Tax & Regulatory

A non-banking financial-services lender.

Lending & financial services — anonymised case study. Sector and outcomes are real; client name withheld.

The problem

What the customer was facing.

The lender generated e-way bills directly through the government portal whenever financed assets moved — manual data entry, manual validation, manual reconciliation across multiple systems. Volume kept rising; the team’s capacity to keep up didn’t. Compliance risk was visible on the floor.

How we engaged

The approach we ran.

We integrated the ERP ecosystem with ClearTax for automated e-way bill generation tied to the asset-movement events the lender already tracked. Build covered transaction mapping, GST validations, transportation data handling, exception queues for the edge cases, UAT, and production rollout. Status tracking lives in the same system the operations team already uses.

Outcomes

What landed in production.

OUTCOME 01
Automated e-way bill generation across financed-asset movements
OUTCOME 02
Manual portal touches eliminated for the standard path
OUTCOME 03
Real-time compliance status feeding the ops dashboard
Stack we deployed

Tools and infrastructure used.

Partner platforms
ClearTaxOracle
Built on engineo
Smelter
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