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Manual · Finance & CRM Manual

Keystone manual.

Keystone runs CRM, company records, contracts, subscriptions, billing, accounting, expenses, banking and tax in one system.

Audience: Revenue, finance and business operations teams Focus: Customer, contract and financial records

Keystone keeps customer records, sold contracts, invoices and the general ledger in one system. A sale, the subscription it creates, the invoice it bills and the journal entry it posts all point at the same customer and company entity.

This manual starts with three overview pages and then moves into detailed guides for each module. API reference, platform setup and integration internals are not covered here.

Commercial Operations2 sheets
KEY-01 Company & Customer Operations Company entities, customer records, contacts, communication history and the sales pipeline. KEY-02 Contracts, Billing & Revenue Operations Products, plans, sold contracts, subscriptions, invoices, renewals and collections.
Finance Operations1 sheet
KEY-03 Finance, Accounting & Control General ledger, month-end close, expenses and bills, bank reconciliation, tax and data imports.
Detailed Operator Guides8 sheets
KEY-04 Company Profile & Entity Operations Company entities, the company profile, legal and tax identity, invoice branding and the financial dashboard. KEY-05 CRM Customer records, contacts, communication log, deals, pipeline and forecast. KEY-06 Billing Plans, subscriptions, contract changes, credits, refunds, write-offs, autopay and dunning. KEY-07 Finance Invoices, payments, credits, collections, refunds and recurring revenue reports. KEY-08 Accounting Chart of accounts, journal entries, financial statements, month-end and year-end close, purchasing and fixed assets. KEY-09 Expenses Expense tracking, vendors, expense policies, receipts and bills. KEY-10 Bank Operations Bank feeds, transaction import, matching rules and bank reconciliation. KEY-11 Tax Sales tax, tax rates and exemptions, quarterly estimates, 1099s, the obligations calendar and the annual package.
Read pathWhere teams usually start
  1. Start with Company & Customer Operations for company entities, customer records, contacts and the sales pipeline.
  2. Read Contracts, Billing & Revenue Operations when you sell plans, run subscriptions or issue invoices.
  3. Read Finance, Accounting & Control when you close books, pay bills, reconcile bank accounts or prepare tax work.
BridgesHow Keystone connects · optional
B-01

Portal

Portal handles sign-in and the user directory for Keystone. Keystone syncs its Roles & Access directory from Portal.

B-02

Meridian

Meridian can use Keystone records as evidence for finance and revenue controls.

B-03

Relay

Relay applies when a customer contract has to connect to managed IT service delivery.