The rapid development of information technology has brought favorable opportunities for colleges and universities to continuously innovate financial management methods and improve the quality and level of financial services, and has promoted the wide application of a comprehensive financial information portal system in colleges and universities, which integrates online reimbursement, inquiry, authorization and other functions. Therefore, taking B university as an example, this paper analyzes and discusses the functions, operation processes and advantages of the financial integrated information portal system based on the problems of its traditional manual reimbursement methods, summarizes the bottlenecks that need to be further solved in the actual operation process of the system, and puts forward targeted optimization strategies. The financial comprehensive information portal is an important part of the financial informatization of B university, which is a powerful starting point to improve the financial management, education, service and education of B university, and contributes to the financial strength for the university to truly realize the concept of "three-all education" of all-staff education, whole-process education and all-round education, with a view to providing the basis for relevant policies to optimize the financial work.