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AI与财务管理如何融合?这场论坛这么说
Guo Ji Jin Rong Bao· 2025-12-08 05:55
12月6日,第八届智能财务论坛在上海国家会计学院国际会议中心举行。本次评选共选出10家单位荣获 智能财务最佳实践年度综合大奖,包括中国石油化工股份有限公司油田事业部等;10家单位荣获智能财 务最佳实践单项奖,包括华中科技大学同济医学院附属协和医院等;3家单位荣获智能财务最佳实践最 佳网络人气奖。 研究院工作方面,自2018年成立以来,已汇聚19家机构、525名研究人员,形成六大研究方向,发布大 量蓝皮书、白皮书等成果。2026年,研究院将重点推进参与"十五五"规划制定、组织十大信息技术与最 佳实践评选、开通智能财务知识共享平台、发布AI Agent蓝皮书、深化国际合作等十大任务,持续推动 行业发展。 "需明晰战略、善用技术、夯实数据、重构流程、赋能人才、聚焦价值、严控风险,七要素兼备则成功 率大增。"就企业智能财务转型成功而言,刘勤在接受记者采访时表示,AI与财务管理融合,正从财务 会计标准化场景向管理会计个性化场景延伸、从单点智能向全局智能迈进,突破数据、模型、集成、人 才、法规瓶颈是关键。 (文章来源:国际金融报) 面向未来,卢文彬提出三大发展方向:一是坚持自主创新,构建中国特色智能财务知识体系,立足中国 ...
上海国家会计学院第八届智能财务年度论坛成功举办
Zhong Guo Xin Wen Wang· 2025-12-07 10:28
中新网上海新闻12月7日电(记者 姜煜)12月6日,备受业界关注的第八届智能财务论坛在上海国家会计学 院国际会议中心隆重举行。本届论坛由上海国家会计学院、中国石油、金蝶软件、元年科技、艺赛旗、 中兴新云、科大讯飞、用友网络、浪潮海岳、经邦大数据、ACCA、汉得信息、汇付天下、申能集团、 浙能财务、久其软件、蓝凌软件、远光软件、立信会计师事务所共同主办。 (上海国家会计学院党委副书 研究院工作方面,自 2018 年成立以来,已汇聚 19 家机构、525 名研究人员,形成六大研究方向,发布 大量蓝皮书、白皮书等成果。2026 年,研究院将重点推进参与 "十五五" 规划制定、组织十大信息技术 与最佳实践评选、开通智能财务知识共享平台、发布 AI Agent 蓝皮书、深化国际合作等十大任务,持 续推动行业发展。 (第六届智能财务最佳实践评选 记、院长卢文彬) 上海国家会计学院党委副书记、院长卢文彬在致辞中指出,当前正处于新一轮科技革命和产业变革的历 史交汇期,以大语言模型为代表的生成式人工智能技术,正从 "理解对话" 走向 "自主执行",深刻改变 财务工作的理念与形态。推动财务管理向智能化、数字化转型,是时代赋予的使 ...
第八届智能财务年度论坛成功举办
Zheng Quan Ri Bao Wang· 2025-12-07 09:39
本报讯 (记者李春莲)12月6日,备受业界关注的第八届智能财务论坛在上海国家会计学院国际会议中 心隆重举行。本届论坛以中国AI+财务行动为主线,以智能财务的最佳实践、生态共建以及前沿思辨等 为核心议题,邀请智能财务领域志同道合的专家学者,深入探讨人工智能与财务管理的深度融合问题。 作为国家级财经人才培养平台,上海国家会计学院2018年设立的智能财务研究院已成为财政部备案的重 点智库项目之一。卢文彬表示,学院将继续践行使命,贯彻财政部会计信息化发展规划,深化智能财务 研究与创新实践,为会计事业高质量发展、服务经济社会现代化建设贡献力量。 AI与财务管理融合,正从财务会计标准化场景向管理会计个性化场景延伸、从单点智能向全局智能迈 进,突破数据、模型、集成、人才、法规瓶颈是关键。 上海国家会计学院教授、智能财务研究院院长刘勤介绍了2025中国智能财务发展暨智能财务研究院年度 工作报告,从政策、生态、理论、技术、人才、应用六大维度全面梳理智能财务发展态势。政策层面, 国务院"AI+"行动、《会计法》信息化修订、财政部联合九部委发布电子凭证会计数据标准等政策,为 行业发展提供强力引导。生态层面,人力成本攀升催生智能化需 ...
上海国家会计学院第八届智能财务论坛举办
Zhong Zheng Wang· 2025-12-07 08:38
中证报中证网讯(记者 徐金忠)12月6日,第八届智能财务论坛举行。本届论坛由上海国家会计学院、 中国石油、金蝶软件、元年科技、艺赛旗、中兴新云、科大讯飞(002230)、用友网络(600588)、浪 潮海岳、经邦大数据、ACCA、汉得信息(300170)、汇付天下、申能集团、浙能财务、久其软件 (002279)、蓝凌软件、远光软件(002063)、立信会计师事务所共同主办。 论坛以中国AI+财务行动为主线,以智能财务的最佳实践、生态共建以及前沿思辨等为核心议题,邀请 智能财务领域志同道合的专家学者,深入探讨人工智能与财务管理的深度融合问题。中国总会计师协会 智能财务专业委员会提供学术支持。 上海国家会计学院院长卢文彬在致辞中指出,当前正处于新一轮科技革命和产业变革的历史交汇期,以 大语言模型为代表的生成式人工智能技术,正从"理解对话"走向"自主执行",深刻改变财务工作的理念 与形态。推动财务管理向智能化、数字化转型,是时代赋予的使命,也是高质量发展的必然要求。 论坛上,卢文彬、刘勤以及研究院联席院长共同揭晓了第六届智能财务最佳实践评选结果。本次评选共 选出10家单位荣获智能财务最佳实践年度综合大奖,10家单位 ...
学界专家共议人工智能时代下的会计与财务学科发展
Guo Ji Jin Rong Bao· 2025-10-24 08:17
Core Insights - The conference focused on the transformation of accounting and finance in the era of artificial intelligence, highlighting the need for interdisciplinary approaches and innovative frameworks to adapt to technological advancements [1][2]. Group 1: Educational and Talent Development - Future accounting professionals need to develop a composite skill set that includes data analysis, intelligent decision-making, and strategic thinking, moving beyond traditional knowledge boundaries [1]. - Emphasis on lifelong learning and value-driven education is crucial for students to effectively respond to ongoing technological changes [1]. Group 2: Technological Integration and Practical Frameworks - The concept of "scene precision matching" is identified as key to driving intelligent project transformations, focusing on real business needs and considering factors like ROI, technology adaptability, and human-machine collaboration [1]. - A practical framework of "technology-scenario-value" is proposed to guide enterprises in implementing intelligent finance solutions [1]. Group 3: Institutional Challenges and Innovations - The integration of AI with institutional frameworks is essential to address deep-rooted issues such as financial fraud and audit failures in capital markets [2]. - Research indicates that the growth of the AI industry is reshaping talent demand, particularly increasing opportunities for women, thereby breaking traditional gender discrimination barriers in employment [2]. Group 4: Legal and Social Responsibility - The establishment of smart courts is seen as a mechanism to enhance judicial efficiency and compel companies to improve their ESG performance, linking digital governance with corporate social responsibility [3]. - The research emphasizes the importance of integrating digital technology and legal frameworks to support sustainable development and high-quality growth in enterprises [3]. Group 5: Cultural and Innovative Perspectives - The contemporary value of traditional Chinese culture, particularly merchant culture, is explored for its implications on modern corporate governance and strategic decision-making [3]. - AI technology's application in cultural financial research is highlighted for its potential in extracting and quantifying cultural characteristics, offering new perspectives and methodologies for research in this area [3].
澳洲会计师公会会长戴宾图:AI解放基础工作 财务人员不会被替代 | 服贸会
Core Insights - Australia showcased its largest delegation at the 12th China International Fair for Trade in Services, highlighting cooperation potential in finance, education, and professional services [1] - The bilateral trade between China and Australia is significant, with a 2.6% growth projected for the 2023-2024 fiscal year, reaching 325 billion AUD (approximately 1.5 trillion RMB) [1] Group 1: Trade Relations - China remains Australia's largest trading partner, particularly in iron ore, coal, and natural gas, holding a substantial share of Australia's export market [1] - The trade relationship between the two countries has been improving, with a notable increase in trade volume [1] Group 2: Service Trade Cooperation - There is immense potential for cooperation in knowledge-intensive services such as accounting, finance, law, and consulting between China and Australia [2] - Initiatives to jointly cultivate international talent and enhance mutual recognition of professional qualifications are expected to further promote connectivity in the professional services sector [2] Group 3: Impact of Government Policies - China's recent measures to open up the service trade market signal a positive shift towards integrating into the global service economy [2] - The transformation of China's trade structure from goods to services, including AI, digital economy, finance, education, and tourism, is noteworthy [2] Group 4: Talent Development in Finance - The Australian CPA has developed a competency framework for finance professionals, focusing on six core competencies: ethical integrity, professional financial skills, adaptive thinking, big data and digitalization, business acumen, and self-motivation with interpersonal leadership [2][3] - Emphasis is placed on the ability to translate professional knowledge into cross-disciplinary collaboration and practical application, aligning with future employer demands [3] Group 5: Role of Artificial Intelligence - AI is reshaping the finance industry by enabling faster, smarter, and more resilient business development, enhancing compliance risk control, optimizing cash flow management, and establishing data-driven decision-making mechanisms [3] - The challenge lies not in AI itself but in finance professionals' ability to continuously learn and adapt their skills to meet new industry demands [3]
澳洲会计师公会会长戴宾图:AI解放基础工作,财务人员不会被替代 服贸会
Core Viewpoint - Australia showcased its largest delegation at the 12th China International Fair for Trade in Services, highlighting cooperation potential in finance, education, and professional services with China [2] Group 1: Trade Relations - China remains Australia's largest trading partner, particularly in iron ore, coal, and natural gas, accounting for a significant share of Australia's export market [2] - The bilateral trade volume between China and Australia is projected to grow by 2.6% in the 2023-2024 fiscal year, reaching AUD 325 billion (approximately RMB 1.5 trillion) [2] Group 2: Service Trade Cooperation - There is substantial potential for cooperation in knowledge-intensive services such as accounting, finance, law, and consulting between China and Australia [3] - China's recent initiatives to open up its service trade market signal a shift from a goods-focused trade structure to include sectors like artificial intelligence, digital economy, finance, education, and tourism [3] Group 3: Talent Development - The Australian CPA has developed a competency framework for accounting talent, which includes six core competency modules: ethical integrity, professional financial skills, adaptive thinking, big data and digitalization, business acumen, and self-motivation with interpersonal leadership [4] - The framework aims to enhance the ability to translate professional knowledge into cross-disciplinary collaboration and practical application, aligning with future employer demands in the accounting sector [4] Group 4: Impact of Artificial Intelligence - Artificial intelligence is reshaping the finance industry by automating routine tasks, allowing finance professionals to transition from traditional controllers to value creators [5] - The challenge lies not in AI itself but in finance professionals' ability to continuously learn and adapt their skills to meet new industry demands [5]
【创投】初创企业Kamino获5400万融资,打造中型企业首选智能财务平台
Sou Hu Cai Jing· 2025-09-11 23:08
Core Insights - Kamino, a financial management platform for medium-sized enterprises, has completed a new funding round of 54 million Brazilian Reais (approximately 10 million USD) [1] - The company aims to strengthen its position in the industry by providing CFOs with tools for automated performance analysis, cash flow forecasting, and support for agile and strategic decision-making [1] Funding Details - The latest funding round was led by Flourish Ventures and Quona Capital, focusing on fintech in emerging markets, with participation from Endeavor Catalyst [1] - Since its establishment in 2021, Kamino has raised a total of over 108 million Brazilian Reais (approximately 20 million USD) [1] Product Offering - Kamino's solution integrates management software, proprietary business accounts, company credit cards, connections with all banks, and automated reconciliation features [1] - The platform aims to eliminate manual operations in accounts payable and receivable, achieving real-time integration with bank data and reducing losses from fraud, payment errors, or inefficient receivables management [1] Strategic Vision - The CEO of Kamino, Gonzalo Parejo, stated the goal is to create the preferred financial platform for medium-sized enterprises in Brazil [1] - The company is focused on providing comprehensive control over corporate cash flow on a single platform [1]
AI“变革”财务会计生态
Jing Ji Guan Cha Wang· 2025-07-30 12:49
Core Insights - Artificial intelligence (AI) is significantly transforming accounting and financial management, impacting accounting functions, management decision-making, and business integration [1][3][4] Group 1: Impact on Accounting Functions - AI enables automation of accounting tasks such as transaction processing, report generation, and anomaly detection, allowing accountants to shift from transactional roles to managerial and leadership roles [1][4] - The integration of AI in financial processes is leading to a reduction in routine accounting workloads, enhancing the analytical capabilities of finance professionals [5][10] Group 2: Management Decision-Making - AI's data analysis capabilities allow for precise forecasting of financial conditions and operational outcomes, providing robust support for management decisions [1][4] - Companies are increasingly utilizing AI tools for dynamic budget management and cash flow adjustments based on project progress [10][11] Group 3: Business Integration - AI facilitates real-time analysis of business and financial data, promoting deeper integration between finance and operations [1][2] - The development of customized AI solutions is helping companies address specific challenges in data integration and financial analysis [8][9] Group 4: Challenges in AI Adoption - Companies face challenges such as the uncertainty of AI solutions, integration with existing systems, data privacy concerns, and regulatory issues [5][7] - The need for effective data governance and security measures is critical for successful AI implementation in finance [11] Group 5: Future Trends - The application of generative AI in finance is expanding, with potential uses in financial modeling, risk assessment, and automated reporting [4][6] - The evolution of AI in finance is expected to continue moving towards comprehensive, intelligent systems that enhance decision-making and operational efficiency [7][10]
长三角打头阵,国资国企掀AI赋能浪潮|聚焦2025WAIC
Hua Xia Shi Bao· 2025-07-29 13:31
Core Insights - The integration of artificial intelligence (AI) is driving high-quality economic development in China, with local state-owned enterprises (SOEs) accelerating their digital transformation, particularly in the Yangtze River Delta region [1][2] - The establishment of the "National Local SOE Digital Transformation Forum" aims to enhance the synergy between digital economy and real economy, with over 100 local SOEs joining the "Digital Innovation Alliance" in the past five years [1][2] Group 1: AI Empowerment in Enterprises - The trend of AI empowerment is expanding from the financial sector to encompass the entire industrial chain, with various enterprises adopting AI technologies [2] - China Pacific Insurance has initiated a new "AI+" strategic plan, focusing on enhancing AI capabilities and integrating them into core business processes over the next five years [2][5] - The "Intelligent Finance Open Ecosystem Alliance" was formed during the WAIC forum, with multiple organizations committing to collaborate on financial intelligence innovations [2][3] Group 2: Financial Intelligence Transformation - The increasing importance of trustworthy AI is highlighted as a core driver for financial digital transformation, with a shift from traditional accounting to intelligent analysis and strategic decision-making [3][4] - The "2025 China Enterprise Financial Intelligence Survey Report" provides insights into the current state and challenges of financial intelligence in Chinese enterprises, offering strategies for digital transformation [3][4] Group 3: Market Potential and Future Outlook - The AI-driven transformation is expected to create a new market worth hundreds of billions, with significant improvements in efficiency, decision-making, and risk management [5][6] - The global investment in AI is projected to exceed $800 billion, with China's market share potentially reaching $100 billion by 2028, growing at an annual rate of over 30% [7] - Companies are encouraged to consider how AI can disrupt their business models and how they can leverage AI for transformative changes [7]