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On November 14th, 2025, sponsored by Caineng technology, the annual CFO forum of Caineng academy 2025 was held in Beijing. This forum brought together nearly 500 top experts and scholars from the national financial and accounting field, university professors, CFOs and chief financial officers of enterprises to carry out in-depth discussions on the construction of financial strategy innovation and resilience system in the AI era, providing cutting-edge ideas and practical paths for enterprises to anchor the development direction and build a sustainable growth engine.
In this industry event of financial intelligence integration, i-Search, as a leading enterprise in the field of intelligent automation, was invited to attend. Mr. Li Bo, general manager of the company's solutions department, delivered a special sharing entitled "from automation to Intelligent Automation: intelligent productivity of finance" in the keynote speech, which systematically explained how the intelligent technology could drive the financial productivity to achieve a new round of leap forward.
In his speech, Li Bo pointed out that agent automation has become the next technology hotspot in the development of intelligent finance. Different from the traditional "rule-based" automation robot, the agent takes "goal-based" as the core, and realizes the new collaborative mode of "robots do, agents think, people lead" through independent planning, decision-making implementation and continuous optimization, completely breaking through the application boundary of traditional automation.
In this industry event of financial intelligence integration, i-Search, as a leading enterprise in the field of intelligent automation, was invited to attend. Mr. Li Bo, general manager of the company's solutions department, delivered a special sharing entitled "from automation to Intelligent Automation: intelligent productivity of finance" in the keynote speech, which systematically explained how the intelligent technology could drive the financial productivity to achieve a new round of leap forward.
In his speech, Li Bo pointed out that agent automation has become the next technology hotspot in the development of intelligent finance. Different from the traditional "rule-based" automation robot, the agent takes "goal-based" as the core, and realizes the new collaborative mode of "robots do, agents think, people lead" through independent planning, decision-making implementation and continuous optimization, completely breaking through the application boundary of traditional automation.
At the same time, it focuses on the three main axes of AI application in intelligent finance, providing a clear path for the transformation of digital intelligence of enterprises:
1.Intelligent document understanding:
Through AI technology, we can deeply analyze various documents such as financial contracts, value-added tax invoices, customs declaration documents, etc., accurately extract key data and transform it into structured information, and meet the personalized customization needs of enterprises by combining the flexibility of prompt words and proofreading ability.
2.Automation of fusion generated AI:
The financial file processing capability of generative AI is integrated into the automation process to realize the intelligent upgrading of scenarios such as contract text processing, bill recognition, and financial analysis report generation, which can be quickly implemented without complex configuration.
3.Agent automation:
Through visual arrangement, the "human, robot and agent" are efficiently connected in the financial process, breaking the barriers of system and process, and enabling the end-to-end autonomous operation of complex financial tasks.
In his speech, Li Bo showed in detail the panorama of the application of i-Search agent in the whole financial process, covering core scenarios such as budgeting, cost accounting, expense reimbursement, a/R and a/P management, tax compliance, and fund scheduling. From the automatic verification of purchase order invoices, the automatic processing of salary data, to cash flow forecasting and dynamic scheduling, and intelligent identification of tax risks, agents have greatly improved the efficiency and accuracy of financial operations through the closed-loop ability of "perception decision execution optimization".
I-Search's financial intelligence has been mature in many industries such as energy, manufacturing and retail. Among them, the practice case of Sinopec's Financial Sharing Center has attracted wide attention at the forum.
Relying on this agent solution, the center has achieved a leap forward improvement in financial efficiency: more than 1.45 million financial vouchers are processed automatically every month, more than 2 million voucher summaries are automatically verified every day, and 70% of the financial sharing work is free from manual dependence; In the core scenario, the automation of automatic account clearing and monthly settlement achieved 100% intelligent operation of the whole process, and the automation rate of key links such as purchase order invoice verification and automatic voucher preparation exceeded 90%, which confirmed the actual value of agent technology with practical results.
The successful holding of this forum not only provides a platform for exchange and cooperation for experts and scholars in the field of accounting and corporate executives, but also shows i-Search's technological precipitation and innovation ability in the field of financial intelligence, and provides practical solutions for enterprises to deal with complex environments and build financial resilience.
In the future, i-Search will continue to explore the application of agent technology in the financial field, help more enterprises realize the leap from automation to agent automation, and build a sustainable value growth engine in the digital intelligence era.
