Finance Workflow

Finance Workflow

1. Introduction

The Finance role provides deep visibility into the platform's economics — revenue by partner and user, credit spending, project infrastructure costs, payment provider activity, and automated reconciliation.

2. Step 1: Access Billing Dashboard

1. Click Billing in the navigation bar.
2. You will see several tabs including Subscription Tiers, Credit Settings, Project Costs, User Revenue, Partner Revenue, and more.

3. Step 2: Analyze Revenue

Partner and User Revenue

1. Click the Partner Revenue tab (labeled Project Revenue in some views).
   • True Revenue: This metric excludes credits that were awarded for free (sign-up bonuses, referrals, admin grants). It shows only revenue generated from credit purchases actually consumed by deployments — a reliable measure of real monetary throughput.
   • Filter: Filter by date range or specific project IDs to narrow results.
2. Click User Revenue.
   • See which users are your top spenders.
   • Drill down into specific user activities to understand deployment patterns.

Understanding "True Revenue" vs Total Revenue

Metric	Includes	Use For
Total Revenue	All credits consumed (Awarded + Purchased)	Platform usage volume
True Revenue	Only Purchased Credits consumed	Actual monetary earnings; Partner/Agent commissions

Important: Partner and Agent commission calculations are based on True Revenue only. Awarded Credits consumed by a referred user do not generate commission for the referrer.

4. Step 3: Credit Management

1. Click Credit Settings to adjust global rates (Price Per Credit, Sign-up Bonus, Low Credit Threshold, Monthly Top-Up).
2. Click Credit Management to search for and adjust individual user credit balances.

5. Step 4: Invoices and Project Costs

1. Click Project Invoices.
2. Select a month from the filter to view that month's invoices for all Google Cloud projects linked to the platform.
3. Click Export CSV to download the invoice data for accounting and compliance purposes.
4. Click Project Costs to see a breakdown of infrastructure costs by project, converted to credits using the platform's configured Price Per Credit rate.

6. Step 5: Payment Providers and Multi-Currency

The platform accepts payments through two providers: Stripe and Flutterwave. As a Finance user you should understand how each provider is configured and which currencies each supports.

Provider	Currencies	Notes
Stripe	USD only	Used for subscriptions and one-time purchases; webhook-validated
Flutterwave	USD, EUR, GBP, NGN, GHS, KES, ZAR, TZS, UGX, RWF, XAF, XOF	Broad currency support; exchange rates synced daily at 1:00 AM UTC

Exchange Rate Management

Exchange rates used for Flutterwave currency conversion are updated automatically every day at 1:00 AM UTC by a Cloud Scheduler job. To force an immediate update (for example after a major currency movement):

1. Contact your platform administrator to trigger a manual currency sync from the Admin panel.
2. The sync fetches the latest rates and updates the platform's rate table; the new rates take effect for any checkout initiated after the sync completes.

7. Step 6: Payment Reconciliation

The platform runs an automatic payment reconciliation job every day at 2:00 AM UTC. This job cross-references payment provider records against internal credit transaction logs and flags:

• Missing credits — payment succeeded at the provider but credits were not added
• Duplicate credits — credits were added more than once for a single payment

Viewing Reconciliation Results

1. Navigate to Billing > Credit Management.
2. Click Reconcile Payments to trigger a manual run, or view results from the last automated run.
3. The reconciliation report shows a list of discrepancies with the affected user, payment provider, transaction ID, and recommended correction.
4. To resolve a discrepancy, click Adjust Credits on the affected row and enter the corrected credit amount.

Tip: Run a manual reconciliation if a user reports that a payment went through but their balance was not updated. The reconciliation report will surface the missing transaction.

8. Step 7: Subscription Management

Finance users can view and manage all subscriptions across providers.

1. Navigate to Billing > Subscription Tiers to view active tiers and subscriber counts.
2. To reinstate a cancelled subscription for a user:
   • Go to Credit Management, find the user, and click Edit.
   • Use the Reinstate Subscription action to reactivate their plan and trigger an immediate credit top-up.
3. To manually sync a user's Flutterwave subscription status (e.g., after a webhook was missed):
   • Find the user in Credit Management and click Sync Subscription.
   • The platform re-fetches the subscription state from Flutterwave and updates the record accordingly.