1
Enter
Open the Finance and RevOps domain from the Spine workspace selector. Your continuity context restores the last session, including pinned dashboards and draft forecasts.
2
Discover
Scan the Inbox and key views for what changed: close tasks, renewal alerts, or reconciliation exceptions. Twin highlights the highest-priority items first.
3
Understand
Open a record to see the contextual dossier. For a renewal, this includes contract history, usage trends, payment record, and linked opportunities. For a reconciliation item, see the payment, invoice, and suggested match.
4
Contextualize
Add notes, adjust assumptions, or attach evidence before deciding. The dossier aggregates data from Stripe, Salesforce, QuickBooks, and NetSuite without switching tools.
5
Decide
Choose an action: book revenue, approve a renewal adjustment, match a transaction, or escalate an exception. Twin proposes the recommended path based on policy and precedent.
6
Act
Execute the governed capability. The system resolves authorization, checks scope, and writes the result to the source system with a receipt.
7
Review
Confirm the outcome in the workbench. The view updates automatically as the Spine Fabric processes the source-system event.
8
Continue
Leave continuity markers for your next session or hand off to a colleague. Context, notes, and pending tasks persist across sessions.