i-Search Appears at the 5th Times China CFO Forum

On May 22, 2026, the 5th Times China CFO Forum, themed “The Adaptive Chief: Defining the Next Form of Value,” successfully concluded in Shanghai.

The event brought together more than 300 financial executives from listed companies and leading enterprises, along with academic experts and industry leaders. Focusing on key topics such as AI transformation, global expansion, capital strategy, tax compliance, and organizational adaptability, the forum explored new paths for the evolution of the CFO role and the reshaping of financial value.


 

As a leader in China’s intelligent agent automation industry, i-Search was invited to attend the forum.

Li Bo, General Manager of the company’s Solutions Department, delivered a keynote speech titled “Who Is Doing the Work? — Financial Automation in the AI Era.” Centered on the trend of AI large models evolving toward practical intelligent agent implementation, the speech provided an in-depth analysis of the pain points, technical paths, and real-world practices of financial digital transformation, offering actionable solutions for financial digital-intelligent upgrading in the new era.

I

AI Enters the Era of Intelligent Agent Execution

Finance Ushers in a Paradigm Shift

In his speech, Li Bo cited Gartner’s Hype Cycle for Artificial Intelligence, pointing out that the industry has moved beyond the conceptual enthusiasm around large models and entered a stage where AI Agents are delivering real value.

Over the next two years, the finance sector will focus on three core directions: generative AI, composite AI, and auditable AI. These will respectively address three key challenges: executing business tasks, understanding complex scenarios, and ensuring accountability and traceability.


 

He noted that traditional finance faces three major pain points: a large volume of unstructured documents, complex professional rules, and a high dependence on manual work. Large models alone can “understand” information, but they cannot operate systems or complete closed-loop workflows. Only intelligent agent automation can truly connect the entire financial process and enable the leap from “manual bookkeeping” to “autonomous digital employees.”

 

II

Agentic Automation

Enabling AI to Move from “Thinking” to “Execution”

In response to the pain points of financial transformation, Li Bo systematically introduced the Agentic Automation Platform developed by i-Search. Centered on human-machine collaboration, the platform transforms repetitive work into value creation. It helps enterprises break through the efficiency ceiling amid slowing growth, respond to the challenge of business changes outpacing system response, and solve the difficulty of implementing intelligent transformation in real-world scenarios.

Building on this, Li Bo highlighted intelligent agent practices in two key scenarios:

Magical Automator: An enterprise-level intelligent agent based on natural language interaction. Users only need to describe their needs in natural language, and the agent can automatically understand the task, plan the steps, and generate an executable automation workflow. It enables business users to easily build automation applications, truly realizing the idea that “everyone can become an automation developer.”

Document Recognition and Extraction Agent (DocAgent): An end-to-end document processing platform built on multimodal large models and intelligent automation technology.

It enables the full-process automated handling of unstructured financial documents — such as invoices, contracts, customs declaration forms, and bank receipts — from acquisition, classification, understanding, extraction, judgment, and workflow circulation to system entry. It can easily handle complex documents with irregular formats, multiple languages, and diverse layouts.


 

III

A Benchmark Practice in a Trillion-Yuan Central SOE

Over 85% Coverage of Financial Processes

Li Bo also shared a benchmark case from the financial shared service center of a large central state-owned enterprise. The center has deployed more than 5,800 digital employees, with an overall usage rate of financial shared services exceeding 85%. In core scenarios such as monthly closing automation, automatic voucher generation, and fund reconciliation, efficiency has improved by 50% to 100%.

This practice fully demonstrates the significant value of intelligent agent automation in large-scale implementation across the finance sector.


 

The successful hosting of this year’s Times China CFO Forum provided finance executives with forward-looking insights and practical guidance for navigating the dual shifts brought by AI and the geoeconomic landscape. Through its keynote speech and in-depth exchanges, i-Search further strengthened its professional influence in the field of financial intelligence. Its vision of “enabling AI to move from cognition to execution” gained broad recognition.

Looking ahead, i-Search will continue to deepen its efforts in intelligent agent automation. With more advanced technologies, more mature solutions, and a more open ecosystem, the company will help finance departments evolve from “cost centers” into “decision engines,” working together with enterprises to define the next form of value.