遇见数据集

Cloud Accounting Platform Connector & Demo Data

收藏
Snowflake2024-03-01 更新2024-05-01 收录
官方服务:

资源简介:

The GetOurData Cloud Accounting Solution makes it point-and-click easy to extract data from all of the top cloud accounting platforms, transform it to be analytics-ready and load it securely to your Snowflake data warehouse on your desired schedule so you always have fresh, lowest-level data to drive financial analytics and reporting. The adoption of SaaS accounting software is growing rapidly. Implementing these platforms means organizations don't control, or have direct access to, the underlying database of data. This makes it challenging when trying to do analytics with accounting system data. Many analytics teams resort to doing constant exports of CSVs containing accounting transactions, customers, vendors, invoices, invoice lines, POs, products, terms, payments etc. But when it comes to accounting this data changes constantly. Financial managers need to understand what's happening in near real-time if they are to use accounting system data for anything more than a rear-view look back at previous month financial statements. This makes "the CSV shuffle" a highly unproductive or even untenable approach for organizations serious about tightly managing their revenue and expense processes. With GetOurData, after a simple one-time setup, your lowest-level accounting data will be automatically extracted and synced to your Snowflake data warehouse on a schedule. No orchestrating code or learning complex ETL tools, no maintaining custom data pipelines that break when APIs change and not a CSV export-import-mashup in sight! Think of it as the easy-button for getting data from any API. Simply connect your BI tool of choice to your Snowflake database and let analysts focus on what they do best: analyze, visualize and draw insight from your data. This marketplace dataset is simulated and does not represent real customers, vendors or transactions. However, it conforms to the GetOurData "Unified Data Model" for accounting. This means if you use GetOurData to extract and transform data to be analytics-ready from the API of your cloud accounting provider it too will conform to the same data model structure whichever provider you use. So start building dashboards with this demo data and magically they will all work once you setup the pipeline for your organization's own data. Pipeline setup is super quick and easy and we support all of the top cloud accounting providers including Quickbooks, Netsuite, Intacct and others. Learn more at [www.GetOurData.com](http://www.GetOurData.com) or see our product videos at [https://www.youtube.com/@getourdata](https://www.youtube.com/@getourdata) We abstract away all the complexity and provide a simple authentication wizard to establish secure API connections. We query the underlying API and its endpoints, iterate through thousands of pages of JSON responses extracting all their data. Then convert those complex nested API responses, that no BI or reporting tool understands, into beautiful rows, columns and tables ready for analysis. We create all the unique keys you will need to join the resulting tables together in your BI tool since they do not exist in the raw API responses. We even give you a BI data model template (currently available for Tableau) so the analyst doesn't need to do any data modeling before jumping right into their analysis. Best of all we do all of this in the background completely automatically. Just set it and forget it! We can do this for much more than accounting data too as GetOurData can extract data from almost any of the 50,000+ APIs out there. If you don't see your source listed on our website just log a request and we will set up a new custom connection in a day or two. What about data security I hear you ask. Well we designed it in. Your organization controls the destination data store and grants us only the minimum privileges needed to write data to it. Once there we cannot see it, or anything else. And once each API endpoint refresh completes we automatically purge all work-in-process data packets from our servers and never store your data. So while GetOurData runs on highly secure AWS infrastructure we also make sure any window of exposure in moving your data is extremely limited, in most cases to just a few minutes. Let GetOurData handle all the grunt work for you so your analysts can focus on analysis instead of drowning in CSVs and your data engineers can work on high order problems than just extracting data from a few third party APIs. EXAMPLE ACCOUNTING USE CASES: Here are some sample use cases demonstrating the insights and business growth opportunities enabled by our platform: Financial Health Analysis: Calculate key financial ratios such as liquidity ratios (current ratio, quick ratio), profitability ratios (return on assets, return on equity), and leverage ratios (debt-to-equity ratio) to assess the company's financial health and performance over time. Budgeting and Forecasting: Use historical financial data to create budgets and forecasts for future periods. Analyze trends and patterns to make informed decisions about resource allocation, investment strategies, and operational planning. Expense Analysis and Cost Management: Analyze expenses by category (e.g., salaries, marketing, utilities) to identify areas of cost inefficiency or overspending. Implement cost-saving initiatives and monitor their impact on overall profitability. EXAMPLE TABLES: Customers Vendors Invoices Purchase Orders Payments AP AR Transactions Journal Entries EXAMPLE FIELDS: Name Addresses Transaction Description Transaction Category Amount Date Document URL For additional information and help, visit us at [http://www.getourdata.com](http://www.getourdata.com)

GetOurData云会计解决方案可通过点选式操作轻松从所有主流云会计平台提取数据,将其转换为可用于分析的格式,并按照您指定的计划安全加载至Snowflake(Snowflake)数据仓库,确保您始终拥有最新的最细粒度数据,用于驱动财务分析与报告。 软件即服务(Software as a Service,SaaS)会计软件的应用规模正快速增长。部署此类平台意味着企业无法掌控或直接访问其底层数据库,这使得基于会计系统数据开展分析工作面临诸多挑战。许多分析团队不得不持续导出包含会计交易、客户、供应商、发票、发票明细、采购订单(Purchase Orders,PO)、产品、条款、付款等内容的逗号分隔值(Comma-Separated Values,CSV)文件。但会计数据处于持续变动中,若财务管理人员希望利用会计系统数据开展除回顾上月财务报表之外的工作,则需近乎实时地掌握数据动态。这使得“CSV手动导表流程”对于致力于严格管控收支流程的企业而言,效率极低甚至完全不可行。 借助GetOurData,仅需完成一次简单的初始配置,您的最细粒度会计数据便会按照计划自动提取并同步至Snowflake数据仓库。无需编写编排代码,也无需学习复杂的提取-转换-加载(Extract-Transform-Load,ETL)工具,无需维护因应用程序编程接口(Application Programming Interface,API)变更而失效的自定义数据流水线,更无需进行繁琐的CSV导出-导入-合并操作!您可以将其视为从任意API获取数据的一键解决方案。只需将您选择的商业智能(Business Intelligence,BI)工具连接至Snowflake数据库,即可让分析师专注于其核心工作:对数据进行分析、可视化并挖掘洞察。 本市场数据集为模拟数据,不代表真实的客户、供应商或交易信息。但其符合GetOurData会计统一数据模型规范。这意味着,无论您使用哪家云会计服务提供商的API,通过GetOurData提取并转换为可分析格式的数据,都将遵循统一的数据模型结构。因此,您可以先用此演示数据构建仪表板,一旦为企业自有数据配置好数据流水线,这些仪表板便可直接正常运行。数据流水线的配置过程极为简便快捷,我们支持所有主流云会计服务提供商,包括Quickbooks、Netsuite、Intacct等。如需了解更多信息,请访问[www.GetOurData.com](http://www.GetOurData.com),或观看我们的产品视频:[https://www.youtube.com/@getourdata](https://www.youtube.com/@getourdata) 我们屏蔽了所有复杂操作,提供简易的身份验证向导以建立安全的API连接。我们会查询底层API及其端点,遍历数千页的JavaScript对象表示法(JavaScript Object Notation,JSON)响应并提取所有数据。随后,将商业智能或报告工具无法直接解析的复杂嵌套API响应,转换为便于分析的规整行、列与数据表。由于原始API响应中不存在用于关联生成数据表的唯一键,我们会自动创建所需的全部唯一键。我们还提供BI数据模型模板(目前支持Tableau),分析师无需提前进行数据建模即可直接开展分析。最棒的是,所有操作均在后台自动完成,您只需配置一次即可无需值守!GetOurData的应用范围远不止会计数据,它可以从目前超过50000个API中提取数据。如果您所需的数据源未在我们的网站上列出,只需提交申请,我们将在1-2天内为您搭建自定义连接。 您可能会问及数据安全问题。我们从设计之初便将其纳入考量。企业拥有目标数据存储的控制权,仅授予我们向其写入数据所需的最低权限。数据写入后,我们无法查看该数据或其他任何内容。每次API端点刷新完成后,我们会自动清除服务器上所有处于处理中的数据包,且绝不会存储您的数据。因此,尽管GetOurData运行于安全性极高的亚马逊网络服务(Amazon Web Services,AWS)基础设施之上,我们也确保了数据传输过程中的暴露窗口极为有限,多数情况下仅为数分钟。 让GetOurData为您处理所有繁琐的基础工作,让分析师无需深陷CSV文件的繁琐操作,专注于数据分析工作;让数据工程师无需耗费精力从少数第三方API提取数据,转而投入更高阶的问题解决。 会计应用示例场景: 财务健康状况分析: 计算关键财务比率,包括流动性比率(流动比率、速动比率)、盈利能力比率(资产回报率、净资产收益率)以及杠杆比率(资产负债率),以评估企业长期的财务健康状况与经营业绩。 预算编制与预测: 利用历史财务数据为未来期间编制预算与预测,通过分析趋势与模式,为资源分配、投资策略与运营规划制定提供决策依据。 费用分析与成本管控: 按类别(如薪资、营销、公用事业费用)分析各项开支,识别成本低效或超支的环节,推出成本节约举措并监控其对整体盈利能力的影响。 示例数据表: 客户表 供应商表 发票表 采购订单表 付款表 应付账款(Accounts Payable,AP) 应收账款(Accounts Receivable,AR) 交易表 日记账分录表 示例字段: 名称 地址 交易描述 交易类别 金额 日期 文档链接 如需获取更多信息与帮助,请访问[http://www.getourdata.com](http://www.getourdata.com)

提供机构:
GetOurData
创建时间:
2024-02-26
搜集汇总
数据集介绍
Cloud Accounting Platform Connector & Demo Data 数据集图片
背景与挑战
背景概述
该数据集是GetOurData云端会计平台连接器的演示数据,通过模拟数据展示如何从主流会计平台自动提取、转换并同步数据到Snowflake数据仓库,遵循统一数据模型以支持分析就绪。它旨在简化数据管道设置,使分析师能专注于财务分析,而无需处理复杂的ETL过程或CSV导出。
以上内容由遇见数据集搜集并总结生成
二维码
社区交流群
二维码
科研交流群
商业服务