Accelerating Financial Reconciliation for Large-Scale Retailers Using Boomi Integration

Retailers today face increasing pressure to reconcile large volumes of financial transactions
quickly, securely, and accurately. Manual processes often lead to delays, errors, and resource
inefficiencies. This whitepaper demonstrates how Ray Business Technologies (RBT) helped
Australia's largest pharmacy retailer overcome these challenges by leveraging Boomi's cloud-
based integration platform in conjunction with Blackline to automate and optimize financial
data flows.

Business Challenges

 

Area	Pain Point
Delayed Financial Reporting	Board reports took 6+ weeks post month-end due to reconciliation delays
High Manual Effort	Over 250+ man-hours per month across 14+ accountants
Multiple Data Sources	POS systems, AX Ledger, Bank Statements, Payment Gateways
Data Silos	Fragmented systems with no central integration layer
Security & Compliance Risk	Financial data exchange lacked robust encryption and control mechanisms

 

Strategic Solution Overview

Boomi Integration as Middleware

Raybiztech deployed Boomi's iPaaS as the core integration platform to automate critical
financial data flows across disparate systems. This ensured fast, reliable, and secure data
exchange with guaranteed delivery and robust error handling.

Key Solution Components

1. POS Sales & Manager Sign-Off Data Integration

• Source: MS SQL Server
• ​Format: JSON
• Output: Transformed and sent to Blackline via REST API
• Frequency: Scheduled polling every X minutes
• Value: Eliminated manual export/import; ensured timely availability of sales data for
  reconciliation

2. AX Ledger Data Integration

• Source: Financial master data in MS SQL
• ​Process: Combined, transformed, and pushed to Blackline
• Value: Created a consistent, reliable ledger-to-bank comparison layer

3. Bank Statement Automation

• Input: .BAI files retrieved from NAB via SFTP
• Boomi Actions:
• Stored original file in internal SQL DB
• Posted directly to Blackline SFTP without altering format
• Value: Preserved source fidelity and enabled automated rule-based reconciliation in Blackline

4. Quest Payment Settlement

• Source: Quest SFTP (Encrypted PGP files)
• Actions: Decryption in Boomi; file posted to internal SharePoint
• Frequency: Every 15 minutes
• Value: Automated secure handling of third-party payment data

Business Value Delivered

 

Value Area	Outcome
Faster Month-End Closure	Reduced reporting cycle from 6+ weeks to under 2 weeks
Manpower Efficiency	Saved over 80% effort in bank reconciliation tasks
Data Accuracy & Security	Ensured zero data loss, secure transfer (API Keys, SSH, PGP, SFTP)
Realtime Visibility	Enabled mobile and desktop access for live transaction status
Performance at Scale	Boomi handled high-volume transactions using Atom Queue processing
Strategic IT Roadmap	Client initiated enterprise-wide migration from legacy to Boomi

 

Business Case Snapshot

• Boomi as central middleware
• Cloud-to-on-premise & SaaS integrations
• Improved audit readiness & compliance
• Plug-and-play for future systems (ERP, CRM, etc.)
• Cost savings from resource reallocation and reduced cycle times

Why Choose Raybiztech + Boomi?

• Domain Experience: Proven delivery across retail, finance, and pharma
• Certified Boomi Experts: Deep technical understanding of Boomi capabilities
• End-to-End Ownership: From architecture, design to production support
• Business-Centric Approach: Not just integration—measurable value delivery

Conclusion

This transformation journey clearly demonstrates how Boomi and Blackline, when
implemented by a trusted partner like Ray Business Technologies (RBT), can redefine financial
operations for large-scale retailers.

By holistically addressing integration, reconciliation, and reporting, RBT delivered more than
just automation—it enabled faster reporting, greater accuracy, and secure, scalable data
exchange. The month-end close was reduced from over six weeks to just two, freeing up
resources and minimizing risk.

Beyond operational efficiency, the solution laid a foundation for digital innovation, allowing the
client to replace legacy systems, enhance compliance, and scale for the future.
For retailers looking to modernize finance operations, this case proves the value of the right
platform and the right partner working in sync.

About Raybiztech

Raybiztech is a leading Global Information Technology (IT) Services and Solutions, a CMMI Level
3, ISO 27001:2013 and ISO 9001:2015 Certified Company. We are a Member of NASSCOM,
HYSEA, NJTC, and AIIA. Raybiztech offers comprehensive end-to-end IT Services for Business
Application Development, Enterprise Solutions, Enterprise Collaboration Services, Testing and
Quality Assurance Services, Cloud Computing and IT Infrastructure Management to
organizations in the Banking & Finance, Insurance, Healthcare, Manufacturing, Retail, Media &
Entertainment, Leisure & Travel, Telecom and Energy & Utilities verticals as well as Independent
Software Vendors.