Skip to main content
Every action in Finance and RevOps is a governed capability with authorization, scope, and a receipt. Capabilities are invoked by humans, Twin, or agents and write back to source systems. Read capabilities:
  • finrev.contract.read: retrieve contract terms, value, start/end dates, and renewal clauses.
  • finrev.invoice.read: access invoice line items, due date, payment status, and linked contract.
  • finrev.subscription.read: view plan tier, seat count, usage, and billing cycle.
  • finrev.revenue.read: fetch recognition schedule, adjustments, and audit trail.
  • finrev.forecast.read: retrieve current projection with assumptions and confidence.
Write capabilities:
  • finrev.revenue.recognize: post revenue recognition entries with schedule and evidence.
  • finrev.invoice.adjust: apply a credit, debit, or correction to an invoice.
  • finrev.contract.renewal.update: record a renewal decision, new term, and value.
  • finrev.reconciliation.match: confirm a payment-to-invoice match and resolve the exception.
  • finrev.forecast.revision.commit: save a revised forecast with assumptions and variance notes.
Communication capabilities:
  • finrev.comment.add: post a comment on a financial record with mention and threaded reply.
  • finrev.alert.send: push an alert based on aging, variance, or close deadline.
Workflow capabilities:
  • finrev.close.task.initiate: start a monthly close task with checklist and owner.
  • finrev.renewal.pipeline.update: move a renewal opportunity stage in the CRM.
  • finrev.payment.application.apply: apply a payment to one or more invoices.
Each capability resolves authorization against the user’s role and record scope before execution. On success, a receipt is emitted and the source system is updated. Related