Integrated financial management method and management platform thereof

Abstract

The invention discloses an integrated financial management platform and an integrated financial management method. The method is based on the management platform, and comprises steps: a, basic data are imported to the financial management platform, wherein the step a comprises two following importing modes of a1, manual basic data importing and a2, automatic basic data importing; b, a corresponding relationship between each daily financial summary and a financial data item in a daily financial summary set is set in a background engine, an operational logic for the financial data is also set, and the background engine automatically classifies source documents according to a set recognition code to generate accounting documents, and according to the set financial operational logic, the accounting documents are analyzed and processed to form financial statements; and c, the statements are outputted. The financial management method can be used for enabling a person not major in financial management to manage the finance of an enterprise, the financial management threshold is greatly reduced, the financial management accuracy and the efficiency are improved, and the manual cost is reduced.

Description

Technical field [0001] The invention relates to a financial management method and management platform, in particular to a comprehensive financial management method and management platform suitable for non-financial professionals to manage corporate finances. Background technique [0002] With the promotion of the Internet concept, Internet products and solutions have gradually penetrated into all walks of life. In today's Internet era, many traditional industries face huge challenges while also having the same opportunities. With the promotion of mass entrepreneurship and innovation, a large number of innovative enterprises have emerged. These entrepreneurs in the early stage of entrepreneurship generally have the following characteristics: [0003] 1) Active thinking, relatively high acceptance of computers, mobile phones, and the Internet; [0004] 2) Rich professional knowledge or unique innovative thinking, but not very knowledgeable about finance and taxation; [0005] 3) The p...

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Problems solved by technology

[0004] 2) Have rich professional knowledge or unique innovative thinking, but do not know much about finance and taxation;

[0005] 3) Unable to understand professional financial statements, unable to gain insight into the risks of the enterprise in a timely manner;

[0006] 4) Investment and financing are relatively difficult, and there is a lack of corresponding channels and methods;

[0007] 5) Know little about intellectual property protection, high-tech declaration, etc., and cannot enjoy state subsidies and tax incentives;

[0008] 6) Logistics, capital flow, etc. cannot be understood in real time, and the operation of the enterprise cannot be controlled in real time;

[0009] 7) Insufficient start-up capital, unable to hire senior financial and tax personnel, making it difficult to select and manage accounting personnel;

However, for some newly established companies, it is impossible to recruit professional financial personnel. Generally, they choose bookkeeping companies to keep books as agents, and the personnel who bookkeeping agents are still manually processed. Through the financial experience of financial personnel, they process various types of bills of enterprises, and get Various accounting vouchers and financial statements are not only time-consuming, labor-intensive, inefficient, but also error-prone, and will also burden subsequent inspection and verification work

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