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Finance Guide

Finance Guide

1. Introduction​

Welcome to the Finance Guide. This documentation is intended for users with the Finance role. This role provides specialized access to the Billing section of the application, as well as revenue reports and management capabilities for the platform's credit economy and subscription products.

2. Access & Permissions​

As a Finance user, you have elevated access to the Billing section of the application. Your view includes data for all users and all projects across the organization, allowing for comprehensive auditing, financial reporting, and configuration of billing parameters. Your navigation bar shows Billing and Help.

3. Financial Management & Reporting​

Navigate to the Billing page to access your toolset. The Billing page is organized into the following tabs. Note: The Subscription Tiers tab is only visible when subscriptions are enabled by the administrator.

3.1. Subscription Tiers​

Manage the subscription products available to your users.

  • Create & Edit: Define new subscription tiers with specific pricing, credit allocations, and features.
  • Payment Provider Integration: Monitor the connection status with Stripe and Flutterwave.
  • Management: Update existing tiers or remove obsolete ones to keep your offerings current.

3.2. Credit Settings​

Configure the global parameters of the platform's credit economy.

  • Price Per Credit: Exchange rate (e.g., 100 credits = $1).
  • Sign-up Credits: Configure the amount of free credits given to new users.
  • Referral Credits: Set the credit reward for successful user referrals.
  • Maximum Referrals: Cap the monthly referrals per user (-1 for unlimited).
  • Credits Per Hour: The base rate of credit consumption for running deployments.
  • Refresh Interval: The frequency (in hours) at which the system deducts credits.
  • Low Balance Alerts: Set the threshold for notifying users when their balance is low.
  • Agent Revenue Share: The percentage of revenue shared with referring agents.
  • Partner Revenue Share: The percentage of revenue shared with module partners.
  • Dry Run Modes: Enable "Dry Run" mode before executing critical financial operations (monthly credit resets, partner payouts, global adjustments). In dry-run mode the system calculates and logs what would happen without modifying any real user balances. Review the output to confirm correctness, then disable dry-run and re-run the operation to apply the changes. It is recommended practice to perform a dry run before every billing cycle operation.

3.3. Credit Management​

Audit and adjust individual user credit balances.

  • Search & Filter: Quickly locate users by email.
  • Edit Balances: Manually award or deduct credits across these categories:
    • Awarded Credits: Free credits given by the platform.
    • Purchased Credits: Credits bought via Stripe or Flutterwave.
    • Partner Credits: Monthly allowances for partners.
  • Status Indicators: View user roles (Admin, Partner) directly in the table.

3.4. Project Costs​

Analyze historical spending trends.

  • Date Range: Select any custom date range to view costs.
  • Filter: Drill down by Module type to see which applications are driving costs.
  • Source: This data is pulled directly from the Google Cloud Billing export in BigQuery, ensuring it matches your cloud invoice.

3.5. Partner Revenue​

Track the incoming value generated by partner modules ("True Revenue").

  • Module Performance: See which partner-published modules are generating the most revenue.
  • Revenue Share: Monitor the revenue share amounts allocated to partners based on the configured "Partner Revenue Share" percentage.
  • True Revenue: Defined as deployment costs paid for with purchased credits.

3.6. Agent Revenue​

Track commissions and revenue driven by the Agent referral program.

  • Agent Performance: View revenue generated by each Agent's referrals.
  • Commissions: Monitor the commissions earned by agents based on the "Agent Revenue Share" percentage.

3.7. Project Invoices​

This is your primary tool for monthly reconciliation.

  • View: Select a month to see a line-item breakdown of costs for every project.
  • Details: See the Project Name, ID, Total Cost (in currency), and the Credit equivalent.
  • Export: Download the invoice data as a CSV file for import into your external accounting software.

4. Help & Support​

Visit the Help page for additional resources:

  • Support Tab: Contact support if you need assistance.
  • Platform Demos Tab: View demonstrations of platform features.
  • Platform Workflows Tab: Browse documented platform workflows.
  • Platform Guides Tab: Access user guides and documentation.
  • Platform Features Tab: Explore the platform's feature catalog.