Building a Fully Integrated Travel-Expense-Archive Platform for AgTech
01 Integrated Travel-Expense-Archive — One Platform, End-to-End
XAG deployed Helios with Zhenxuan corporate travel services, creating a seamless flow from travel booking to expense reporting to electronic archiving. Employees book flights and hotels through the integrated platform, expenses are automatically captured and categorized, policy rules are enforced in real time, and completed records flow directly into the electronic archive system. This eliminated the need for separate systems and manual handoffs between travel, expense, and archive processes.
02 Complex Budget Control — 7 Rules Across Multiple Dimensions
XAG's budget structure spans departments, cost centers, and consolidated budget categories — requiring 7 distinct budget control rules. Helios implemented a sophisticated budget engine that handles department-level and consolidated budget allocation simultaneously, with automatic cost center mapping based on the employee's organizational hierarchy. Expenses automatically check against the correct budget pool, preventing overspending and providing real-time budget visibility to department heads and finance.
03 Seamless ERP Integration — Connecting 20+ API Interfaces
Helios was integrated with XAG's Kingdee ERP system through 20+ API interfaces, covering everything from travel requests and expense reports to supplier settlement data synchronization. The integration ensures that budget consumption, expense accounting, and payment processing flow seamlessly between systems without manual intervention, providing XAG with a unified financial data ecosystem.
Conclusion
By deploying Helios, XAG consolidated its travel, expense, and archive management into a single integrated platform serving 1,500 users. The 7-rule budget engine provided precise cost control across complex organizational structures, while 20+ API integrations with the Kingdee ERP created a seamless financial data flow. The platform has become the backbone of XAG's expense operations, supporting the company's continued innovation in agricultural technology.