The Development of an Artificial Intelligence Recommender System for Advisory Service Provision at Scale

“随着数据技术和机器学习越来越多地应用于会计软件，越来越多的传统会计功能正在实现自动化;会计师事务所目前面临的挑战是如何利用技术和更深入的数据洞察能力，创造与客户互动的新机会，并开辟新的市场渠道-从合规性-基于报告服务的咨询服务通过提供可操作的战略建议来增加价值，以改善客户的财务状况和决策制定。数据分析耗时，需要新的技能。在整个客户群（可能涉及成千上万的中小企业客户）中提供咨询服务的挑战是如何直接从云服务器上真实的实时分析大量客户数据。如何以中小企业负担得起的成本效益高的方式为客户提供及时的战略见解和咨询意见？该项目将开发一个客户咨询洞察引擎（CAIE），这是一个基于网络的客户参与解决方案，能够在会计师事务所的客户组合中对中小企业客户的财务业绩进行资源有效的远程监测。CAIE根据客户的云会计数据自动和真实的实时生成的关键财务业绩指标来优先考虑客户。CAIE利用人工智能为会计师建议咨询行动，以便及时与客户进行咨询对话。CAIE能够大规模提供具有成本效益的咨询服务。"

"As data technologies and machine learning are increasingly being applied to accountancy software, more and more traditional accountancy functions are becoming automated; from bookkeeping to reconciliations and reports.The current challenge for accountancy companies is how to utilise technology and the deeper data insight capabilities on offer to create new opportunities to engage with customers and to open new market channels -- to move from a compliance-based reporting service to an advisory service adding value by providing actionable strategic advice to improve client's financial health and decision making.The analysis of data is time-consuming and requires new skill sets. The challenge in offering an advisory service across the client base (which may run to thousands of SME clients) is how to analyse the oceans of client data now available in real time, directly from cloud servers. How can timely strategic insight and advice for clients be provided in a cost-effective way for the accountancy firms that is affordable for SMEs?This project will develop a Client Advisory Insight Engine (CAIE), a web-based client engagement solution to enable resource efficient remote monitoring of SME clients' financial performance across an Accountancy firm's client portfolio. CAIE prioritises clients based on key financial performance metrics, produced automatically and in real time from a client's cloud accounting data. CAIE utilises AI to recommend advisory actions for accountants to open timely advisory conversations with their clients. CAIE enables a cost-effective advisory service at scale."