Operations node

Purpose

• Aggregate and transform data using custom logic and conditional rules
• Clean datasets by removing test accounts, converting data types, and standardizing inconsistent values
• Filter data by dates, entities, accounts, or any other column or row-level condition
• Analyze reconciliation discrepancies like amount differences, status mismatches, and more
• Convert currencies automatically using API-based exchange rates

Inputs

• Data from any upstream node in your workflow
• Custom SQL queries written directly in the node

Outputs

• Transformed, aggregated, or filtered datasets ready to pass to the next node
• Combined datasets from multiple inputs, joined and structured to your specification
• Discrepancy reports surfacing amount differences, status mismatches, or validation failures

Typical use cases

The data operations node processes the data however you need. Common actions include:

• Cleaning up data
• Merging data
• Creating pivot tables
• Converting currencies