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Data & Analytics

Remizen + dbt Integration

Help data teams model expense records for reporting when the records are available in a suitable warehouse.

This describes a possible workflow, not an active or official connection.

Connect Remizen with dbt

dbt is used for reporting and analysis. Explore modeled spend data in an analytics engineering workflow. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with dbt

For organizations that use dbt, a potential workflow could focus on making reviewed spending easier to analyze alongside other business data. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed dbt use case with the people who review spending: Consider models for expense reporting data.
  • Plan how to define checks for spend-data transformations using the relevant metric definitions, access controls, refresh schedules, and data quality, and decide who would own each handoff.
  • Before implementation, validate the proposed process to document analytical definitions for finance measures against your approval policies.

Workflows

  • Consider models for expense reporting data
  • Define checks for spend-data transformations
  • Document analytical definitions for finance measures

Data and workflow considerations

  • Review metric definitions, access controls, refresh schedules, and data quality before defining a dbt workflow.
  • Determine whether dbt data needed for making reviewed spending easier to analyze alongside other business data may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.