Capvision’s TMT & Finance Team will release the Research Report on China’s Finance and Taxation SaaS Industry in November 2021

财税SaaS（Software-as-a-service）是基于互联网操作的财务管理软件，由软件商提供统一服务平台和在线管理，用户按用户数量和使用期限交纳服务费，财务数据由软件商统一代为保管。近年来，财税SaaS的应用场景不断拓展、应用深度也不断延伸，与包括RPA、OCR等技术在内的AI技术深度融合成为其发展的明确方向，财税SaaS已经成为软件技术应用落地的重要领域之一。

Software-as-a-service, SaaS for short, is a network-based financial management software distribution model in which a software provider offers the unified service platform and online management. SaaS users are required to pay for providers based on how many people use the service and the service period, and typically the financial data is hosted by software providers. In recent years, the application scenario of finance and taxation SaaS has been continuously expanded, gearing towards the further integration with AI technologies including RPA and OCR. Also, it has developed to be one of the major areas for the application of software technology.

随着国民经济的不断发展以及人口结构的变化，中国社会面临着日趋严峻的人口老龄化问题和劳动力替代问题，人均GDP的不断升高以及劳动力后续力量不足使得人们更愿意为可减轻工作量和劳动力的科技买单。经过30多年的发展，在不断的技术革新下，财税服务已经从人工、小型第三方公司向规模化、智能SaaS平台转变。以应用场景区分，财税SaaS又可细分为财税咨询、税收筹划、代理记账、发票、费控等多个领域。如今市面上主流的财税SaaS企业主要分为两类，其一为大型综合管理SaaS企业，如用友、金蝶等。其二为2015年前后成立的新型财税服务公司，总体来说，后者是目前财税SaaS市场的主力军。

With the development of national economy and changes in demographic structure, the problems of population aging and labor substitution are going to be more seriously felt in China. Thus it prompts people to pay for technologies conducive to reduce workload and labor force due to the rising per capita GDP and insufficient labor force. After more than 30 years of technological innovation, finance and taxation services, once handled manually or by small third-party companies, are increasingly offered via intelligent SaaS platforms. Moreover, finance and taxation SaaS falls, by application scenarios, into finance and taxation consultation, tax planning, agency bookkeeping, invoices, fee control and other fields. The mainstream SaaS companies are mainly classified into large integrated management SaaS companies such as Yonyou and Kingdee, and a new type of finance and taxation service companies founded in around 2015 which constitutes the main forces in the current SaaS market.

目前国内财税SaaS市场投融资非常活跃，尤其国内头部厂商融资节奏不断加快，部分厂商融资金额已超10亿元人民币。财税SaaS属于长尾市场，目前还没有一家企业可以在市占率方面拥有绝对优势。在此背景下，国内财税SaaS行业处于什么阶段？在国内众多财税SaaS厂商的竞争形势下如何突围？未来哪种盈利模式才能经受住市场的考验？云帐房为何能在新型财税厂商中引领市场？其技术力与产品力与同行业其它厂商之间有何不同？慧算账在2021年10月完成的业务重组意味着什么？慧算账在下一阶段的发展将会产生何种变化？融易算为何能够在成立的短短3年间异军突起？其平台化软件架构的独有优势是什么？诸多关键问题都将在本次报告中逐一解读。

Presently, the domestic SaaS market is seeing vibrant investment and financing events, and leading manufacturers have accelerated their financing pace with many that have already garnered more than one billion yuan. No enterprises enjoy the absolute advantage in market share in such a long-tail SaaS market yet. In this context, what stage is the domestic finance and taxation SaaS industry in? How do domestic SaaS providers stand out in the competitive market? Which profit model will withstand the test of the market in the future? Why can Yunzhangfang lead the market among new finance and taxation vendors? What is the difference between its technical and product capabilities and that of other manufacturers in the industry? What does the business restructuring of Huisuanzhang in October 2021 mean? What changes will be made in the next stage of the development of Huisuanzhang? Why did Rongyisuan rise in just three years of its establishment? What are the exclusive advantages of its platform-based software architecture? In this regard, answers to those questions will be elaborated in this report.

凯盛研究TMT&金融组2021年11月出版《SaaS系列三：中国财税SaaS行业研究报告》，本报告内容主要分为三个部分：财税SaaS行业概览、财税SaaS行业展望、财税SaaS标杆企业分析。其中行业部分通过大量的案头研究和专家访谈，对财税SaaS定义与功能、发展路径、政策驱动、商业模式、市场规模、竞争格局、行业发展瓶颈、未来发展趋势等进行了全面的分析。企业分析部分，本报告首先对云帐房、慧算账、融易算三家代表性企业就收入能力、成长能力、产品力、销售能力、融资能力等维度进行整体对比，再结合专家观点、案头研究以及历次项目研究的经验，从三家企业的主营业务、发展历程、团队建设、商业模式、经营及融资情况、技术能力、产品特点、下游客户及行业覆盖、核心竞争优势、未来发展规划等方面进行深入分析。除目录外，正文内容约53页，适合需要了解及研究中国财税SaaS行业现状及未来展望的客户参考。

Capvision’s TMT & Finance Team will release the Research Report on China’s Finance and Taxation SaaS Industry in November 2021, which comprises of three parts: finance and taxation SaaS industry overview, finance and taxation SaaS industry prospect, and finance and taxation SaaS benchmarking enterprise analysis. This report presents a thorough analysis of the definition and functions, development path, policy drivers, business models, market scale, competitive landscape, industry bottlenecks and development trends of finance and taxation SaaS industry by taking advantage of desktop research and expert interviews. In addition, the report makes comparisons among the three representative companies of Yunzhangfang, Huizhuan, and Rongyisuan in terms of revenue capacity, growth capacity, product competiveness, sales capacity, financing capacity and other dimensions. On this basis, it digs deeper into the main business, development history, team establishment, business model, operation and financing situation, technical competence, product features, downstream customers and industry coverage, core competitive advantages, and future development plan of the three enterprises. Besides the content section, the report totals 53 pages, which will be most beneficial to clients interested in understanding and studying the current situation and future prospects of China's finance and taxation SaaS industry.

报告目录

Contents

1.????财税SaaS行业概览 Finance and Taxation SaaS Industry Overview

中国财税信息化发展历程 Informatization development history

中国财税服务行业投融资概况 Industry investment and financing overview

中国财税服务行业市场竞争格局 Market competitive landscape

中国财税SaaS市场规模 Market scale

中国财税SaaS商业模式 Business model

中国财税市场政策分析 Market policy analysis

2.????财税SaaS行业未来展望 Finance and Taxation SaaS Industry Prospects

中国财税SaaS市场发展瓶颈 Development bottlenecks

中国财税SaaS市场未来发展趋势 Development trends

3.????国内财税SaaS标杆企业分析 Analysis of Domestic Finance and Taxation SaaS Benchmarking Enterprises

3.1?标杆企业整体对比 Overall comparison of benchmarking enterprises

3.2?云帐房 Yunzhangfang

云帐房公司概况 Company overview

云帐房团队建设—管理层团队 Team establishment - management team

云帐房团队建设—组织架构 Team establishment – organizational structure

云帐房融资及经营情况 Financing and business performance

云帐房产品分析 Product analysis

云帐房产品特点及技术路线 Product features and technical roadmap

云帐房商业模式 Business model

云帐房下游客户及行业覆盖 Downstream customers and industry coverage

云帐房竞争优势 Competitive advantages

云帐房未来发展规划 Future development plan

3.3?慧算账 Huisuanzhang

慧算账公司概况 Company overview

慧算账团队建设—管理层团队 Team establishment – management team

慧算账团队建设—组织架构 Team establishment – organizational structure

慧算账经营表现及融资情况 Business performance and financing

慧算账产品及服务分析 Product and service analysis

慧算账产品特点及技术路径 Product features and technical roadmap

慧算账商业模式 Business model

慧算账下游客户及服务生态 Downstream customers and service ecology

慧算账核心竞争力 Core competitiveness

慧算账未来发展规划 Future development plan

3.4?融易算 Rongyisuan

融易算公司概况 Company overview

融易算团队建设—管理层团队 Team establishment – management team

融易算团队建设—组织架构 Team establishment – organizational structure

融易算经营表现及融资情况 Business performance and financing

融易算产品体系和解决方案 Product system and solution

融易算产品特点及技术路线 Product features and technical roadmap

融易算商业模式 Business model

融易算下游客户及服务生态 Downstream customers and service ecology

融易算核心竞争力及未来发展规划 Core competitiveness and future development plan

4.????研究总结 Conclusion

财税SaaS标的企业发展总体对比 Overall comparison of the development of targeted SaaS enterprises

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