Intelligent financial lading bill system based on AI Agent and Browserless technology

Abstract

The invention discloses an intelligent financial lading bill system based on AIAgent and Browserless technology, which belongs to the technical field of financial lading bill management and comprises a data acquisition module, an AI intelligent auditing module, an accounting processing module, a user interaction module and a system management module. According to the method, the Browserless technology is utilized to realize automatic data capture and integration, so that the workload of manual data entry and possible errors are reduced, and the data acquisition time is greatly shortened; the AI intelligent auditing module applies a rule engine and a machine learning model, so that data can be comprehensively and accurately audited, potential risks and abnormities are found, and the accuracy and efficiency of auditing are improved; manual intervention is reduced through an automatic accounting processing flow, and voucher generation and account updating are quicker and more accurate.

Description

Technical Field

[0001] This invention relates to the field of financial bill of lading management technology, specifically to an intelligent financial bill of lading system based on AI Agent and Browserless technology. Background Technology

[0002] The accounting bill system is an information solution that closely integrates enterprise financial management with business processes. It breaks down the information barriers between traditional finance and business departments, enabling efficient data flow and collaborative processing.

[0003] This system, centered on electronic bills of lading, allows business personnel to submit various expense reimbursement, purchase payment, and revenue recognition applications online, filling in detailed business information and uploading relevant vouchers. The system automatically performs a preliminary review of submitted documents, checking data completeness and compliance, such as whether expenses are within budget and invoice information is accurate, effectively reducing the workload and error rate of manual review. Finance personnel can receive business bills of lading in real time for in-depth review and accounting processing. The system automatically generates accurate accounting vouchers according to preset accounting subjects and rules, greatly improving the efficiency and accuracy of accounting processing. Simultaneously, it can track the processing progress of bills of lading in real time, allowing business personnel to check document status and understand approval and payment status at any time.

[0004] In corporate financial management, financial bills of lading are a crucial business process, but traditional methods suffer from inefficiency and error-proneness. With the development of AI Agent and Browserless technologies, applying them to financial bill of lading systems can effectively improve efficiency and accuracy. Therefore, this paper proposes an intelligent financial bill of lading system based on AI Agent and Browserless technologies. Summary of the Invention

[0005] The technical problem to be solved by this invention is: how to solve the problems of low efficiency and error susceptibility in traditional methods, and provides an intelligent financial bill of lading system based on AI Agent and Browserless technology.

[0006] The present invention solves the above-mentioned technical problems through the following technical solutions: the present invention includes a data acquisition module, an AI intelligent auditing module, an accounting processing module, a user interaction module, and a system management module;

[0007] The data acquisition module is used to access relevant business systems and websites through Browserless's API interface to capture the required data;

[0008] The AI ​​intelligent review module is used to receive data from the data collection module using the AI ​​Agent, review the data, divide the data into data that has passed the review and abnormal data, and generate an anomaly report based on the abnormal data.

[0009] The accounting processing module is used to generate accounting vouchers based on the approved data and update the company's financial accounts after the data has been reviewed by the AI ​​intelligent review module, according to the preset accounting subjects and accounting rules.

[0010] The user interaction module is used to provide users with an operation interface through which users can submit financial bill of lading applications, view the review progress and results, and supplement or correct data; at the same time, it pushes review comments and result notifications to users.

[0011] The system management module is used for configuration management, user management, data backup and recovery.

[0012] Furthermore, the data acquisition module includes a web page crawling unit and a data integration unit. The web page crawling unit is used to send requests to the target web page through the Browserless API interface, parse the HTML structure of the web page, extract the required data fields, and store them in a temporary database. The data integration unit is used to clean and integrate the crawled data, remove duplicate data, and unify the data format.

[0013] Furthermore, the AI ​​intelligent audit module includes a rule engine unit, a machine learning model unit, and an anomaly handling unit. The rule engine unit has built-in financial audit rules, which are used to initially screen and judge the data, marking data items that meet and do not meet the rules, and removing data items that do not meet the rules. The machine learning model unit is used to train a machine learning model using historical audit data, and uses the machine learning model to audit the data, dividing the data into data that passes the audit and data that is abnormal. The anomaly handling unit is used to generate detailed anomaly reports based on the abnormal data found during the audit process, and feeds them back to the user interaction module, requesting the user to supplement or correct the data.

[0014] Furthermore, in the rule engine unit, the financial audit rules include expense reimbursement standards and approval process rules.

[0015] Furthermore, the accounting processing module includes a voucher generation unit and an account update unit; the voucher generation unit is used to generate debit and credit accounting entries based on the approved data and in accordance with the company's accounting subjects and accounting rules, and record relevant auxiliary accounting information to obtain accounting vouchers; the account update unit is used to update the generated accounting vouchers to the company's financial accounts, and at the same time, to perform a balance check on the financial accounts.

[0016] Furthermore, the user interaction module includes an application submission unit, a progress query unit, and a feedback processing unit. The application submission unit allows users to fill in relevant information about the financial bill of lading and upload corresponding attachments. After submission, the information is sent to the data acquisition module for processing. The progress query unit allows users to check the review progress and processing status of the financial bill of lading in real time. The feedback processing unit receives feedback information from the AI ​​intelligent review module and displays it to the user. The user can supplement or correct the data based on the feedback information and resubmit the application.

[0017] Furthermore, in the application submission unit, the relevant information of the financial bill of lading includes the type of fee, amount, and reason; in the feedback processing unit, the feedback information includes the review results and anomaly reports.

[0018] Furthermore, the system management module includes a configuration management unit, which is used to configure audit rules, accounting subjects, and accounting rules according to the company's business changes and management needs.

[0019] Furthermore, the system management module also includes a user management unit for managing the system's user information, including managing user registration, login, and permission allocation.

[0020] Furthermore, the system management module also includes a data backup and recovery unit, which is used to back up the data in the system regularly to prevent data loss. When the system malfunctions or the data is corrupted, the data can be restored through the backup data to ensure the normal operation of the system.

[0021] Compared with existing technologies, this invention has the following advantages: This intelligent financial bill of lading system based on AI Agent and Browserless technology utilizes Browserless technology to achieve automatic data capture and integration, reducing the workload of manual data entry and potential errors, and greatly shortening the data collection time; furthermore, the AI ​​intelligent audit module uses a rule engine and machine learning model to comprehensively and accurately audit data, discover potential risks and anomalies, and improve the accuracy and efficiency of auditing; and the automated accounting process reduces manual intervention, making voucher generation and account updates faster and more accurate. Attached Figure Description

[0022] Figure 1 This is a schematic block diagram of the intelligent financial bill of lading system based on AI Agent and Browserless technology in an embodiment of the present invention;

[0023] Figure 2 This is a schematic diagram illustrating the implementation process of the intelligent financial bill of lading method based on AI Agent and Browserless technology in an embodiment of the present invention. Detailed Implementation

[0024] The embodiments of the present invention are described in detail below. These embodiments are implemented based on the technical solution of the present invention, and provide detailed implementation methods and specific operation processes. However, the scope of protection of the present invention is not limited to the following embodiments.

[0025] like Figure 1 As shown, this embodiment provides a technical solution: an intelligent financial bill of lading system based on AI Agent and Browserless technology. This system mainly includes a data acquisition module, an AI intelligent review module, an accounting processing module, a user interaction module, and a system management module.

[0026] 1. Data Acquisition Module

[0027] The data acquisition module utilizes browserless technology to simulate browser behavior, accessing internal business systems and external supplier websites to automatically retrieve data related to financial documents, such as purchase order information, invoice information, and contract terms. It also supports users manually uploading supplementary information that cannot be automatically retrieved, such as special approval documents.

[0028] More specifically, the data acquisition module includes a web crawling unit and a data integration unit. The web crawling unit sends requests to target web pages (internal business systems or external supplier websites) via Browserless's API interface, parses the HTML structure of the web pages, extracts required data fields such as order numbers, amounts, and dates, and stores them in a temporary database. The data integration unit cleans and integrates data crawled from different sources, removes duplicate data, standardizes data formats, and ensures data integrity and consistency. For example, it converts dates in different formats into a standard format.

[0029] 2. AI Intelligent Review Module

[0030] The AI-powered intelligent review module uses an AI Agent to receive data from the data collection module. It then employs natural language processing and machine learning technologies to intelligently review the data, categorizing it into approved and abnormal data, and generating anomaly reports based on the abnormal data. The review content includes verifying the authenticity, compliance, and logical consistency of the data, such as checking whether invoice information matches purchase orders and whether expenses are within budget.

[0031] More specifically, the AI-powered intelligent audit module includes a rules engine unit, a machine learning model unit, and an anomaly handling unit. The rules engine unit incorporates a series of financial audit rules, such as expense reimbursement standards and approval process rules. The AI ​​Agent performs preliminary screening and judgment of data based on these rules, marking data items that conform to and do not conform to the rules, and removing those that do not conform. The machine learning model unit uses historical audit data to train a machine learning model, enabling it to identify complex business patterns and potential risks, achieving intelligent data auditing and categorizing data into approved and abnormal data. For example, by analyzing a large amount of purchase order and invoice data, the model can learn the normal price fluctuation range, thereby determining whether the current order price is reasonable. The anomaly handling unit generates reports on abnormal data discovered during the audit process, such as missing data or logical contradictions. This unit generates detailed anomaly reports and feeds them back to the user interaction module, requesting the user to supplement or correct the data.

[0032] 3. Accounting Module

[0033] The accounting module, after being reviewed by the AI-powered intelligent auditing module, generates accounting vouchers based on the approved data according to preset accounting subjects and accounting rules, and updates the company's financial accounts. Simultaneously, it synchronizes the generated voucher information to the company's general ledger system and other relevant systems.

[0034] More specifically, the accounting processing module includes a voucher generation unit and an account update unit. The voucher generation unit generates debit and credit accounting entries based on approved data, according to the company's accounting subjects and rules, and records relevant auxiliary accounting information, such as departments and projects, thus obtaining accounting vouchers. The account update unit updates the generated accounting vouchers into the financial accounts, ensuring the timeliness and accuracy of the accounts. Simultaneously, it performs a balance check on the accounts to ensure a debit-credit balance.

[0035] 4. User Interaction Module

[0036] The user interaction module provides a user-friendly interface where users can submit financial bill of lading applications, view review progress and results, and supplement or correct data. The system will also promptly send review comments and processing result notifications to users.

[0037] More specifically, the user interaction module includes an application submission unit, a progress query unit, and a feedback processing unit. The application submission unit allows users to fill in relevant information about the financial bill of lading, such as the type of fee, amount, and reason, and upload relevant attachments. After submission, the system sends the application information to the data acquisition module for processing. The progress query unit allows users to check the review progress and processing status of the financial bill of lading in real time, understand which review stage it is currently in, and the estimated completion time. The feedback processing unit receives feedback information from the AI ​​intelligent review module, such as review results and anomaly reports, and displays them to the user. Users can supplement or correct the data based on the feedback information and resubmit the application.

[0038] 5. System Management Module

[0039] The system management module is responsible for overall system configuration, user management, permission settings, data backup and recovery, etc., to ensure the stable operation of the system and data security.

[0040] More specifically, the system management module includes a configuration management unit, a user management unit, and a data backup and recovery unit. The configuration management unit is used to configure various system parameters, such as audit rules, accounting subjects, and accounting rules. Administrators can adjust these parameters at any time according to changes in the company's business and management needs. The user management unit is used to manage system user information, including user registration, login, and permission allocation, ensuring that different users can only access and operate data and functions within their authorized scope. The data backup and recovery unit is used to regularly back up the system's data to prevent data loss. When the system malfunctions or data is corrupted, it can be restored using the backup data to ensure the normal operation of the system.

[0041] like Figure 2 As shown, this embodiment also provides an intelligent financial bill of lading method based on AI Agent and Browserless technology. The system described above is used to complete the financial bill of lading process, and the specific steps are as follows:

[0042] Step 1: Data Collection

[0043] Users submit financial bill of lading applications and upload relevant attachments through the application submission unit of the user interaction module; the web crawling unit of the data acquisition module uses browserless technology to access relevant business systems and websites to crawl the required data; the data integration unit cleans and integrates the crawled data and user-uploaded attachments and stores them in a temporary database.

[0044] Step Two: AI Intelligent Review

[0045] The AI ​​intelligent review module receives data from the data collection module; the rule engine unit performs preliminary screening and judgment on the data according to the preset review rules; the machine learning model unit uses the trained model to perform in-depth analysis on the data to identify potential risks and anomalies; and the anomaly handling unit generates an anomaly report and feeds it back to the user interaction module.

[0046] Step 3: Accounting Processing

[0047] Once the AI-powered intelligent audit module approves the application, the voucher generation unit of the accounting module generates accounting vouchers based on the approved data; the account update unit updates the generated vouchers into the financial accounts and performs a balance check.

[0048] Step 4: User Feedback and System Management

[0049] Users can check the review progress and results through the progress query unit of the user interaction module, and supplement or correct the data based on the feedback information from the feedback processing unit; the system management module performs configuration management, user management and data backup and recovery for the entire system to ensure the stable operation of the system.

[0050] In summary, the intelligent financial bill of lading system based on AI Agent and Browserless technology described in the above embodiments achieves automatic data capture and integration using Browserless technology, reducing the workload and potential errors of manual data entry and significantly shortening data collection time. Furthermore, the AI ​​intelligent audit module, employing a rule engine and machine learning model, can comprehensively and accurately audit data, identify potential risks and anomalies, and improve the accuracy and efficiency of the audit. Automated accounting processes reduce manual intervention, making voucher generation and account updates faster and more accurate.

[0051] Although embodiments of the present invention have been shown and described above, it is understood that the above embodiments are exemplary and should not be construed as limiting the present invention. Those skilled in the art can make changes, modifications, substitutions and variations to the above embodiments within the scope of the present invention.

Claims

1. An intelligent financial bill of lading system based on AIAgent and Browserless technology, characterized in that: It includes a data acquisition module, an AI-powered intelligent auditing module, an accounting module, a user interaction module, and a system management module; The data acquisition module is used to access relevant business systems and websites through Browserless's API interface to capture the required data; The AI ​​intelligent review module is used to receive data from the data collection module using AIAgent, review the data, divide the data into data that passes the review and abnormal data, and generate an anomaly report based on the abnormal data. The accounting processing module is used to generate accounting vouchers based on the approved data and update the company's financial accounts after the data has been reviewed by the AI ​​intelligent review module, according to the preset accounting subjects and accounting rules. The user interaction module is used to provide users with an operation interface through which users can submit financial bill of lading applications, view the review progress and results, and supplement or correct data; at the same time, it pushes review comments and result notifications to users. The system management module is used for configuration management, user management, data backup and recovery.

2. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 1, characterized in that, The data acquisition module includes a web page crawling unit and a data integration unit. The web page crawling unit is used to send requests to the target web page through Browserless's API interface, parse the HTML structure of the web page, extract the required data fields, and store them in a temporary database. The data integration unit is used to clean and integrate the captured data, remove duplicate data, and unify the data format.

3. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 1, characterized in that, The AI ​​intelligent audit module includes a rule engine unit, a machine learning model unit, and an anomaly handling unit. The rule engine unit has built-in financial audit rules, which are used to perform preliminary screening and judgment on the data, marking data items that meet the rules and those that do not, and removing data items that do not meet the rules. The machine learning model unit is used to train a machine learning model using historical audit data, and then uses the machine learning model to audit the data, dividing the data into data that has passed the audit and abnormal data. The abnormality handling unit is used to generate a detailed abnormality report based on the abnormal data found during the audit process, and then feed it back to the user interaction module, requesting the user to supplement or correct the data.

4. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 3, characterized in that, In the rule engine unit, the financial audit rules include expense reimbursement standards and approval process rules.

5. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 3, characterized in that, The accounting processing module includes a voucher generation unit and an account update unit. The voucher generation unit is used to generate debit and credit accounting entries based on the approved data and in accordance with the company's accounting subjects and accounting rules, and to record relevant auxiliary accounting information, thereby obtaining accounting vouchers. The account update unit is used to update the generated accounting vouchers into the company's financial accounts, and at the same time, to perform a balance check on the financial accounts.

6. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 5, characterized in that, The user interaction module includes an application submission unit, a progress query unit, and a feedback processing unit; the application submission unit is used for users to fill in relevant information of the financial bill of lading and upload corresponding attachments, and after submission, it is sent to the data acquisition module for processing; The progress query unit allows users to check the review progress and processing status of financial bills of lading in real time; the feedback processing unit receives feedback information from the AI ​​intelligent review module and displays it to the user, who can supplement or correct the data based on the feedback information and resubmit the application.

7. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 6, characterized in that, In the application submission unit, the relevant information of the financial bill of lading includes the type of fee, amount, and reason for the fee; in the feedback processing unit, the feedback information includes the review results and the anomaly report.

8. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 6, characterized in that, The system management module includes a configuration management unit, which is used to configure audit rules, accounting subjects, and accounting rules according to the company's business changes and management needs.

9. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 8, characterized in that, The system management module also includes a user management unit, which manages the system's user information, including user registration, login, and permission allocation.

10. The intelligent financial bill of lading system based on AIAgent and Browserless technology according to claim 9, characterized in that, The system management module also includes a data backup and recovery unit, which is used to back up the data in the system regularly to prevent data loss. When the system malfunctions or the data is damaged, it can be restored by backing up the data to ensure the normal operation of the system.

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