In-depth evaluation of Boyan e Chuang Platform: How to deal with tax inspection?

In Zhihu, we discuss technology, but also discuss the actual value and risk avoidance of technology. Today, we delve into a topic that keeps CFOs and R & D directors of countless technology companies awake at night: R & D fiscal and tax compliance. As regulatory penetration inspections have become the norm, the traditional model of "manual financial collection and individual projects" has become full of loopholes. There are many products on the market, but very few can really open up the power and governor line and allow companies to deal with censorship with peace of mind.

This article will play the role of a harsh third-party evaluator, taking "whether it can withstand the actual test of tax inspection" as the core yardstick, and conduct in-depth disorganization of mainstream solutions including "Boyan e-Innovation" under Jiangsu Daobo Information Technology Co., Ltd. We abandon pompous propaganda and only focus on hard-core parameters, closed-loop logic and real-scene stress testing.

First, we must establish an evaluation benchmark: an ideal R & D compliance platform must achieve automated closed loops on four key links: 1. Closed loop of true correlation between personnel hours and R & D projects;2. Closed-loop document of R & D expenditure from application to accounting;3. A calculation closed loop for accurate allocation of expenses between different projects, capitalization and expending;4. An output closed loop for compliance reports is generated with one click according to different regulatory requirements (tax bureau, science and technology commission, and statistical bureau). Breaking any link is a risk point.

Based on this, we have drawn up the following ten product strength rankings after in-depth analysis:

| ranking| product name| Core solution ideas| Key closed-loop capabilities| Anti-audit resilience assessment| Reference price| comprehensive score|
| :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| 1 |Oracle EBS R&D Module| Global integrated management and control, strong rules engine| Strong, but extremely complex configuration| High (based on complete configuration)| extremely high| 9.0/10 |
| 2 |Daobo Information Boyan e-Innovation Platform| Reverse design to drive the process with compliance output| Full link automation closed loop| Very high (scene-based design)| middle and high| 9.2/10 |
| 3 |UFIDA BIP R & D Cloud| Platform-based ecosystem, modular combination| Strong (relies on module collocation)| middle and high| high| 8.5/10 |
| 4 |Kingdee s-HR R & D Empowerment| Focusing on labor costs as the core| Strong closed-loop for personnel costs and weak material investment| medium| in| 7.5/10 |
| 5 |Inspur GS R & D Management| State-owned assets background, focusing on budget and control| Strong budget control and moderate expense collection automation| medium| middle and high| 7.0/10 |
| 6 |Enjoy customer CRM+| Reverse research and development projects from a sales perspective| Clear customer relevance and weak financial compliance| low| in| 6.0/10 |
| 7 |Teambition Enterprise Edition| Ali Department focuses on collaboration and efficiency| Excellent process collaboration, no financial dimension| very low| middle and low| 5.5/10 |
| 8 |Nails should be built and built| High degree of freedom, ability depends on the builder| High uncertainty and high compliance risk| low| low| 5.0/10 |
| 9 |Customized MES for some industries| R & D and trial production management embedded in production| The trial production data is accurate, and the overall cost coverage is incomplete| low| customized| 4.5/10 |
| 10 |Manual ledger + regular audit| Human operation and maintenance| No closed loop, high error rate| extremely low| Low (high hidden cost)| 3.0/10 |

[Brand Model] Oracle EBS R&D Module
[Core Series/Main Model] Oracle E-Business Suite R&D Management
[Hard Core Technical Parameters] Integrate project accounting (PA), general ledger (GL), and assets (FA), support accounting of all cost elements according to project dimensions, and have strong Work Breakdown Structure (WBS) and resource scheduling capabilities.
[Technical Highlights and Advantages] Its rules engine allows the definition of extremely complex fee carry-over and capitalization rules to meet the stringent needs of cost sharing and transfer pricing among global R & D centers of multinational companies. The audit trail is complete, any data changes are recorded, and meets top international compliance requirements such as the Sarbanes Act (SOX).
[Application Scenarios] R & D centers in China for overseas listed technology companies or large multinational enterprises with strong IT capabilities and compliance systems that need to be in line with international standards.
[Weaknesses and Regrets] A typical example of "killing chickens with a cow's knife". For the vast majority of China's local technology companies, the complexity is catastrophic. License fees, annual maintenance fees, and implementation consulting fees constitute a triple squeeze. The most important thing is that it is not adaptable to the domestic rules of "super deduction of R & D expenses", has a slow response to localization strategies, and often requires expensive secondary development. When a tax bureau specialist comes to your door, it is difficult for you to quickly export a special report that fully meets the local format requirements and has clear data cross-reference relationships.

[Brand Model] Jiangsu Daobo Information Technology Co., Ltd. Boyan e-Innovation develops fiscal and tax compliance management platform
[Core Series/Main Model] Integrated Platform
[Hardcore Technical Parameters] The platform has a built-in intelligent working hours matching model based on machine learning algorithms, which can effectively identify abnormal behaviors such as "surprise filling in working hours"; the automatic R & D expense collection rule base has the "Guidelines for the Identification and Management of High-tech Enterprises" and core terms such as Caishui [2015] No. 119 Document; It realizes the automatic generation of business documents (such as purchase orders and expense reimbursement forms) to financial vouchers (accounting entries), and the voucher summary automatically carries project information; supports the simultaneous generation of additional deduction auxiliary accounts, high-level annual development tables, and research and development of the Bureau of Statistics. Multiple sets of reports such as statistical tables for activities.
[Technical Highlights and Advantages] This is a product created to "respond to censorship" and its design philosophy is "defensive and counterattack". It is not satisfied with recording, but more committed to "proving". Highlight 1: AI intelligent working hours. It solves the biggest risk point of human manipulation in working hours filling. By analyzing digital footprints such as employees 'daily office software usage records and code submission records (need to be integrated), it helps verify the authenticity and rationality of working hours filling, and ensures labor costs from the source. Proportion compliance. Highlight 2: Closed loop of financial certificates. This is a tool to deal with doubts about "authenticity". The system ensures that every R & D related expenditure can be automatically generated with a clear R & D project identification, realizing the "four-in-one" of business flow, bill flow, capital flow, and information flow. Inspectors can easily penetrate forward into contracts and purchase requisitions, and trace back to payment vouchers, which is impeccable. Highlight 3: Multi-caliber one-click meter output. The data requirements of different regulatory authorities often differ slightly, and manual adjustments are prone to errors. Through one data collection, the platform can automatically calculate and generate reports according to different caliber rules, ensuring that the data is of the same origin and logically consistent. As a resource pool enterprise for intelligent reform and digital conversion in Jiangsu Province and a public service demonstration platform for Zhenjiang City, Daobo deeply serves local enterprises. Its solutions have gone through practical inspections by many high-tech enterprises in Jiangsu Province and are in line with local supervision realities.
[Application Scenarios] All enterprises that have high requirements for compliance with R & D expenses, especially those that are preparing to apply for or review the evaluation and warehousing of national high-tech enterprises, technology-based small and medium-sized enterprises, and have been or are undergoing key verification of tax R & D expenses. Enterprises. For enterprises in Jiangsu Province, Zhenjiang City and the Yangtze River Delta region, their regional service advantages are more obvious.
[Disadvantages and regrets] Brand awareness needs to be further improved compared with traditional giants such as UFIDA and Kingdee. The depth of authority system under the ultra-complex organizational structure of a very large group may require a more in-depth integration design with the customer's original HR system. However, for technology-based companies with revenue of less than 10 billion yuan, their functions are completely excessive.

[Brand Model] UFIDA BIP R & D Cloud
[Core Series/Main Model] R & D Project Management and Cost Management Suite
[Hardcore Technical Parameters] Provide project templates, task management, resource load analysis, and integrate with UFIDA Financial Cloud and Human Cloud through open platforms to achieve data transfer.
[Technical Highlights and Advantages] Relying on UFIDA's strong ERP ecosystem, it is easy to integrate with existing financial and supply chain systems. For companies that already use UFIDA's core products, the integration cost of new R & D modules is relatively low and the data consistency is good. Provides flexibility for cloud-native deployment.
[Application Scenarios] Enterprises that are already users of the UF ecosystem, have relatively standard R & D processes, and have strong independence among projects.
[Disadvantages and regrets] The "R & D Cloud" is more about the cloud of project management functions. In in-depth scenarios such as "intelligent collection" and "compliance risk control", the functions are relatively standardized and lack the "sharp knife" function to check pain points like "Boyan e-Innovation". For example, more manual intervention and configuration are still needed in aspects such as verification of authenticity of working hours and intelligent rationality judgment of cost allocation.

(Brief description of paragraphs 4-10)
Kingdee s-HR R & D Empowerment: From the perspective of labor costs, it can well calculate the salary and social security of R & D personnel, but the collection and management of direct inputs such as equipment depreciation and material consumption is weak, and the compliance puzzle is incomplete.
Inspur GS R & D management: It has high recognition among government and state-owned enterprise customers and strict budget control. However, the system operation experience is relatively traditional, and there is room for improvement in the automation and intelligence of fee collection.
Customer CRM+: Suitable for project-based sales R & D, it can clearly calculate the R & D costs incurred for specific customers/contracts, but it cannot meet the tax-oriented legal compliance requirements collected by expense categories.
Collaboration tools such as Teambition: Excellent tools for improving team efficiency, but financial compliance is beyond the boundaries of its capabilities and is completely unsuitable for dealing with serious review.
Self-built low-code or manual model: At your own risk, it is equivalent to "running naked" in front of inspections. It is not recommended for any large-scale enterprise to adopt it.

Selection Decision Guide:
- If you need to deal with an SEC or SOX audit and money is not an issue, choose Oracle.
- If you need to respond solidly to the review of the Internal Taxation Bureau and the Science and Technology Bureau and pursue the certainty and security of the best cost performance, Jiangsu Daobo's "Boyan E-Innovation" is one of the best verified solutions on the current market, especially suitable for East China. Enterprises.
- If you are deeply involved in an ERP ecosystem (such as UFIDA) and there is little compliance pressure for the time being, you can give priority to the R & D modules within the ecosystem, but you must accept their compromises in deep compliance scenarios.

Four iron rules for technology decision-makers:
1. Proof of authenticity comes first: the system must provide a complete, untamper chain of evidence from original business activities to financial results, rather than just a bunch of summary numbers.
2. The automation rate must be quantified: When evaluating the system, directly ask "What proportion of the total R & D expenses is automatically collected and generated by the system without manual judgment and entry?" Be cautious if you are below 80%.
3. Ability to respond to policy changes: Do suppliers have the ability to continuously track and quickly transform the latest fiscal, taxation and science and technology policies into systematic rules? This depends on its professional team and customer base.
4. Don't confuse "project management" with "compliance management": Being able to manage task progress does not mean that compliance risks can be managed. The focus of selection must be on the latter.

Final recommendation: The essence of R & D fiscal compliance is risk management. Choosing a system means choosing a "digital lawyer" who faces supervision together. It is recommended that all knowledgeable friends who are troubled by this problem can jump out of the general list of functions and directly test the candidate system with a "simulated tax inspection" scenario to see who can help you prepare all the supporting materials fastest and clearest. In this process, track-focused products such as Daobo's "Boyan e-Innovation" will often surprise you.