Financial RPA robot enables enterprises to open a new era of intelligence

in recent years , The digital wave is sweeping the world , For businesses , Digital transformation has become the only way for enterprises to develop stably in the post epidemic era . For enterprise digital transformation , With tools as the carrier 、 Take the plan as the soul, two wheel drive , When enterprises implement digital transformation, they can achieve twice the result with half the effort with the help of digital tools .

Meet challenges with financial intelligence

Artificial intelligence 、 Cloud computing 、 big data 、 The rapid development of Internet of things and other emerging technologies , The combination of Internet technology and traditional industries has ushered in a broad space for development . The recurrence of the epidemic has, to a certain extent, accelerated the pace of enterprise transformation .

Enterprise financial informatization has entered a new stage of industry finance integration . Use intelligent acquisition 、 Intelligent identification and other technical means to promote financial automation , It will provide strong support for the normal operation of the enterprise .

Some leading enterprises have applied financial intelligence in three aspects ：

（1） Online reimbursement , Improve the efficiency of reimbursement reviewers

Through electronic invoice and OCR Intelligently identify the structural information of paper invoices , Connect to the tax system , Complete the verification and duplication ; Approvers can view documents through the mobile terminal , The reviewer can review the electronic image , And use the preset intelligent audit conditions to assist in fast and accurate processing ; Connect the accounting system with banks and enterprises , Automatically complete posting and payment requests .

（2） Complete automatic Invoicing , Realize intelligent matching

The operator can initiate Invoicing requisition in the output Invoicing requisition system according to the business information , Generate data to be invoiced after approval , And issue invoices to the tax control system , Print it and give it to the customer ; The invoicing information is pushed to the reimbursement system for a / R confirmation after approval ; After receiving the payment , The intelligent collection claim system synchronizes the bank flow , Set up automatic matching customers 、 contract 、 Project and other business information , Labor only needs to participate in some unmatched collections , Improve the efficiency of collection confirmation .

（3） Quickly and accurately sort out and forecast cash flow , Realize cash flow control

In the face of the impact of the epidemic , The financial affairs of some enterprises have been deeply involved in their business activities and decisions , Conduct a comprehensive survey of their own financial operations “ Pressure test ”, Do a good job of cash flow forecast , Do a good job in budget control , Help enterprises make data-driven decisions .

RPA+LCAP Escort the transformation of financial intelligence

RPA（ Robot process automation ） At present, they are working in finance 、 Personnel matters 、 marketing 、 operating 、IT And other business scenarios . As an agile tool for digital transformation ,RPA Non intrusive and flexible configuration , Do not change the existing information system , Avoid legacy system icebergs ;RPA Technology has very strong flexible configuration , Seamless integration with the enterprise's own business .

**LCAP（ Low code application development platform ）** Support users to develop applications quickly 、 Deploy and execute and manage . It supports the user interface 、 Development of business logic and data services , And usually through cloud services .LCAP Designed to reduce mobility and web The development time and skills required for the application .

RPA And LCAP combination , Provides a quick way to automate and coordinate task optimization processes .RPA+LCAP It is a highly complementary technology combination , Through visual drag and drop operation , Further simplify automated process creation , Give Way RPA Fast landing in typical business scenarios , Convenient development of more personalized business applications , It can well meet the demands of digital intelligence transformation of enterprises .

Cloud expansion online banking housekeeper accelerates financial intelligence

In order to accelerate the transformation of enterprise financial intelligence , After years of technical iterations and large-scale projects, cloud expansion technology , Combined with the difficulties and business needs of the transformation of financial intelligence , adopt RPA+LCAP+USB Server Carefully polished the integration of software and hardware 、 automation 、 Intelligent 、 Standardized products – Cloud expansion online banking housekeeper solution .

The cloud expansion online banking manager can automatically query and download the capital records of all bank accounts of the enterprise , Timely access to capital inflows 、 Outflows and changes in account balances , It is convenient for financial personnel or management to make decisions and analyze the use of funds , Effectively help enterprises save a lot of time and labor costs , It greatly improves the operating efficiency of the enterprise , Now it covers ICBC 、 Bank of China 、 CCB 、 ABC 、 CMB 、 Start a business 、 CITIC 、 GF, etc. at home and abroad 100 Many banks .

In the successful case of cloud expansion online banking manager , Guangzhou Xiaomai Network Technology Co., Ltd. is a typical company . The company has encountered many challenges in the process of digital transformation , The financial department has a lot of pain points , Financial personnel need to connect with Kingdee on a daily basis 、 Bank 、 Tax and other different business systems , The data is complex and not interconnected , Rely heavily on manual operation , Efficiency and accuracy are difficult to guarantee . It takes time every day 1 Download enterprise online banking data for more than hours , Make daily fund report and print bank receipt , The whole operation is not only mechanically repeated , Sometimes, data records are inaccurate due to human error , It takes extra time to check .

Through the adoption of cloud expansion, the online banking manager ,RPA According to the set timing task , Automatically log in to online banking of different enterprises at night to download data and store it in the database , Save the original file locally , The financial personnel only need to open the online banking housekeeper system after going to work , Quickly query the online banking data of the previous day , Automatically generate fund daily report .

Compared with the original manual operation , Only 5 You can complete all the tasks of the day in about minutes . Adopt cloud expansion RPA The robot only needs 1 Minutes to complete the bank flow of a single account 、 Receipt 、 Download statements and other files , Data accuracy is achieved 100%, The overall work efficiency of employees has been improved 80% above , It greatly saves time for repetitive and tedious work , Effectively improve employee satisfaction .

Post epidemic Era , The development of enterprises is full of many uncertainties , There is a long way to go in the transformation of financial intelligence . The finance department needs to be more involved in business activities , With the help of the financial information system covering the whole business process 、 as well as RPA+LCAP And so on , Realize the rapid processing and real-time sharing of financial information , And the efficient intelligent connection of closed heterogeneous systems .