Finance Data Platform v0.1
Foundation layer for all Finance AI initiatives.
Owner review pending (2026-09-28). Retained as core company infrastructure work. The source has unchecked milestones and empty evidence links; confirm the current outcome, next milestone, review date and execution tracker rather than relying on the old schedule alone.
What this project is
Build a single source of truth for Finance & Operations data across Datopian's entities, banking platforms, accounting systems, and operational tools.
This project commits to delivering a usable finance data platform v0.1 by 2026-09-30.
Plan of work
| Milestone / checkpoint | ETA | Expected outcome | Done | Completion date |
|---|---|---|---|---|
| Financial systems inventory completed | 2026-06-30 | List of all finance data sources and owners | [ ] | |
| Data model defined | 2026-07-15 | Common finance reporting schema | [ ] | |
| Banking integrations completed | 2026-08-01 | Wise and HSBC data flowing automatically | [ ] | |
| Accounting integrations completed | 2026-08-31 | Entity accounting data available in reporting layer | [ ] | |
| Finance Data Platform v0.1 reviewed | 2026-09-30 | Management dashboard operating from consolidated data | [ ] |
Links / Evidence
- Data inventory:
- Data model:
- Dashboard:
Related Issues
Notes
This project intentionally prioritizes visibility over sophistication. AI capabilities will be built on top of this foundation.
