E-commerce finance · practical automation

AI-powered finance automation for e-commerce

Finance expertise, supported by practical automation.

Caigeek combines automated data collection, SQL-based reconciliation, AI-assisted exception analysis, and custom integrations to reduce repetitive finance work and improve the speed and traceability of reporting.

AI Finance Workspace
v2.4
Finance analytics
↑ 12.5%
Revenue trend
↓ 8.3%
Cost change
2 items
Risk alerts
Smart reporting assistant
Monthly management brief, prepared for review
Unusual expenses flagged
Receivables and payables organized
Knowledge base Q&A
Ops question
"How do I reconcile the Douyin settled amount with the actual payout?"
AI answer
The gap usually comes from platform fees, creator commissions, refunds, and in-transit settlement periods. Three possible duplicate creator commission charges were flagged and sent to finance for review.
Scheduled
Data collection
Traceable
Exception review
Scoped
Deployment
Diagnosis

Problems AI can solve

These are the pain points Caigeek's AI services are built for

Platform statements pile up, manual reconciliation is slow

Taobao, JD.com, Douyin (TikTok China), Pinduoduo, and Amazon each use different statement formats. Excel reconciliation eats the finance team's time.

Repetitive work consumes the team

Pulling data, tidying files, checking figures, reviewing expenses, day after day. No time left for analysis.

Errors depend on manual review

Wrong amounts, duplicate charges, and missing refund adjustments can remain unresolved until the next manual review.

Plenty of data, but no single view of performance

ERP, WMS, and accounting systems keep separate records, so management lacks one consistent reporting view.

Service matrix

Finance automation, explained by mechanism

Not generic SaaS. Each setup is built around your e-commerce finance scenarios.

Automated Platform Data Collection

Collects platform statements, bank transactions, ERP orders, and WMS movement records on an agreed schedule.

Multi-platform sellers with many data sources

Three-Way Reconciliation

Reconciles platform statements, payment records, and ERP orders by order, SKU, and store, with exceptions highlighted for review.

High-volume stores where reconciliation hurts

AI-Assisted Exception Analysis

Summarizes likely causes of reconciliation exceptions and creates follow-up actions for the finance team.

Teams upgrading reconciliation and management reporting

Payment and expense controls

Configurable approval rules and audit trails help teams identify non-compliant expenses before payment.

Companies that want stronger internal controls

Custom Integrations and Workflows

A team that knows both finance and code builds connectors, dashboards, and approval flows on demand, linking ERP, WMS, Feishu, and WeCom into one setup.

Teams with many systems and isolated data

Management Dashboards

Revenue, cost, inventory, cash flow, and ROI on one dashboard, so the owner sees the whole business at any time.

Owners who want decisions backed by data
Who it serves

Who this is for

Multi-platform sellers drowning in reconciliation

Taobao, JD.com, Douyin, Pinduoduo, Amazon: many statement formats, hours lost to matching.

Companies with data but no clear picture

ERP, WMS, and accounting each keep their own numbers. The owner never gets one view.

Teams burned by repetitive finance work

Data pulling, filing, checking, and expense review consume the day. Analysis never happens.

Companies that want systems but lack engineers

You know AI and RPA help, but have no team to evaluate, deploy, and maintain them.

Rollout path

Six steps to put finance automation to work

From first call to training and handover, every step is clear and controlled

01

Requirements

Understand your business scenarios and AI needs

02

Diagnosis

Assess feasibility and value of each AI use case

03

Data mapping

Inventory your data and define how to access it

04

Solution design

A tailored AI plan and rollout path

05

Deployment

Configure, deploy, and tune the AI applications

06

Training & handover

Train your staff so AI is actually used

In practice

Use cases

Scenarios Caigeek has already delivered for clients

Multi-platform auto-reconciliation

RPA pulls platform statements and Alipay/WeChat flows every night. SQL runs three-way matching and variances become to-dos automatically.

Inventory cost anomaly alerts

AI watches SKU cost movements and flags abnormal purchase prices, un-deducted returns, and misallocated first-leg shipping.

Management reporting dashboard

Sales, inventory, and finance data in one place: profitability by product, channel, and creator partnership, ready for the monthly review.

Frequently Asked Questions

AI replaces mechanical work: repeated checks, data pulling, and anomaly screening. Judgment, communication, and decision support stay with finance advisors. Caigeek's approach is human plus machine — AI for speed, people for review.

Yes. Caigeek handles requirements analysis, system integration, deployment, and training. You only provide data sources and business rules; no in-house tech team is needed.

Pricing follows scope and workload: a single reconciliation automation starts at RMB 3,000–8,000 a month; a full setup with RPA, SQL checks, and dashboards starts at RMB 8,000–20,000 a month. Every engagement starts with a pilot plan and a clear quote.

Wondering what AI could do for your business?

Share your workflows and Caigeek will propose an initial finance automation assessment.