Aggregating key metrics across an account hierarchy

1. A computer-implemented method performed at a server system, using at least one computer processor, the method comprising:

accessing a first transaction record, the first transaction record listing a first account associated with a first transaction, the first transaction being categorized into a first category;

determining a parent account of the first account, the parent account being a non-educational organization that is the highest in a hierarchy of non-educational organizations that includes the first account, the determining being based on analyzing an account record associated with the first account;

identifying a second transaction record associated with a second account, the second account having the same parent account as the first account, the second account being included in the hierarchy of non-educational organizations;

comparing a first billing address of record for the first account to a second billing address of record for the second account;

in accordance with a determination that the first billing address of record matches the second billing address of record, aggregating the first transaction and a second transaction listed in the second transaction record into a combined transaction; and

responsive to aggregating the first transaction and the second transaction listed in the second transaction record into the combined transaction, categorizing the combined transaction into a second category, the second category being different from the first category.

2. The method of claim 1 , wherein analyzing the account record associated with the first account to determine the parent account of the first account further comprises:

determining whether the account record associated with the first account lists a parent account for the first account;

in accordance with a determination that the account record associated with the first account lists a parent account for the first account, determining whether an account record associated with the parent account for the first account lists a parent account; and

continuing to identify parent accounts until an ultimate parent account is determined.

3. The method of claim 2 , further comprising:

updating the account record associated with the first account to list the ultimate parent account as the parent account of the first account.

4. The method of claim 3 , further comprising:

in accordance with a determination that the account record associated with the first account does not list a parent account, updating the account record associated with the first account to, at least temporarily, list the first account as the parent account.

5. The method of claim 1 , wherein identifying the second transaction record associated with the second account further comprises:

determining, based on a transaction date associated with the first transaction, a relevant time window for the first transaction;

identifying a plurality of transactions that occurred during the time window; and

for a particular transaction in the plurality of transactions that occurred during the time window:

determining an account associated with the particular transaction;

determining an ultimate parent account for the account associated with the particular transaction;

comparing the ultimate parent account for the account associated with the particular transaction to the parent account for the first account to determine whether both ultimate parent accounts are the same account; and

in accordance with a determination that the ultimate parent account for the account associated with the particular transaction matches the parent account for the first account, using a transaction record for the particular transaction as the second transaction record.

6. The method of claim 5 , further comprising:

determining a transaction type of the first transaction; and

filtering the plurality of transactions that occurred during the time window to remove transactions with a transaction type different from the transaction type of the first transaction.

7. The method of claim 1 , wherein comparing the first billing address of record for the first account to the second billing address of record for the second account further comprises:

accessing the first account record for the first account;

retrieving a first stored billing address of record from the first account record;

accessing a second billing account record for the second account;

retrieving a second stored billing address of record from the second account record; and

determining whether the first stored billing address of record matches the second stored billing address of record.

8. The method of claim 1 , wherein aggregating the first transaction and the second transaction into the combined transaction further comprises:

determining a temporary placeholder account identifier to represent both the first transaction and the second transaction.

9. The method of claim 8 , wherein the temporary placeholder account identifier is the smaller of an account identifier of the first account and an account identifier of the second account.

10. The method of claim 8 , further comprising:

updating the first transaction record to list the temporary placeholder account identifier as an account identifier associated with the first transaction; and

updating the second transaction record to list the temporary placeholder account identifier as an account identifier associated with the second transaction.

11. The method of claim 10 , further comprising:

determining that the first transaction record and the second transaction record list a same source account; and

creating a third transaction record that includes both the first transaction and the second transaction.

12. A system comprising:

one or more hardware processors; and

a non-transitory computer-readable medium for storing instructions that, when executed by the one or more hardware processors, cause the one or more hardware processors to perform operations comprising:

accessing a first transaction record, the first transaction record listing a first account associated with a first transaction, the first transaction being categorized into a first category;

determining a parent account of the first account, the parent account being a non-educational organization that is the highest in a hierarchy of non-educational organizations that includes the first account, the determining being based on analyzing an account record associated with the first account;

identifying a second transaction record associated with a second account, the second account having the same parent account as the first account, the second account being included in the hierarchy of non-educational organizations;

comparing a first billing address of record for the first account to a second billing address of record for the second account;

in accordance with a determination that the first billing address of record matches the second billing address of record, aggregating the first transaction and a second transaction listed in the second transaction record into a combined transaction; and

responsive to aggregating the first transaction and the second transaction listed in the second transaction record into the combined transaction, categorizing the combined transaction into a second category, the second category being different from the first category.

13. The system of claim 12 , wherein the operations for analyzing the account record associated with the first account to determine the parent account of the first account further comprise operations for:

determining whether the account record associated with the first account lists a parent account for the first account;

in accordance with a determination that the account record associated with the first account lists a parent account for the first account, determining whether an account record associated with the parent account for the first account lists a parent account; and

continuing to identify parent accounts until an ultimate parent account is determined.

14. The system of claim 13 , wherein the operations further comprise:

updating the account record associated with the first account to list the ultimate parent account as the parent account of the first account.

15. The system of claim 14 , wherein the operations further comprise:

in accordance with a determination that the account record associated with the first account does not list a parent account, updating the account record associated with the first account to, at least temporarily, list the first account as the parent account.

16. The system of claim 12 , wherein the operations for identifying the second transaction record associated with the second account further comprise operations for:

determining, based on a transaction date associated with the first transaction, a relevant time window for the first transaction;

identifying a plurality of transactions that occurred during the time window; and

for a particular transaction in the plurality of transactions that occurred during the time window:

determining an account associated with the particular transaction;

determining an ultimate parent account for the account associated with the particular transaction;

comparing the ultimate parent account for the account associated with the particular transaction to the parent account for the first account to determine whether both ultimate parent accounts are the same account; and

in accordance with a determination that the ultimate parent account for the account associated with the particular transaction matches the parent account for the first account, using a transaction record for the particular transaction as the second transaction record.

17. A non-transitory computer-readable storage medium storing instructions that, when executed by one or more hardware processors of a machine, cause the machine to perform operations comprising:

accessing a first transaction record, the first transaction record listing a first account associated with a first transaction, the first transaction being categorized into a first category;

determining a parent account of the first account, the parent account being a non-educational organization that is the highest in a hierarchy of non-educational organizations that includes the first account, the determining being based on analyzing an account record associated with the first account;

identifying a second transaction record associated with a second account, the second account having the same parent account as the first account, the second account being included in the hierarchy of non-educational organizations;

comparing a first billing address of record for the first account to a second billing address of record for the second account;

in accordance with a determination that the first billing address of record matches the second billing address of record, aggregating the first transaction and a second transaction listed in the second transaction record into a combined transaction; and

responsive to aggregating the first transaction and the second transaction listed in the second transaction record into the combined transaction, categorizing the combined transaction into a second category, the second category being different from the first category.

18. The non-transitory computer-readable storage medium of claim 17 , wherein the operations for analyzing the account record associated with the first account to determine the parent account of the first account further comprise operations for:

determining whether the account record associated with the first account lists a parent account for the first account;

in accordance with a determination that the account record associated with the first account lists a parent account for the first account, determining whether an account record associated with the parent account for the first account lists a parent account; and

continuing to identify parent accounts until an ultimate parent account is determined.

19. The non-transitory computer-readable storage medium of claim 18 , wherein the operations further comprise:

updating the account record associated with the first account to list the ultimate parent account as the parent account of the first account.

20. The non-transitory computer-readable storage medium of claim 19 , wherein the operations further comprise:

in accordance with a determination that the account record associated with the first account does not list a parent account, updating the account record associated with the first account to, at least temporarily, list the first account as the parent account.