Manual — Finance & CRM Manual

Keystone manual.

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

Audience: Revenue, finance, and business operations teams Focus: Commercial and financial operating control

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.

Commercial Operations2 sheets

KEY-01 Company & Customer Operations Company structure, customer records, contacts, commercial visibility, and operating cadence. KEY-02 Contracts, Billing & Revenue Operations Products, plans, contracts, subscriptions, billing flows, renewals, and commercial state.

Finance Operations1 sheet

KEY-03 Finance, Accounting & Control Accounting visibility, finance workflows, expense handling, banking, tax posture, and operating control.

Detailed Operator Guides8 sheets

KEY-04 Company Profile & Entity Operations Company entities, profile management, legal identity, financial dashboard context, and the operating record Keystone keeps at the company layer. KEY-05 CRM Customer records, opportunities, pipeline, and the commercial record revenue teams need to trust as the business scales. KEY-06 Billing Invoices, subscriptions, renewals, dunning, and the workflows that keep billing aligned with customer and contract truth. KEY-07 Finance Financial visibility, obligations, planning context, and the operating views finance teams need as revenue grows. KEY-08 Accounting Accounting workflow coverage, close discipline, and the controls that keep commercial activity translatable into finance truth. KEY-09 Expenses Expense intake, approvals, reimbursement handling, and the workflow that keeps spend reviewable as volume grows. KEY-10 Bank Operations Cash context, account visibility, reconciliation-oriented workflows, and the banking control surface finance teams rely on. KEY-11 Tax Posture Tax-sensitive operating data, filing context, and the workflows that keep tax posture close to the underlying business record.

Read pathWhere teams usually start

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

BridgesHow Keystone connects · optional

B-01

Portal

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

B-02

Meridian

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

B-03

Relay

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