World-class financial management is intelligent financial management, which helps enterprises reduce costs and increase efficiency.
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Over the past 40 years, the development of accounting industry has generally experienced three stages: computerization, informationization and intelligence. With the emergence of financial software and electronic invoice management system, the automatic generation of enterprise financial accounts can be realized. Since 20 16, the four major accounting firms in the world began to apply artificial intelligence to financial work, which made the recognition of artificial intelligence technology in the financial field higher and higher.
Today, process robots (RPA) and artificial intelligence have been fully integrated with financial business scenarios, which has promoted financial functions to play a more flexible and in-depth management and value-added role. Industry survey shows that enterprises can save more than 25,000 working hours for the financial department every year after applying RPA. 62% financial managers agree that the progress of financial process automation will have an impact on their business in the next 12 to 24 months.
With the help of out-of-the-box automated intelligent application, it provides financial personnel and non-financial related personnel with new ways of participation and opportunities to create new value. The repeated operation and error rate of the financial personnel library are greatly reduced; On the other hand, the collection and uploading of original data and the real-time generation of structured financial data on the business side can meet the deep demand of enterprise finance for business data mining and analysis.
Intelligent finance is a comprehensive intelligent expense control and management system that integrates the whole consumption scene and the whole process expense control. It realizes the automatic management of budget control, expense reimbursement, business travel, conference, welfare and procurement services, supports enterprises to realize data decision-making and intelligent operation at the technical level, helps many enterprise customers realize digital and intelligent transformation, and empowers enterprises to achieve sustainable development.
Aiming at all kinds of pain points in the financial sector of enterprise expense management, based on OCR, AI, RPA and other intelligent technologies, intelligent expense control innovatively developed intelligent bill signing robot, intelligent bill checking robot, automatic payment robot, automatic bookkeeping robot and automatic filing robot, which helped the financial automation, intelligence and digital development of enterprises.
0 1 intelligent document inspection robot
Built-in 100 rules for examining documents, replacing labor with machines, strictly implementing curing standards, avoiding human negligence, significantly improving the efficiency of examining documents and reducing human errors. Pre-audit can avoid internal friction caused by repeated submission, approval and audit, reduce the workload of financial personnel and improve the reimbursement experience of employees.
Application scenario: Like many fast-growing enterprises, with the continuous expansion of scale and sales business, the business-related consumption expenditure of employees in a manufacturing enterprise also increases. The existing financial department needs to spend a lot of time processing reimbursement business every month, distinguishing the authenticity and compliance of invoices one by one, and judging whether the consumption is true and reasonable, especially overtime during the peak period of reimbursement.
Intelligent document review robot: employees submit reimbursement documents and directly trigger the document review robot, which can be submitted for review after the rules are verified, without modifying financial control, improving document quality, reducing communication costs and reducing the contradiction between industry and finance.
02 intelligent signing robot
The system automatically identifies the comparison, automatically signs all the documents that have passed, and automatically marks the errors. The comparison results of physical bills and electronic images are displayed in the form of reports, and documents and invoices can be collected quickly and accurately, which greatly improves the quantity and accuracy of documents handled by a single person. The success rate of signing the bill is over 80%, and the efficiency of signing the bill is improved by 70%.
Application scenario: "Compared with the naked eye, you can see the golden flowers in your eyes every day!" The financial receipt of an enterprise depends on pure manual processing, which is characterized by heavy workload, low efficiency, long processing cycle, time-consuming and laborious. Although a lot of time and energy have been invested in the bill collection process, it is still inevitable that the electronic images submitted online and the actual paper bills are taken by mistake, omitted or even forged.
Intelligent signing and approving robot: Finance can quickly sign and approve all kinds of documents at any time through intelligent signing and approving robot. After receiving the invoice bag, the finance department takes out all the paper invoices and puts them into the intelligent scanner for identification and verification. The system scans paper invoices, automatically matches the bill information of all relevant online and offline documents, and intelligently compares the invoice information. After the automatic receipt is passed, the error is automatically marked and the receipt result is displayed. No matter how many invoices the financial department has, the employee reimbursement experience has also been significantly improved.
Automatic payment robot
Automatic payment rules are preset, nodes trigger intelligent adaptation, and automatic payment is automatically checked by calling the bank-enterprise channel directly with business documents, which reduces the payment risk of financial manual operation and makes payment more convenient.
Application scenario: The operation of corporate accounts is an indispensable business in the financial chapter on weekdays, but it always takes great efforts to successfully pay the purchasing expenses of a company. Manual settlement is not only inefficient, but also may have errors. It is also difficult to centrally manage payments scattered on multiple platforms, and there are hidden dangers in fund compliance and security.
Automatic payment robot: you can specify automatic payment account, automatic payment document type, adaptation node, bill of lading holder, grade, automatic payment amount range, automatic payment time range, etc. , so as to realize batch online payment by enterprises and individuals, and automatically transmit payment data to banks to prevent human error and ensure payment compliance in all directions.
04 automatic bookkeeping robot
Support voucher module configuration in different business scenarios, automatically generate expense and input tax entries, support multi-dimensional auxiliary accounting items such as cost center, customer/supplier information, project, WBS, cash flow code, etc., and automatically push them to the general ledger system, bid farewell to tedious copy bookkeeping, and improve accounting efficiency by 80%.
Application scenario: A group of enterprises has many branches, with an annual invoice volume of one million. Manually checking and bookkeeping input invoices is not only inefficient, but also prone to errors.
Automatic bookkeeping robot: enterprise finance matches different voucher templates according to different business documents. After each consumption, vouchers can be automatically generated and entered into the general ledger system with one click, which greatly improves the bookkeeping efficiency. Since then, the financial department has bid farewell to the manual entry of vouchers, and has more time to process and process data, helping the business to improve efficiency.
05? Automatic filing robot
Based on the business type, according to the voucher entry time or the document approval completion time, the relevant documents, bills, contracts, bank receipts, vouchers and attachments corresponding to the current business type are recorded, and the filing robot is started to file all relevant documents, bills, attachments and other materials one by one according to the filing rules, so as to achieve the goal of "returning to the whole", truly realize paperless office and improve enterprise efficiency.
Application scenario: With the rapid development of business, the bill processing capacity of enterprises has increased dramatically, and the daily average business voucher exceeds 6,543,800+. Faced with so many business vouchers, the traditional decentralized accounting file management method not only has high management costs such as printing and storage, but also consumes a lot of manpower and material resources because of the complicated document binding management process, which is easy to cause human errors and seriously reduces the efficiency of financial work. It is difficult to meet the financial management needs of enterprises.
Automatic filing robot: the front end comprehensively collects all financial documents such as documents, bills and approval processes. At the same time, according to the control requirements of different business activities, the original vouchers should also be returned. After the filing is completed, the full-text search is conducted through the search engine. All related materials and images of the same file can be queried and displayed in a related way. Online electronic files are also associated with physical files one by one, which is convenient for finance to locate and find the corresponding files quickly and greatly improves the efficiency of enterprise accounting file management.
In the future, intelligent fee control will continue to keep pace with the times. Based on the design concept of refinement, intelligence, platform and humanization, it will continue to empower enterprises' digital financial management through iterative products and solutions and full-life fee management service system!
References:
1? Baidu encyclopedia wealth management
2? Yi Sheng Science and Technology has come in the future | Yi Sheng Science and Technology Toll Cloud Finance AI+RPA, which helps enterprises to upgrade their financial management digitally.