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IT Services

Reconciliation for IT service companies and software exporters

Reconciliation in IT Services

Indian IT service companies bill clients in INR and foreign currencies, receive payments through wire transfers and payment platforms, manage TDS deductions under Section 194J, and must reconcile GST output tax against GSTR-2A. Large IT services firms process hundreds of invoices per month across multiple clients, geographies, and project codes — with payment terms ranging from Net-15 to Net-90. Settlement delays, partial payments, and TDS deductions create a reconciliation backlog that grows with revenue.

Where reconciliation breaks down

These are the structural problems that generic tools cannot solve for IT Services businesses.

Partial and split invoice payments

Clients frequently remit partial payments against a single invoice or consolidate payments across multiple invoices in a single wire transfer. Standard bank reconciliation cannot map these 1:many and many:1 flows without custom logic.

TDS on professional fees (Section 194J)

Domestic clients deduct TDS at 10% under Section 194J on all professional and technical services. Invoices are raised at full value; payment arrives net of TDS. Reconciling the gross invoice against the net receipt — and tracking the TDS for 26AS — requires embedded tax logic.

GST reconciliation against GSTR-2A/2B

IT services firms with high vendor spend must reconcile purchase invoices against GSTR-2A to claim ITC. Mismatches — supplier has not filed, invoice date differs, GSTIN errors — block credit and increase tax liability.

Foreign currency settlement variance

USD or GBP receipts are converted at the bank's day-rate, creating a forex variance against the invoice value. Tracking realised exchange gains/losses per invoice is mandatory for accurate P&L and for FEMA compliance.

How TransactIG solves this

TransactIG is built by Terra Insight with it services-specific configuration, not generic matching logic.

Multi-invoice payment matching

TransactIG uses many-to-many aggregation to match single bank credits against multiple outstanding invoices, or split one invoice payment across several credits — resolving complex payment patterns that manual matching cannot handle.

Section 194J TDS handling

TDS deduction amounts are pre-computed from the invoice value and deduction rate, allowing net-of-TDS matching without manual adjustment. Each matched transaction generates a 26AS reconciliation record.

Forex variance isolation

The forex reconciliation pattern isolates exchange rate differences as a named variance category, distinguishing them from genuine payment shortfalls and enabling accurate P&L accounting.

Configuration presets

Section 194J TDS (10% professional fees)
GSTR-2A/2B ITC reconciliation
Multi-currency invoice matching (USD, GBP, EUR)
Net-30/Net-60 payment term tracking
Project code and cost centre tagging

No custom development

These presets are included with every IT Services deployment of TransactIG. Go live in 2–4 weeks.

Frequently asked questions

Can TransactIG handle foreign currency invoices?

Yes. The forex reconciliation pattern converts remittances to INR at the transaction exchange rate, isolates the exchange variance as a separate category, and matches the INR equivalent against the billed amount.

How does TransactIG handle a client who pays multiple invoices in one transfer?

The multi-invoice aggregation pattern matches a single bank credit to a set of open invoices whose combined value equals the receipt amount — within a configurable tolerance.

Does TransactIG integrate with GSTN for GSTR-2A data?

TransactIG can ingest GSTR-2A/2B exports from the GSTN portal (Excel or JSON) and reconcile them against your purchase ledger in Tally, SAP, or Busy.

We bill in milestones, not full invoices. Can TransactIG handle that?

Yes. TransactIG supports partial invoice matching with configurable rules for milestone billing scenarios where receipts map to a percentage of the total invoice value.

Ready to automate IT Services reconciliation?

Terra Insight will walk you through a live TransactIG demo using it services transaction data — matching patterns, variance taxonomy, and ERP integration.