Technology
The point of tooling is to spend professional time only on what a person must do.
We do not build general-purpose software. Each of the tools below grew out of the dirty work that recurred on real engagements; once solved, it was frozen and reused on the next client. All run locally, and the data stays on the premises.
01
Anxinshui
Big-data tax risk report
The product works rather like an X-ray. With the company's authorisation it reads filing and invoice data, scans it against standardised risk models, and turns tax risk — something normally sensed only through experience — into a conclusion that can be quantified, compared and re-checked.
- 264 tax risk points, modularised and standardised into analytical models
- Five risk domains: invoicing, VAT, corporate income tax, individual income tax and other taxes
- Invoice-level tracing: non-compliant invoices presented across ten dimensions — generally absent from comparable products
- Industry-specific reporting, with the assessment basis adjusted to sector characteristics
- Detailed and summary editions, with the summary edition available for trial
- Suited to self-review, internal audit, external audit, major investment decisions, M&A and pre-planning diligence
Typical users are companies in higher-risk sectors, mid-sized companies without a dedicated tax function, and advisory firms seeking to raise throughput on client work. The product site carries an anonymised extract of a real client report; a short version can be requested by QR code.
Product siteanxinshui.yidaocaiwu.com ↗(in Chinese)
02
Jingying Tongbao
A management dashboard an owner can actually read
Feed it the raw tables exported from the accounting system and it builds, locally, a single screen that answers three questions: are we making money, is there enough cash, and who is bleeding us. It does not do bookkeeping — only the handful of things an owner genuinely looks at.
- Automatic recognition of nine export types: trial balance, bank statements, invoice detail, sales detail, receivable ageing, inventory, payroll, financial statements and the voucher journal
- Order-level margin analysis and profit-and-loss rankings: products and customers ranked by margin, with orders priced below cost and their share of the book identified
- Cross-table entity resolution, unifying the same counterparty across the customer, supplier and receivables tables to reveal dual-role counterparties and related-party triangulation
- Credit and ageing controls: exposure against limit, days overdue and historical breaches, customer by customer
- Cash-flow management: a three-month rolling forecast with break points identified ahead of time
- Slow-moving stock analysis: capital tied up by stock age and dead stock identified, alongside purchase price trends, FX exposure and customer concentration
"The data never leaves the premises" is what makes this class of tool acceptable to a client, and it is guaranteed by the architecture — the program starts no service, makes no connection, and sits on the client's own computer. The product site carries a full anonymised dashboard run from six months of ledgers at a trading company with RMB 300m of annual sales.
Product sitejinyin.yidaocaiwu.com ↗(in Chinese)
03
Neishentong + CFAudit
Field tool and working-paper engine
Two tools, two users. Neishentong is for the auditor on site — double-click, no installation. CFAudit is the deep analytical engine used by the back-office analyst. They share one threshold definition but deliberately not one runtime.
- Working papers as code: each paper is a data model plus assertions, reconciliations become assertions, and a break fails the build
- Working paper index and lineage generated automatically; review trail and cross-client reuse handled by version control
- Single source of truth: all thresholds and the paper index live in one specification that every layer derives from — no hard-coding anywhere
- Golden regression: verified figures are frozen as a baseline, so a changed definition fails first — the purpose is not to prove the audit was right, but to prove the basis was not quietly altered
- Related-party graph: common shareholders, shared contact details, adjacent account numbers and near-simultaneous first transactions flag probable common control
- Digit distribution testing is used only to rank sampling priority, never as a conclusion of fraud
We do not buy a general GRC platform. The active open-source compliance platforms are all oriented to IT security and handle no financial data, invoice detail or accounting vouchers; commercial internal audit systems likewise do not perform invoice-level analysis under the Chinese tax system. The Neishentong product site sets out the three ways it is used: a trial pack, a per-machine professional licence, and a fully forward-deployed engagement with our own team on site.
Product siteaudit.yidaocaiwu.com ↗(in Chinese)
04
Cross-border Steward
Customs and tax compliance for cross-border e-commerce
From 2025 a set of public announcements built a look-through supervision regime over cross-border e-commerce, closing the grey space around "borrowed-declaration" exports. This system exists so that a company can still operate under that regime: documents complete, data traceable, refunds actually received.
- One-click submission: connects to regional cross-border service platforms for 9610 / 9710 / 9810 / 1210 filing, with batch upload and download of declarations
- AI-assisted HS classification combining model inference with product attributes to reduce both difficulty and classification risk
- Integrated control across registration, shipment, declaration, invoicing, reconciliation and refund, keeping the data consistent at every step
- Full-chain data integration linking declarations, input invoices, output invoices and orders into a traceable refund reconciliation ledger
- Pre-submission validation, converting common review errors into automatic checks before filing
- Managed service covering qualification filing, identity registration, hardware, network and IT staffing
Supporting services cover customs registration, electronic port cards, cross-border e-commerce qualification and service platform registration — suitable for companies going cross-border from a standing start, with us alongside throughout.
05
R&D Steward
R&D super-deduction: capture, cap calculation and risk check
Since Implementation Guide 2.0, an R&D super-deduction claim has to survive review, not merely be filed. R&D Steward turns an ERP export into the auxiliary ledger, the filing figures and the supporting file list on the local machine, and states in one place which items would be challenged, under which circular, and what to do about them.
- Seven expense categories captured automatically — personnel, direct inputs, depreciation, intangible amortisation, new product design fees, other related expenses and commissioned R&D — each entry carrying its classification basis; anything unclear goes to a pending list rather than being guessed
- Caps computed on current rules: other related expenses across all projects together under the 2021 No. 28 announcement, domestic commissioned R&D at 80%, overseas commissioned R&D additionally capped at two thirds, with the excess truncated automatically
- The 2021 statutory auxiliary ledger and summary sheets align cell by cell with the official templates; every A107012 filing figure traces back to a voucher
- 24 risk checks, each with the circular it rests on, its impact and the remediation step, plus a supporting-file list with missing items flagged
- Automatic recognition of a dozen mainstream ERP export formats: two-row headers, old and new account systems, amounts written as "200k", and web pages saved with an .xls extension all fall back to a working parse
- A command-line build takes a folder path and produces the result directly — useful when a firm runs many clients in a batch
The software is not distributed publicly; it comes with the engagement, with a hands-on introduction. Whether an activity is R&D remains the company's own determination: the output supports management and self-review, it does not replace confirmation with the tax authority, and the high-tech status indicator is a warning light rather than evidence for re-certification.
Product siterd.yidaocaiwu.com ↗(in Chinese)
06
Sales Enablement and Assessment System
Six modules · delivered forward-deployed
A sales training and assessment system that can be deployed and put live, with six modules of content, a question bank, a case library and a certification mechanism. It is built for organisations that need to turn the experience of senior salespeople into actions a new joiner can repeat.
- Module 1 — Industry knowledge: market map, regulatory arc, client segmentation and compliance red lines
- Module 2 — Product library: catalogue, delivery boundaries, pricing and discount authority, competitor comparison
- Module 3 — End-to-end sales method: staged approach with explicit criteria from lead to repeat business
- Module 4 — Skills: discovery, articulation of value, objection handling, negotiation and working with experts
- Module 5 — HR framework: role profiles, career levels, compensation and new joiner development
- Module 6 — Assessment: tiered question bank, scenario testing, field metrics and licence to practise
This is Yidao's organisational product delivered forward-deployed: we supply the system and the content and stay alongside during roll-out, but the judgement and the people management remain inside the client organisation.
Product sitefuneng.yidaocaiwu.com ↗(in Chinese)
Have a specific problem and want a professional view on it?
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.