How can enterprises in the finance · professional services industry implement the LingShuiTong input VAT invoice management platform?

Achieve centralized management and full lifecycle tracking of input invoices, with the status of each invoice from entry to archiving queryable at any time; move authenticity verification, deduplication, and compliance checks forward to the invoice receipt stage, intercepting anomalies before booking to avoid subsequent input tax transfers; establish multi-dimensional aggregation capabilities by project, department, and supplier, so cost accounting and expense attribution no longer rely on manual splitting.

What problems did CPE Source Peak have before launching input and output invoice management?

Costs mainly occur in professional service procurement, travel and entertainment, premises and office, and technical systems and outsourced consulting, with many expense entries, a wide range of single amounts, and the need to be collected separately by project and entity; input VAT invoices are scattered among departments and handlers, uniformly submitted to finance at month-end, and finance centrally completes entry, authenticity verification, duplicate checking, and certification within the closing window, with the processing pace entirely driven by the invoice arrival pace; manual entry itself is a source of errors, and one entry error propagates along certification, deduction, and vouchers.

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Finance · Professional ServicesInput and Output Management

CPE Source Peak · Well-known private equity investment institution

CPE Source Peak | Input invoice compliance management for investment institutions

Verification and duplicate checking certificationCore Capabilities

Internal control complianceBuild drivers

Enterprise overview

CPE Source Peak is one of China's leading market-oriented private equity investment institutions. Its predecessor can be traced back to the CITIC Industrial Investment Fund established in 2008. Its core business focuses on growth-stage enterprise equity investment, with key coverage in areas such as healthcare, advanced manufacturing, and consumption upgrading, and it manages multiple RMB and USD funds. The institution's funds under management are supported by more than 200 institutional investors at home and abroad, with cumulative assets under management exceeding RMB 150 billion, and it has multiple investment and management entities in China and overseas.

Business pain points

Costs mainly occur in professional service procurement, travel and entertainment, premises and office, and technical systems and outsourced consulting, with many expense entries, a wide range of single amounts, and the need to be collected separately by project and entity. Input VAT invoices are scattered among departments and handlers, uniformly submitted to finance at month-end, and finance centrally completes entry, authenticity verification, duplicate checking, and certification within the closing window, with the processing pace entirely driven by the invoice arrival pace. Manual entry itself is a source of errors, and one entry error propagates along certification, deduction, and vouchers
Supplier invoicing status cannot be grasped in real time, and enterprises can only passively receive notifications after risks occur. Invoice arrival times are disconnected from business occurrence times, erupting in a concentrated way before month-end closing
Whether an invoice is voided, red-ink reversed, or already reimbursed repeatedly can only be compared by manually checking records, and cannot cover the full volume
Anomalous invoices often only surface at the certification stage, by which time payment has been made and the business is closed, making recovery difficult. Since China Golden Tax Phase IV promoted tax governance through data, tax-related anomalies on the supplier side are transmitted directly to the enterprise's input deduction; without real-time monitoring means, one can only passively accept tax prompts, and compliance pressure continues to rise

Solutions

Achieve centralized management and full lifecycle tracking of input invoices, with the status of each invoice from entry to archiving queryable at any time
Move authenticity verification, duplicate checking, and compliance validation forward to the invoice collection stage, intercepting anomalies before booking to avoid subsequent input tax transfers
Establish multi-dimensional collection capability by project, department, and supplier, so cost accounting and expense attribution no longer rely on manual splitting
Ultimately forms an auditable input VAT data foundation, enabling instant retrieval during tax inspections and internal audits
At the same time, invoice data is accumulated as analyzable assets, supporting multi-dimensional statistics by supplier, project, and period, providing a basis for subsequent supplier evaluation and cost control