基于ERP系统的财务报表自动生成方法及系统

By performing semantic intelligent clustering and periodic adaptive matching of financial statement templates in the ERP system, the problem of inaccurate template recognition and configuration in existing technologies has been solved, and the intelligent and standardized generation of financial statements has been achieved.

CN121638190BActive Publication Date: 2026-07-17山东星乾信息科技有限公司
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
山东星乾信息科技有限公司
Filing Date
2025-12-11
Publication Date
2026-07-17

AI Technical Summary

Technical Problem

Existing financial statement generation systems lack semantic-level similarity recognition mechanisms, a dominant mapping relationship between periodic indicators and template clusters, and a dynamic differentiation update mechanism in the multi-level upload node template configuration process, which affects the accuracy of financial statement generation.

Method used

By using an automatic financial statement generation method based on the ERP system, the system achieves semantic intelligent clustering, periodic adaptive matching, and multi-level node template configuration of financial statement templates. This includes field semantic vectorization, similarity matrix calculation, dominant scoring result analysis, and hierarchical template configuration, constructing a dominant mapping relationship to ensure intelligent template selection, hierarchical report configuration, and standardized data uploading.

Benefits of technology

It enables intelligent template selection, hierarchical report configuration, and standardized data uploading in the automatic financial statement generation process, thereby improving the accuracy and consistency of financial statement generation.

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Abstract

本申请提供了基于ERP系统的财务报表自动生成方法及系统,涉及报表生成技术领域,方法包括:从ERP系统中导出财务报表模板集合;对每个财务报表模板进行字段语义向量化计算,基于相似度矩阵将财务报表模板划分为多个财务报表模板簇;按照可选周期性指标计算多个财务报表模板簇对应的多个主导评分结果,分析确定与多个周期性指标分别对应的主导财务报表模板簇;确定企业当前的目标周期性指标对应的主导财务报表模板簇,根据多个财务报表上传节点进行模板配置,上传模板化财务报表。通过本申请可以解决现有技术中存在财务报表自动生成准确性较低的技术问题,达到提高财务报表自动生成准确性的技术效果。
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