period_summary.csv
The period, dates, currency, gross revenue, platform fees, net revenue, payouts, retained agency amount, expenses, and generated timestamp.
For accountants
The monthly close, packaged for review.
ErgoBase is designed to make the agency accountant's handoff cleaner: source files, reconciliation, payout detail, manual adjustments, statements, and audit events in one place.
Export pack
What the accountant receives.
The export is built around records an accountant can inspect, not marketing dashboards.
creator_payouts.csv
Per-creator gross, fees, net, split basis, percentages, expenses, adjustments, advance recoupment, and final payout.
reconciliation.csv
Platform rows, bank transactions, match statuses, confidence, approver, and approval timestamp.
manual_adjustments.csv
Adjustment amount, direction, reason, approval status, creator, creator approver, and timestamps.
audit_log.csv
Entity, action, user, and timestamp for financial output events.
management_summary.pdf
A clean summary designed for agency and accountant review.
The sample is visibly marked and contains synthetic records only. It demonstrates the handoff structure without exposing customer or creator data.
Read-only auditor access
Available today. The accountant_readonly role can inspect workspace records without financial mutation permissions.
No tax advice claim
ErgoBase organizes the records. The accountant still determines treatment, reporting, and filings.