An intelligent identification and management system for financial tax invoices based on RPA

Abstract

The present invention discloses an intelligent identification and management system for financial tax invoices based on RPA, which relates to the technical field of financial tax invoice management, including an identification mark module and a statistical query module, wherein the identification mark module is connected to a filing module, and the filing module is connected to a statistical query module, and the statistical query module is connected to an authority and response adjustment module, and the automatic filing unit is connected to a manual filing unit, and the manual filing unit is connected to an invoice voucher association unit. The intelligent identification and management system for financial tax invoices based on RPA greatly reduces the workload of financial personnel, scientifically improves the invoice management model, standardizes the quality of financial information, and improves the efficiency of internal and external collaborative work. In addition, managers can not only flexibly define organizations and personnel in the system, and adjust the query and editing permissions of data at all levels, but also define basic data such as taxpayers, invoice types, and invoice purposes according to their own needs to cope with different tax invoice management scenarios.

Description

Technical Field

[0001] The present invention relates to the technical field of financial tax invoice management, and specifically to an intelligent identification and management system of financial tax invoices based on RPA. Background Art

[0002] In order to accelerate the construction of intelligent financial applications and achieve the upgrading of business management, corporate finance often undergoes digital transformation. By creating an RPA financial management application function library, the work efficiency of financial personnel is improved, and digital technology is fully applied to empower daily management and drive business and financial value creation.

[0003] However, with the acceleration of ultra-UHV project construction, the company's invoice collection and management business volume has increased, and the existing RPA financial management system has gradually been unable to meet the needs of multiple business entities for classification and processing of the growing business volume.

[0004] Therefore, in view of this, the existing structure and deficiencies are studied and improved, and an intelligent identification and management system of financial tax invoices based on RPA is proposed. Summary of the invention

[0005] In view of the shortcomings of the prior art, the present invention provides an RPA-based intelligent identification and management system for financial tax invoices, which solves the problems raised in the above-mentioned background technology.

[0006] To achieve the above objectives, the present invention is implemented through the following technical solutions: an RPA-based financial tax invoice intelligent identification and management system, including an identification marking module and a statistical query module, the identification marking module is connected to the reporting and archiving module, and the reporting and archiving module is connected to the statistical query module, the statistical query module is connected to the authority and response adjustment module, the identification marking module includes a code scanning and reading unit, an identification and classification unit, an information supplement unit and a classification identification unit, the code scanning and reading unit is connected to the identification and classification unit, and the identification and classification unit is connected to the information supplement unit, the information supplement unit is connected to the classification identification unit, the reporting and archiving module includes an automatic archiving unit, a manual archiving unit and an invoice voucher association unit, the automatic archiving unit is connected to the manual archiving unit, and the manual archiving unit is connected to the invoice voucher association unit.

[0007] Furthermore, the barcode scanning and reading unit replaces manual collection by scanning with a barcode scanner and intelligent reading to realize the collection and identification of various information of paper tickets and electronic tickets. The identification and classification unit automatically identifies the taxpayers of the uploaded single or batch invoices, and classifies them according to the identification results.

[0008] Furthermore, the information supplement unit supplements the information of each invoice after classification and collection, and the classification identification unit classifies and identifies the supplemented invoices according to needs. A single invoice can often be classified into several identifications, and the needs include but are not limited to time, tax payer, consumption category, consumption amount, and the classification identification unit will also classify and identify invoices that have not been identified, repeatedly identified, or have missing supplementary information.

[0009] Furthermore, the automatic filing unit can automatically file invoices with complete supplementary information and whose taxpayers are from the provincial network. The manual filing unit can manually file unidentified invoices to be supplemented after supplementing the complete information as needed.

[0010] Furthermore, the invoice-voucher association unit directly links and associates the archived invoices with the vouchers to form a one-to-one correspondence.

[0011] Furthermore, the statistical query module includes an invoice statistical unit, an information collection main table, a multidimensional summary query table and a flexible query unit, the invoice statistical unit is connected to the information collection main table, and the information collection main table is connected to the multidimensional summary query table, and the multidimensional summary query table is connected to the flexible query unit.

[0012] Furthermore, the invoice statistics unit performs information statistics based on the content of each invoice, and generates an information collection main table and a multi-dimensional summary query table. The information in the information collection main table includes but is not limited to time, cost, entry unit, reporting unit, and personnel name.

[0013] Furthermore, the multidimensional summary query table multidimensionalizes and records the invoice information according to the information in the information collection main table, and the flexible query unit uses the multidimensional information in the multidimensional summary query table to realize flexible query of invoices.

[0014] Furthermore, the authority and response adjustment module includes a grading unit, an authority editing unit, a tax invoice management scenario unit and an invoice response unit, wherein the grading unit is connected to the authority editing unit, and the tax invoice management scenario unit is connected to the invoice response unit.

[0015] Furthermore, the grading unit grades the company's personnel up and down according to their positions, the authority editing unit allows superiors to set and adjust the operating authority of subordinates, the tax invoice management scenario unit is used to store scenarios in which various tax invoices need to be used, and stores the tax invoice types required for each scenario, and the invoice response unit automatically organizes and displays the tax invoice types in the system according to the tax invoice usage scenarios that need to be addressed at the moment.

[0016] A computer device includes a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the program, an intelligent identification and management system for financial tax invoices based on RPA is implemented.

[0017] The present invention provides an intelligent identification and management system for financial tax invoices based on RPA, which has the following beneficial effects:

[0018] The RPA-based intelligent identification and management system for financial tax invoices greatly reduces the workload of financial personnel, scientifically improves the invoice management model, standardizes the quality of financial information, and improves the efficiency of internal and external collaborative work. Managers can not only flexibly define organizations and personnel in the system and adjust the query and editing permissions of data at all levels, but also define basic data such as taxpayers, invoice types, and invoice purposes according to their own needs to cope with different tax invoice management scenarios. BRIEF DESCRIPTION OF THE DRAWINGS

[0019] Figure 1 This is a schematic diagram of the overall operation process of an RPA-based intelligent identification and management system for financial tax invoices in the present invention;

[0020] Figure 2 This is a schematic diagram of the internal operation flow of the identification and marking module of the RPA-based intelligent identification and management system for financial tax invoices of the present invention;

[0021] Figure 3 This is a schematic diagram of the internal operation flow of the filling and filing module of the RPA-based intelligent identification and management system for financial tax invoices of the present invention;

[0022] Figure 4 This is a schematic diagram of the internal operation flow of a statistical query module of an RPA-based intelligent identification and management system for financial tax invoices in the present invention;

[0023] Figure 5 This is a schematic diagram of the internal operation flow of the authority and response adjustment module of the RPA-based financial tax invoice intelligent identification and management system of the present invention.

[0024] In the figure: 1. Identification and marking module; 101. Scanning and reading unit; 102. Identification and classification unit; 103. Information supplement unit; 104. Classification identification unit; 2. Filling and filing module; 201. Automatic filing unit; 202. Manual filing unit; 203. Invoice voucher association unit; 3. Statistics query module; 301. Invoice statistics unit; 302. Information collection main table; 303. Multi-dimensional summary query table; 304. Flexible query unit; 4. Authority and response adjustment module; 401. Classification unit; 402. Authority editing unit; 403. Tax invoice management scenario unit; 404. Invoice response unit. DETAILED DESCRIPTION

[0025] The following embodiments of the present invention are described in further detail in conjunction with the accompanying drawings and examples. The following examples are used to illustrate the present invention, but are not intended to limit the scope of the present invention.

[0026] like Figure 1-Figure 5 As shown, the present invention provides a technical solution: an intelligent identification and management system for financial tax invoices based on RPA, including an identification mark module 1 and a statistical query module 3, the identification mark module 1 is connected to a filling and filing module 2, and the filling and filing module 2 is connected to a statistical query module 3, the statistical query module 3 is connected to an authority and response adjustment module 4, the identification mark module 1 includes a code scanning and reading unit 101, an identification and classification unit 102, an information supplement unit 103 and a classification identification unit 104, the code scanning and reading unit 101 is connected to the identification and classification unit 102, and the identification and classification unit 102 is connected to the information supplement unit 103, the information supplement unit 103 is connected to the classification identification unit 104, the filling and filing module 2 includes an automatic filing unit 201, a manual filing unit 202 and an invoice voucher association unit 203, the automatic filing unit 201 is connected to the manual filing unit 202, and the manual filing unit 202 is connected to the invoice voucher association unit 203, the code scanning and reading unit 101 scans the invoice voucher through a barcode scanning gun The two methods of code and intelligent reading replace manual collection to realize the collection and identification of various information of paper tickets and electronic tickets. The identification and classification unit 102 automatically identifies the taxpayer of the uploaded single or batch invoices, and classifies and collects them according to the identification results. The information supplement unit 103 supplements the information of each invoice after classification and collection. The classification identification unit 104 classifies and identifies the supplemented invoices according to needs. A single invoice can often be classified with several identifications, and the needs include but are not limited to time, taxpayer, consumption category, and consumption amount. In addition, the classification identification unit 104 will classify and identify invoices that are not identified, repeatedly identified, and missing supplementary information. The automatic filing unit 201 can automatically archive invoices with complete supplementary information and the taxpayer is a provincial network. The manual filing unit 202 manually archives the unidentified invoices to be supplemented after supplementing the complete information as needed. The invoice voucher association unit 203 directly links and associates the archived invoices with the vouchers to form a one-to-one correspondence.

[0027] The specific operation is as follows: the barcode scanning and reading unit 101 replaces manual collection by scanning with a barcode gun and intelligent reading to realize the collection and identification of various information of paper tickets and electronic tickets. Then the identification and classification unit 102 automatically identifies the taxpayer of the uploaded single or batch invoices, and classifies and collects them according to the identification results. The information supplement unit 103 supplements the information of each invoice after classification and collection, such as completing the name of the reviewer, seal information, etc. The classification identification unit 104 classifies and identifies the supplemented invoices according to needs. A single invoice can often be classified with several identifications, and the needs include but are not limited to time, taxpayer, consumption category, and consumption amount. For example, when classifying and identifying invoices, they need to be classified according to the time interval. Invoices within the same time interval are classified into one place. Similarly, invoices of the same taxpayer are also classified into one place. If an invoice meets the above time interval and taxpayer at the same time, the invoice has two classification identifications at the same time. In addition, the classification identification unit 104 will classify and identify invoices that are not identified, repeatedly identified, or have missing supplementary information;

[0028] Based on the classification identification, the automatic archiving unit 201 can automatically archive the invoices with complete supplementary information and the taxpayer being the provincial network. The manual archiving unit 202 manually archives the unidentified invoices to be supplemented after supplementing the complete information as needed. The invoice voucher association unit 203 then directly links the archived invoices and vouchers to form a one-to-one correspondence to facilitate query and statistics.

[0029] like Figure 1-Figure 5As shown, the statistical query module 3 includes an invoice statistical unit 301, an information collection main table 302, a multi-dimensional summary query table 303 and a flexible query unit 304. The invoice statistical unit 301 is connected to the information collection main table 302, and the information collection main table 302 is connected to the multi-dimensional summary query table 303. The multi-dimensional summary query table 303 is connected to the flexible query unit 304. The invoice statistical unit 301 performs information statistics according to the content of each invoice, and generates the information collection main table 302 and the multi-dimensional summary query table 303. The information in the information collection main table 302 includes but is not limited to time, cost, input unit, reporting unit, and personnel name. The multi-dimensional summary query table 303 multi-dimensionalizes and records the information of each invoice according to the information in the information collection main table 302. The flexible query unit 304 uses the multi-dimensional summary query table 304 to calculate the information of each invoice. The multi-dimensional information in the total query table 303 realizes flexible query of invoices. The authority and response adjustment module 4 includes a grading unit 401, an authority editing unit 402, a tax invoice management scenario unit 403 and an invoice response unit 404. The grading unit 401 is connected to the authority editing unit 402, and the tax invoice management scenario unit 403 is connected to the invoice response unit 404. The grading unit 401 grades the company's personnel up and down according to their positions. The authority editing unit 402 is used by the superior to set and adjust the operation authority of the subordinate. The tax invoice management scenario unit 403 is used to store various scenarios where tax invoices need to be used, and stores the tax invoice types required in each scenario. The invoice response unit 404 automatically organizes the tax invoice types in the system and displays them according to the tax invoice usage scenarios that need to be dealt with at the moment.

[0030] The specific operation is as follows: the invoice statistics unit 301 performs information statistics according to the content of each invoice, and generates an information collection main table 302 and a multi-dimensional summary query table 303. The information in the information collection main table 302 includes but is not limited to time, cost, input unit, reporting unit, and personnel name. The multi-dimensional summary query table 303 multi-dimensionalizes and records the information of each invoice according to the information in the information collection main table 302. The flexible query unit 304 uses the multi-dimensional information in the multi-dimensional summary query table 303 to realize flexible query of invoices. For example, by simultaneously determining the time and the input unit, all invoices of the unit within the time interval in the invoice database can be queried. In this way, the more multi-dimensional information is used, the more refined the search effect is by narrowing the query scope;

[0031] The grading unit 401 grades the company's personnel up and down according to their positions, the authority editing unit 402 allows superiors to set and adjust the operating authority of subordinates, the tax invoice management scenario unit 403 stores the scenarios in which various tax invoices need to be used, and stores the tax invoice types required for each scenario, and the invoice response unit 404 automatically organizes and displays the tax invoice types directly in the system according to the tax invoice usage scenarios that need to be dealt with at the moment. Therefore, managers, i.e. superiors, can not only flexibly define organizations and personnel in the system and adjust the query and editing permissions of data at all levels, but also define basic data such as taxpayers, invoice types, and invoice uses according to their own needs, and deal with different tax invoice management scenarios, thereby greatly reducing the workload of financial personnel, scientifically improving the invoice management model, standardizing the quality of financial information, and improving the efficiency of internal and external collaborative work.

[0032] In summary, when the RPA-based intelligent identification and management system for financial tax invoices is used, first, the barcode reading unit 101 replaces manual collection by using a barcode scanner and intelligent reading to realize the collection and identification of various information of paper invoices and electronic invoices, and then the identification and classification unit 102 automatically identifies the taxpayer of the uploaded single or batch invoices, and classifies and collects them according to the identification results. The information supplement unit 103 supplements the information of the classified invoices, and the classification identification unit 104 classifies and identifies the supplemented invoices according to the needs. A single invoice can often be classified with several identifications, and the needs include but are not limited to time, taxpayer, consumption category, and consumption amount. In addition, the classification identification unit 104 will classify and identify invoices that have not been identified, repeatedly identified, or have missing supplementary information;

[0033] Based on the classification identification, the automatic filing unit 201 can automatically file the invoices with complete supplementary information and the taxpayer being the provincial network. The manual filing unit 202 manually files the unidentified invoices to be supplemented after the complete information is supplemented as needed. Then, the invoice voucher association unit 203 directly links and associates the archived invoices with the vouchers to form a one-to-one correspondence.

[0034] The invoice statistics unit 301 performs information statistics according to the content of each invoice, and generates an information collection main table 302 and a multi-dimensional summary query table 303. The information in the information collection main table 302 includes but is not limited to time, cost, input unit, reporting unit, and personnel name. The multi-dimensional summary query table 303 multi-dimensionalizes and records the information of each invoice according to the information in the information collection main table 302. The flexible query unit 304 uses the multi-dimensional information in the multi-dimensional summary query table 303 to realize flexible query of invoices. For example, by simultaneously determining the time and the input unit, all invoices of the unit within the time interval in the invoice database can be queried. In this way, the more multi-dimensional information is used, the more refined the search effect is.

[0035] The grading unit 401 categorizes the company's personnel into upper and lower levels according to their positions. The authority editing unit 402 allows superiors to set and adjust the operating authority of subordinates. The tax invoice management scenario unit 403 stores the scenarios in which various tax invoices need to be used, and stores the tax invoice types required for each scenario. The invoice response unit 404 automatically organizes and displays the tax invoice types in the system according to the tax invoice usage scenarios that need to be dealt with at the moment.

[0036] A computer device includes a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the program, an intelligent identification and management system for financial tax invoices based on RPA is implemented.

[0037] The embodiments of the present invention are given for the purpose of illustration and description, and are not intended to be exhaustive or to limit the invention to the disclosed forms. Many modifications and variations will be apparent to those of ordinary skill in the art. The embodiments are selected and described in order to better illustrate the principles and practical applications of the present invention and to enable those of ordinary skill in the art to understand the present invention and thereby design various embodiments with various modifications suitable for specific uses.

Claims

1. An intelligent identification and management system for financial tax invoices based on RPA, comprising an identification and marking module (1) and a statistical query module (3), characterized in that: The identification mark module (1) is connected to the filling and filing module (2), and the filling and filing module (2) is connected to the statistical query module (3), and the statistical query module (3) is connected to the authority and response adjustment module (4). The identification mark module (1) comprises a code scanning and reading unit (101), an identification and classification unit (102), an information supplementary recording unit (103) and a classification identification unit (104), the code scanning and reading unit (101) is connected to the identification and classification unit (102), and the identification and classification unit (102) is connected to the information supplementary recording unit (103), and the information supplementary recording unit (103) is connected to the classification identification unit (104), the filling and filing module (2) comprises an automatic filing unit (201), a manual filing unit (202) and an invoice voucher association unit (203), the automatic filing unit (201) is connected to the manual filing unit (202), and the manual filing unit (202) is connected to the invoice voucher association unit (203).

2. According to claim 1, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The code scanning and reading unit (101) replaces manual collection by scanning with a code scanning gun and intelligent reading to realize the collection and identification of various information of paper tickets and electronic tickets. The identification and classification unit (102) automatically identifies the taxpayer of the uploaded single or batch invoices, and classifies and collects them according to the identification results.

3. According to claim 1, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The information supplement unit (103) supplements the information of each invoice after classification and collection, and the classification identification unit (104) classifies and identifies the supplemented invoices according to needs. A single invoice can often be classified into several identifications, and the needs include but are not limited to time, tax payer, consumption category, consumption amount, and the classification identification unit (104) will also classify and identify invoices that have not been identified, repeatedly identified, or have missing supplementary information.

4. According to claim 1, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The automatic filing unit (201) can automatically file invoices with complete supplementary information and whose tax payers are from the provincial network. The manual filing unit (202) can manually file unidentified invoices that need to be supplemented after supplementing the complete information as needed.

5. According to claim 1, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The invoice voucher association unit (203) directly links and associates the archived invoice with the voucher to form a one-to-one correspondence.

6. According to claim 1, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The statistical query module (3) comprises an invoice statistical unit (301), an information collection main table (302), a multi-dimensional summary query table (303) and a flexible query unit (304); the invoice statistical unit (301) is connected to the information collection main table (302), and the information collection main table (302) is connected to the multi-dimensional summary query table (303); the multi-dimensional summary query table (303) is connected to the flexible query unit (304).

7. According to claim 6, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The invoice statistics unit (301) performs information statistics based on the content of each invoice, and generates an information collection main table (302) and a multi-dimensional summary query table (303). The information in the information collection main table (302) includes but is not limited to time, cost, entry unit, reporting unit, and personnel name.

8. According to claim 6, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The multidimensional summary query table (303) multidimensionalizes and records the invoice information according to the information in the information collection main table (302), and the flexible query unit (304) uses the multidimensional information in the multidimensional summary query table (303) to realize flexible query of invoices.

9. According to claim 1, the RPA-based intelligent identification and management system for financial tax invoices is characterized by: The authority and response adjustment module (4) includes a grading unit (401), an authority editing unit (402), a tax invoice management scenario unit (403) and an invoice response unit (404), wherein the grading unit (401) is connected to the authority editing unit (402), and the tax invoice management scenario unit (403) is connected to the invoice response unit (404); The grading unit (401) grades the company's personnel up and down according to their positions. The authority editing unit (402) allows superiors to set and adjust the operating authority of subordinates. The tax invoice management scenario unit (403) is used to store scenarios in which various tax invoices need to be used, and stores the tax invoice types required for each scenario. The invoice response unit (404) automatically organizes and displays the tax invoice types in the system according to the tax invoice usage scenarios that need to be responded to at the moment.

10. A computer device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that: When the processor executes the program, the RPA-based financial tax invoice intelligent identification and management system as described in any one of claims 1 to 9 is implemented.

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