Skip to content
OpeniDevelopers

CasesSolar energy

Statements and entries for an entire group in MXM

SolarGrid Group's finance team spent more than 100 hours a month logging into banks, posting fees and putting statements together for the audit. Statements now arrive through Open Finance and StarkBank, are classified by rule and exported to MXM.

SolarGrid
Request accessDocumentation

From source data to result

  1. 1Banks and StarkBank
  2. 2Statements
  3. 3Classification
  4. 4MXM
of manual tasks automated per month
100+ h

The challenge. Solar energy.

In a solar energy group it is common to have one company per plant or project, each with its own CNPJ and its own bank accounts. Every month finance repeats the same routine for each company: log into the bank, download the statement, post fees and yields, identify transfers between the group's companies and put together the supporting documents for the audit.

From the group's statements to the ERP
Example
Statements (banks and StarkBank)Entry in MXM

  • Maintenance fee

    R$ 89.00

    Classified

    Bank expense

    Branch 02

  • Investment yield

    R$ 2,431.18

    Classified

    Financial income

    Branch 02

  • Transfer between companies

    R$ 75,000.00

    Classified

    Loan between branches

    Branch 02 → 05

  • Supplier payment

    R$ 18,640.00

    Classified

    Suppliers

    Cost center: O&M

Sample data, to illustrate the flow.

How it was done. The project, in 3 workstreams.

  1. Integration with StarkBank and with several institutions via Open Finance.
  2. Statement reading and classification with rules by branch, transfer type, cost center and cash flow.
  3. Entry export adapted to MXM and generation of consolidated statements and supporting documents.

What stays visible. Set apart for the people who operate.

  • Fees and yields posted
  • Transfers by branch and cost center
  • Statements and supporting documents by account and period

Other cases

“We integrated Open Finance in one sprint. The documentation answers before we need to ask.”
Marina DuarteHead of Engineering, credit fintech
“The reconciliation that took the team two days now runs on its own.”
Rafael AntunesCTO, retail chain

Teams from fintechs, retail and accounting already integrate with Openi.

Request access

Build your reconciliation. With the same calls.

The cases use documented endpoints only. Request access and run the flow with your own operation's data.

Request accessDocumentation