Invoices and transaction flows become books as soon as they come in,
One-click tax filing when due
Financial accounting, inventory management, agency bookkeeping and filing The three-piece set. Invoices, bank statements, payroll sheets, and inbound/outbound warehouse documents are imported to automatically generate vouchers; ledgers and statements are completed through period-end closing in one set; filing working papers automatically calculate tax, batch filing, and tax payment certificates are automatically archived. One accountant can manage dozens of households without confusion.
Kailing Business-Finance-Tax Cloud is a business-finance-tax software product line from Beijing Kailing Technology Co., Ltd. for agency bookkeeping institutions and micro and small enterprises. It consists of the financial accounting system, the inventory management system, and the agency bookkeeping and filing system. Documents and vouchers flow automatically among the three systems, and private deployment is supported.
From one invoice to one tax payment certificate, the entire line runs within one product
Every cell is a real step that exists in the system
Input and output invoices pulled from the tax bureau with one click, bank transaction import, payroll sheets, inbound and outbound warehouse documents
Automatically generate accounts using four sets of templates by business type, income and expense category, payroll, and depreciation, with people only checking
Nine ledgers, balance sheet, income statement, and cash flow statement available at any time
Carry-forward template generates carry-forward vouchers with one click, nine-point check before closing, and supports reversing the close
Automatic working paper generation, automatic tax calculation, review, batch filing, payment
Filing receipts and tax payment certificates are automatically retrieved and filed under each household's name
Accountants at bookkeeping firms and small and micro enterprises are stuck on these three things
It's not that they can't do the books—it's too many invoices, too many systems, too few people
A pile of invoices, entering vouchers one by one
Filing individual income tax requires switching between several systems
The boss cannot see which step the books are at
What each of the three systems does
The screenshots below all come from the system itself, with data desensitized
Vouchers, ledgers, reports, and closing completed in one set
- Account setup: Three sets of standards for small businesses, enterprises, and private non-profit organizations, six sets of templates; chart of accounts, report formulas, and closing templates are preconfigured, and opening balances come with a trial balance
- Vouchers: Entry, review, reversal, copy, common templates, broken number cleanup, Excel import and export, attachments linked to vouchers
- Nine ledgers: Subsidiary ledger, general ledger, account balance table, account summary table, chronological ledger, multi-column ledger, accounting item details and balances, aging analysis
- Reports: Balance sheet, income statement, cash flow statement and quarterly reports, expense detail schedule, custom reports with formulas for data retrieval
- Fixed assets, cashier journal, payroll and five social insurances and one housing fund, each generating vouchers with one click
- Period-end: Carry-forward template generates carry-forward vouchers with one click, nine-point check before closing, supports reversing the close, and annual archive packaging
- Old book migration: Account sets from Ningmengyun, Yonyou Haokuaiji, Kingdee Jingdouyun, and Kingdee Zhangwuyou can be imported directly
Invoices are pulled in from the tax bureau with one click, statements are imported, and vouchers are automatically generated
- One-click invoice retrieval: Tax handler logs in to the Electronic Tax Bureau with a phone verification code, and input and output invoices are collected in batches monthly into the ledger
- Invoice business type templates: Automatically match business types by product name keywords, generate vouchers in batches, and automatically split tax amounts
- Journal import template: Bank statements are imported by template, summary keywords automatically match income and expense categories, and vouchers are generated in batches according to income and expense category voucher templates
- 304 preset income and expense category voucher templates, 20 invoice business type templates, 12 payroll voucher templates, 16 carry-forward templates, ready to use
Working papers automatically calculate taxes, batch filing for dozens of households at a time
- Proxy login to the Electronic Tax Bureau: After collecting the agency delegation relationship at the tax bureau, log in to all households under one agency account; verification codes are sent to the tax handler's phone, and when the tax bureau requires a face scan, scan on the phone
- Filing working papers automatically generated: How many invoices this client issued and how much money they received this period, one sheet per client; automatically calculates VAT, surcharges, and individual business income tax, including zero filings
- Review, check a batch, batch filing: A batch of 50 households is proxy-logged into the Electronic Tax Bureau to fill in and submit forms, with polling for receipts
- Handling of filing errors: View the reason, revise the working papers, refile; voiding and corrections are all done in the system
- Payment and archiving: After payment, tax payment certificates are automatically retrieved; tax returns, receipts, and tax payment certificates are archived under each client's name
- Bookkeeping: Automatically generate pre-vouchers and push them to the financial accounting system, one account set per client
Procurement, sales, inventory, receipts and payments; documents automatically become vouchers
- Procurement: Purchase orders, inbound receipts, returns; detail tables and summary tables
- Sales: Sales orders, outbound deliveries, returns; detail tables, summary tables, gross profit tables, ranking tables
- Inventory: Multiple warehouses, transfers, stocktaking, other inbound and outbound, cost adjustments, real-time inventory, receipt and issue details and summary, moving weighted average cost
- Funds: Receipt, payment, write-off, account transfer, other income and expenses, customer and supplier statements
- Document review, 17 document print templates, numbering rules, and period-end closing
- Interoperable with financial accounting: Bind the account set, pull accounts, configure voucher templates by document type, generate vouchers from documents and push them over, and write voucher numbers back to the documents
Six automations, accountants only do verification
They are all templates and rules, not a black box; templates can be modified, and changes take effect for all accounts
Match business types by product name keywords, take amounts, tax amounts, and tax-exclusive amounts from their respective accounts, and generate in batches
Automatically match income and expense categories by summary keywords, with one set of debit and credit entries per category, generated in batches and previewed
Five social insurances and one housing fund are automatically calculated by base and ratio, with accrual and payment vouchers generated in one click
Accrue by category using depreciation method, useful life, and residual value rate, and generate depreciation vouchers in consolidated form or card by card
Carry forward cost of sales, accrue surcharges, carry forward unpaid VAT, accrue income tax, carry forward current-year profit, generated in sequence with one click
Generate working papers by household, automatically calculate taxes, and after review, batch file on behalf of clients through the tax bureau, with receipts automatically returned
Who it suits
Three types of clients, each taking the segment they need
Bookkeeping agency / tax-related service institution
One person managing dozens or hundreds of households needs batch processing and a full view at a glance.
- One account manages multiple account sets, one-click switching
- Batch invoice retrieval, batch voucher generation, batch filing
- Customers view their own accounts with a read-only account
- Old books migrate directly from Ningmengyun, Haokuaiji, Jingdouyun, and Zhangwuyou
Accounting for micro and small enterprises
Has an in-house accountant or the boss handles it part-time; wants books ready upon entry and filing ready when due.
- Six standard templates, vouchers can be entered on the day the account is set up
- Invoices and statements automatically become accounts
- Fixed assets, payroll, and cashier managed in one set
- Nine-point check before closing, fewer pitfalls
Park and platform operators
Needs to handle bookkeeping and tax filing uniformly for a batch of enterprises or sole proprietors.
- Privately deployed on your own servers
- An interface for opening account sets by tax number, allowing business systems to push documents directly
- The filing system connects to its own platform, and working papers arrive automatically
- Operations backend manages account sets, renewals, and brand white-labeling
Term explanation
These terms appear repeatedly on the page, so let's clarify them first
- Account set
- A complete set of books kept for one company. One accounting account can be authorized to access multiple account sets; an agency bookkeeping firm is one person managing multiple account sets.
- Automatic voucher templates
- Preconfigure "which accounts to record which business under, and which side to debit and which side to credit," so that invoices, statements, payroll, and depreciation come in and directly generate vouchers by template, with people only checking.
- Period-end carryforward and closing
- At month-end, close profit and loss accounts to current year profit, accrue taxes, then lock the books; if locked incorrectly, you can reverse the closing. Before closing, the system performs nine checks.
- Filing working papers
- The system calculates a table of tax amounts payable for each tax type based on this household's invoicing and collection data for the period; after specialist review, it is used for filing.
- Proxy login
- After the bookkeeping agency institution collects the entrusted agency relationship in the Electronic Tax Bureau, it uses one set of proxy accounts to log into the tax bureau on behalf of all households under the name to handle filing; the verification code is sent to the tax handler's mobile phone.
- Private deployment
- The entire system is installed on the customer's own servers; data never leaves the customer's data center, and the customer controls the operations backend themselves.
Common Questions
The questions customers ask most, with answers consistent with how the system works
How many systems does Kailing Business-Finance-Tax Cloud include, and must they be purchased together?
Three sets: financial accounting system, bookkeeping agency and filing system, and inventory management system. You can use just one of them; the three interconnect through interfaces: inventory management documents are pushed to financial accounting to generate vouchers, and financial accounting data is pushed to the filing system to generate working papers.
How do invoices come in? Do they need to be entered manually?
After the tax handler logs in to the Electronic Tax Bureau with a phone verification code, the system collects input and output invoices in batches monthly into the ledger; Excel import and manual entry are also supported. After entry, vouchers are generated in batches according to invoice business type templates.
Can bank statements automatically generate vouchers?
Yes. Import transactions using the daily journal import template, automatically match income and expense categories by summary keywords, then batch-generate and preview vouchers using the voucher templates for those categories. The system comes with 304 preset income and expense category voucher templates.
Which accounting standards are supported?
Accounting Standards for Small Business Enterprises, Accounting Standards for Business Enterprises, and Accounting System for Private Non-Profit Organizations; each standard is further divided into small-scale taxpayers and general taxpayers, giving six sets of account templates in total, with chart of accounts, report formulas, and closing templates all preconfigured.
How many households can one accountant manage?
There is no upper limit in the system; one account can be authorized into any number of account sets, switchable with one click at the top. The filing system can submit 50 households per batch, with automatic queuing between batches.
Can accounts previously done in other software be migrated over?
Yes. Supports importing historical account sets from Ningmengyun, Yonyou Haohuiji, Kingdee Jingdouyun, and Kingdee Zhangwuyou; after account mapping, vouchers and balances are imported together.
How is filing done, and is it safe?
After the bookkeeping agency institution collects the entrusted agency relationship in the Electronic Tax Bureau, the system logs into the tax bureau using the proxy account, the verification code is sent to the tax handler's own mobile phone, and when the tax bureau requires facial recognition, it is scanned on the tax handler's mobile phone. Filing forms, receipts, and tax payment certificates are automatically retrieved and archived. Tax handling account passwords are stored encrypted within the system.
Where is the system deployed?
Supports private independent deployment on the customer's own servers, with data autonomous and controllable; it can also be hosted by Kailing. The operations backend can be rebranded to the customer's own brand.
Professional and reliable delivery and service assurance
Every matter gets a response, every item gets resolved; reliable in both conduct and work
Get accountants out of voucher entry
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