Services
Yidao delivers forward-deployed: the tooling goes to the client's site, and the judgement and the accountability stay with people. Sixteen product modules are the unit of work, seven stage gates are the discipline, and tax controversy and financial advisory are the two capabilities behind them — all on one evidence standard.
Delivery model
Forward-Deployed Engineering is not another way of saying “we send people round”. It means compressing whatever can be automated to the limit, staffing honestly whatever cannot, and using gates to make sure the seam between the two never fails.
No generic templates. Every working paper states its criteria, its procedure, its evidence tier and its conclusion tier; working papers are code, reconciliations are assertions, and a break fails the build.
No stage begins until its gate is met. It is the only way we know to stop an on-site engagement from running away, and the reason a partner can pick up a work order and produce a conclusion fit to sign.
No data leaves the premises. Production-side capture is read-only against equipment controllers and is never wired into a control loop. When we leave, the client's own people can run it monthly.
On-site engagements are priced by day and by role, with travel billed as incurred. The boundaries are written into the contract: internal audit does not produce a statutory audit report and carries no legal opinion; audit defence and controversy representation are quoted separately; and the on-site scope and acceptance criteria of each of the sixteen modules are agreed individually in the engagement letter.
Product modules
Yidao's unit of delivery is not “a project”. It is sixteen product modules that can be taken apart and recombined. M01–M08 sit on the finance and tax side and get the money right, 109 standard work units in total; M09–M16 sit on the enterprise AI side and keep the daily work moving. Each module states what the client provides, what we deliver and which companies it suits. M01 is the parent pack on the finance and tax side; M02–M08 are subsets cut from it by theme, delivered on their own or combined.
The parent pack on the finance and tax side; every other module here is a subset cut from it by theme. Codified working papers turn reconciliation relationships into verifiable assertions, so every figure in the conclusion traces back to a source document. Runs on Neishentong + CFAudit.
The common pattern in privately held manufacturing groups: much of what is bought and sold happens between related parties, with no evidence behind the pricing. We quantify it through line-by-line comparison of same-specification prices in the same period, buy-sell spread against processing cost coverage, and two-way round-tripping detection, then recommend a price adjustment.
Answers one question: where did the money on the books actually go. Tracing concentrated borrowings, bank account completeness, balances with shareholders and related individuals, other payables, and cross-year reversal and restoration.
The easiest module to start with and the shortest to run. Ten-dimension invoice analysis, VAT and corporate income tax risk domains, individual income tax and social insurance, other taxes, each with a remediation plan and a re-scan to verify it. Runs on Anxinshui.
Once the nine kinds of export are cleaned and entities matched across them, this produces what an owner actually looks at: profit and loss down to the individual ledger entry, product and customer profit rankings, receivable ageing against credit limits, slow-moving stock, purchase price trends and a three-month rolling cash forecast. Runs on Jingying Tongbao.
For manufacturers exporting or selling cross-border: the compliance path under 9610 and similar regimes, the evidence chain and filing for export VAT refunds, and the tax treatment of offshore receipts and settlement. Runs on Cross-border Steward.
Essential for high-tech and specialised SME status holders. Automatic collection across seven expense categories, cap calculations by category, the R&D auxiliary ledger, the return itself, a 24-point risk check and the supporting file. Runs on R&D Steward.
Yidao's newest module and the most differentiated. Establishing cost objects, restoring material, labour and overhead, recomputing the overhead allocation, linking energy per unit and per tonne, putting a number on downtime structure and lost capacity, first-pass yield and scrap cost, equipment asset cards with three-way matching, and a costed list of reduction opportunities.
Connects requirements, design, build, test and release into a traceable process. Workflow and repository templates, AI skill packs, standards adaptation and team training; combined with your existing coding assistant, requirements get a basis, changes get a record and delivery gets an acceptance step.
Turns product, process and business experience into knowledge a team can keep using. Starting from scattered material, it establishes categories, content owners and scope of use, giving enquiries, training, assessment and sales practice a sourced content base. Already integrated with the AI coach and online assessment.
Turns existing slide decks into training video that can be used again and again. Generating teaching content around the decks you already have cuts repeat recording and gives onboarding, machine and process SOPs and policy briefings a reusable form.
From knowledge preparation through live voice coaching to assessment and analysis. A training manager configures customer scenarios and knowledge packs and schedules tasks; the trainee completes a device check, holds a live voice conversation with an AI customer, and afterwards sees the model's raw score, the reviewed score and a full transcript.
Connects the question bank, paper assembly, sitting, marking and result analysis. For corporate training and role certification: manage questions and assessment tasks, assist with marking and analyse weak points, so results feed the next round of training.
Searches for candidate solutions to a business requirement and organises the findings for the person deciding. For engineering, product and pre-sales teams: run the search around the problem at hand and assemble candidate leads with their sources, ready to be verified and compared.
Reduces the repeated collation in purchase-order follow-up so that people concentrate on what needs judgement. It maps the repetitive work in the follow-up process and helps assemble order progress, correspondence and open items.
Organises sustainable video production around material libraries and themes. Existing company footage is used to generate video on different themes, cutting the effort spent reselecting and remaking material.
Backbone and variant: type detection, cost objects, restored material-labour-overhead, energy linkage, equipment assets, book-tax differences and profit rankings are backbone work — independent of any particular process and reusable across clients. Lost capacity, yield and scrap, and cost reduction opportunities are process variants, which we build separately for each process. That design lets Yidao serve manufacturing broadly while going deep on the processes that matter. M09–M16 are not priced by person-day but by usage scale and implementation scope; the two bases appear as separate lines on the quotation.
Project discipline
If the gate is not met, the next stage does not begin. It is the only way we know to stop an on-site engagement running away. The standard workflow below is shown for an internal audit engagement; the other lines apply the same gate logic, trimmed to scope.
P0
Entry gate Engagement letter signed, at least 70% of the flagged materials in hand, and written confirmation from the client and the intended report user. Below 70% we do not mobilise — waiting for documents on site burns the budget for nothing.
P1
Entry gate Regression checks reconcile to data already verified, with any difference over one renminbi counting as a failure. A break means the extraction basis is wrong, and nothing proceeds.
P2
Entry gate A written field verification plan exists, stating which findings require independent external evidence to settle.
P3
Entry gate Every finding is classified as confirmed, cleared or insufficiently evidenced. Nothing is left open.
P4
Entry gate Every figure in the report traces to a line in a source document. A figure without an evidence index does not go in.
P5
Entry gate Every remediation item is closed and the key measures turn positive when the core working papers are rerun. If the numbers have not moved, the remediation is not complete.
P6
Entry gate The client's own people can operate the tooling and reproduce the key results.
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Entry gate All automated working papers are rerun, compared against the prior baseline, and a re-review opinion is issued.
Field verification usually accounts for more than half of the total effort, and most of that is inventory observation, confirmations, site visits and interviews. These are Tier 4 procedures: an auditor has to be there, and no amount of automation removes a single day of it. Anyone claiming to have fully automated internal audit either does not understand auditing or is heading for trouble.
Capabilities
The product modules answer how the work gets done; the capabilities answer what entitles us to reach the conclusion. These two are our oldest and deepest practice. They take engagements in their own right, and they are called on during on-site work at any time — when something has to be characterised, the capability takes over.
Once a company and the tax authority genuinely disagree on the facts or on how a rule applies, the question is no longer whether the accounting was right. It is whether you can produce evidence and reasoning the other side will accept. This is our oldest and most central practice.
Case analysis, evidence gathering, drafting of representations and evidence bundles, and preparation for hearings.
Applicable rates and levy rates, input tax reversals, deemed sales and the export refund basis — response and supporting evidence.
Deduction vouchers, revenue recognition timing, asset losses and challenged incentive eligibility — response and recomputation.
Equity transfer pricing, shareholder loans, equity incentives and pay structure adjustments, including allocation of withholding responsibility.
Contribution base assessment after the transfer of collection, retrospective payment and disputes over employment models, through to compliance remediation.
Rebuilding the evidence chain for commercial substance where input credits are challenged, an upstream supplier is listed abnormal, or a third-party entity was used to invoice.
Disputes over settlement methodology, cost allocation and deductible items, including re-preparation of the settlement filing.
Responding when a counterparty is reclassified and the authority requests explanations and supporting materials from your company.
Treaty application, transfer pricing documentation and advance pricing arrangements — both prevention and defence.
Specialist tax and accounting support through review and litigation, working alongside instructed counsel on the facts and the computation.
Advisory addresses the structural problem: the business process determines the documentation, the documentation determines the tax outcome, and the corporate and shareholding structure sets the boundary of both. We work as retained advisers or on defined projects.
Eligibility analysis for incentives, tax burden modelling, option comparison and follow-through on implementation.
Periodic diagnostic reporting across invoicing, VAT, corporate income tax, individual income tax and other taxes.
Diagnosis, clean-up, adjustment and restatement where the books diverge from reality, with a rebuild report on completion.
Departmental structure, role definitions, internal controls, costing framework and standard operating procedures.
From project initiation, timesheet and cost capture rules to the auxiliary ledger and retained supporting files, making the super-deduction a standing routine rather than a scramble at year-end filing.
Business model analysis, structure design, tax cost modelling and an implementation path.
Computation of relocation income, assembly of the evidence chain for replacement expenditure, establishment of the equipment asset framework and treatment of book-tax differences. Moving capacity or building a new line is the natural window for recomputing the cost structure, and the point at which this work is worth most.
Three-year rolling budgets, variance analysis, cash runway forecasting and management dashboards.
Pre-listing clean-up and financing, coordination of advisers and filing materials during the process, and continuing compliance afterwards.
Cross-border planning, offshore incorporation and finance agency, treaty research and trade tax advice.
The tools behind the eight finance and tax modules each have their own site, with real screens and real output.
Tell us the facts and we will tell you what kind of problem it is, how it is normally handled, and how far it can realistically be pushed on the evidence you have.
