As the latest frontier of financial development, smart finance is gradually infiltrating into daily work, accelerating the pace of digital transformation of enterprises, and promoting the rapid development of my country's financial information construction. Under the current situation, how should enterprises carry out digital transformation to reshape the relationship between business, finance and taxation, and form a closed management loop, so as to improve the sensitivity and adaptability of enterprise management?
On July 7th, Real Intelligence, Youben Finance and Taxation, and Chuyun Technology jointly organized a smart financial exchange meeting in Shanghai. 40+ well-known CFOs from new retail industries such as clothing, beauty makeup, and household daily necessities, as well as senior scholars in the financial and accounting industry, Representatives of leading companies in various industries and other big names attended the meeting. At the beginning of the event, Zhang Junrui, general manager of UBen Finance and Taxation and secretary-general of the Financial Management Professional Committee of the Chinese Society of Management Sciences, expressed his heartfelt thanks to the financial and tax colleagues present and introduced the history of UBen enterprise and the application direction of RPA in the era of intelligent finance, which aroused the interest of the participants resonance.
Yan Wei, strategic partner of Shishi Intelligence, general manager of Chuyun Technology, and intermediate intelligent financial engineer (FAI), and Sun Daizhen, senior product expert of Shishi AI, and AI evaluation standard compilation expert of the Institute of Information and Communications, respectively wrote "Smart Finance Era-Where Finance Should Go" and The theme of "Digital Employees in the AGI Era" was shared, and the representatives of the enterprises present jointly explored the application mode and application rules of artificial intelligence technology in the financial field.
This private meeting highly focused on the field of RPA digital employees, and discussed and exchanged topics such as "traditional finance faces opportunities and challenges" and "in the era of smart finance, how financial personnel use digital and intelligent tools to achieve smart decision-making", deeply integrating the financial industry Excellent cases, three-dimensionally present the path guidance for the financial digital intelligence transformation of large enterprises, so that the strategic direction of enterprise transformation can be followed, and the implementation of various fields can be implemented effectively.
Smart Financial Era
Chuyun Technology is the leading service provider of intelligent financial solutions in China. As an important strategic partner of Shizhi, the two parties will work together to explore the best application of Shishi RPA digital employees in the financial field and jointly build a smart financial sharing center. At the meeting site, Yan Wei, general manager of Chuyun Technology, introduced the basic technical architecture of smart finance and the application direction of RPA. He pointed out that with the rapid development of emerging technologies such as artificial intelligence, big data, and robots, smart finance, as the third wave of financial reform (the first is financial computerization, and the second is financial information), will completely change the financial system. Management role positioning and value creation.
Smart finance is the integration of information technology and digital resources with artificial intelligence technology as the core and accounting and financial management. By building or utilizing a digital service platform and an intelligent management decision support system, the efficiency and effectiveness of accounting and financial management can be improved. Realize and expand accounting and financial functions and their strategic value, and help enterprises compete on the digital track.
Among them, robotic process automation (RPA/IPA), as one of the representatives of cutting-edge technologies in the era of intelligent finance, has been on the list of "Top Ten Information Technologies Affecting Accountants" for three consecutive years (2021~2023). Digital employees based on technology are replacing standardized and repetitive financial tasks such as enterprise accounting processing, reimbursement, and payment.
In the digital age, strategic financial personnel who are benchmarking against corporate decision-making support functions should have excellent digital intelligence technology capabilities and strategic insight capabilities, be able to freely combine RPA automation processes based on complex business scenarios, and reconstruct data architecture, data applications, and interaction scenarios , fundamentally solve the problem of data application bottlenecks, and realize the integration and sharing of enterprise data assets and business automation and intelligent management.
In the achievement display link, Mr. Yan demonstrated the introduction of RPA through more than ten scenarios such as original voucher collection and processing, online banking download, invoicing, tax declaration, e-commerce order & bill download, accounts receivable management, supplier/customer credit management, etc. After the technology, it successfully solved the problems of many customer basic data sheets, large amount of data processing, regular repetitive operations, boring work, low technical content, and long time-consuming. Help customers improve work efficiency by more than 10 to 1000 times, realize human-machine collaborative automation and 99.99% error control.
"If there is no correct value concept as a guide, the harder you work on digitalization, the lower your management level will be." Mr. Yan concluded that finance is the natural data center of an enterprise, and the digitization of an enterprise is the foundation of financial intelligence. It is precisely because of the enterprise's digital concept , Finance can accumulate business data, and through the analysis and use of intelligent finance, the greater value of data can be exerted to support the better development of business.
Best Practices for Digital Workforce in Finance
Sun Daizhen, a senior product expert of Shishi Intelligent AI and an expert in the compilation of AI evaluation standards of the Institute of Information and Communications Technology, shared on "Digital Employees in the AGI Era". Including the intelligent processing of business-finance integration and business-finance verification. Throughout the process, the AI capability enhancement has enhanced the RPA software's ability to control various financial software, as well as the ability to integrate, analyze and process financial information.
Taking the expense report scenario as an example, the usual working method is for financial students to respond to some needs from the front end, log in to various financial systems to query relevant data, and summarize and organize them. Then write various reports, analyze materials, and finally submit them to the front-end department to support business development. The entire process can take as little as a day or two, and as much as a week to issue a financial analysis report with detailed content, comprehensive coverage, and clear viewpoints. After adopting real RPA digital employees, RPA software can automatically log in to various systems to realize data integration and mining, and then easily write and organize reports according to preset rules. In more advanced and complex scenarios, financial personnel can also Interact with digital employees for intelligent analysis.
The whole process is automatically completed by digital employees, and it only takes a few minutes. At the same time, regular emails, smart outbound calls, and SMS can be set to notify the demand side, truly realizing end-to-end full-process automation. In the financial office of the future, there will be many digital employees who work 24/7 and are characterized by high efficiency, self-learning and self-growth.
Based on the fully self-developed TARS (TARS) vertical industry model , Real Intelligence has launched hyper-evolved digital employees who can talk, think, and grow. I believe it will bring new ideas and solutions to digital intelligence reforms in more fields .
As the next-generation core engine of the real intelligent IDP document review product, the real TARS large model will provide more accurate and efficient document processing capabilities for more enterprises. With the language understanding and deep learning capabilities of the TARS large model, IDP will be upgraded to Chat-IDP, which provides users with the ability to "dialogue" directly with documents, enabling users to more accurately identify, extract and review documents in a shorter time Content, a set of "combined punches" for efficient review and processing of documents, greatly improving the efficiency of automated office work.
In the context of the intelligent era, financial work has expanded from accounting to management and then to strategic finance, and has become an important operation within the company and a strategic department that assists management in making decisions. Financial personnel should seize the new opportunities brought by the development of the times, view the development and application of intelligent technology dialectically, improve their awareness of the value of data, improve their comprehensive quality, and create greater value for the development of enterprises.
This private meeting focused on new technologies, new scenarios, new products, and new solutions, driving "empowerment + innovation" with digital intelligence technology, promoting the deep integration of business and financial integration, and finally establishing a data-centric operation system to realize the transformation and upgrading of enterprise digitalization and financial intelligence. I also hope that every financial person can face up to the changes of the times, keep up with the pace of the times, and become a leader in the era of smart finance.
In the future, Real Intelligence will continue to adhere to independent innovation, and help enterprises build resilience in business models, finance, and operations through AI technology + RPA software, and comprehensively enhance their international competitiveness and risk resistance capabilities.