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2023-10-25 at 05:33
Automating accounting's end-of-month close process (and passing a SOX audit) - Coalesce 2023
Event:
dbt Coalesce 2023
Topics
Description
In this session, the team at Rocket Money explains how they built a Quote-to-Cash (Q2C) system in dbt Cloud that the accounting team uses for end-of-month close. This was also used to pass Rocket Money's first SOX audit with zero deficiencies. The presentation will review how the team gathered requirements (for different products, payment providers, etc.) and built and tested all of their models.
Speaker: Amber Oar, Staff Analytics Engineer, Rocket Money
Register for Coalesce at https://coalesce.getdbt.com