What is the OpenCPAi developed by Shen Xiaojiang?
ShenXiaoJiang OpenCPAi is an AI-powered audit platform developed by LianXin ZhiQing.
It is aimed at accounting firms, tax advisory firms, and audit teams, covering data processing as well as the processes related to working papers and reviews.
Four main functional sections
| plate | Main functions | Business value |
|---|---|---|
| Efficiency | Data cleaning, cash flow statements, preparation of working papers | Reduce repetitive organizing tasks |
| Communication | Pre-trial report, adjusted communications, audit recommendations | Standardize customer communication materials |
| Risk | Report review, business registration review, archived documents | Assist in detecting anomalies and omissions |
| Value addition | R&D record-keeping, financial and tax due diligence, tax risk analysis | Expand the scope of fiscal and tax services |
Data cleaning and cash flow statement
The platform can clean up the trial balance, journal entries, and unaudited financial statements, and it also assists in preparing the cash flow statement.
- First, use a template to organize the field names, date, and amount formats.
- After uploading, check the debit-credit balance, account hierarchy, and the relationships between the beginning and ending of the period.
- Abnormal rows must be returned to the original accounting system for verification; they cannot be deleted directly.
- The classification of cash flows requires manual judgment based on the underlying nature of the business.
- The final financial statement should be consistent with the general ledger, subsidiary ledgers, and notes.
Intelligent pre-review
Intelligent pre-audit is used to check data quality before a formal audit and generate a list of issues.
- Identify missing fields, abnormal balances, and inconsistencies in the data.
- Organize the questions into an inspection report that makes it easy for the client to provide additional information.
- The preview of the pre-review report can be used to determine whether the materials meet the requirements for entry.
- A final conclusion still requires accountants to make a judgment based on the available evidence.
Automatic preparation of audit working papers
The auditor can use information such as balance sheets to create audit forms, working papers, reports, and inspection materials.
- It supports workflows related to individual financial audits and tax audits.
- The Professional version includes the capability to perform batch financial audits for individual entities as well as for parent-child entities combined.
- The Premium version includes substantive procedures such as bank statement analysis, confirmation requests, and random audits.
- The generated content should have its index, conclusions, and evidence checked item by item to ensure their correspondence.
- Automatic generation cannot replace necessary audit procedures and professional skepticism.
Report review and risk identification
Automatic report review is used to check the format, consistency, and any potential omissions in the disclosures.
- Check whether the data in the financial statement audit report are consistent.
- Verify the company name, date, type of opinion, and key audit matters.
- Reviewing business information can help identify discrepancies in the details of a company.
- The system alerts are indicators of risk and do not equate to the final audit findings.
- The signatories must still carry out review and quality control in accordance with the guidelines.
R&D and fiscal value-added functions
- Organization of R&D expense records and auxiliary accounts.
- Tracking of R&D hours and collection of costs.
- Preparation of documentation for the additional deduction for research and development.
- Assists in the creation of financial and tax due diligence reports.
- Risk analysis and health checks for all types of taxes.
The policy guidelines and submission requirements may change; it is necessary to check the current regulations and the demands of the relevant authorities before submitting a formal application.
Tutorial for Using Shen Xiao Jiang
- Register an account and first use the free features to get familiar with the templates and workflow.
- Download the standard template and organize the account balance sheet or chronological ledger.
- Remove irrelevant personal information and perform necessary data masking on customer details.
- Upload the file and run data cleaning, then check the issues indicated by the system.
- Select pre-review, individual financial audit, tax audit, or other specific tasks.
- After generating the draft or report, verify the evidence, indexes, and interrelationships.
- The project manager reviews the abnormal items and carries out any necessary audit procedures.
- Archive drafts, logs, and final versions according to organizational systems.
Comparison of package prices
The following are the standard prices and key benefits as displayed on the official website on August 30, 2026.
| Version | Price | Monthly points | Team and data |
|---|---|---|---|
| Free version | 0 yuan/permanently | 30 points/month | Basic experience |
| Regular version | 698 yuan per year or 68 yuan per month | 30 points/month | 50MB, retained for 1 month |
| Professional Edition | 4,680 yuan per year or 399 yuan per month | 200 points/month | 100MB, retained for 6 months |
| Premium Edition | 19,800 yuan per year | 1200 points/month | 5 people, 200MB, retained for 1 year |
| Flagship version | 59,800 yuan per year | 5,000 points/month | 20 people, 500MB, retained for 2 years |
The regular version costs 360 yuan per year for the first purchase, while the professional version costs 2980 yuan per year for the initial purchase; the eligibility for these offers is determined on the payment page.
The package prices, features, discounts, and data retention rules may change; the terms applicable are those specified on the purchase page, in the contract, and in the current agreement.
Points and benefit packages
| Project | Current rules |
|---|---|
| Monthly points | Included with the package, it resets automatically on a monthly basis. |
| Free features | There are no charges for AI-based Q&A, data cleaning, and similar services. |
| Official features | The discounted price is fixed at 1 point per attempt; no points are deducted in case of failure. |
| Standard Equity Package | 250 yuan for 50 points, which is equivalent to 5 yuan per point. |
| Validity period of the benefit package | 30 days after purchase |
| Eligibility to purchase | Only users who have subscribed to a paid plan |
The benefit package is used to temporarily add points, and it cannot replace the functional permissions provided by the version.
Free version and trial
- The free version is available permanently at no cost, including 30 minutes per month.
- Basic tools such as AI Q&A, data cleaning, and cash flow statements can be used for free.
- Free users can view a preview of the pre-review report.
- The page for newly registered users shows a 7-day trial of the professional version as a gift.
- The free version does not allow separate purchase of feature packs; a subscription to the paid version is required first.
Platform and deployment methods
| Method | Support status | Explanation |
|---|---|---|
| Web version | Already provided | Used for browser login |
| Windows Desktop Edition | Already provided | Supports Windows 10 and 11 |
| macOS | Coming soon | The page indicates macOS 10.15+ |
| Cloud version | Already provided | Connect to a public network server |
| LAN version | Already provided | Connect to the internal server of the office. |
The desktop version has the same functions as the web version, and the Windows installer does not require administrator privileges by default.
Data security and retention
- The official website states that a locale-first architecture is used to process financial data.
- HTTPS is used for transmission, while AES-256 encryption is employed for storage.
- The data retention period for different packages ranges from 1 month to 2 years.
- The LAN version is suitable for firms that need to connect to internal servers.
- The institution should still assess customer authorization, requirements regarding the transfer of data outside the country, and confidentiality measures.
“Local priority” does not mean that all functions are completely disconnected from the internet; it is necessary to verify the actual data flow and the terms of the contract before deployment.
API, SDK, and open-source status
- API: As of the time of verification, no public developer API documentation was found.
- SDK: No verifiable official SDK has been found.
- Open source: No complete source code for the product or an official open source license was found.
- Privatization: The LAN version can be connected to internal network servers; for specific deployment details, it is necessary to contact the authorities.
The availability of a LAN version does not mean that the product is open source, nor does it imply that users can modify its source code on their own.
Usage restrictions and liability boundaries
- AI-generated content may contain errors, omissions, or inappropriate conclusions.
- The system is merely a supplementary tool and cannot replace the professional judgment of auditors.
- The final audit conclusions, reports, and legal responsibilities lie with the practicing professionals.
- Preliminary audit hints cannot be used directly as audit evidence or final opinions.
- When dealing with clients’ financial data, authorization must be obtained and confidentiality obligations must be respected.
Frequently Asked Questions
What can the OpenCPAi tool by Shen Xiaojiang do?
It can handle data cleaning, intelligent preliminary review, preparation of working papers, review of reports, and assistance with audit communications.
Is there a free version of Shen Xiaojiang?
Yes, the free version is available permanently at no cost; it costs 30 yuan per month and includes a variety of free productivity tools.
How much is the professional version?
The standard price is 4,680 yuan per year, or 399 yuan per month; the introductory price for first-time buyers on this page is 2,980 yuan per year.
How are fees calculated for official features?
The current rule for activities is that 1 point is deducted per use of the official feature, and no points are deducted if the task is not completed successfully.
Will the benefit package expire?
Yes, the standard 50-point package costs 250 yuan; it is valid for 30 days after purchase and is available only for subscribers.
Does ShenXiaoJiang support local deployment?
The download page provides a LAN version that allows connection to internal server; the specific deployment scope must be confirmed with the official team.
Does ShenXiaoJiang provide APIs or open-source code?
As of the time of verification, no public APIs, official SDKs, complete source code, or open licenses were found.
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