01
Integration with StarkBank and with several institutions through Brazil's Open Finance.
SolarGrid · Solar energy
A whole group's statements and entries in its ERP
SolarGrid Group's finance team spent more than 100 hours a month logging into banks, posting fees and putting statements together for the auditors. Statements now arrive through Brazil's Open Finance and StarkBank, are categorized by rule and exported to MXM.
How the data moves
- 01Banks and StarkBank
- 02Statements
- 03Categorization
- 04MXM
- of manual work automated every month
- 100+ h
The challenge
Why it's hard.Solar energy.
A solar energy group often has one company per plant or project, each with its own CNPJ (company tax ID) and 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 group companies and assemble the supporting documents for the audit.
From the group's statements to the ERP
- Account maintenance feeR$89.00Bank chargesBranch 02
- Investment yieldR$2,431.18Financial incomeBranch 02
- Intercompany transferR$75,000.00Intercompany loanBranch 02 → 05
- Supplier paymentR$18,640.00SuppliersCost center: O&M
Sample data.
The project
How Openi solved it.In 3 steps.
- 02
Statements read and categorized with rules by branch, transfer type, cost center and cash flow.
- 03
Entry export tailored to MXM, plus consolidated statements and supporting documents.
For the team
What's in plain sight.No digging.
- Fees and yields posted
- Transfers by branch and cost center
- Statements and supporting documents by account and period
On the platform
Solutions used.
- Bank and crypto connectivityOpen Banking in Europe and Brazil, direct bank integrations and crypto wallets: accounts, payments and transactions wired into finance and the ERP.
- CategorizationCategory, GL account and cost center suggested from your history and your rules.
- ERP integration and workflowsSystems connected, data transformed, rules, approvals and runs tracked until the ERP confirms them.
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