How can enterprises in the finance · professional services industry implement an electronic accounting archives system?

Build an electronic accounting archives platform covering all entities, with electronic documents from various business systems uniformly aggregated, cataloged, and preserved; achieve automatic association between vouchers and original attachments, so that retrieving one voucher shows all its supporting materials; establish compliant preservation and retrieval mechanisms, with full traceability for archive borrowing, downloading, and destruction.

What problems existed before Chang'an Xinsheng Finance launched electronic accounting archives?

Archiving work is concentrated after closing, with finance manually matching vouchers, invoices, contracts, acceptance forms, and payment receipts one by one before binding; paper archives face risks of damage and loss, and centralized management costs for archives of remote entities are high; original vouchers involved in manual vouchers at shared centers are difficult to manage uniformly.

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Finance · Professional ServicesElectronic accounting archives

Chang'an Xinsheng Finance · Auto finance investment institution

Chang'an Xinsheng Finance | Electronic accounting archives + input fully digitalized e-invoice original extraction

31 provincesCoverage scope

Fully Digitalized Original Document ExtractionCore Capabilities

Enterprise overview

Chang'an Xinsheng (Shenzhen) Financial Investment Co., Ltd. was established in 2015, jointly funded by Chang'an International Trust, AVIC Trust and Beijing Jingu Investment, and is a professional auto finance service platform. The company's core business covers personal consumer finance, auto finance and supply chain finance. Through the loan facilitation model, it cooperates with financial institutions. Its core product "Mada Loan" covers 31 provincial-level administrative regions and over a thousand counties and cities nationwide, with business scope covering both new and used car loans, and extensive cooperation with auto dealer groups and e-commerce platforms. The company has nearly 3,000 employees, serving nearly 30 provinces, more than 300 cities and over 2,000 counties nationwide, with thousands of partner merchants.

Business pain points

Archiving work is concentrated after closing, with finance manually matching vouchers, invoices, contracts, acceptance forms, and payment receipts one by one before binding. Paper archives face risks of damage and loss, and centralized management costs for archives of remote entities are high
The original vouchers involved in manual vouchers at shared service centers are difficult to manage uniformly. Retrieving vouchers across years and entities requires manual searching, resulting in long response cycles during audits or tax inspections.
Vouchers lack systematic linkage to their corresponding contracts, acceptance forms, and payment records, leaving an incomplete evidence chain. After the electronic accounting archives filing standards took effect, keeping only printed copies no longer meets compliance requirements; obtaining and retaining original electronic files has become a mandatory condition.

Solutions

Build an electronic accounting archives platform covering all entities, with electronic documents from various business systems uniformly aggregated, cataloged, and preserved
Achieve automatic association between vouchers and original attachments, so that retrieving one voucher shows all its supporting materials
Establish a compliant storage and retrieval mechanism, with full traceability for borrowing, downloading, and destruction of archives
Ultimately shifts archive management from after-the-fact completion to automatic accumulation alongside business activities, so cross-year retrieval and audit responses no longer depend on manual effort
And enabling archive retrieval with complete permission and traceability mechanisms, with borrowing, downloading, and destruction fully traceable