Defined role responsibilities
Create role templates for administration, finance, legal, sales and IT, with defined tasks and outputs.
FinAIOS Corporate Offices and Operational Synergies
Make AI part of everyday workConnect workflows and improve collaboration
Build digital employees for administration, finance, legal, sales, customer service and IT. Connect OA, CRM, ERP, finance systems and enterprise knowledge so employees can prepare materials, check information, complete forms and process tasks in one place.
Internal business resources
Knowledge, rules and system APIs
Office automation · CRM · ERP · Enterprise knowledge
FinAIOS
Role-based agents · Business skills
task execution - human collaboration
Employee workspaces
Support daily work and collaboration
Desktop. Web. APP. Co-location
Centralized enterprise control
Identity Permissions / Execute protection. / Operational clearances / Operational audit
Job scenario
Focus on frequent tasks
Use AI in real business processes
Configure digital employees around each role's information, rules and workflows. Define how tasks are handled, what they produce and who reviews and confirms the results.
• Departmental staff
Collating meetings and approvals so that the organization of work can be scheduled in a timely manner
Organize information, prepare requests and follow up on meeting notes, business travel, leave and work summaries, reducing repeated record-keeping and manual reminders.
Summary of meetings and to-do processing
Extracting conference resolutions, those responsible and deadlines, generating summaries and tasks to be circulated.
Processing materials and preparation of applications
Under the enterprise system, application fields such as travel, leave, etc. are completed and submitted to OA by the employee after checking.
Summary of progress and work on collaboration
Queries on the status of the tasks, the progress of the subdivisions, the preparation of daily newspapers, weekly reports and pending follow-up.
Summary of meetings and distribution of mandates
- Source information
- Records of meetings * Team responsibility * Project information * Enterprise systems
- Processing steps
- Collating resolutions, duty-bearers and schedules, preparing to work with Platform to-dos
Working outputs
- Summary of meetings and resolutions
- Responsible persons, deadlines and list of to-dos
- Results of task distribution and follow-up progress
Summary and division of tasks verified and circulated by the heads of conference
Number of Job Employees
Equip each role with a knowledgeable digital employee
Configure each agent with the responsibilities, knowledge, tools and procedures for its role. Employees choose a digital employee for the task, while the enterprise maintains templates, capability scope and versions centrally, making proven methods reusable across teams.
Knowledge and tools by position
Connect departmental knowledge, APIs and approved skills so digital employees have the information and tools their tasks require.
Work entrances close to daily habits.
Use agent services through FinDesk, your enterprise app, the web, Feishu, DingTalk or WeCom.
Human resources collaboration and operations
Review, confirm and complete work in one place
Show results as business cards, forms, charts and mini-program pages. Employees review information, complete fields, confirm requests and track progress while agents use business tools to move work forward.
Intuitive presentation of business results
Present reimbursement requests, contract risks and client briefings as cards and forms that employees can review and continue processing.
Critical operations audit confirmed
Have the responsible employee check the content and confirm execution before submitting requests, sending messages or updating systems.
Follow up on progress at any time
Bring approval status, acceptance results and exceptions back into the current task, reducing repeated sign-ins and cross-system searches.
Operational system access
Connect your existing systems
Reduce duplicate entry and system switching
Connect existing queries, forms and operations to agents through APIs, MCP and packaged business services. Retain enterprise data, permissions and approvals, then submit confirmed results to the appropriate system.
OA and finance systems
Connect travel, leave, expense and approval workflows. Prepare application fields, validate expense rules and query progress.
CRM and ERP
Bring together clients, opportunities, orders and business records to prepare briefings and update follow-up tasks after confirmation.
Knowledge and contract repositories
Connect policies, product information, clauses and historical templates so replies, checks and document processing have traceable sources.
Ticketing and IT operations
Connect service tickets, monitoring alerts and operational logs to gather issues, assign tasks and record resolutions.
- 01
Enterprise business interface
- 02
API/ MCP tool
- 03
Agent invocation
- 04
Archives of approvals and results
Your private enterprise skills hub
Turn SOPs and role expertise into reusable business skills
Turn reimbursement rules, contract-review methods, client follow-up procedures and operations manuals into business skills. Review, publish and update them through the private skill hub so teams can reuse proven methods.
Explore FinSkills Hub- 01
The way things work.
Combine processes, rules and expert experience, and identify task input, processing steps and work outputs.
- 02
Encapsulating Business Skills
Organizational knowledge, tools and methods of operation to develop skill packages that can be installed and reused.
- 03
Scan and audit
Examination of the content of skills and the powers of enforcement, which are reviewed and incorporated into the private catalogue of enterprises.
- 04
Issue and keep up to date
Distribution of skills by department and post, management version, greyscale update and rollback.
Centralized enterprise IT control
Manage and audit agents under enterprise business rules
Set enterprise-wide policies for identity, tools, execution environments and business actions. Manage model calls and resource usage, and record tasks, approvals and results.
Identity and organizational competence
Integrate the enterprise identity system. Manage tool, information and action permissions by tenant, department and role.
Documentation, tools and web policies
Configure working directories, command permissions and network allowlists. Use FinSAFE to enforce the agent execution environment.
Operation approval and execution records
Use FinGuard to govern critical business actions, linked to approvals, execution status and result records.
Centralized Models and Usage Management
Configure enterprise models, view token usage by organization and account, and set limits and alerts.
FDE delivery
Build around real employee workflows
Put enterprise AI into practice
Select a pilot with business, IT and management teams. Organize knowledge, connect systems, configure permissions and validate results with real work before expanding to more roles and departments.
Explore FDE delivery- 01
Select Pilot Task
Agree on frequent tasks, information sources, APIs and acceptance goals with business and IT teams.
- 02
Configure role-specific capabilities
Access to knowledge, business skills and tools, staff entry and task management interface.
- 03
Consistency system and security policy
(c) Access to identification, approval processes and business interfaces, with authority and enforcement rules.
- 04
Validation of results and operation of handover
Validate outputs with real tasks, then hand over configurations, operations and update procedures before expanding to more roles.
YOUR NEXT STEP
Discuss enterprise workflow solutions
Put enterprise AI into practice
Discuss product combinations, pilot workflows and implementation around your teams, processes and existing systems.
Enterprise workflows and collaboration
Frequently asked questions
What are the tasks for which the business office scenes begin?
Start with frequent tasks such as reimbursements, meeting notes, contract checks, visit preparation or service tickets. Define information sources, processing steps, outputs and approvers, then connect knowledge and tools and validate the workflow with real tasks.
Do you need to rebuild the system to access the existing OA, CRM, ERP?
Existing systems continue to hold business data and run established workflows. Connect queries and actions through APIs, MCP or packaged services, and submit, update or archive results after employee review.
Do staff need to change their office software?
Connect through your existing web interfaces, enterprise app, Feishu, DingTalk or WeCom, or build an enterprise-owned AI desktop with FinDesk. Configure workspaces, business plugins and agent services around each role's tasks.
How do we manage privileges, key operations and running records?
Retain enterprise organizations and identities. Set separate permissions for information, tools and execution environments. Route critical actions through approvals and link tasks, authorization and execution records for review and auditing.
Support private deployment and business ownership models?
Build runtime environments on enterprise servers, private clouds and private networks, connected to your own models and systems. Centrally configure models, knowledge, skills, network access and usage limits.