CN112651712A - Financial cloud collaborative management system - Google Patents
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Abstract
The invention provides a financial cloud collaborative management system, and relates to the field of financial management systems. The financial cloud collaborative management system comprises a business collaborative cloud platform, a finance and tax sharing cloud platform and an internal management cloud platform; the internal management cloud platform is used for carrying out internal management on enterprises registered in the platform, and the registered enterprise end is divided into a finance and tax agency service mechanism enterprise and a finance and tax sharing service mechanism enterprise; and the business cooperation cloud platform is used for carrying out business butt joint between the finance and tax agency service mechanism enterprise and the finance and tax sharing service mechanism enterprise and placing an order by the finance and tax agency service mechanism. By using the system, the financial and tax processing cost of the small and micro enterprises can be reduced, professional and timely tax declaration and account processing can be obtained, the working strength of the advisor of the financial and tax service institution can be reduced, repeated and low-value work is transferred to the student of the sharing center for processing, and the learning opportunity of real account, real tax and real tax practice is provided for the students in colleges and universities.
Description
Technical Field
The invention relates to the technical field of financial management systems, in particular to a financial cloud collaborative management system.
Background
The financial management is a component of enterprise management, and is an economic management work for organizing the financial activities of enterprises and processing financial relations according to financial management principles and financial regulation systems. Financial management is the management of capital acquisition, financing and in-business cash flow, and profit allocation, with a certain overall objective. The traditional financial management system is mainly based on accounting business, and expands financial operations such as general ledger management, financial statement production and the like. On the basis of the traditional financial management system, the modern financial management system expands other financial operations, and an efficient and intelligent financial system is a core component for company enterprise operation and is also indispensable.
However, in the existing financial management system, financial management is performed by a financial and taxation service organization, the labor intensity of a working end is high, the cost of financial management is high, and some tiny enterprises cannot bear the cost, so that a financial cloud collaborative management system needs to be designed.
Disclosure of Invention
Technical problem to be solved
Aiming at the defects of the prior art, the invention provides a financial cloud collaborative management system, which solves the problems that the cost of the conventional financial management system is high and the workload is concentrated on a financial and tax service organization.
(II) technical scheme
In order to achieve the purpose, the invention is realized by the following technical scheme: a financial cloud collaborative management system comprises a business collaborative cloud platform, a finance and tax sharing cloud platform and an internal management cloud platform;
the internal management cloud platform is used for carrying out internal management on enterprises registered in the platform, and the registered enterprise end is divided into a finance and tax agency service mechanism enterprise and a finance and tax sharing service mechanism enterprise;
the business collaboration cloud platform is used for business butt joint of the finance and taxation agency service mechanism enterprise and the finance and taxation sharing service mechanism enterprise, the finance and taxation agency service mechanism issues an order, the finance and taxation sharing service mechanism receives the order and assigns, students in base schools of the finance and taxation sharing service mechanism receive the order and process account tax business, and then the finance and taxation sharing service mechanism conducts auditing;
and the accounting cloud platform is used for an operation platform for the financial sharing service mechanism and students to process account tax, and the financial agency service mechanism only checks the account tax.
Preferably, the internal management cloud platform comprises a basic archive module, a task management module, a financial management module and a system management module;
the basic file module can upload enterprise finance and tax data and enterprise information;
the task management module can manage tasks issued by clients needing financial management;
the financial management module is used for collecting and managing financial materials uploaded by enterprises;
and the system management is convenient for the user to perform custom setting on the system.
Preferably, the business cooperation cloud platform comprises a customer management module, a tax management module, a plan management module, an intelligent accounting module, a bill management module and a big data analysis module;
the client management module can comprehensively record the relevant information of the client, realize the life cycle management of the client, and realize the whole process management and control from clue import, change into business opportunity, change into formal client from signing, client service change, client name change and finally client logout or churn termination;
the tax management module is used for managing the tax information in the accessed tasks by the financial sharing service institution;
the system comprises a plan management module, a finance and tax agency service mechanism, a finance and tax sharing service mechanism and a base institution student, wherein the finance and tax agency service mechanism can place an order through the plan management module, the finance and tax sharing service mechanism receives the order and assigns tasks through the plan management module, and the base institution student of the finance and tax sharing service mechanism receives the order through the plan management module;
the intelligent accounting module can intelligently upload the bills, intelligently manage the bills, intelligently keep accounts and automatically generate vouchers;
the bill management module is used for managing and controlling bill scanning, ordering and mailing, certificate scanning, signing and returning, bill scanning, signing and accounting processes;
and the big data analysis module is used for inquiring the salary payment condition, the business opportunity transaction condition and the sales performance condition of the client.
Preferably, the accounting cloud platform comprises an invoice management module, a purchase, sale and inventory management module, a voucher financial statement module, a bank account checking module and a fixed asset module;
the invoice management module is used for managing financial invoices of enterprises;
the purchase, sale and storage management module is used for managing the product access and storage of enterprises;
the certificate financial statement module is used for generating an enterprise financial certificate statement;
the bank reconciliation module is used for reconciling the financial bill submitted by the enterprise with the bank;
and the fixed asset management module is used for calculating and counting the fixed assets of the enterprise.
Preferably, when the bill management module identifies the bill, a code scanning identification mode is adopted.
Preferably, the plan management module is respectively connected with the customer management module, the tax management module, the intelligent accounting module, the bill management module and the big data analysis module.
Preferably, the workflow of the financial cloud collaborative management system includes the following steps:
s1, registering a B-side fiscal account cover by a B-side fiscal agent company, and registering a sharing center by a fiscal and tax sharing service mechanism;
s2, introducing enterprise users into the B-side fiscal agent company through a client management module, and uploading financial bills and tax return data of the enterprise to an intelligent accounting module;
s3, selecting whether the financial processing work is shared to a sharing center by the B-side fiscal agent company;
s4, when the B-side fiscal and tax agency company selects not to share data, the fiscal processing and tax return work are all completed by a fiscal and tax sharing service company;
s5, when the B-side fiscal and taxation agency service mechanism selects shared data to the sharing center, the sharing center sends financial processing and tax declaring tasks to the plan management module, and after students in the financial institutions log in the financial cloud system, the students access the tasks through the plan management module;
and S6, carrying out financial data statistics by students of the finance and economics colleges through a finance and tax sharing cloud platform of the finance and cloud system, completing tax return tasks, and synchronizing data into a financial management and tax return management module of the system.
(III) advantageous effects
The invention provides a financial cloud collaborative management system. The method has the following beneficial effects:
1. the invention provides a financial cloud collaborative management system, which can reduce the financial tax processing cost of small and micro enterprises and can obtain professional and timely tax declaration and account processing.
2. The invention provides a financial cloud collaborative management system, which can distribute financial processing work, reduce the working intensity of a consultant of a finance and tax service institution and transfer repeated low-value work to a sharing center for student processing.
3. The invention provides a financial cloud collaborative management system which can provide students in colleges and universities with real account and real tax real exercise learning opportunities, cultivate student skills and enhance self-confidence and employment of the students.
Drawings
FIG. 1 is a system framework diagram of the present invention;
fig. 2 is a schematic diagram of a system service flow of the present invention.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Example (b):
3. as shown in fig. 1-2, an embodiment of the present invention provides a financial cloud collaborative management system, which is characterized in that: the system comprises a business cooperation cloud platform, a finance and tax sharing cloud platform and an internal management cloud platform;
the internal management cloud platform is used for carrying out internal management on enterprises registered in the platform, and the registered enterprise end is divided into a finance and tax agency service mechanism enterprise and a finance and tax sharing service mechanism enterprise;
the business collaboration cloud platform is used for business butt joint of the finance and taxation agency service mechanism enterprise and the finance and taxation sharing service mechanism enterprise, the finance and taxation agency service mechanism issues an order, the finance and taxation sharing service mechanism receives the order and assigns, students in base schools of the finance and taxation sharing service mechanism receive the order and process account tax business, and then the finance and taxation sharing service mechanism conducts auditing;
and the accounting cloud platform is used for an operation platform for the financial sharing service mechanism and students to process account tax, and the financial agency service mechanism only checks the account tax.
4. The internal management cloud platform comprises a basic archive module, a task management module, a financial management module and a system management module;
the basic file module can upload enterprise finance and tax data and enterprise information;
the task management module can manage tasks issued by clients needing financial management;
the financial management module is used for collecting and managing financial materials uploaded by enterprises;
and the system management is convenient for the user to perform custom setting on the system.
The business cooperation cloud platform comprises a customer management module, a tax management module, a plan management module, an intelligent accounting module, a bill management module and a big data analysis module;
the client management module can comprehensively record the relevant information of the client, realize the life cycle management of the client, and realize the whole process management and control from clue import, change into business opportunity, change into formal client from signing, client service change, client name change and finally client logout or churn termination;
the tax management module is used for managing the tax information in the accessed tasks by the financial sharing service institution;
the system comprises a plan management module, a finance and tax agency service mechanism, a finance and tax sharing service mechanism and a base institution student, wherein the finance and tax agency service mechanism can place an order through the plan management module, the finance and tax sharing service mechanism receives the order and assigns tasks through the plan management module, and the base institution student of the finance and tax sharing service mechanism receives the order through the plan management module;
the intelligent accounting module can intelligently upload the bills, intelligently manage the bills, intelligently keep accounts and automatically generate vouchers;
the bill management module is used for managing and controlling bill scanning, ordering and mailing, certificate scanning, signing and returning, bill scanning, signing and accounting processes;
and the big data analysis module is used for inquiring the salary payment condition, the business opportunity transaction condition and the sales performance condition of the client.
The financial cloud platform comprises an invoice management module, a purchase, sale and inventory management module, a certificate financial statement module, a bank statement module and a fixed asset module;
the invoice management module is used for managing financial invoices of enterprises;
the purchase, sale and storage management module is used for managing the product access and storage of enterprises;
the certificate financial statement module is used for generating an enterprise financial certificate statement;
the bank reconciliation module is used for reconciling the financial bill submitted by the enterprise with the bank;
and the fixed asset management module is used for calculating and counting the fixed assets of the enterprise.
When the bill management module uploads the bill, a code scanning recognition uploading mode is adopted.
The plan management module is respectively connected with the client management module, the tax management module, the intelligent accounting module, the bill management module and the big data analysis module.
The specific work flow of the financial cloud collaborative management system is as follows:
s1, registering and authorizing an opening account number by a fiscal cloud system platform by a fiscal tax service mechanism, introducing a C-end enterprise through customer management, providing fiscal tax consultation service for the enterprise, collecting bills and tax declaration information of the enterprise in time each month by the fiscal tax service mechanism, automatically collecting and uploading original bills to a big data analysis module through a bill management module, uploading tax declaration data (a tax staff information table, a payroll and the like) to an intelligent accounting module through the bill management module, and selecting a corresponding fiscal tax sharing service mechanism;
s2, registering and opening a finance and tax sharing service institution service enterprise through authorization, establishing finance and tax sharing service institution bases, receiving information through a system platform and then submitting tax declaration by each base according to a butted molecular department of a finance and tax service institution or a finance and tax service authority which is specified to be authorized, and distributing accounting processing tasks to students in schools through a plan management module by a contract management module;
s3, after a student of a finance and economics institution opens an account through system registration, a finance and cloud system plan management module is logged in to check a task, then an enterprise account cover is entered, accounting and tax processing is carried out on a finance and tax sharing cloud platform, a processing result is filled in an intelligent management ticket and an intelligent record in an intelligent accounting module, the student logs in a national electronic tax management system for declaration according to tax data (a personal tax staff information table, a wage bill and the like) provided by a finance and tax service organization in tax management, and simultaneously, the student logs in a tax application table (including declaration screenshots, declaration accessories and the like) corresponding to the finance and cloud system according to the declaration result;
s4, a user at a finance and taxation sharing service institution base logs in a finance cloud system to check and confirm accounts, and a financial management and tax return management module checks and confirms taxes;
s5, a finance and tax service organization user logs in a finance and cloud system finance management and tax declaration management module to recheck and confirm, and whether the authority of the C-end enterprise user to log in the system to check the enterprise finance data and tax declaration data can be selected;
and S6. the enterprise user at the C end can check the financial data and the tax declaration data of the enterprise at the enterprise end after using the account and the password which are authorized and opened by the finance and tax service organization to log in through the WeChat public number or the designated website.
Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that changes, modifications, substitutions and alterations can be made in these embodiments without departing from the principles and spirit of the invention, the scope of which is defined in the appended claims and their equivalents.
Claims (7)
1. A financial cloud collaborative management system, characterized in that: the system comprises a business cooperation cloud platform, a finance and tax sharing cloud platform and an internal management cloud platform;
the internal management cloud platform is used for carrying out internal management on enterprises registered in the platform, and the registered enterprise end is divided into a finance and tax agency service mechanism enterprise and a finance and tax sharing service mechanism enterprise;
the business collaboration cloud platform is used for business butt joint of the finance and taxation agency service mechanism enterprise and the finance and taxation sharing service mechanism enterprise, the finance and taxation agency service mechanism issues an order, the finance and taxation sharing service mechanism receives the order and assigns, students in base schools of the finance and taxation sharing service mechanism receive the order and process account tax business, and then the finance and taxation sharing service mechanism conducts auditing;
and the accounting cloud platform is used for an operation platform for the financial sharing service mechanism and students to process account tax, and the financial agency service mechanism only checks the account tax.
2. The financial cloud collaborative management system according to claim 1, wherein: the internal management cloud platform comprises a basic archive module, a task management module, a financial management module and a system management module;
the basic file module can upload enterprise finance and tax data and enterprise information;
the task management module can manage tasks issued by clients needing financial management;
the financial management module is used for collecting and managing financial materials uploaded by enterprises;
and the system management is convenient for the user to perform custom setting on the system.
3. The financial cloud collaborative management system according to claim 1, wherein: the business cooperation cloud platform comprises a customer management module, a tax management module, a plan management module, an intelligent accounting module, a bill management module and a big data analysis module;
the client management module can comprehensively record the relevant information of the client, realize the life cycle management of the client, and realize the whole process management and control from clue import, change into business opportunity, change into formal client from signing, client service change, client name change and finally client logout or churn termination;
the tax management module is used for managing the tax information in the accessed tasks by the financial sharing service institution;
the system comprises a plan management module, a finance and tax agency service mechanism, a finance and tax sharing service mechanism and a base institution student, wherein the finance and tax agency service mechanism can place an order through the plan management module, the finance and tax sharing service mechanism receives the order and assigns tasks through the plan management module, and the base institution student of the finance and tax sharing service mechanism receives the order through the plan management module;
the intelligent accounting module can intelligently upload the bills, intelligently manage the bills, intelligently keep accounts and automatically generate vouchers;
the bill management module is used for managing and controlling bill scanning, ordering and mailing, certificate scanning, signing and returning, bill scanning, signing and accounting processes;
and the big data analysis module is used for inquiring the salary payment condition, the business opportunity transaction condition and the sales performance condition of the client.
4. The financial cloud collaborative management system according to claim 1, wherein: the financial cloud platform comprises an invoice management module, a purchase, sale and inventory management module, a certificate financial statement module, a bank statement module and a fixed asset module;
the invoice management module is used for managing financial invoices of enterprises;
the purchase, sale and storage management module is used for managing the product access and storage of enterprises;
the certificate financial statement module is used for generating an enterprise financial certificate statement;
the bank reconciliation module is used for reconciling the financial bill submitted by the enterprise with the bank;
and the fixed asset management module is used for calculating and counting the fixed assets of the enterprise.
5. A financial cloud collaborative management system according to claim 3, wherein: when the bill management module identifies the bill, a code scanning identification mode is adopted.
6. A financial cloud collaborative management system according to claim 3, wherein: the plan management module is respectively connected with the client management module, the tax management module, the intelligent accounting module, the bill management module and the big data analysis module.
7. The financial cloud collaborative management system according to claim 1, wherein: the workflow of the financial cloud collaborative management system comprises the following steps:
s1, registering a B-side fiscal account cover by a B-side fiscal agent company, and registering a sharing center by a fiscal and tax sharing service mechanism;
s2, introducing enterprise users into the B-side fiscal agent company through a client management module, and uploading financial bills and tax return data of the enterprise to an intelligent accounting module;
s3, selecting whether the financial processing work is shared to a sharing center by the B-side fiscal agent company;
s4, when the B-side fiscal and tax agency company selects not to share data, the fiscal processing and tax return work are all completed by a fiscal and tax sharing service company;
s5, when the B-side fiscal and taxation agency service mechanism selects shared data to the sharing center, the sharing center sends financial processing and tax declaring tasks to the plan management module, and after students in the financial institutions log in the financial cloud system, the students access the tasks through the plan management module;
and S6, carrying out financial data statistics by students of the finance and economics colleges through a finance and tax sharing cloud platform of the finance and cloud system, completing tax return tasks, and synchronizing data into a financial management and tax return management module of the system.
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Cited By (1)
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| CN113901779A (en) * | 2021-08-26 | 2022-01-07 | 国网吉林省电力有限公司 | Intelligent tax handling management system and method based on big data |
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