When Business Teams Close Deals Rapidly, Finance Is Still Reconciling Accounts Manually; When Warehouses Finish Shipping, Procurement Systems Show No Inventory Updates; When Management Needs Real-Time Operational Data, They Only See Yesterday’s Reports...

This is not the dilemma of a few enterprises, but the "pain of disconnect between business and finance" that 80% of growing companies are experiencing. Disconnected data, broken processes, and inefficient collaboration not only increase labor costs but also cause enterprises to miss out on market opportunities.

Based on real enterprise pain points, Kuailu Soft has launched the Kuailu Integrated Business-Finance System — built on a low-code platform as its foundation and powered by AI capabilities. It deeply connects core modules such as CRM, procurement, inventory, and finance, truly realizing "financial records are automatically generated when business occurs" and helping enterprises bid farewell to the era of manual account reconciliation.

I. Pain Point Focus: Why Do Finance and Business "Operate in Their Own Silos"?

In traditional enterprise management, three major challenges are widespread:

• Severe Data Silos: CRM, ERP, inventory management, and financial systems operate independently, with no data interoperability.
• Manual Dependence for Reconciliation: Finance staff spend several days each month reconciling sales orders, payment receipts, and invoices, resulting in low efficiency and high error rates.
• Delayed Decision-Making: Management cannot access real-time operational data and can only make decisions based on historical reports.
  
• A client from an e-commerce enterprise admitted: "We handle thousands of orders every month. Financial reconciliation is like a jigsaw puzzle — if one piece is wrong, we have to start all over again."

II. Kuailu’s Solution: Three Core Integrations to Achieve Integrated Business-Finance Operations

Through low-code platform + modular integration + AI automation, Kuailu Cloud builds a true closed-loop for integrated business-finance operations:

✅ 1. Automatic Reconciliation Between CRM and Finance: Finance Records Automatically When Sales Close Deals

• Kuailu Cloud connects the CRM customer management system with the financial settlement module, enabling full-process automatic synchronization of sales orders, contracts, payment receipts, and invoices.
• When sales staff enter orders on the front end, the system automatically generates accounts receivable documents and invoices, and pushes them to the finance end — no repeated data entry is required.
• It supports automatic generation of reconciliation statements by customer, project, or contract. The financial reconciliation time is reduced from 3–5 days to real-time export.
  

✅ 2. Real-Time Synchronization Between Procurement and Inventory: Inventory Updates Automatically When Procurement Is Received

• It realizes closed-loop management of the full procurement process (procurement application, inspection and warehousing, and material issuance), with real-time linkage between procurement data and inventory data.
• Through API interfaces, it achieves data synchronization among the procurement, inventory, and finance ends, avoiding "discrepancies between accounts and actual inventory".
• It supports multi-warehouse and multi-batch management, making inventory status clear at a glance and eliminating overstocking and stockouts.
  

✅ 3. Automatic Financial Bookkeeping: Vouchers Generate Automatically When Business Occurs

• Kuailu Cloud supports automatic financial bookkeeping. After business activities such as sales receipts, procurement payments, and expense reimbursements occur, the system automatically generates financial vouchers.
• It supports scheduled summary of subsidiary ledgers and automatic output of balance sheets, income statements, and cash flow statements. The preparation of financial reports is changed from "calculated by day" to "exported on demand".
• Bookkeeping rules can be customized to accurately correspond to accounting subjects, ensuring compliance.

III. Customer Case: 95% Efficiency Improvement, Error Rate Reduced to Less Than 0.01%

Customer Background: An e-commerce enterprise specializing in new energy products
Core Pain Points: CRM and financial systems were not connected. Monthly reconciliation required 3 staff members to spend 5 days, with a high error rate that affected payment collection and decision-making.

After implementing the Kuailu Integrated Business-Finance System:

• Reconciliation time was reduced by 95%, from 5 days to real-time completion
• Report error rate dropped from 0.1% to less than 0.01%
• Inventory turnover rate increased by 20%
• Sales approval cycle shortened by 80%–90%
  

"Now, the finance team is no longer busy with reconciliation. Instead, they can conduct in-depth analysis of customer payment cycles and inventory turnover efficiency, and truly participate in business decision-making." — Chief Financial Officer of the enterprise

IV. Why Choose Kuailu Integrated Business-Finance System?

• Ready-to-Use: Presets standard modules such as human resources, finance, procurement, administration, and CRM for quick launch.
• Low-Code Customization: Flexibly adapts to enterprises’ personalized needs through form, process, and report designers.
• AI-Powered Intelligence: Supports AI approval, intelligent search, and automatic reconciliation, making the system "smarter with use".
• Reliable Data Security: Supports data encryption, log tracing, and Level-3 Cyber Security Rating certification to protect enterprise data security.

Start Your Integrated Business-Finance Journey Today

Bid farewell to the era of manual reconciliation and let data truly create value for your enterprise. The Kuailu Integrated Business-Finance System helps enterprises achieve data-driven decision-making.

Free Trial: 30-Day Full-Feature Access to Experience "Automatic Financial Synchronization When Business Occurs"