Owner: Finance Lead
Joint Ownership: Andrew Herbert (budget approval + intercompany sign-off) ·
BA (pipeline and pricing inputs)
Department: D6 — Operations (Finance)
Entity: REMAP.ai (AU) + PrivateAI (US) — both
Status: v0.9 · Not Started
Upstream: SAL-01e (Handoff Pack) · OPS-H01a (Hiring) · OPS-O04b/c (EOS)
Downstream: OPS-F01-DOC-01 Finance Dashboard · OPS-O04b Rocks · OPS-O01 Pricing
The Finance function maintains the financial infrastructure across both entities —
invoicing, intercompany compliance, and the rolling financial model that drives every
hiring, investment, and pricing decision. It runs across two jurisdictions (AU and US)
and reports to Andrew at quarterly Rocks and annual V/TO planning.
⚠️ Andrew Involved — Andrew approves the intercompany arrangement document
(OPS-F01b-DOC-02) before any intercompany billing can commence. He approves the
annual budget model and reviews it at every quarterly Rocks planning session.
All scenario outcomes and budget approvals require his sign-off.
| ID |
Name |
Owner |
Status |
Priority |
| OPS-F01 |
Finance Master |
Finance Lead |
Pending — not yet documented |
High |
| OPS-F01a |
Invoicing & Financial Management |
Finance Lead |
Pending — not yet documented |
High |
| OPS-F01b |
Intercompany Billing REMAP ↔ PrivateAI |
Finance Lead |
v0.9 · Not Started |
High |
| OPS-F01c |
Financial Forecasting & Modelling |
Finance Lead |
v0.9 · Not Started |
High |
¶ Andrew's involvement in Finance
| Workflow |
When Andrew is involved |
| OPS-F01b |
Approves OPS-F01b-DOC-02 (Intercompany Arrangement Document) — hard gate before billing commences. Participates in quarterly transfer log review with Finance Lead and advisors. |
| OPS-F01c |
Provides strategic inputs (revenue targets, hiring approval, investment priorities). Reviews model at quarterly Rocks (OPS-O04b) and annual V/TO (OPS-O04c). Approves annual budget — no budget is live without his sign-off. |
| Jurisdiction |
Entity |
Tool |
Accounting advisors |
| Australia (AU) |
REMAP.ai |
Xero (AU entity) |
TBD — pending Finance Lead engagement |
| United States (US) |
PrivateAI LLC |
Xero (US entity) |
TBD — pending Finance Lead engagement |
| Doc ID |
Name |
Workflow |
Location |
| OPS-F01-DOC-01 |
Finance Master Dashboard |
OPS-F01 |
Google Drive /Finance/ |
| OPS-F01a-DOC-01 |
Invoice Register & AR Log |
OPS-F01a |
Google Drive /Finance/ |
| OPS-F01b-DOC-01 |
Intercompany Billing Schedule & Transfer Log |
OPS-F01b |
Google Drive /Finance/Intercompany/ |
| OPS-F01b-DOC-02 |
Intercompany Arrangement Document |
OPS-F01b |
Google Drive /Finance/Intercompany/ |
| OPS-F01c-DOC-01 |
Financial Forecast & Budget Model |
OPS-F01c |
Google Drive /Finance/Forecasting/ |
| # |
Gap |
Impact |
Owner |
| 1 |
OPS-F01 (Finance Master) not yet documented |
No master dashboard governance |
Finance Lead |
| 2 |
OPS-F01a (Invoicing & Financial Management) not yet documented |
Invoicing process not formally governed |
Finance Lead |
| 3 |
External accounting advisors not yet engaged in AU or US |
OPS-F01b cannot begin without advisor sign-off on transfer pricing |
Finance Lead → Andrew |
| 4 |
Finance Lead name not confirmed in master register |
Owner field blank across all Finance workflows |
Andrew to confirm |
| 5 |
n8n ↔ Xero integration not yet confirmed |
Automation opportunities (Steps 8, 9, 12 in F01b; Steps 9, 13 in F01c) blocked |
OPS-O02 |
| 6 |
DocuSign for internal document sign-off not yet confirmed |
Andrew's sign-off on DOC-02 is currently manual |
OPS-O02 |
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