📅 2025-12-07 — Session: Developed Accounting Automation and Data Quality Tools
🕒 18:30–19:50
🏷️ Labels: Accounting, Automation, Data Quality, Currency, Python
📂 Project: Business
Session Goal
The session aimed to enhance accounting automation and data quality processes by developing and refining tools and scripts for financial data management.
Key Activities
- Accounting Automation: Developed SQL and Python code snippets for ledger mapping and financial checks, including a checklist for monthly closing procedures.
- Time Series and Reporting: Created a Pandas function for transaction data time series, and implemented a party timeseries view for financial reporting.
- Runbook and Diagnostics: Compiled a runbook for monthly pipeline rebuilds and diagnostics, detailing preflight checks and validation steps.
- Data Quality Checks: Executed data quality diagnostics on financial tables, generating reports and cleaning scripts for CSV files.
- Currency Integration: Discussed strategies for integrating currency systems, including FX pipeline design and error handling for currency data.
Achievements
- Successfully implemented automation scripts and diagnostic tools for financial data processing.
- Established a comprehensive framework for handling currency data within existing systems.
- Enhanced data quality through rigorous checks and cleaning processes.
Pending Tasks
- Further refinement of currency integration strategies and error handling mechanisms.
- Continued development of diagnostic runbooks for comprehensive coverage of all financial data processes.