Data Integration
Integrating financial data across accounting, banking, billing, payroll and e-commerce systems so books update accurately and automatically.
- Estimate Cost
- ₹15,000 – ₹1,00,000
- Typical duration
- 21 days
Service overview
Connecting a business's financial data sources — accounting software, bank feeds, billing and invoicing tools, payment gateways, marketplaces, payroll and ERP — so transactions flow into the books accurately, with fewer manual entries and reconciliation gaps.
Who needs it? / When is it needed?
- Businesses keying the same data into several systems
- E-commerce and D2C sellers reconciling marketplace and gateway settlements
- Companies migrating to new accounting software or an ERP
- Multi-entity businesses consolidating data
What to expect from the WCP Professionals
- Mapping of data sources, flows and the chart of accounts
- Set-up of integrations, bank feeds, imports or connectors
- Rules for automatic posting and reconciliation
- Migration of opening balances and historical data, where needed
- Testing, reconciliation of results and user handover
Key deliverables
- Data-flow map and integration design
- Configured integrations and import templates
- Migrated, reconciled data
- Process document and user training
Standard turnaround time
- Simple integrations: 1–2 weeks
- Software migrations and multi-system projects: 3–8 weeks
Government fees, timelines & key outcomes
No government fee. Software subscriptions, connector licences and implementation partner charges, if any, are separate.
Key outcomes: fewer manual entries, faster closes and reconciled data across systems.
Forms & filings involved
- None for the integration itself
- Integrated data supports GST e-invoicing and returns, which follow their own requirements
Documents required
- List of systems used and their data exports
- Current chart of accounts and opening balances
- Sample transactions and settlement reports
- User access to the systems involved
What we need from you
- Admin access or vendor contacts for each system
- A business owner for decisions on mapping and rules
- Time from users for testing
Important conditions
The accounting software used by a company must keep an audit trail (edit log) that cannot be disabled; integrations are designed so that this requirement is preserved.
The business remains responsible for data accuracy in its source systems.
Additional information
Integrations can include GST e-invoicing and e-way bill connections, bank APIs and marketplace settlement imports, depending on the software ecosystem used.
The estimated cost covers indicative professional fees only. Government fees, stamp duty and taxes are payable at actuals.
How it works
- 1. Raise a service enquiry describing your requirement.
- 2. A Relationship Manager reviews it and opens it for bidding.
- 3. Pay into escrow and assign the professional you select.
- 4. Track progress to completion, then accept and release payment.
Frequently asked questions
What systems can be integrated with accounting software?
Bank feeds, billing and invoicing tools, payment gateways, e-commerce marketplaces, payroll software and ERPs, depending on the software used.
Can my data be migrated to new accounting software?
Yes. Opening balances and, where needed, historical transactions can be migrated and reconciled.
Will integration affect the audit trail?
Integrations are set up so the software's mandatory audit trail (edit log) continues to record changes.
How long does an integration project take?
Simple integrations take one to two weeks; full migrations take three to eight weeks.