How a Global Workforce Solutions Platform Automated Bank Reconciliations and GSP E-Invoicing with Dynamics 365 Business Central
At-a-Glance
A leading global workforce solutions and employer-of-record (EOR) enterprise providing high-impact workforce and operational consulting solutions.
CHALLENGE:
Fragmented systems and siloed teams hindered consolidated financial visibility. Disconnected banking ledgers resulted in tedious, manual bank reconciliations, while the absence of mandated government e-invoicing created statutory compliance risks.
SOLUTION:
Intelegain implemented Dynamics 365 Business Central as a single automated platform, integrating direct banking feeds for automated reconciliations and connecting a GST Suvidha Provider (GSP) for compliance-ready e-invoicing.
RESULTS:
Consolidated company-wide financials onto one automated ERP, eliminated hours of manual bank reconciliation, and established automated, audit-ready e-invoicing compliance.
The Challenge: Disconnected Banking Feeds and Manual Invoicing Compliance
In professional services and workforce consulting, billing accuracy, cash flow management, and statutory tax compliance form the foundation of sustainable operations. The enterprise manages large volumes of professional service contracts, vendor disbursements, and client billings every month.
However, their financial operations were impeded by fragmented standalone systems. Teams operated in isolation, manually cross-referencing billing spreadsheets against accounting ledgers. Bank reconciliation was an exhausting chore—finance staff spent hours manually downloading bank statements and matching entries one by one.
Compounding this friction, government mandates introduced strict electronic invoicing (e-invoicing) regulations requiring real-time registration with the tax portal. The firm lacked an automated e-invoicing integration, exposing the firm to delayed client billing and regulatory penalty risks.
Fragmented operational systems and siloed teams preventing consolidated financial visibility.
Inefficient, error-prone manual bank reconciliation workflows caused by disconnected banking data.
Absence of an automated integration for mandated government GST e-invoicing compliance.
Delayed billing dispatch cycles creating friction in client payment settlements.
Why Intelegain Was Chosen
The client selected Intelegain due to our specialized expertise in Indian statutory compliance, banking API integrations, and end-to-end Microsoft Dynamics 365 Business Central deployments.
Implementation: The Intelegain Approach
The solution was implemented across three structured phases:
Phase 1: Financial Architecture & Process Unification
Intelegain mapped the enterprise’s professional services chart of accounts, vendor terms, and billing structures. We deployed Business Central as the centralized financial core, eliminating disconnected departmental spreadsheets.
Phase 2: Automated Banking Feed & Reconciliation Setup
We established secure integration with corporate banking APIs. Business Central now ingests bank transaction feeds automatically, matches incoming customer remittances against open invoices, and flags discrepancies for review.
Phase 3: GSP E-Invoicing Module Integration & Go-Live
We integrated a certified GST Suvidha Provider (GSP) API. Invoices generated in Business Central automatically transmit to the government e-invoicing portal, generating valid IRNs and QR codes on invoice PDFs instantaneously.
Measurable Results & Business Impact
Consolidation of multi-departmental financials onto a single automated platform
Reduction in time spent on monthly corporate bank statement reconciliation
Government IRN e-invoicing generation directly inside Business Central
Compliance penalties or billing delays across professional service contracts
The Business Central implementation transformed financial operations across the enterprise. Disconnected spreadsheets and manual bank reconciliation were replaced with automated, real-time ledgers. Invoices are dispatched to enterprise clients with instant government e-invoicing compliance, ensuring seamless statutory adherence and accelerating cash collection cycles.
Project Details
Global Workforce Solutions Enterprise
India
Professional Services
Microsoft Dynamics 365 Business Central
Automate finance & compliance
See how Business Central unifies banking feeds and GSP e-invoicing into an automated financial platform.
Looking to automate banking reconciliations and GST e-invoicing with Business Central?
Discover how Intelegain integrates direct banking feeds and statutory e-invoicing modules into Business Central.