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
- 1AI projects parked in evaluation over compliance concerns
- 2Audit records spread across multiple systems
- 3Every customer question answered by a person
- 4Reconciliation and case entry consume specialist time
- 5Access control lives in policy rather than the system
With AI GO
- 1Data flow and access scoped at the system layer
- 2Audit records retrievable directly by period
- 3AI handles factual questions; sensitive ones route to people
- 4Repetitive work automated, specialists left to judge
- 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
通用財務會計管理系統：直接讀取 AI GO 正式帳務，提供三大報表、總帳查詢、現金預測、應收應付帳齡、營業稅試算、成本中心損益、固定資產與費用、關帳控制，並內建可對話的 AI 財務助理（多對話串、工具呼叫、可查詢與變更管理資料、可檢索企業知識中心）。
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藍新金流管理後台
藍新金流（NewebPay）管理後台：交易查詢與匯入、信用卡請退款／取消授權、電子錢包退款、BNPL 請退款、定期定額委託管理（含 CAU 卡片更新）、Webhook 自動對帳，並可連動 ERP 傳票。
IntegrationAI 客服管理中台
以 AI GO 內建聯繫中心為底的客服管理中台：LINE／Facebook／Instagram 等多來源訊息統一收件匣、依規則自動派工與開單、客戶 360（訂單／出貨／收款／發票／產品一次看齊）、訂單備註留痕、結案滿意度（CSAT）指標與知識庫沉澱。工單、對話、派工單、客戶與訂單全部落在 AI GO 既有資料表，僅知識庫與派工規則為本模板自建。
CRMPlatform 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
| Work replaced | Hours / month | Hourly rate | Recovered / month |
|---|---|---|---|
| Routine reconciliation and variance checks | 50 hrs | NT$ 550 | NT$ 27,500 |
| Retrieving and assembling audit evidenceRequires senior staff | 24 hrs | NT$ 650 | NT$ 15,600 |
| Answering factual customer enquiries | 40 hrs | NT$ 450 | NT$ 18,000 |
| Case entry and document filing | 32 hrs | NT$ 450 | NT$ 14,400 |
| Total | NT$ 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?
Can customer data stay inside our environment?
Is it really safe to let AI reply to customers?
How long should the verification period be?
Further reading
台灣中小企業找 FDE 實戰指南：30 天 AI 落地不是夢
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企業 AI 導入FDE、傳統顧問、IT 部門：台灣企業 AI 導入該選哪個？
台灣企業導入 AI 有三條路：找傳統管理顧問、靠自己的 IT 部門、或引入 FDE 前線部署工程師。三者差異是什麼？哪種適合你的公司？
企業 AI 導入FDE 是什麼？前線部署工程師完整指南（2026 台灣版）
FDE（Forward Deployed Engineer，前線部署工程師）是目前台灣最熱門的 AI 職缺，比 AI 科學家還搶手。本文從零解釋 FDE 是什麼、做什麼、為什麼台灣企業現在最需要他。
Other solutions
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