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The AI Flow in Finance and RevOps is the loop Twin follows when processing financial events. It aligns to the standard OODA-inspired sequence, adapted to revenue operations and financial close work.
1

Observe

Twin monitors event streams from Stripe, QuickBooks, Chargebee, NetSuite, Salesforce, and HubSpot for invoice changes, payments, subscription events, and pipeline updates.
2

Orient

Twin classifies the event by financial entity, urgency, and close calendar impact. It tags it as invoice, payment, renewal, reconciliation, or forecast signal.
3

Context Assembly

Twin resolves the customer, contract, subscription, and invoice, and assembles a contextual dossier from the Spine Fabric.
4

Reason

Twin evaluates against revenue recognition rules, close policies, and historical patterns. It identifies anomalies, variances, and risks.
5

Discover

Twin queries for missing context: open opportunities, prior payments, recognition schedules, or related exceptions.
6

Delegate

Twin routes the assembled dossier to the appropriate human or agent with a recommended action.
7

Collaborate

Twin supports back-and-forth refinement: answering questions, adding evidence, or adjusting the recommendation based on human input.
8

Decide

The human or pre-authorized agent confirms the action. Twin records the decision rationale.
9

Act

Twin invokes the governed capability, writes to the source system, and generates a receipt.
10

Continue

Twin updates continuity state so the next session or handoff retains full context.
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