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AIFA Finbot is an A.I. enabled accounting and auditing system, which aims at streamlining both client company’s internal bookkeeping workflows as well as assisting external auditors in performing annual audits based on the International Financial Reporting Standards. Our solution will bring the most cost effective and scalable way to our CPA firm, Coperate and SME clients.
AIFA Finbot
Business management system for SME Firm
System features include:
-Collect expense receipts, you can photograph or upload PDF, PNG, JPG format files to easily record the contents of the receipts
-Built-in function to create electronic invoices
-Real-time data analysis, quickly generate financial reports, and easily export and access detailed information of each report
-Import monthly statements from different banks in PDF, PNG, JPG format files, and AI automatically analyzes and integrates the data
-Customize account types based on diary, weekly diary, monthly diary, and annual diary, and easily view, edit and check account contents
-Supports integrated accounts import into Hong Kong's major accounting platforms, such as Sage, QuickBooks, Xero, MYOB and Coweasy, etc.
Customer Relationship Management System for CPA Firm
System features include:
- SME client account management portal
- SME management accounts oversee
- Multi-tenant-based bank statement management
- Multi-tenant-based income and expense management
- API integration support
- User role management
- User access and privacy control
- Secured financial data encryptions
- Cloud-based hosting
- Browser-based accessibility
- Compatible with desktop/laptop/tablet/mobile devices
A.I. Financial Data Business Intelligence and Reporting System
System features include:
- Integration of bank statement transaction and accounting data
- Customizable reporting based on financial data
- Customizable income and expense analysis reports
- In-house financial data visualizations with chartings
- User role management
- User access and privacy control
- Secured financial data encryptions
- Cloud-based hosting
- Browser-based accessibility
- Compatible with desktop/laptop/tablet/mobile devices
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