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GI
General company info
High-level company facts maintained by the client: mission, team size, locations, board members, key contracts, fundraising history · Team: 142 (incl. 14 finance + ops)
CO
Company profile
Industry: SaaS · B2B · Stage: Series C · ~$50M ARR · Fiscal year ends December 31 · Reporting basis: GAAP, accrual · Currency: USD primary, EUR, GBP
CA
Chart of accounts
GL structure, account groups, P&L + BS mapping · Revenue 4000-series · COGS 5000-series · OpEx 6000-series · synced with QuickBooks
VC
Vendor classification
AP tagging rules, recurring vs one-off vendors, category mappings · Recurring: AWS, Stripe, Datadog · Vendors > $10K/mo require FM approval
BR
Business rules
Approval thresholds, payment terms, expense limits, recognition policies · AP > $10K needs FM, > $50K needs CFO · net-30 default · ASC 606
KP
KPI definitions
How each KPI is calculated, sources, targets, ownership · ARR: active MRR × 12 · NRR trailing 12mo · Runway: cash ÷ 3mo burn · DSO target < 45
MT
Materiality thresholds
Per-account and per-period delta thresholds · Default: flag > 10% or > $5K · Revenue > 5% or > $10K · Cash: any unreconciled > $1K
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