Assisted reconciliation in practice: A ninety-day pilot at InstaFiling

InstaFiling is a technology-enabled compliance services company that helps MSMEs and start-ups all over India with their GST returns, income tax, TDS and TCS, financial statements, and advice. The industry is quickly going digital thanks to GST and ROC portals, e-invoicing, and cloud accounting. However, it is hard to carry out these changes because of changing rules, overlapping deadlines, and clients who are not ready for digital. InstaFiling's main choice is how to combine process standardization, workload smoothing, and AI-assisted reconciliation to improve first-pass accuracy, cut down on rework hours, boost on-time filings, and protect margins in a market where prices are important. Students will use an exhibit-driven data pack to find out how well things are going right now, figure out where the problems are in getting and reconciling client data, and compare three strategies: automation and standardization, smoothing out workloads and upskilling, and dividing clients into groups and giving them more power. The analysis ends with a ninety-day pilot that includes a scorecard and a Client Compliance Reliability Score to help prioritize work and make sure that service levels are consistent. The case helps students learn how to combine process redesign, analytics, and human-in-the-loop controls, measure trade-offs when things are uncertain, and make suggestions that take into account effectiveness, cost, and adoption risk in a professional services setting that serves a wide range of MSME clients.