers
  • Entity model and company profile
  • Dashboard and operating visibility

Detailed Operator Guides

CRM

Customer records, opportunities, pipeline, and the commercial record revenue teams need to trust as the business scales.

  • CRM: Customers and Pipeline
  • Customer Lifecycle
  • Create a Customer

Detailed Operator Guides

Billing

Invoices, subscriptions, renewals, dunning, and the workflows that keep billing aligned with customer and contract truth.

  • What this guide covers
  • Product catalog and plans
  • Subscriptions and trials

Detailed Operator Guides

Finance

Financial visibility, obligations, planning context, and the operating views finance teams need as revenue grows.

  • Finance Workspace
  • Create an Invoice
  • List Invoices

Detailed Operator Guides

Accounting

Accounting workflow coverage, close discipline, and the controls that keep commercial activity translatable into finance truth.

  • Accounting: Chart of Accounts
  • Account Types
  • List Accounts

Detailed Operator Guides

Expenses

Expense intake, approvals, reimbursement handling, and the workflow that keeps spend reviewable as volume grows.

  • Expenses and Vendors
  • Vendor Management
  • Expense Tracking

Detailed Operator Guides

Bank Operations

Cash context, account visibility, reconciliation-oriented workflows, and the banking control surface finance teams rely on.

  • Bank Reconciliation
  • Import Bank Transactions
  • List Bank Transactions

Detailed Operator Guides

Tax Posture

Tax-sensitive operating data, filing context, and the workflows that keep tax posture close to the underlying business record.

  • Tax Management
  • Tax Rates
  • Customer Tax Exemption

Read Path

Where teams usually start.

  1. Start with Company & Customer Operations to understand company structure, customer records, pipeline visibility, and commercial context.
  2. Move to Contracts, Billing & Revenue Operations when plans, subscriptions, contracts, invoices, or renewals are in scope.
  3. Use Finance, Accounting & Control when accounting visibility, expenses, cash movement, and finance controls become the priority.

Native Handoffs

How Keystone connects to the suite.

Portal

Portal provides governed operator access and a consistent identity layer for the teams working inside Keystone.

Meridian

Meridian can use Keystone operating context when finance, revenue, or business-process controls need to be evidenced.

RMM

RMM becomes relevant when commercial operations must connect to service delivery, operational action, or IT-managed environments.