TJ’s talk on automating accounting and investment reporting at Singapore dbt Meetup event
On Thursday, August 29, 2024, TJ gave a talk on automating accounting and investment reporting with dbt at a Singapore dbt Meetup event. 🍕🍺🤖
As a firm, we try to free up human time so we can focus on high-impact work instead. This means we outsource a lot of manual work to robots. We also want to make it possible (and easy!) for any member of the team at Titanium Birch to find insights in data about our investment portfolio. But this problem tends to be solved through a high amount of human toil and spreadsheets, which we want to stay away from.
Enter dbt, which we use so that 🤖🤖🤖 can do as much routine work as possible, as frequently as possible, to produce reliable, detailed, and timely reports for both accounting and investments.
As TJ deliver his presentation, this author thought, “Wow, I feel really lucky and proud to be TJ's colleague!” Photo credit: dbt Meetup organisers.
Talk highlights
In TJ’s talk, he covered:
Why dbt?
Differences between handling financial data vs. other types of data
How we’re trying to build more accurate systems
With best practices
Using double-entry bookkeeping
Via reconciliation against an independent data feed
Check out the full deck here:
2024-08-29 Singapore dbt Meetup - Automating investment reporting and accounting via dbt
