Shanghai, May 24, 2025 — The “AI + High-Quality Development of the Accounting Industry” forum and the release event of the “Top 10 Information Technologies Impacting China’s Accounting Industry in 2025,” jointly organized by the Shanghai National Accounting Institute and co-hosted by Yonyou and other partners, concluded successfully at the Institute.

To empower the high-quality development of the accounting profession and help accountants embrace information technology with a holistic mindset, the Shanghai National Accounting Institute’s Accounting Information Survey Center conducted the annual Top 10 Technology selection. This year’s results were shaped with the support of seven organizations, insights from 205 experts, and participation from 2,215 accounting professionals.

During the forum, experts provided in-depth interpretations of the selected technologies and explored future trends in high-impact innovations. Ms. Fu Jianhua, Vice President of Yonyou Network Technology, shared her professional perspective on the impact of general-purpose large models on the accounting industry. She emphasized that the era of AI ubiquity has officially arrived. In the realm of enterprise operations and management, the AI Agent—an intelligent, autonomous assistant—is emerging as the key vehicle for practical AI implementation.

As generative AI evolves, a new generation of management software and SaaS platforms is rapidly integrating cutting-edge technologies, driving innovation in enterprise scenarios. In the near future, financial management tools equipped with hundreds of AI agents will be widely adopted, leveraging both foundational and domain-specific models to extract insights from enterprise data. This transformation will significantly enhance operational efficiency, reduce costs, enable innovation, and foster sustainable, high-value growth.

AI Agents: The Core Driver of Financial Intelligence Transformation

During her keynote titled “New Developments and Applications of AI Agents in the Accounting Industry”, Ms. Fu explained that AI Agents are moving beyond theory to become a practical force in enterprise digital transformation. Particularly in the financial domain, AI Agents are reshaping traditional processes with their self-learning, scenario-based adaptability and autonomous decision-making capabilities. The role of finance is evolving—from a record-keeping function to a strategic enabler.

She emphasized that AI in the enterprise is not just a tool—but a digital employee embedded across core processes. Delivered through SaaS, these AI Agents empower functions across finance, HR, and supply chain by enabling real-time, data-driven decision-making and optimized resource allocation.

In finance, AI Agents combine large language models, automation, and industry knowledge bases to eliminate repetitive work and unleash creativity. The finance department is thus repositioned from a cost center to a value center.

Four Core Application Scenarios of AI Agents in Finance

1. Knowledge Generation

• Knowledge Management: Build dynamic knowledge bases that auto-update and structure tax and policy content.

• Contextual Guidance: Offer real-time compliance tips and operational suggestions during workflows.

• Intelligent Q&A: Answer complex accounting or policy-related questions through natural language interaction.

2. Intelligent Operations

• Smart Input: Automate data collection and form generation to reduce input errors.

• Automated Audits: Use AI models and rule engines to validate financial documents.

• Smart Closing: Automate reconciliation and month-end closing processes.

• Document Recognition: Extract and structure data from invoices and contracts.

• Predictive Insights: Forecast key metrics such as cash flow and costs.

3. Intelligent Data Query

• Budget Analysis: Generate execution reports via natural language queries.

• Report Generation: Link multidimensional data to build dashboards and reports quickly.

• Business Analysis: Identify root causes in operational performance using real-time data.

• Conversational BI: Support complex data analysis and visualisation through dialogue.

4. Intelligent Risk Management

• Compliance Audits: Automatically detect compliance risks in transactions.

• Risk Alerts: Monitor anomalies and trigger real-time alerts.

• Automated Inspection: Replace manual sampling with full-volume data scans.

• Risk Reports: Generate assessment reports and corrective suggestions.

Yonyou BIP Smart Finance continues to champion its “Digital Intelligence Integration, Value-Driven Finance” strategy. By integrating with leading domestic AI models, it delivers innovative financial intelligence solutions across scenarios such as shared finance, smart accounting, performance management, expense control, digital archives, global treasury, tax cloud, and contract cloud. These integrated tools support enterprises in building unified business-finance-tax-data management systems.

The Future: AI Agents as Strategic Digital Employees

In the future, AI Agents will not merely serve as tools, but become self-learning, self-driving digital co-workers. The finance function, as the central hub of enterprise data, will evolve from a “value protector” to a value creator. Businesses that embrace AI Agents early will gain a significant competitive edge in an uncertain global environment.

AI Agents are redefining the boundaries of finance. As routine, rules-based tasks are automated, financial professionals will shift their focus to strategic analysis and innovation. This is not just a technological upgrade—but a complete reimagining of financial value creation. To lead in the age of enterprise intelligence, every business must build an AI strategy—now.