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Account checking method and device based on RPA and AI, equipment and medium

A technology for accounts and projects, applied in the field of account reconciliation based on RPA and AI, it can solve the problems of low efficiency and accuracy of manual account reconciliation, and achieve the effect of improving efficiency and accuracy, reducing tax risks and ensuring accuracy.

Pending Publication Date: 2021-11-02
BEIJING LAIYE NETWORK TECH CO LTD +1
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0006] The embodiment of the present invention provides an account checking method, device, equipment and medium based on RPA and AI to overcome the problem of low efficiency and accuracy of manual account checking

Method used

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  • Account checking method and device based on RPA and AI, equipment and medium
  • Account checking method and device based on RPA and AI, equipment and medium
  • Account checking method and device based on RPA and AI, equipment and medium

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0083] figure 2 It is a flow chart of an RPA and AI-based account checking method provided in Embodiment 1 of the present invention. The method can be executed by an RPA and AI-based account checking device, and the device can be implemented by software and / or hardware. The method provided in this embodiment can be applied to an automation service platform, such as UiBot, which is a platform that can provide AI capabilities for RPA robots. like figure 2 As shown, the method includes:

[0084] S110. Receive an account verification request. When the received account verification request is a sales data non-cash account verification request, download a summary table of the account reconciliation amount within a set time according to the sales item and its date.

[0085] Specifically, the RPA robot can log into the company's financial system and download the reconciliation summary table of each sales item within a set period of time. Wherein, the set time can be set in advanc...

Embodiment 2

[0094] image 3 A flow chart of an account checking method based on RPA and AI provided by Embodiment 2 of the present invention. This embodiment is refined on the basis of the above-mentioned embodiments, adding cash account checking and miscellaneous non-cash account checking methods. like image 3 As shown, the account verification method provided in this embodiment includes:

[0095] S200. Receive an account verification request.

[0096]Wherein, the content of the account reconciliation request, for example, specifically whether it is sales data non-cash account reconciliation, or cash account reconciliation, or miscellaneous non-cash account reconciliation, can be processed through the semantic recognition in NLP (Natural Language Processing, natural language processing) method to get.

[0097] S210. When the received account verification request is a non-cash account verification request, download a summary table of the account reconciliation amount within a set time...

Embodiment 3

[0111] Figure 4 A structural block diagram of an RPA and AI-based account checking device provided in Embodiment 3 of the present invention, as shown in Figure 4 As shown, the device includes: a reconciliation summary table download module 310, a transaction flow details acquisition module 320 and a sales non-cash account verification module 330; wherein,

[0112] The reconciliation summary table downloading module 310 is configured to: when the received account reconciliation request is a sales data non-cash account reconciliation request, download the reconciliation amount summary table within a set time according to the sales item and its date;

[0113] The transaction flow details obtaining module 320 is configured to: obtain the transaction flow details of the sales item;

[0114] The sales non-cash account checking module 330 is configured to: for each sales item, match the sales amount of the item in the reconciliation amount summary table with the transaction amount...

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PUM

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Abstract

The embodiment of the invention discloses an account checking method and device based on RPA and AI, equipment and a medium, and the method comprises the steps: S1, when a received account checking request is a sales data non-cash account checking request, downloading an account checking amount summary sheet within a set time according to a sales item and a date thereof; obtaining transaction flow details of the sales items; and for each sales item, matching the sales amount of the item in the reconciliation amount summary sheet with the transaction amount corresponding to the item in the transaction flow detail, and generating a sales data non-cash account checking result according to a matching result. According to the technical scheme, the problem that manual account checking is low in efficiency and accuracy is solved.

Description

technical field [0001] The embodiment of the present invention relates to the technical field of capital flow claiming, and specifically relates to an RPA and AI-based account checking method, device, equipment, and medium. Background technique [0002] RPA (Robotic Process Automation, Robotic Process Automation) simulates human operations on computers through specific "robot software", and automatically executes process tasks according to rules. [0003] AI (Artificial Intelligence) is a new technical science that studies and develops theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. [0004] RPA has unique advantages: low-code, non-intrusive. Low-code means that RPA can be operated without a high IT level, and business personnel who do not understand programming can also develop processes; non-intrusive means that RPA can simulate human operations without opening interfaces with software systems. However, ...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/02G06Q40/00G06K9/20G06F40/30
CPCG06Q40/02G06Q40/123G06Q40/125G06F40/30
Inventor 张翼汪冠春胡一川褚瑞李玮
Owner BEIJING LAIYE NETWORK TECH CO LTD
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