流程自动化
Process automation
发票处理、邮件分拣、数据录入这类重复工作,往往要靠人工来回复制粘贴,容易出错,也占用团队时间。我们先把现有做法和想要的做法写清楚,再搭建、测试,并交接给您的团队。全程远程,面向各国家和地区的企业。
Invoice handling, email sorting and data entry are often done by copying and pasting by hand, which invites mistakes and uses up your team's time. We first write down how the work is done today and how you want it to work, then build, test and hand it over to your team. Fully remote, for businesses in any country or region.
本服务以远程方式面向各国家或地区的企业提供,包括中国企业。价格请咨询报价。
This service is delivered remotely to businesses in any country or region, including businesses in China. Contact us for a quote.
具体软件工具(例如 Power BI、Business Central)能否在您所在地使用,取决于当地的软件环境、网络与许可安排。我们不在此承诺某一工具在中国或其他地区一定可用。
Whether a given tool (for example Power BI or Business Central) can be used in your location depends on the local software environment, network and licensing. We do not represent that any particular tool is available in China or in any other region.
我们做什么
What we do
服务内容包括:流程梳理和方案说明;自动化流程的搭建与测试;使用说明和交接文档;上线后一段约定的支持期(范围另行约定)。具体使用哪些软件工具,在需求沟通时按您所在地的法规和可用工具共同确定。
The work includes: a process review and written plan; build and testing of the automated workflow; a user guide and handover notes; and an agreed support period after go-live (scope agreed separately). Which software tools are used is decided together during the needs conversation, to fit the laws and the tools available where you are.
我们不做什么
What we do not do
自动化流程是否接入您的系统、由谁授权访问,会在书面约定中事先写明。我们不承诺具体效果,也不替代贵司内部的审批和财务控制。
Whether the workflow connects to your systems, and who authorises access, is written into the agreement beforehand. We do not promise specific results, and we do not replace your own internal approvals and financial controls.
本服务不包括审计、代管资金、代客户付款、公司设立、名义董事,或受监管的 financial advice。也不包括在新西兰以外提供当地税务申报。
This service does not include audits, holding of client funds, payments on a client’s behalf, company incorporation, nominee directorships, or regulated financial advice. It also does not include local tax filing outside New Zealand.
示例数据 Example data · 示意图 Diagram · 不含数字 No figures
一种可能的自动化步骤
One possible automation sequence
下图仅示意「收到发票邮件 → 提取关键信息 → 审批 → 过账到 Business Central → 刷新管理报表」这一路径,不含任何数字,不代表任何企业的实际流程,也不构成对某一工具在各地可用的承诺。
The diagram below illustrates one path: invoice email received, extract key fields, review and approve, post to Business Central, then refresh the report. It contains no figures, does not depict a real business, and does not represent that any tool is available in every region.
示意图,示例数据。图中步骤为虚构示例,并非真实客户流程。
Diagram, example data. The steps are a fictional illustration, not a live client workflow.
有一个想自动化的流程?欢迎咨询报价
Have a workflow you want to automate? Contact us for a quote
价格请咨询报价。我们不在网站上公布价目。
Contact us for a quote. We do not publish a price list on this website.