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On October 28, 2026, Zhihao shared a case study on the transformation of the automated fund reporting process at a manufacturing enterprise in Hangzhou. According to the case published that day by Smart City Industry Analysis, the enterprise's fund department, with 4 people, manages more than 200 accounts at over 60 banks; the reports have been changed from being manually rushed out before 10 a.m. every day to being automatically sent to the boss's email inbox at 8 a.m. every day, and the fund team has switched to a weekly review. The new process is divided into five steps: pulling transaction records, reconciliation, data extraction, report generation, and sending. More than 30 USB security keys (U-shields) are operated by RPA through a U-shield dock, and the Agent uses Python to unify the transaction record formats of each bank and automatically reconcile balances and transaction counts. The project took about 9 days from on-site demo to launch, and ran in parallel with manual work for about 2 weeks after launch.
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Zhihao shares a case study on implementing automated fund reporting processes in manufacturing
Source:Smart City Industry Analysis
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Oct 28
Smart City Industry Analysis
FDE Real-World Case: Automation Process Transformation of Fund Reports at a Hangzhou Manufacturing Enterprise
A manufacturing enterprise in Hangzhou used FDE to automate its fund reporting process: the 4-person treasury department manages more than 200 accounts across over 60 banks, and reports have changed from being manually rushed out before 10 a.m. every day to being automatically sent to the boss's email inbox at 8 a.m. every day, with the treasury team switching to a weekly review. The new process is divided into five steps: pulling transaction records, reconciliation, data extraction, report generation, and sending. More than 30 USB security keys are operated by RPA through a USB key dock, and the Agent uses Python to unify the transaction record formats of various banks and automatically reconcile balances and transaction counts. The project took about 9 days from on-site demo to launch, and ran in parallel with manual work for about 2 weeks after launch.