The number you sign at quarter-end is derived from the same event-sourced ledger your AEs work in — not from a hand-tuned report your VP rebuilds every Friday. Cohorts, ACV, NRR, and every dollar of AI and enrichment spend in one screen, tenant-scoped and capped.
Illustrative outcomes — composite of design-partner deployments
↓ 3 days
from quarter-close to board pack
↓ 87%
forecast variance vs. last fiscal
↓ 0
off-forecast AI overages last quarter
↑ 1.4×
NRR visibility quarter-over-quarter
What you get on day one
Pipeline math runs against the event-sourced ledger, not a spreadsheet. The Friday number is the same number on Monday because it's derived, not edited. Variance from forecast to actual is queryable per deal, per AE, per stage.
Every LLM call and every enrichment lookup has model or provider, quantity, cost, and the surface that triggered it. Set monthly and per-tenant caps with alert, throttle, or block behavior; chargeback by team. AI cost transparency is a first-class line item, not an invoice surprise.
Retention, expansion, contraction, and gross-vs-net revenue compute against the same Opportunity/Subscription rows the AE updates. Quarter close runs against the live DB; the warehouse mirror is the audit copy, not the source of truth.
Every revenue-affecting mutation produces an immutable event with actor, IP, before/after, and a correlation id. SOC 2 Type II evidence collection runs automatically against this log. Auditor asks; you export NDJSON.
The /pricing calculator drags in Salesforce + Marketo + Outreach + Gainsight list prices and shows the order-of-magnitude story for your team's shape. No procurement call required.
Annual billing, multi-year discounts, custom terms via /contact-sales. DPA, MSA, SOC 2 Type II report, HIPAA BAA all available from the trust center — your legal team gets the same packet they get from an incumbent, plus the AI subprocessor list.
The shipped product surfaces this role lives in.
“The board pack is the dashboard; the dashboard is the database. The number I sign at quarter-end is the number the AE moved last Tuesday — and the AI line item is capped, not a surprise.”
CFO · B2B SaaS · 250 people · illustrative scenario
More Operations roles
Transparent plans — the Free plan stays free under the limits, and Pro and Team open with a 14-day trial, full features, no card. Compare them side by side.
Last reviewed: 2026-07-10
American English · claims grounded against shipped functionality
Closes DP-014 + DP-015