New: AI & text-to-SQL on your own SupersetBook a demo
A Fintech Lender · Financial Services
A fintech lender automated compliance reporting and cut audit prep by 70%
A consumer fintech replaced manual Excel-based compliance reports with scheduled D23 dashboards connected directly to its Snowflake data warehouse.
70%
less time spent on audit prep
7
compliance reports automated
100%
of historical snapshots preserved
The challenge
The compliance team produced seven recurring regulatory reports each month by pulling data from Snowflake into Excel, transforming it manually, and formatting it for submission. Each report took one to two days. Audit season meant two weeks of all-hands effort to reconstruct historical snapshots that nobody had saved.
How D23 helped
- Connected Snowflake to D23 managed Superset with a read-only service account in under an hour.
- Rebuilt all seven compliance reports as Superset dashboards with scheduled PDF exports delivered by email.
- Added row-level security and SSO so auditors get a scoped read-only view with no data export rights.
- Used D23's AI text-to-SQL to let the compliance team explore edge cases without filing data requests.
- Snapshotted dashboard state on a monthly cadence so historical views are always available for audit.
“Our last audit was the smoothest in five years. The auditors had a read-only Superset login and could answer most of their own questions. We barely had to pull anything manually.”