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Financial & Data Ops Automation
💾 Database Pro 🛡️ Guaranteed 🏆 Top Rated

Automate the financial and operational backbone of your business

We engineer reliable data pipelines for reconciliation, compliance, and cross-system synchronization—eliminating manual spreadsheets.

★★★★
4.9 /5 (92 reviews)

Service Overview

Automate the backbone of your business. We engineer reliable data pipelines for reconciliation, compliance reports, and cross-system synchronization—eliminating manual spreadsheets and data drift. From simplified ETL to complex financial ledgers, we ensure your numbers match.

What You'll Get

  • Reliable ETL/ELT pipelines using modern stack (dbt, Snowflake, Airflow)
  • Automated Financial Reconciliation (Stripe vs. Bank vs. ERP)
  • Data Quality Firewalls (blocking bad data before it hits reporting)
  • Compliance-ready Audit Logs for every transaction
  • Self-Healing Pipelines that retry automatically on API failure
  • Golden Record creation for Customer 360
  • Real-time Dashboards for operational health
  • Data Dictionary & Lineage documentation

How We Deliver This Service

Our consultant manages every step to ensure success:

1

Data Mapping: Tracing the lineage of every metric you care about.

2

Pipeline Architecture: Designing idempotent, replayable data flows.

3

Modeling & Transformation: Writing clean SQL/dbt to standardize raw data.

4

Testing & Validation: Running automated tests against historical baselines.

5

Orchestration: Scheduling dependencies in Airflow/Prefect.

6

Observability: Setting up alerts for freshness, volume, and schema changes.

Technologies & Tools

Snowflake / BigQuery / Redshift dbt (Data Build Tool) Fivetran / Airbyte Prefect / Airflow / Dagster PostgreSQL (Transactional) Python (Pandas/Polars) Looker / Tableau / Metabase

Frequently Asked Questions

What is 'Financial Governance' in your packages?

It means we treat your data like money. We implement double-entry logic in your data warehouse, ensuring that every record is traceable, immutable, and reconciles to the penny. Essential for audits and IPO prep.

Do you use ETL or ELT?

We prefer ELT (Extract, Load, Transform). We load raw data into your warehouse (Snowflake/BigQuery) first, then use dbt to transform it. This provides a permanent record of the raw state and allows for easier debugging.

How do you handle PII/Sensitive data?

We implement hashing and tokenization at the ingestion layer. Sensitive fields (SSN, Email) are masked or stored in separate secured tables with strict Row-Level Security (RLS) policies.

Can you fix my slow dashboard queries?

Yes. Often, dashboards are slow because they query raw data. We build 'Mart' tables—pre-aggregated, optimized views that make BI tools load instantly.

How do you ensure data quality?

We use testing frameworks like Great Expectations or dbt tests. If data arrives that violates your rules (e.g., null user_id, negative revenue), the pipeline halts or alerts before polluting your reports.