1. Executive summary
Egisedge has delivered four solutions for Policybazaar, a fintech company: a GST return solution covering GSTR 2A, 2B and 3B, an automated ERP backup and recovery solution, an HR management system and an integrated vendor KYC and GSTR 2B platform.
We publish what we built and how. Detailed results are shared in conversation, with the client's agreement.
2. Client and context
As a fintech business, Policybazaar files GST returns on a large volume of purchase invoices, onboards many vendors and must keep its ERP data protected and recoverable. Each engagement replaced manual steps in one of these processes.
3. Engagements at a glance
| # | Engagement | Area | Scope |
|---|---|---|---|
| 4 | Backup Solution | Data Management | Automated backup and recovery management system ensuring data protection and business continuity. |
| 5 | HR Solution | Human Resources | HRMS with employee management, attendance tracking and payroll integration. |
| 6 | GSTR Solution | Tax & Compliance | Complete GST return filing system automating GSTR 2A, 2B and 3B processes. |
| 7 | KYC & GSTR 2B CRP | Vendor Management | Integrated KYC verification and GSTR 2B reconciliation platform that streamlines vendor onboarding. |
4. Backup Solution
Data Management
Scope
Automated backup and recovery management system ensuring data protection and business continuity.
Results
We publish what we built and how. Detailed results are shared in conversation, with the client's agreement.
5. HR Solution
Human Resources
Scope
HRMS with employee management, attendance tracking and payroll integration.
Results
We publish what we built and how. Detailed results are shared in conversation, with the client's agreement.
6. GSTR Solution
Tax & Compliance
Scope
Egisedge built a complete GST compliance solution for Policybazaar on Oracle APEX + AI. It automates the full GST return process, including GSTR 2A reconciliation, GSTR 2B matching and GSTR 3B filing, removing manual errors and cutting compliance time.
The challenge
- Complex GST return filing (GSTR 2A, 2B, 3B)
- Manual reconciliation of purchase invoices
- Time-consuming data entry and validation
- High risk of errors in tax calculations
- Compliance challenges with GST regulations
What we built
| Component | What it does |
|---|---|
| GSTR 2A reconciliation | Automated reconciliation of purchase invoices with GSTR 2A data, flagging mismatches. |
| GSTR 2B matching | Matching of input tax credit (ITC) with GSTR 2B for accurate credit claims. |
| GSTR 3B filing | Automated 3B preparation with pre-filled data and validation checks. |
| Compliance dashboard | Real-time monitoring, alerts and reporting for timely filings. |
Business impact
- GST filing time cut from days to hours
- Lower compliance costs and fewer penalties
- Validation checks on every tax calculation
- Timely, validated GST filing
Results
We publish what we built and how. Detailed results are shared in conversation, with the client's agreement.
Technology
Oracle APEX + AI · Oracle Database · GST API integration · REST services
Related: GST reconciliation calculator · GSTR-2B reconciliation with Oracle Fusion: setup guide
7. KYC & GSTR 2B CRP
Vendor Management
Scope
Integrated KYC verification and GSTR 2B reconciliation platform that streamlines vendor onboarding.
Results
We publish what we built and how. Detailed results are shared in conversation, with the client's agreement.
Related: GST reconciliation calculator
8. Working with Egisedge
Egisedge is an Oracle Partner founded in 2019 in Gurugram, India, delivering offshore in your working hours. If your team faces a similar problem, we can review your current process and propose a fixed-scope first phase.