How can enterprises in the finance · professional services industry implement an enterprise VAT invoice information management system?

Complete interface integration on both sides according to agreed fields; invoicing information is automatically passed in from the business system, invoices are automatically issued, and results are automatically returned; business documents correspond one-to-one with invoices, and manual transcription and backfilling are eliminated; adapt development to the customer's actual business rules, so existing processes need not be modified to accommodate the system; after integration, data on both sides syncs in real time, exceptions trigger automatic alerts, and reconciliation and traceability no longer rely on manual work.

What problems existed before Moutai Financial Leasing launched input and output invoice management?

Service fees are charged to customers by project or period, with the charging basis tied to contract terms, and invoicing needs raised separately at each project milestone; the business system and invoicing capability are independent of each other, so after each transaction is completed, customer information, amounts, and product details must be manually transcribed item by item into the invoicing end, and after issuance the invoice number is backfilled into the business system; manual transcription becomes a fixed cost as business volume grows, and transcription itself is a source of errors.

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Finance · Professional ServicesInput and Output Management

Moutai Financial Leasing · Moutai Group Financial Segment

Moutai Financial Leasing | Invoice system connected to Hand business platform

Hand PlatformIntegration object

Business-invoice connectivityBuild objectives

Enterprise overview

Moutai (Shanghai) Financial Leasing Co., Ltd. was established in 2014 and registered in the China (Shanghai) Pilot Free Trade Zone. It is an enterprise under Moutai Group. Its main business includes financial leasing, purchase of leased property and residual value processing, leasing transaction consulting and guarantees, and related commercial factoring business. Its business covers the group's industrial chain and the three major fields of large transportation, large consumption, and large manufacturing. The company adopts a market-oriented operating model, has a AAA entity credit rating, and was selected among Forbes China's Top 50 Financial Leasing Institutions.

Business pain points

Service fees are charged to customers by project or period, with the charging basis tied to contract terms, and invoicing needs raised separately at each project milestone. The business system and invoicing capability are independent of each other; after each transaction is completed, customer information, amounts, and product details must be manually transcribed item by item into the invoicing end, and after issuance the invoice number is backfilled into the business system. Manual transcription becomes a fixed cost as business volume grows, and transcription itself is a source of errors.
When data standards differ on the two sides, reconciliation requires manual item-by-item comparison, and problems often surface only at month-end. Personalized requirements are difficult to solve through configuration, and modifying existing business processes to accommodate generic products instead raises overall costs and implementation risks. After the rollout of fully digitalized e-invoices, invoice acquisition, issuance, and archiving all need to link with business systems, and fragmented approaches are no longer sustainable.

Solutions

Complete interface integration on both sides according to agreed fields; invoicing information is automatically passed in from the business system, invoices are automatically issued, and results are automatically returned; business documents correspond one-to-one with invoices, and manual transcription and backfilling are eliminated.
Adaptation development according to the customer's actual business rules, so existing processes do not need to be changed to accommodate the system
After integration, data on both sides is synchronized in real time, abnormalities trigger automatic alerts, and reconciliation and traceability no longer rely on manual work
Ultimately embeds invoicing capabilities into existing business workflows, allowing users to complete all operations within a familiar interface
At the same time, this integration method is accumulated as a standard, so subsequent new systems or new scenarios can be connected according to the same set of rules