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Agent · Lingxi · Sizhang
BetaFinance / Accounting

Finance Agent

Business-finance integration — make the numbers talk

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LINGXI · SIZHANG

Finance Agent · 2026-04 close

LIVE

This month's task

Audit ¥480k sales expense vouchers — surface misclassifications, duplicates, and tax mismatches.

Reconciliation trace

Pull ERP vouchers · 234

0.31s

OCR invoices · 41

0.84s

Cross-check · 3 anomalies

0.22s

Flagged anomalies

Misclass.Hospitality → Travel
¥8,200
DuplicateSame voucher as 3/28
¥1,500
Tax mismatchVendor changed
¥3,400

99.2%

Accuracy

96%

Anomaly hit

40h

Hours saved

№ 01 · Scenarios

What it solves in real business

01

Multi-subsidiary consolidation

12 subsidiaries, monthly close. The agent pulls ERP data, identifies intercompany transactions, generates elimination entries — 3-day process compressed to 4 hours.

02

Live financial Q&A

CFO asks — "South China gross margin last month vs. last year?" — and gets the answer plus attribution (category / customer / cost item) instantly.

№ 02 · Workflow

How the agent runs end-to-end

01

Trigger

User intent / system event / schedule

02

Retrieve

Private KB + business APIs

03

Reason

Best-in-class model + industry Skills

04

Act

System writes / human approval hook

05

Reply

Response + audit + feedback loop

№ 03 · Integrations

Plugs into the systems you already run

Yonyou / Kingdee ERP
Tax e-invoice systems
Bank SWIFT / direct link
Expense / reimbursement
BI dashboards

№ 04 · Guardrails

How we handle failure, over-reach, hallucination

01

Read / write split

Agent is read-only by default. Write actions (voucher generation, contract review) require a finance manager's double confirmation, with full audit trail.

02

Data masking

Cross-subsidiary queries are masked by permission level. Employees only see finance data within their authorized scope.

03

Tax compliance

Voucher generation rules track the latest national tax rules. We maintain the rule updates — no customer-side model upgrade needed.

№ 05 · Detailed capabilities

Going deeper

Background

Finance teams handle vouchers, reports, and tax rules at scale. Legacy ERPs just "record" — an AI agent can interpret, alert, and support decisions.

Core capabilities

  • Auto voucher generation: invoice / contract recognition → multi-dimensional vouchers
  • Live financial Q&A: natural-language queries like "South China gross margin last month"
  • Anomaly alerts: cash flow, receivables, tax risk surfaced proactively
  • Finance + business sync: joined with sales, procurement, production data

Typical customers

Mid-sized groups, multi-subsidiary manufacturers, shared finance centers.

№ 06 · Next step

Want to see this agent run on your business?

30-min scoping → 1-week proposal → 6-week PoC. No hard sell.

Book a 30-min consultation