period_summary.csv
Period totals and close metadata
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 pack includes period and source-file summaries; creator payouts; reconciliation; brand deals and deliverables; external revenue; expenses; chatter costs; manual adjustments; the append-only audit log; an accountant workbook; and a PDF management summary.
source_files.csv
Source hashes and parser status
creator_payouts.csv
Per-creator calculation detail
reconciliation.csv
Reviewed platform and bank matches
brand_deals.csv
Brand-deal financial terms and status
brand_deal_deliverables.csv
Deliverable status and proof references
external_revenue.csv
Non-platform revenue detail
expenses.csv
Creator expense allocations
chatter_costs.csv
Support-cost allocations
manual_adjustments.csv
Approved credits, debits, and reasons
audit_log.csv
Append-only financial event history
accountant_workbook.xlsx
CSV data grouped into workbook sheets
management_summary.pdf
Agency and accountant review summary
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.