Platform · Records

The business behind every number.

A contract is not a PDF. It is terms, amendments, obligations, a revenue schedule, invoices, credits, posted revenue and the evidence for each, kept together as one object with a history. Records is where every figure in Sebastian ends up when you ask where it came from.

Records › Contracts › Acme Corp

Acme Corp · Enterprise subscription

Active
Original agreement · 1 July 2026200 seats · $100K a month · net 30 · auto-renews June 2027Signed
Amendment 02 · 2 October25 more seats · +$5K a month · go-live credit clause §3.2Treatment in review
Click a figure to see where it came from.
Records › Positions › ENG-0147

Data Engineer · Platform team

Awaiting backfill
Approved in the FY26 plan · $210K fully loadedJan 2026Approved
Filled by Lena Fischer, start 3 MarchMarFilled
Lena resigned, last day 12 August · seat awaiting backfill12 AugVacant
Requisition opened in the ATS · 9 candidates · 2 in final roundSepRecruiting
Expected start 1 December · October compensation −$63K vs planNowOutlook
The approved seat, the employee who held it and the requisition to refill it are one record. Awaiting backfill, on hold and eliminated are different states, never a deleted row.
Identity across the lifecycle

A position is still the same position after the person leaves.

An approved seat is filled, vacated, reopened and refilled, and finance needs to see all of it as one thing. Records keeps the budget, the employee assignment, the departure, the requisition and the expected start on one object, so a vacancy is never mistaken for a saving.

  • Awaiting backfill, on hold and eliminated are explicit states
  • Vacancy duration, annualised exit run rate and projected compensation per seat
  • Recruiting pipeline stage from the ATS, beside the financial effect
Objects, not files

Contracts, vendors, positions, transactions. Each with its relationships.

Records is not a document browser or a table viewer. It is the set of business objects that financial figures are made of, each showing what it is connected to: the operational facts, the financial consequences and the accounting that followed.

  • Every object links to the figures it drives and the work that touched it
  • Source and freshness on every field; stale or unmapped data is shown, not hidden
  • Reached from a figure, from search, or from Ask Sebastian, without losing your place
What Records holds

Persistent objects, not documents

Contracts and customersTerms, amendments, obligations, schedules, billing, credits, recognition, evidence
Vendors and purchase ordersCommitments, receipts, invoices, incurred expense, posted actuals, expected payments
Positions and employeesBudget, requisition, pipeline, assignment, departures, backfills, projected compensation
Transactions and entriesInvoices, journal entries, reconciliations, with their proposals, approvals and postings
Reached from any figure in Financials, from search, or from the work that touches them.
What changes

What stops happening

P / 1

Hunting through the CRM, the ERP and a shared drive

One contract record holds the signed terms, the schedule, the invoices and the posted revenue, with the page each figure came from.

P / 2

Losing the seat when the person leaves

The approved position keeps its identity and its history through filling, departure, backfill and refill.

P / 3

Trusting a figure without its evidence

Every term is cited to a clause, every amount to a record, and every record says when it was last refreshed.

Before and after

Business records, before and after Sebastian

AspectStatus quoSebastian
A contractA PDF in DocuSign, an opportunity in the CRM, invoices in the ERP, a schedule in a spreadsheet.One object: terms, amendments, obligations, schedule, billing, credits, recognition and evidence.
A positionA row in the hiring tracker that is deleted or renamed when someone leaves.A persistent seat with its budget, assignment, departure, requisition and expected refill.
A vendorPurchase orders in procurement, invoices in AP, the forecast in a model.Commitments, receipts, invoices, incurred expense and posted actuals, reconciled on the vendor.
Getting thereOpen another application and search again.Click the figure. The record opens beside it, and back returns you to where you were.
Related

Where records are used

Sebastian

Stop waiting for the close to understand the business.

Give finance a clearer view of performance, a better understanding of what is changing, and more time to act.

Your existing tools stay. Your financial outlook moves forward.