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AI GO
By industry

AI for Financial Services

It is not that you do not want AI — it is that you cannot use it without a record. AI GO logs every access, every change and every AI reply, so adopting AI and satisfying audit stop being competing goals.

Full trail
access and changes are traceable
Field-level
layered control over data
Verifiable
AI replies carry checkable grounds

What you are probably dealing with

AI projects stall at compliance

The business wants it; compliance asks where the data goes, who can see it and how you investigate an incident. No answer means the project goes back, and it sits in evaluation for a year.

Producing audit evidence takes two weeks

Records live across different systems, so every audit becomes a company-wide effort — and what comes out still has to be checked by hand for completeness.

Service cannot be automated safely

Nobody will let AI answer anything touching amounts, contracts or entitlements. But human replies are slow, and satisfaction never improves.

Skilled people doing repetitive work

Reconciliation, issuance and case entry consume specialist time, squeezing out the work that actually requires judgement.

Before and after

Before

  1. 1AI projects parked in evaluation over compliance concerns
  2. 2Audit records spread across multiple systems
  3. 3Every customer question answered by a person
  4. 4Reconciliation and case entry consume specialist time
  5. 5Access control lives in policy rather than the system

With AI GO

  1. 1Data flow and access scoped at the system layer
  2. 2Audit records retrievable directly by period
  3. 3AI handles factual questions; sensitive ones route to people
  4. 4Repetitive work automated, specialists left to judge
  5. 5Permissions written into the system, not remembered

Modules involved

Finance and accounting form the core; service ticketing and judgment search can be added depending on your business.

AIGO 財務會計管理系統

獨立的財務會計與老闆管理報表系統,直接讀取 AIGO 正式帳務,提供真實三大報表、現金預測、帳齡、關帳、例外與會計 AI 影子覆核。

Analytics

智能會計

中小企業智能會計系統。涵蓋收支交易、應收應付與暫收暫付、會計傳票、資金帳戶管理、損益/資產負債/現金流量報表、標籤與往來對象管理,並支援 Excel 報表匯出。

Operations

藍新金流行動支付

整合藍新金流 (Newebpay) 支付服務。支援信用卡、WebATM、超商代碼與條碼付款,提供金流查詢與退款功能.

Integration

客服工單中心

獨立客服工單系統:多管道工單受理、回覆串與結案滿意度、知識庫與常見問題管理、派工規則自動指派,內建 AI 建議回覆(比對 FAQ 與知識庫組 context,敏感議題自動轉人工)。

CRM

司法院裁判書

整合司法院資料開放平臺 API,查詢裁判書內容、追蹤異動清單、依法院分類瀏覽,提供法律研究與案件分析支援。

Analytics

Platform capabilities

Permissions and audit are platform capabilities

Who can see which field, who changed what and who exported what are built into the platform rather than reimplemented per system. Auditors retrieve rather than reconstruct.

You draw the AI’s boundary

Mark topics AI must never answer and topics that must route to a person. AI answers from the knowledge base you build, with grounds that can be traced — not an unbounded black box.

Data stays where you can account for it

AI features use your own OpenAI key with the knowledge base in your account. Deployment shape can be discussed against your security requirements — there is no single mandated model.

Reconciliation and payments automated

Financial management, smart accounting and NewebPay modules automate routine reconciliation and collection, returning specialist time to work that needs judgement.

Labour cost you can recover

For a mid-sized financial services firm with a five-person back office at an average loaded rate of NT$550/hour:

Routine reconciliation and variance checks

Hours / month
50 hrs
Hourly rate
NT$ 550
Recovered / month
NT$ 27,500

Retrieving and assembling audit evidence

Requires senior staff

Hours / month
24 hrs
Hourly rate
NT$ 650
Recovered / month
NT$ 15,600

Answering factual customer enquiries

Hours / month
40 hrs
Hourly rate
NT$ 450
Recovered / month
NT$ 18,000

Case entry and document filing

Hours / month
32 hrs
Hourly rate
NT$ 450
Recovered / month
NT$ 14,400
TotalNT$ 75,500

These figures assume a typical staffing profile. Real numbers depend on your team size and process — we rerun the model with your own data during a consult.

FAQ

Can the system meet our regulator’s requirements?
We cannot judge compliance on your behalf — that is a determination for your compliance function. What the system provides is verifiable fact: complete access and change records, field-level permission control, and AI replies whose grounds can be traced. In practice those are exactly what compliance teams ask for during evaluation. Involve compliance from the start.
Can customer data stay inside our environment?
Deployment shape is open to discussion rather than fixed. AI features run on your own OpenAI key with the knowledge base in your account, so ownership of that data is unambiguous. Raise stricter isolation requirements during consultation and we will propose against them.
Is it really safe to let AI reply to customers?
Start with factual questions — opening hours, required documents, status enquiries — where a standard answer exists. Anything touching amounts, entitlements or contract interpretation should be set to route to a person. You draw the boundary; the system does not default to fully open.
How long should the verification period be?
For this sector we recommend a longer parallel run: keep the existing process while the new system runs alongside for comparison, and only switch when both figures and records agree. The length follows your internal control requirements — the Forward Deployed Engineer works to that rather than pushing a schedule.

Further reading

Other solutions

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