Adjustments and improvements to financial scripts (Airflow)

Client

Institution specializing in credit, cards, and financial services.

About the Company

The company operates in the market of financial solutions, offering products such as credit, cards, and associated benefits. The company invests in technology to consolidate financial information, increase operational efficiency, and support the business, auditing, and controlling areas.

Challenge

The client needed consolidate and detail financial and operational information originating from different bases, ensuring:

Precise feeding DRE;
Justifications for audits and regulatory compliance;
Support for management and financial reporting;
Consolidated view of balances, interest, charges, cards, and accounting plans;
Integration of data on monthly payments, cashback, and installment payments;
Elimination of duplicates and inconsistencies in reports;
Statistical projections and accounting provisions more assertive.

Solution

A project was carried out adjustments and improvements to financial scripts, with the use of Airflow for data orchestration. The main actions included:

Review and standardization of financial scripts;
Creation of information consolidation flows from different databases;
Integration of data on monthly payments, cashback, and installment payments;
Preparation of detailed and reliable financial reports;

Process automation to feed the income statement and support audits.

Results

Consolidated and accurate view of financial operations;
Reducing inconsistencies and duplication in reports;
Agility in monthly closing and support for audits;
Greater reliability in internal controls and financial indicators;

Operational efficiency with automation via Airflow.