Business and finance integrated management system

Abstract

The invention discloses a business and financial integrated management system, which constructs a high-elasticity and easy-to-expand business and financial integrated management system through deep fusion of cloud native and micro-service architecture. The system realizes real-time acquisition and cleaning of business and financial data through a standardized data interface and an ETL technology, and data islands are thoroughly broken; a business process modeling tool cooperates with a workflow engine, financial management and control nodes are embedded into the whole business process, and the real-time performance of budget execution and cost collection is ensured; the intelligent analysis module combines OLAP and machine learning, provides multi-dimensional data insight and risk prediction, and significantly improves decision scientificity. In addition, due to the distributed log and role grading permission design, the safety and auditing performance of the system are enhanced. The system not only reduces the manual operation error rate and IT operation and maintenance cost, but also assists an enterprise in realizing refined operation and agile decision making through an automatic process and an intelligent early warning mechanism.

Description

Technical Field

[0001] The present invention relates to the field of enterprise information management technology, and in particular to a business-finance integrated management system that can break down the information barriers between an enterprise's business operations and financial management, achieve real-time sharing and efficient collaboration of business data and financial data, comprehensively improve the efficiency of enterprise resource allocation through digital means, optimize enterprise management decision-making processes, and promote the development of enterprise operations in a refined and intelligent direction. Background Art

[0002] With the rapid development of the digital economy, the scale of corporate operations continues to expand, and business types become increasingly complex. The traditional management model that separates business and finance has gradually exposed many problems.

[0003] Serious data silos exist: Business and financial systems operate independently and lack effective integration. The business department uses one system to record sales, procurement, and other business data, while the finance department uses another system for financial accounting. This prevents real-time data sharing between the two systems. The finance department must expend considerable time and effort exporting data from the business system, converting the format, and manually entering the data. This not only reduces efficiency but also makes data errors more likely. For example, after the sales department completes an order, the finance department cannot obtain the order information in a timely manner, resulting in delayed financial accounting and impacting the accuracy and timeliness of financial statements.

[0004] Finance lags behind business: Due to the time lag between business and financial data, the finance department struggles to stay informed of business dynamics and provide real-time financial support for business decisions. When business departments need to adjust sales strategies or launch new businesses, the lack of timely and accurate financial analysis can lead to misguided decisions and missed market opportunities. For example, when a company launches a new product, the finance department's failure to provide timely costing and profit forecasts can lead to inappropriate pricing, impacting both the product's market competitiveness and the company's profitability.

[0005] Weak risk management capabilities: Under a separate management model, business and finance departments struggle to effectively identify and control overall corporate risk. Business departments, focused on business expansion and performance growth, may overlook potential financial risks. Meanwhile, finance departments, with limited understanding of business processes, are unable to promptly identify risk points. For example, in procurement, business departments may overlook supplier credit risks in pursuit of low prices, leading to later supply issues or financial disputes, resulting in losses for the company.

[0006] Insufficient decision-making support: Due to the inability to effectively integrate business and financial data, corporate management struggles to obtain comprehensive and accurate operating data, hindering in-depth data analysis and mining. This results in a lack of data-driven decision-making. For example, when formulating corporate development strategies, management lacks an accurate understanding of the profitability and resource allocation efficiency of each business segment, making it difficult to make scientific and rational decisions, which in turn impacts the company's long-term development.

[0007] The above problems are specifically reflected in:

[0008] 1. System Integration and Data Silo Issues

[0009] 1. Insufficient cross-system compatibility: Business systems (such as CRM and supply chain management) and financial systems (such as ERP and accounting software) often have different technical architectures and data standards, resulting in complex interface development and difficult data interaction.

[0010] 2. Data silos are common: Data generated by independent systems in various departments are difficult to integrate, forming information barriers. For example, sales order data cannot be transmitted to the financial system in real time, resulting in delayed financial accounting.

[0011] 3. Financial data middle platform, although it improves flexibility, increases the difficulty of data consistency management, and requires additional resources to ensure data accuracy.

[0012] 2. Data consistency and quality issues

[0013] 1. Inconsistent data definition: There are differences in the definition and accounting rules of data between the business and finance departments. For example, the business department recognizes revenue based on the completion progress, while the finance department needs to adjust according to accounting standards, making data comparison difficult.

[0014] 2. Low efficiency in data collection and processing: Some businesses still rely on manual data entry or spreadsheet management, which can easily lead to data errors and delays.

[0015] 3. Data security risk: Core data faces the risk of leakage during cross-system transmission, and permission control and encryption measures need to be strengthened.

[0016] 3. Disconnection between business processes and financial control

[0017] 1. Insufficient process optimization: Traditional business processes are not fully embedded in financial control nodes, resulting in budget execution deviations and delayed cost collection. For example, the phenomenon of "spending first, approving later" is common, making it difficult for finance to monitor in real time.

[0018] 2. Weak timeliness of management and control: Financial analysis lags behind business dynamics and cannot support real-time decision-making. For example, new product pricing deviates from market trends due to a lack of timely cost accounting.

[0019] 3. Difficulty in designing complex processes: Business-finance integration requires re-standardization of business processes, but business departments often resist due to the complexity of the processes.

[0020] IV. Risk Control and Compliance Challenges

[0021] 1. Insufficient risk warning capabilities: Under the traditional model, finance can only conduct post-accounting and cannot identify business risks (such as supplier credit risk and tax compliance risk) in advance.

[0022] 2. High pressure on tax compliance: Deviations from the VAT "four-flow consistency" requirement and business execution can easily lead to tax risks (such as delayed settlement leading to mismatches between purchases and sales).

[0023] 3. Lagging internal control management system: The internal control system of some companies is not deeply integrated with the business process, or is directly copied from other companies' systems, resulting in ineffective implementation.

[0024] 5. Bottlenecks in Organization and Talent Capacity

[0025] 1. Barriers to departmental collaboration: The goals of the finance and business departments are inconsistent (for example, the business department focuses on performance, while the finance department focuses on risk), and the assessment indicators are independent, which leads to difficulties in communication and collaboration.

[0026] 2. Shortage of compound talents: There is a shortage of cross-disciplinary talents who understand both business and financial analysis, which restricts the coordinated advancement of business and finance.

[0027] 3. Slow transformation of financial functions: Financial personnel are still mainly engaged in accounting and lack the ability to participate in business decision-making.

[0028] 6. Technical Adaptability and Scalability Issues

[0029] 1. Insufficient system flexibility: Traditional ERP systems are difficult to adapt to industry characteristics (such as multi-dimensional cost analysis) and have high expansion and upgrade costs.

[0030] 2. Imbalance between technology investment and returns: Due to financial or technical limitations, small and medium-sized enterprises find it difficult to bear the costs of system integration and maintenance.

[0031] While some business-finance integration solutions have emerged to address these issues, most remain at the level of simple data integration and lack a systematic management system. These solutions are unable to comprehensively optimize business processes and enhance operational efficiency and management capabilities. Therefore, developing a comprehensive, efficient, and intelligent business-finance integration management system is of great practical significance. Summary of the Invention

[0032] The purpose of the present invention is to provide a business-finance integrated management system to solve the problems existing in the above-mentioned prior art.

[0033] To achieve the above object, the present invention provides the following solutions:

[0034] The present invention provides a business and financial integrated management system, comprising:

[0035] The infrastructure layer is built on a cloud platform and is used to provide elastic computing, storage, and network resources;

[0036] Platform service layer, which includes a database management module, a message queue module, an authentication and authorization module, and a log management module;

[0037] The business middle platform layer encapsulates the standardized service interfaces for customer management, supplier management, order management, and settlement management;

[0038] The application layer is used to implement the business-finance integration functions of sales management, procurement management, inventory management, and general ledger management by calling the business middle platform layer interface;

[0039] The user interaction layer supports multi-terminal access and is used to provide a unified operation interface through responsive design.

[0040] Preferably, a data interaction module is further included, and the data interaction module includes:

[0041] The data collection unit connects to the business system through the RESTful API interface and supports the import and format verification of Excel and CSV files;

[0042] The data transmission unit uses message queues to achieve real-time data transmission and uses ETL tools to perform batch data cleaning, conversion, and loading;

[0043] The data storage unit uses a relational database with a master-slave architecture and sharding technology to achieve distributed storage.

[0044] Preferably, data cleaning and conversion specifically include:

[0045] Use preset rules to remove duplicate and erroneous data;

[0046] Unify and standardize data coding;

[0047] Generate multidimensional data marts through aggregation algorithms.

[0048] Preferably, a business process management module is further included, and the business process management module includes:

[0049] Visual modeling tool that supports drag-and-drop process design and version management;

[0050] Workflow engine to realize automatic task push, transfer and status tracking;

[0051] The process monitoring platform collects process operation data in real time and generates optimization suggestions.

[0052] Preferably, the workflow engine includes:

[0053] Task reminder module, sending reminders via email, SMS and in-site messages;

[0054] Operation log recording module records task processing details and process history data.

[0055] Preferably, it further includes an intelligent analysis module, which includes:

[0056] Multidimensional analysis unit, based on OLAP technology, realizes multidimensional data slicing and drilling by time, region, and product;

[0057] Data mining unit, which applies cluster analysis and forecasting models to generate sales trends and risk warnings;

[0058] The decision support unit generates analysis reports and decision recommendations through natural language processing.

[0059] Preferably, the data mining unit is used for:

[0060] Mining customer purchasing behavior patterns through association rules;

[0061] Predict inventory demand and cash flow based on machine learning algorithms.

[0062] Preferably, it also includes an intelligent early warning module, which is used to:

[0063] Set financial indicator thresholds and monitor accounts receivable turnover and cash flow deviations in real time;

[0064] When data is abnormal, an early warning signal is automatically triggered and pushed to the management terminal.

[0065] Preferably, the authentication and authorization module adopts the OAuth 2.0 protocol, supports role-based hierarchical authority control, and records user operation traces to achieve audit tracing.

[0066] Preferably, the log management module adopts distributed log collection technology and combines it with the ELK stack to achieve real-time analysis and visual display of logs.

[0067] Compared with the prior art, the present invention has achieved the following beneficial technical effects:

[0068] 1. Optimize business processes

[0069] Process automation: Through system integration and automation technology, key links in business processes are connected with financial processes to automate processes such as order processing, procurement approval, and expense reimbursement, reducing manual intervention and improving process efficiency and accuracy.

[0070] Process optimization and restructuring: Leveraging process mining and analysis technologies, we comprehensively review existing business and financial processes, identify redundant and inefficient links, and optimize and restructure them to improve overall operational efficiency.

[0071] 2. Data Integration and Analysis

[0072] Data integration: Utilize data interfaces and ETL (Extract, Transform, Load) technology to integrate data scattered across different business and financial systems, establish a unified data warehouse, and ensure data consistency and integrity.

[0073] Data analysis and decision support: Use data analysis tools and algorithms to conduct in-depth mining and analysis of integrated data, providing accurate and timely financial indicator analysis, cost analysis, performance evaluation and other information to corporate management to support decision-making.

[0074] III. Risk Control and Compliance Management

[0075] Risk warning: Establish a risk warning model to promptly identify potential risk points such as capital risk, credit risk, tax risk, etc. through real-time monitoring of business and financial data, and issue warning signals in advance so that enterprises can take corresponding preventive measures.

[0076] Compliance management: embed laws and regulations, as well as the company's internal financial systems and approval processes, into the system. Through the system's mandatory control and automatic verification, ensure that business operations and financial processing comply with relevant regulations, thereby reducing compliance risks.

[0077] 4. Improve organizational collaboration efficiency

[0078] Information sharing: The business-finance integration system provides a unified information platform for business departments and financial departments, realizing real-time information sharing and synchronization, enabling both parties to promptly understand each other's work progress and needs, reducing information asymmetry and promoting collaboration between departments.

[0079] Collaborative work: Through the system's task allocation, approval process and other functions, business and financial personnel can work together in project execution, budget management, cost control and other aspects, thereby improving work efficiency and quality.

[0080] V. Supporting Enterprise Strategic Development

[0081] Strategic planning: Based on the comprehensive and accurate data and analysis reports provided by the integrated business and financial system, corporate management can better grasp market dynamics, corporate operating conditions and development trends, providing strong support for the formulation of scientific and reasonable strategic plans.

[0082] Strategic execution and monitoring: During the strategic execution process, the system monitors and tracks key indicators in real time to promptly identify deviations in strategic execution, allowing companies to adjust strategies in a timely manner and ensure the achievement of strategic goals. DETAILED DESCRIPTION

[0083] The following will clearly and completely describe the technical solutions of the present invention in conjunction with the embodiments of the present invention. Obviously, the embodiments described are only some embodiments of the present invention, not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without making creative efforts are within the scope of protection of the present invention.

[0084] The purpose of the present invention is to provide a business-finance integrated management system to solve the problems existing in the prior art.

[0085] In order to make the above-mentioned objects, features and advantages of the present invention more obvious and easy to understand, the present invention is further described in detail below in conjunction with specific embodiments.

[0086] Example 1:

[0087] This embodiment provides a business-finance integrated management system, including:

[0088] The infrastructure layer is built on a cloud platform and uses cloud services such as cloud servers, cloud storage, and load balancing to provide the system with stable computing, storage, and network resources. Leveraging the elastic scalability of the cloud platform, resource allocation is automatically adjusted based on business load, ensuring stable system operation under high concurrency conditions while reducing the company's IT operation and maintenance costs.

[0089] The platform service layer provides basic services such as database management, message queues, cache services, authentication and authorization, and log management. It improves data access performance through database read-write separation and cache technology. The message queue enables asynchronous communication between systems to ensure reliable data transmission. The authentication and authorization mechanism ensures user access security. Log management records system operation and operation information to facilitate troubleshooting and auditing.

[0090] The business middle platform layer consolidates and reuses common business capabilities across finance and industry, such as customer management, supplier management, product management, order management, and settlement management. The business middle platform provides standardized business service interfaces for the application layer, allowing the application layer to quickly implement business functions simply by calling the corresponding interfaces. This significantly shortens the system development cycle and improves business innovation capabilities.

[0091] The application layer includes various business applications and financial applications, such as sales management, procurement management, inventory management, general ledger management, and accounts receivable and payable management. These applications are built on the services provided by the business middle platform and achieve deep integration of business and financial processes through the integration and analysis of business and financial data.

[0092] The user interaction layer provides users with a unified operation interface, supports access from multiple terminals such as the Web and mobile terminals, and ensures consistent display effects and operation experience on different devices through responsive design, making it convenient for users to perform business operations and data queries anytime and anywhere.

[0093] The present invention adopts an advanced microservice architecture to build an integrated business and financial system management system, and splits the system into multiple independent microservice modules, such as sales management, procurement management, inventory management, financial management, report analysis, etc. Each microservice module interacts through a lightweight communication mechanism (such as RESTful API), realizing the independent deployment, expansion and upgrade of services, greatly improving the flexibility and maintainability of the system. At the data storage level, a layered design is adopted, which is divided into operational data storage (ODS), data warehouse (DW) and data mart (DM). ODS collects the original data generated by the business system in real time, DW cleans, converts and integrates the data to form enterprise-level data assets, and DM extracts specific data from DW according to the needs of different business departments to build a subject-oriented data mart to provide a data foundation for data analysis and decision support.

[0094] Supports public, private, and hybrid cloud deployment options. Enterprises can choose the appropriate cloud deployment solution based on their business needs, data security requirements, and budget. The adoption of a cloud architecture provides the system with powerful elastic scalability, automatically adjusting computing and storage resources based on changes in business volume, ensuring stable system operation while reducing IT infrastructure construction and operation and maintenance costs.

[0095] In terms of data interaction and processing, this embodiment adopts the following technical solutions:

[0096] (1) Data collection and transmission

[0097] Build a unified data collection platform that supports access to multiple data sources, including structured data (such as database tables), semi-structured data (such as XML and JSON files), and unstructured data (such as text files and images). Use ETL tools and data interfaces to achieve real-time collection and transmission of business and financial data. During data transmission, use data encryption technologies (such as SSL / TLS protocols) to ensure data security and integrity, preventing data leakage and tampering.

[0098] Business system integration: Connect with existing business systems through RESTful APIs to collect business data in real time. During the integration process, a unified data interface specification is established to clarify data format, transmission protocol, security authentication and other requirements to ensure accurate data transmission.

[0099] File import: Supports import of Excel, CSV and other file formats, making it easy for users to import offline data into the system. During the import process, the data format is verified and cleaned to ensure data quality.

[0100] Real-time transmission: Message queues are used to achieve real-time transmission of business and financial data. When business data changes, the system automatically sends the data to the message queue. The financial system retrieves the data from the message queue and processes it, achieving synchronous updates of business and financial data.

[0101] Batch transfer: For transferring large amounts of data, ETL tools are used for batch extraction, transformation, and loading. ETL tools can cleanse, transform, and integrate data according to predefined rules, transferring data from the source system to the target system.

[0102] (2) Data cleaning and conversion

[0103] Data cleaning algorithms and rules are used to clean the collected raw data, removing duplicate, erroneous, and missing data to improve data quality. At the same time, data conversions, such as data format conversion, data encoding conversion, and data aggregation, are performed based on business and financial needs. Data from different sources and formats is uniformly converted into a format that the system can recognize and process, laying the foundation for subsequent data analysis and application.

[0104] (3) Data sharing and exchange

[0105] Establish a data sharing center to enable real-time sharing and exchange of business and financial data across all departments within the enterprise. Through data interfaces and message queue technology, support data interaction with external enterprise systems (such as supplier systems, customer systems, and tax systems), enabling information collaboration between the enterprise and external partners and expanding the enterprise's business ecosystem.

[0106] Master-slave architecture: The relational database (MySQL) uses a master-slave architecture, with the master database responsible for writing data and the slave database responsible for reading data. The master-slave replication mechanism ensures data consistency between the master and slave databases, improving data reading performance and system availability.

[0107] Sharding: As data volumes continue to grow, sharding is used to distribute data. Based on business characteristics and data volume, data is split according to specific rules (such as by time or business module) and stored in different databases and tables, improving data query and write efficiency.

[0108] In terms of business process management technology, this embodiment adopts the following technical solutions:

[0109] (1) Process modeling and design

[0110] Use business process modeling tools (such as BPMN) to model and design your company's business and financial processes. Through visualization, clearly display each process step, participants, data flow, and decision points, facilitating process optimization and improvement. During process design, fully consider the integration of business and finance, embedding financial control nodes into business processes to achieve collaborative management of business and finance.

[0111] Visual Modeling Tool: This tool provides a visual business process modeling tool that allows users to intuitively design business processes through dragging, dropping, and connecting lines. During the modeling process, the user can define the various process steps, participants, conditional branches, data flow, and other information.

[0112] Process version management: Supports process version management. When business processes change, new process versions can be created to ensure the traceability of historical processes. At the same time, when the system switches process versions, data migration and compatibility processing mechanisms are provided to ensure business continuity.

[0113] (2) Process Automation Execution

[0114] Based on workflow engine technology, we automate business processes. When a business event is triggered, the system automatically pushes tasks to relevant business and financial personnel according to pre-set process rules, enabling automated task transfer and approval. Furthermore, the system tracks process execution status in real time and records execution logs for easy monitoring and management.

[0115] Workflow Engine: The integrated workflow engine enables automated execution of business processes. When a business event is triggered, the workflow engine automatically pushes tasks to the corresponding participants based on the preset process model and tracks the execution status of the process.

[0116] Task Reminders: Task reminders are sent to task participants via email, SMS, in-site messaging, and other methods to ensure timely task processing. Task details, operation logs, and other information are also provided on the task processing interface, making it easier for users to understand the background and processing history of tasks.

[0117] (3) Process monitoring and optimization

[0118] Establish a process monitoring platform to collect real-time process operation data, such as process execution time, task processing time, and process pass rate. Use data analysis and mining technologies to evaluate process efficiency and quality. Based on the evaluation results, timely identify problems and bottlenecks in the process, optimize and adjust the process, and continuously improve the company's operational efficiency.

[0119] Real-time monitoring: Establish a process monitoring platform to collect real-time business process operation data, including the number of process instances, task processing time, process flow path, etc. By visually displaying the operation status of the process, managers can promptly identify bottlenecks and anomalies in the process.

[0120] Data Analysis and Optimization: Conduct in-depth analysis of process operation data and apply data analysis algorithms and tools to identify optimization points within the process. For example, by analyzing task processing time, we can identify time-consuming links and conduct targeted optimization. By analyzing process flow paths, we can identify unreasonable process branches and make adjustments and improvements.

[0121] In terms of intelligent analysis and decision support, this embodiment adopts the following technical solutions:

[0122] (1) Multidimensional data analysis

[0123] Leveraging multidimensional analysis techniques (such as OLAP), we conduct multi-angle and multi-level analysis of business and financial data. Users can freely select analysis dimensions and indicators through drag-and-drop operations, quickly generating various reports and charts, such as financial reports, sales reports, and cost reports, to gain comprehensive insights into the company's operating conditions.

[0124] Templated reports: Provides a wide range of report templates, including financial reports (such as balance sheets, income statements, and cash flow statements), business reports (such as sales reports, purchase reports, and inventory reports), etc. Users can select the appropriate report template as needed to quickly generate reports.

[0125] Custom Reports: Supports user-defined reports. Users can drag and drop to select report fields, dimensions, filter conditions, and more, allowing for flexible generation of personalized reports. Furthermore, during report generation, real-time data calculation and aggregation are supported to ensure report data accuracy.

[0126] (2) Data mining and prediction

[0127] Using data mining algorithms and machine learning models, we mine and analyze historical data to uncover patterns and trends. By establishing predictive models, we can forecast a company's business development and financial status, such as sales, cost, and risk, providing a scientific basis for decision-making.

[0128] Multidimensional Analysis: Based on OLAP (Online Analytical Processing) technology, this feature enables multidimensional analysis of business and financial data. Users can slice, dice, and drill down on data across multiple dimensions (such as time, region, product, and customer) to deeply explore the underlying information.

[0129] Data mining: Using data mining algorithms (such as cluster analysis, association rule mining, and predictive analysis) to analyze historical data and discover underlying patterns and trends. For example, cluster analysis can be used to categorize customers for precision marketing, while predictive analysis can be used to forecast sales data and provide insights for production and procurement decisions.

[0130] (3) Intelligent decision support

[0131] Building an intelligent decision support system based on artificial intelligence technology. Through natural language processing technology, users can ask questions in natural language. The system automatically understands the user's intent, extracts relevant information from the data, generates analysis reports and decision recommendations, and provides convenient and efficient decision support services for corporate management.

[0132] Intelligent Early Warning: Establish an intelligent early warning mechanism to monitor business and financial data in real time by setting early warning indicators and thresholds. When data exceeds the warning range, the system automatically sends an early warning message to relevant personnel, helping enterprises to identify and resolve problems in a timely manner.

[0133] Decision-making recommendations: Based on data analysis and mining results, the system provides decision-making recommendations to corporate management. For example, when formulating sales strategies, the system provides targeted sales recommendations based on customer analysis and market trends. When making investment decisions, the system provides feasibility analysis of investment options through financial analysis and risk assessment.

[0134] The present invention can solve the following technical problems:

[0135] (1) Data circulation and integration problems

[0136] Breaking down data silos: In traditional enterprises, business and financial systems are independent of each other, with inconsistent data formats and interface standards, making data sharing difficult. This invention builds a unified data collection platform that supports access to multiple data sources. It utilizes ETL tools and data interface technology to achieve real-time collection and transmission of business and financial data. Furthermore, a standardized data warehouse is established to clean, convert, and integrate data, breaking down data silos and enabling all departments in the enterprise to work based on unified data.

[0137] Ensuring data consistency: Differences in data definitions and accounting rules between business and finance departments can easily lead to data inconsistencies. This invention establishes unified data standards and rules during data processing, rigorously cleans and converts collected data, ensuring data consistency across the entire system and providing accurate and reliable data support for enterprises.

[0138] (2) Disconnection between business and financial processes

[0139] Lack of process coordination: Business and financial processes are independent of each other and lack effective coordination mechanisms, resulting in asynchrony between business processing and financial accounting. This invention uses business process modeling tools to embed financial control nodes into business processes. Through the workflow engine, it automates the execution of business processes and the automatic flow of tasks, ensuring the coordinated management of business and finance and improving enterprise operational efficiency.

[0140] Insufficient process flexibility: Traditional financial processes are relatively fixed and difficult to adapt to the rapid changes in business operations. This invention supports visual process modeling and version management. When business changes occur, users can quickly adjust the process through a visual interface and create new process versions, ensuring that the system can respond to business changes in a timely manner, improving the flexibility and competitiveness of the enterprise.

[0141] (3) Insufficient decision-making support capabilities

[0142] Lack of in-depth data insights: Companies possess vast amounts of data but lack effective data analysis tools, making it difficult to deeply mine the data's value and support decision-making. This invention leverages multidimensional analysis, data mining, and machine learning techniques to conduct multi-faceted, in-depth analysis of business and financial data, helping companies uncover underlying patterns and trends within the data and providing a scientific basis for decision-making.

[0143] Untimely decision-making: Traditional decision-making processes rely on manual data collection and analysis, which is time-consuming and unable to respond to market changes in a timely manner. This invention establishes an intelligent early warning mechanism that monitors business and financial data in real time and automatically issues warnings when data anomalies are detected. Furthermore, it provides management with decision-making recommendations based on data analysis results, helping companies make decisions quickly and seize market opportunities.

[0144] The present invention has the following advantages:

[0145] (1) Improving operational efficiency

[0146] Automated processes reduce manual work: Automated business processes and data transmission mechanisms reduce manual intervention and the likelihood of human error. For example, automated order processing significantly shortens the time it takes for orders to flow from the business department to the finance department, significantly improving financial accounting efficiency. This allows companies to respond to customer needs more quickly and enhance customer satisfaction.

[0147] Collaborative work promotes interdepartmental communication: The collaborative management of business and finance breaks down departmental barriers and promotes communication and collaboration. Each department can obtain the information they need in a timely manner, avoiding work delays caused by information asymmetry and improving overall work efficiency.

[0148] (2) Strengthening data quality

[0149] Unified standards ensure data accuracy: Unified data standards and rules ensure the accuracy and consistency of data during collection, transmission, and storage. High-quality data provides a reliable basis for a company's financial accounting, report generation, and decision-making analysis, reducing the risk of decision-making errors caused by data errors.

[0150] Real-time updates provide the latest information: Real-time data collection and transmission enables companies to obtain the latest business and financial information. Management can make decisions based on real-time data and adjust business strategies in a timely manner to adapt to market changes.

[0151] (3) Enhancing the scientific nature of decision-making

[0152] Deep analysis and data mining: Multidimensional analysis and data mining technologies help companies extract valuable information from massive amounts of data, providing comprehensive and in-depth support for decision-making. For example, by analyzing customer data, companies can understand customer needs and preferences, develop precise marketing strategies, and improve their market competitiveness.

[0153] Intelligent early warning supports rapid decision-making: The intelligent early warning mechanism promptly identifies potential risks and issues, providing a basis for decision-making. Management can take immediate action to prevent escalation of risks and minimize losses. Furthermore, the decision-making recommendation function helps management make decisions quickly, improving both efficiency and quality.

[0154] (4) Reduce operating costs

[0155] Optimizing processes and reducing labor costs: Automated processes and collaborative work models reduce manual operation and communication costs, improve work efficiency, and thus reduce the company's labor costs. In addition, the system's scalability and flexibility reduce the cost of system transformation and upgrades caused by business changes.

[0156] Accurate decision-making avoids resource waste: Based on accurate data and scientific analysis, companies can make more precise decisions and avoid resource waste caused by poor decisions. For example, through sales forecast analysis, companies can rationally arrange production and inventory, reduce inventory costs, and improve capital efficiency.

[0157] The present invention uses specific examples to illustrate the principles and implementation methods of the present invention. The above examples are only intended to help understand the method and core concept of the present invention. At the same time, those skilled in the art will find that the specific implementation methods and application scopes may vary based on the concept of the present invention. In summary, the contents of this specification should not be understood as limiting the present invention.

Claims

1. A business and financial integrated management system, characterized in that: include: The infrastructure layer is built on a cloud platform and is used to provide elastic computing, storage, and network resources; Platform service layer, which includes a database management module, a message queue module, an authentication and authorization module, and a log management module; The business middle platform layer encapsulates the standardized service interfaces for customer management, supplier management, order management, and settlement management; The application layer is used to implement the business-finance integration functions of sales management, procurement management, inventory management, and general ledger management by calling the business middle platform layer interface; The user interaction layer supports multi-terminal access and is used to provide a unified operation interface through responsive design.

2. The business and financial integrated management system according to claim 1, characterized in that: It also includes a data interaction module, which includes: The data collection unit connects to the business system through the RESTful API interface and supports the import and format verification of Excel and CSV files; The data transmission unit uses message queues to achieve real-time data transmission and uses ETL tools to perform batch data cleaning, conversion, and loading; The data storage unit uses a relational database with a master-slave architecture and sharding technology to achieve distributed storage.

3. The business and financial integrated management system according to claim 2, characterized in that: Data cleaning and conversion specifically include: Use preset rules to remove duplicate and erroneous data; Unify and standardize data coding; Generate multidimensional data marts through aggregation algorithms.

4. The business and financial integrated management system according to claim 1, characterized in that: It also includes a business process management module, which includes: Visual modeling tool that supports drag-and-drop process design and version management; Workflow engine to realize automatic task push, transfer and status tracking; The process monitoring platform collects process operation data in real time and generates optimization suggestions.

5. The business and financial integrated management system according to claim 4, characterized in that: The workflow engine includes: Task reminder module, sending reminders via email, SMS and in-site messages; Operation log recording module records task processing details and process history data.

6. The business and financial integrated management system according to claim 1, characterized in that: It also includes an intelligent analysis module, which includes: Multidimensional analysis unit, based on OLAP technology, realizes multidimensional data slicing and drilling by time, region, and product; Data mining unit, which applies cluster analysis and forecasting models to generate sales trends and risk warnings; The decision support unit generates analysis reports and decision recommendations through natural language processing.

7. The business and financial integrated management system according to claim 6, characterized in that: The data mining unit is used to: Mining customer purchasing behavior patterns through association rules; Predict inventory demand and cash flow based on machine learning algorithms.

8. The business and financial integrated management system according to claim 1, characterized in that: It also includes an intelligent early warning module, which is used to: Set financial indicator thresholds and monitor accounts receivable turnover and cash flow deviations in real time; When data is abnormal, an early warning signal is automatically triggered and pushed to the management terminal.

9. The business and financial integrated management system according to claim 1, characterized in that: The authentication and authorization module adopts the OAuth 2.0 protocol, supports role-based hierarchical authority control, and records user operation traces for audit tracing.

10. The business and financial integrated management system according to claim 1, characterized in that: The log management module uses distributed log collection technology and combines it with the ELK stack to achieve real-time analysis and visual display of logs.