财务与会计

用 AI 自动化稳定现金流与合规

预览即将发布的财务自动化模块——涵盖 AP 直通式处理、关账加速与审计就绪报表。

申请财务解决方案简报与自动化架构师沟通
AP focus

Invoice processing, vendor onboarding, approvals

Close

Month-end workflows, variance analysis

Compliance

Audit-ready logs, policy guardrails

AP

发票处理、供应商入驻、审批流

关账

月度结账、差异分析

合规

审计追踪、政策护栏

适配的财务团队

  • Manual invoice ingestion slows payable cycles across entities
  • Close and reporting rely on spreadsheets without clear ownership
  • Compliance reviews consume senior finance time without standard artefacts
  • 多实体发票靠人工录入，周期长且易出错
  • 关账与报表依赖表格，缺少明确负责人
  • 合规审查消耗高阶财务时间，却缺少标准化材料

方案模块（指标验证中）

  • Accounts payable automation with extraction, duplicate detection, and approval routing
  • Close acceleration with task orchestration, variance insights, and narrative drafting
  • Compliance workspace bundling policy checks, audit trails, and evidence packaging
  • 应付账款自动化：识别、重复检测、审批路由
  • 关账加速：任务编排、差异洞察、叙述生成
  • 合规工作台：政策校验、审计日志与材料打包

交付流程

  1. Finance discovery: map processes, SLAs, and controls
  2. Solution blueprint: select automation surface, guardrails, and data prerequisites
  3. Build & pilot: deploy workflows with finance operator feedback
  4. Operate & optimise: ongoing monitoring, quarter-end reviews, and roadmap refresh
  5. 财务调研：梳理流程、SLA 与管控要求
  6. 方案设计：确定自动化界面、护栏与数据前置条件
  7. 构建试点：在财务运营共创下迭代优化
  8. 运营优化：季度复盘、监控与路线图刷新

即将上线的资源

AP automation ROI workbook (beta)

Spreadsheet covering invoice volumes, staffing, and payment timing levers.

Request beta workbook

Finance automation steering deck

Executive-ready slides outlining phasing, controls, and KPIs—join the waitlist to receive the final version.

Join release waitlist

AP 自动化 ROI 试算表 (Beta)

覆盖发票量、人员成本、付款节奏的试算模型。

申请 Beta 表格

财务自动化治理简报

面向高层的方案与指标幻灯片，加入候补即可上线即收。

加入发布提醒

财务自动化常见问题

规划财务自动化路线图

告诉我们当前最紧急的财务瓶颈，我们将输出分阶段方案与 ROI 假设。

预约财务工作坊返回解决方案目录