Record to Report Services

Do you need help figuring out the performance of your business because of data inconsistencies? Do you want your reports to be accurate and consistent? Our record-to-report services will regularly guarantee accurate and on-time reports.


Years of Experience


Industry Verticals


Experienced Professionals

StripRecord to Report Services

Outsource Record to Report Services to the Expert

We have 24 years of experience meeting our clients' Record to Report (R2R) needs for collecting, processing, and accurately presenting financial data. Over the years, we have gathered and analyzed structured and unstructured financial data from multiple sources. Our services include financial data extraction, collection, validation, transformation, posting vouchers, storing vouchers, analysis of account trial balance generation, and user-defined financial report generation.

We have delivered record-to-report solutions focused on representing data accurately and providing our clients with the true picture. This has facilitated strategic decision-making and helped us build long-term business value. We deploy advanced data collection, processing, and analysis software to ensure inputs are precise and productive. Our clients keep coming back to us because our services have assisted them in making better forecasts and gaining an edge over the competition.

Our Record to Report Process

  • Data Collection

    Our team gathers financial transaction data from various sources like invoices, receipts, and bank statements.
  • Journal Entries

    We then record transactions in the general ledger with appropriate accounting entries.
  • Subledger Reconciliation

    Next, we reconcile sub-ledgers (e.g., accounts payable, accounts receivable) with the general ledger.
  • Financial Statement Preparation

    Our team prepares financial statements, including the balance sheet, income statement, and cash flow statement.
  • Financial Reporting

    We generate comprehensive reports for internal and external stakeholders, complying with accounting standards and regulations.
  • Close Process

    Finally, we complete the financial period by reviewing, adjusting, and finalizing accounts for accurate reporting and analysis.

Our Comprehensive Record-to-Report Services

No items found.
  • General Accounting And Bookkeeping
  • Fixed Assets Accounting
  • Inter Company Accounting
  • Bank And General Ledger Reconciliations
  • Cash And Treasury Management
  • Financial Reporting
  • Management Reporting
  • Inventory Management And Accounting
  • Revenue Accounting
  • Closing Accounting
  • Financial Statement Preparation

Request a Quote

The Invensis Advantage For Record to Report Services

Accurate Reconciliation

The record-to-report process helps in improving financial agility. We make the process accurate by setting up and extracting data from a single source of truth. This helps in easy account reconcilement.

Full Financial Control

An effective internal control system helps you stay compliant with rules. We provide you with full control by adhering to your policies and having in place checks and balances and a monitoring system to make the process effective.

Tech-driven Process

A tech-driven process can make record-to-report efficient and time-bound. We bank on technologies like advanced analytics and robotic process automation to make the reports more insightful and reduce manual tasks.

Quality Reviews

A proper review makes a report more accurate and reliable. Our record-to-reports are taken through the lens of experts and stakeholders before a final rollout. This enhances transparency and helps to identify inconsistencies in advance.

Best Practices

Our team follows the best practices that comply with regulatory requirements. These practices include standardized workflows, organized data management, continuous training, validation checks, maintaining report inventories, etc.

Step-by-step process for Record to Report Services
Step-by-step process for Record to Report Services

Discover More Business-Specific Accounting and Bookkeeping Services

Explore our comprehensive range of other accounting and bookkeeping services to expand your business's financial capabilities. Click on the links below to navigate to specific business services and discover how our expert team can optimize your accounting and bookkeeping processes for maximum efficiency and profitability.

Invensis - The Most Trusted Record to Report Services Company

With Invensis, you will gain 24 years of experience in Record-to-Report (R2R) BPO Services. Our dedicated record-to-report services have helped businesses understand their current position and take futuristic actions for growth. We have delivered cost-effective report-generation services to 10+ industry verticals across the globe. Our expertise in serving industries like healthcare, eCommerce, insurance, travel, etc., has assisted us in delivering reports that enable dynamic decision-making. Our client's bank on us to maintain accuracy and adhere to compliance.


Years of





ISO: 9001:2015 Certified Company
ISO  27001:2013 Certified Company


Finance & Accounting




Value of Invoice





Finance and Accounting Tools We Specialize In

Microsoft Dynamics GP

We Provide

We are Waiting! Outsource to Us Now.
Get a Quote

What Our Customers Say

Invensis' auditing and taxation services assisted us in effecting significant changes in the business's focus and nature. They have always provided us with a comprehensive and top-rated service, allowing us to meet deadlines internally and externally.

Norman Will
Leading Financial Institution in US

Invensis has helped us obtain business-critical data on our Accounts Receivable processes. This helped us make good cash flow decisions, motivate our teams, and maintain our focus on profit maximization.

Elijah Miller
Leading Telecommunications Company in UK

Invensis has been an outstanding business partner for over four years. Our Accounts Payable workflow has generated daily volumes of invoices to be processed, and Outsourced Bookkeeping handles the volume precisely. As a result, it's fantastic to arrive at work every day without any backlog.

Patrick Smith
Leading Customs Brokerage Company in UK

What Our Customers Say

We are thrilled with the impeccable chiropractic billing services offered by Invensis. Their comprehensive knowledge of the industry, prompt claims processing, and meticulous attention to detail have immensely benefited our healthcare reimbursements. Highly commendable!

Star IconStar IconStar IconStar IconStar Icon
John Davis
Leading Healthcare Company in the UK.

We are extremely pleased with the exceptional hospital billing services provided by Invensis. Their expertise and attention to detail in Medicare billing and compliance in medical billing have streamlined our revenue cycle and improved financial performance.

Star IconStar IconStar IconStar IconStar Icon
Emily Johnson
Leading Hospital in the US.

Invensis has been an invaluable partner for our organization, providing exceptional ASC billing services. Their expertise and dedication have significantly improved our revenue cycle management. Highly recommended!

Star IconStar IconStar IconStar IconStar Icon
Sarah Smith
Leading Healthcare Provider in Italy.

Our eCommerce Store Management Services Cover Leading Platforms

An Ultimate Guide to Accounts Receivable Turnover Ratio
An Ultimate Guide to Accounts Receivable Turnover Ratio

This blog accounts receivable turnover ratio will introduce you to the basics of AR turnover ratio and how you can use it to better your balance sheet.

Latest Accounting Trends in 2023 | Future in Accounting

Trends and techniques in accounting are always changing, especially as new technologies emerge. SAGE has found that 90% of accountants think accounting is going through a cultural shift that favors technology.

What is Trial Balance in Accounting: A Comprehensive Guide on Creation & Analysis
What is Trial Balance in Accounting: A Comprehensive Guide on Creation & Analysis

A trial balance serves as a vital tool in accounting by providing an overview of financial health. Explore the best ways to create and analyze it here.

7 Accounting Best Practices For Businesses
7 Accounting Best Practices For Businesses

Explore 7 proven accounting best practices for businesses to navigate the financial landscape with confidence and realize growth and stability.

A 3PL Company Partnered with Invensis and Reduced AP and AR Invoice Processing Errors

Learn how a 3PL company improved efficiency by partnering with Invensis and minimizing errors in AP and AR invoice processing.

A 3PL Company Partnered with Invensis and Reduced AP and AR Invoice Processing Errors
Invensis Assisted a Brazilian Restaurant Increase Cash Flow by 75%

Know how Invensis provides accurate accounting & bookkeeping services for a restaurant which helps effective cost monitoring and growth.

Restaurant Accounting & Bookkeeping Services Case Study

Contact Information

You can reach us at:

Call us
+1 (302)-261-9036
Locate Us
Invensis Inc. 2785 Rockbrook Dr STE 204 Lewisville, TX 75067

Request a Quote

Fill up the form and our team will get back to you within 24 hours.

Enquire with Us

Enquire with us

Fill out this form to get in touch with our expert team.