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Financial controls · governance interna

Financial controls policy

8 controles internos · 6 separation of duties (current vs post-tracción) · 8 fraud prevention measures · 8 Stripe governance rules · 5 pre-revenue caveats honest disclosure. Governance financiera adaptada single-founder pre-revenue · escalable post-team-growth.

8 controles internos

Spend approval tiers
≤50€/mes auto-approve · 50-200€/mes founder review email · >200€/mes founder approval explicit + ADR si nueva categoría · audit log inmutable
Vendor payment governance
ALL vendors invoiced · NO cash payments · NO crypto · solo SEPA + tarjeta corporativa · audit log per-transaction · monthly reconciliation
Reconciliation monthly
Cada mes founder reconcilia: Stripe revenue · vendor invoices · bank statements · tax obligations · accountant review trimestral
Revenue recognition
MRR registered en mes facturación · anual prepayments deferred over 12m · cancellations + refunds tracked separately · GAAP-aligned principles
Cost classification
COGS (infra · LLM tokens) vs OPEX (salarios futuro · marketing) tracked separated · enables unit economics analysis transparente
Founder personal vs business expenses
Strict separation · personal Stripe account NEVER used business · business account NEVER used personal · documented separation
Tax compliance Spain
IVA · IRPF · Modelo 036/037 · RETA · quarterly statements vía accountant · timely filing · NEVER late · sanciones AEAT documented
Audit trail completo
Cada transacción documentada · receipt + purpose + category + approver · 7 años retention · accessible inspecciones AEAT

Separation of duties · current vs post-tracción

AspectCurrent (pre-revenue)Post-tracción (planned)
Authorize spendingSolo founderFounder + co-founder ≥200€ · approval matrix
Record transactionFounder + automated StripeFounder + accountant + automated
Reconcile accountsFounder solo + accountant trimestralAccountant + CFO/finance hire monthly
Audit + reviewExternal accountant + ChatGPT adversarialInternal audit + external annual
Asset custodyFounder solo (single signer)Dual-signature high-value transactions
Vendor selection + approvalFounder + vendor onboarding checklistFounder + advisor review high-impact vendors

Fraud prevention · 8 measures

  • NO cash transactions EVER · 100% digital audit trail
  • Vendor list pre-approved · new vendor requires checklist completion (ver /vendor-onboarding-checklist)
  • Unusual transaction alerts (>2x baseline) · founder reviews immediate
  • Refunds require justification documented · NO blanket refunds · per-case audit
  • Founder card limit controlled · prevents large unauthorized charges
  • Stripe Connect (futuro) NO yet · cuando active · per-tenant balance reconciliation
  • Annual external audit accountant · catches drift early · independent perspective
  • ChatGPT auditor adversarial monthly · reviews patterns · flags anomalies

Stripe governance · 8 reglas

  • Stripe livemode actualmente: enabled but ZERO production transactions · pre-revenue stance
  • Pre-revenue commitment: PAUSE livemode hasta CIF + Modelo 036 + first real client onboarded
  • Test mode usage continuo · validate flows · pricing changes · no risk real money
  • Webhook signing HMAC-SHA256 · idempotency keys mandatory (ver /webhook-signing-strategy)
  • Refunds tracked separate · case-by-case · audit reasoning
  • Disputes managed promptly · 7 días response · evidence ready
  • Tax handling automatic vía Stripe Tax · EU VAT calculated · invoices compliant
  • Subscription cancellations preservadas history · re-activation paths documented
Pre-revenue caveats · 5 puntos honest
  • 0 clientes pagantes actualmente · controles validan más sobre vendor spending que revenue
  • Founder solo = inherent risk · mitigations: documentation + automation + external accountant
  • Co-founder/CFO hire planned post-tracción primeros 5-10 clientes · dual-control activated
  • Annual revenue muy bajo (test mode only) · simplifica compliance pero NO exime obligaciones
  • Pendientes founder bloqueando primer cobro: Modelo 036 + RETA + pausar Stripe livemode

¿Tu finance team necesita financial controls deep-dive?

Para Enterprise procurement risk-averse · sample audit log · accountant credentials · tax compliance evidence · disponibles bajo NDA. Útil compliance procurement large-scale.