Finance Ops Pack Playbook

The Finance Ops Pack adds budgeting, invoicing, and cost-alerting capabilities to any BlackRoad deployment. It is designed to be self-contained so you can drop it into a new environment and immediately gain FinOps visibility.

Getting started

Install the pack

brctl pack install finance --target=/srv/blackroad

Configure role bindings for the Growth Catalyst and Policy Steward roles.
Deploy the provided agents via your orchestrator of choice and point them at your Slack workspace and billing providers.

Service level expectations

Capability	SLO	Notes
Burn rate forecasting	95% weekly cadence	Budgeteer posts a weekly summary to the configured channel.
Invoice delivery	99% of invoices delivered within 5 minutes	Invoice bot relies on Stripe webhooks for delivery confirmation.
Cost anomaly alerts	<5 minutes from stream ingestion	Cost watcher streams CloudWatch spend anomalies directly to Slack.

KPI glossary

MTD Spend: Month-to-date cost pulled from AWS Cost Explorer or your billing graph.
Daily Burn: Average spend per calendar day since the month started.
Forecasted Month-End: Projected total spend using the current burn rate.
Budget Consumption: Percentage of forecasted spend versus allocated budget.
Invoice Latency: Time from invoice creation to customer delivery.

Invoice flow

sequenceDiagram
    participant Client
    participant InvoiceBot
    participant Stripe
    participant Slack

    Client->>InvoiceBot: request invoice(customer, amount)
    InvoiceBot->>Stripe: create invoice item + invoice
    Stripe-->>InvoiceBot: invoice id + hosted URL
    InvoiceBot->>Slack: post PDF + payment link
    Slack-->>Client: sends invoice message

Troubleshooting

Validate that pack.yaml exists by running the CI workflow locally.
Ensure AWS credentials are scoped read-only for Cost Explorer access.
For Go-based cost streaming, run GO111MODULE=on go test ./... to verify the watcher logic.

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