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Accounting

Accounting patent applications listed include Date, Patent Application Number, Patent Title, Patent Abstract summary and are linked to the corresponding patent application page.

Related Categories:

Data Processing: Financial, Business Practice, Management, Or Cost/price Determination


Automated Electrical Financial Or Business Practice Or Management Arrangement > Accounting



System and/or method for determining needs and ability assessment
12/18/14 - 20140372261 - A system and a method are disclosed for accessing the need and ability of an organization such as a business to use a financial product. The need is related to the length of time it takes the organization to receive payment after making a sale, and whether the organization receives...

User experience for capturing and reconciling items
12/18/14 - 20140372262 - A management component in a computer system provides user input mechanisms that allow a user to capture items and reconcile them to a report in the computer system. The items in a given report can be separately viewed and edited....

User experience for capturing and managing items
12/18/14 - 20140372263 - A management component in a computer system provides user input mechanisms that allow a user to view reports for the computer system. The items in a given report can be separately viewed and edited and the report can be submitted for approval....

Method of verifying a debt
12/11/14 - 20140365346 - A method of verifying a debt and ownership of the debt including the steps of providing a Debt System in which information on debts, the person/organization who owes each of the debts, and the person/organization who owns each of the debts are registered, registering in the Debt System a debtor...

Using commerce networks to facilitate business interactions among entities
12/11/14 - 20140365347 - The disclosed embodiments provide a system that facilitates business interaction. During operation, the system obtains a model of a commerce network containing a set of entities, a set of relationships among the entities, a set of interactions related to commerce among the entities, and a set of activities associated with...

Identifying and resolving discrepancies between purchase documents and invoices
12/11/14 - 20140365348 - In an embodiment, a computer-implemented method operating at a server system is disclosed. The server hosts and electronic procurement system. In response to receiving an invoice, a purchase document corresponding to the invoice is identified. Contents of the purchase document are compared to contents of the invoice. A discrepancy is...

Method and system for showrooming detection
12/04/14 - 20140358741 - A method for identifying instances of showrooming includes: storing a plurality of location data entries, each location data entry including a geographic location and location timestamp; storing a plurality of transaction data entries, each transaction data entry including a merchant identifier and transaction timestamp; identifying at least one matched data...

Systems and methods for mapping in-store transactions to customer profiles
12/04/14 - 20140358742 - Example systems and methods for mapping in-store transactions to customer profiles are described. In one implementation, a method receives information of a plurality of customer profiles of a plurality of online customers. Each of the customer profiles includes a plurality of types of attributes associated with a respective one of...

Travel mistake and fraud detection
12/04/14 - 20140358743 - In some example implementations, there is provided a method for mistake and fraud detection. The method may include receiving, at an expense management system, an item for reimbursement; processing, based on one or more rules, the received item to detect whether additional processing including auditing is to be performed on...

Bitemporal milestoning of model free data
12/04/14 - 20140358744 - Embodiments of the invention are directed to systems, methods and computer program products for bitemporal milestoning. An exemplary apparatus is configured to: receive a fact; store the fact in a database, wherein the storing of the fact is associated with a first system starting time, a first system ending time,...

Automated accounting method
12/04/14 - 20140358745 - A method of providing financial services to a user that includes: providing a web based application allowing the user to enter data relating to an enterprise; executing within the web based application at least one algorithm of a plurality of algorithms upon the data entered, with at least one algorithm...

Method of implementing a financial wellness programme and a system therefor
12/04/14 - 20140358746 - A system and method of implementing a financial management programme includes defining a plurality of financial management programme areas and receiving data relating to the financial compliance of an individual or organisation in each of the financial management programme areas. The data is stored in a database and then processing...

Associating off-line transactions with on-line visitor web sessions
11/27/14 - 20140351102 - Methods, system, and computer program products for associating off-line transactions involving a product with visitors to a web-site. Data relating to an off-line transaction and data relating to visitors to a web-site is received in a computer. The computer determines a score for each visitor based on a number of...

Reconciliation system in managerial subsidiaries
11/27/14 - 20140351103 - A method and system for financial reconciliation automation in managerial subsidiaries through system accounting controls. The embodiments of the present disclosure solve systemic organizational accounting problems by supporting transactional integrity, allowing for separate revenue valuations by function, instilling parallel control models throughout a client implementation, and decoupling ancillary concerns from...

Data managment systems and processing for financial risk analysis
11/27/14 - 20140351104 - A computer based system and method is directed to the determination of aggregate metrics of select financial indicators utilizing a protocol that preserves the confidentiality of the individual data sets comprising the aggregate metrics. The data processing system provides industry wide transparency of financial risk, concentration and the like based...

Electronic invoicing and payment
11/13/14 - 20140337188 - A method includes maintaining match data indicative of a correspondence between a past payment and a past invoice of a biller, the correspondence having previously been inferred from data associated with the past payment and data associated with the past invoice; and inferring a correspondence between a received payment and...

Using online professional networks to facilitate expense management
10/30/14 - 20140324644 - The disclosed embodiments provide a system that facilitates expense management. The system includes a reporting apparatus that obtains an image of a receipt for an expense of a user. Next, the reporting apparatus enables, for the user, entering of expense data for the expense using information from an online professional...

Method and system for configuring and processing compensation plans
10/30/14 - 20140324645 - A computer-implemented method of configuring and processing a compensation plan in a plan management system is disclosed, including the steps of presenting a graphical user interface via a display device that is configured to present guidance and receive user input related to the compensation plan. The method further includes the...

Transaction data representations using an adjacency matrix
10/30/14 - 20140324646 - In some example embodiments, a system and method is illustrated as including receiving an indication of a period of time and a recursive operation to segment the period of time. Account data including at least one account identifier and transaction data for the at least one account identifier for the...

Cloud services expenditure analytics
10/30/14 - 20140324647 - A method is provided for analyzing cloud services expenditures. The method determines and displays an amount spent on cloud services for a cloud account is performed. The amount spent includes an amount spent on the cloud services for a current day of the cloud services billing period and all days...

Determining datacenter costs
10/23/14 - 20140316953 - A method for determining costs associated with at least one datacenter is described. A portal is accessed, the portal operable to provide a data collector. A data collector is received at the at least one data center. Data collected by the data collector sends the data to the portal. A...

Single or multi-company business accounting system and method for same including account number maintenance
10/23/14 - 20140316954 - A computer implemented method for account number maintenance used within a single or multi-company accounting system is provided. The method comprises at a processor, performing the account number maintenance on at least one of a plurality of accounts. Each of the accounts has a plurality of account segments. Performing the...

Machine generated financial summary
10/16/14 - 20140310136 - The present disclosure is directed towards systems and methods for generating a financial summary, which comprises identifying a first set of data items derived from one or more financial documents associated with an entity and a second set of data items derived from historical data associated with the entity. The...

Engine, system and method of providing cloud-based business valuation and associated services
10/16/14 - 20140310137 - A computer-implemented engine, system and method for generating business valuations, scoring, and/or flagging over a network, responsively to information input by a user remote from the engine, system and method. The invention may include a graphical user interface capable of locally querying a user to input the company information, at...

Methods and systems for estimating recoverable utility revenue
10/16/14 - 20140310138 - A system includes a utility analytics system. The utility analytics system includes a utility loss system configured to derive a probability of at least one utility technical loss, at least one utility non-technical loss, an unbilled utility system configured to calculate an expected unbilled utility service for a customer based...

Return receipt tracking
10/09/14 - 20140304127 - A system and method for capturing, uploading, storing, retrieving and analyzing purchase receipts. The system and method may be implemented via a number of mechanisms, including an internet-accessible website, a stand-alone desktop application, a mobile application or some combination thereof. The in-person return of a product can be done using...

Method for handling refunds in a budgeting system
10/02/14 - 20140297488 - A method, system and computer software are provided that allows a user to process refunds in order to correctly calculate cash flow and to display it in a meaningful manner to a user....

Systems and methods for providing share assessment data with cash flow analysis
10/02/14 - 20140297489 - A computer-implemented method for transforming company performance data thereby to provide cash flow assessment data, the method including: maintaining access to a repository of data for a plurality of shares, wherein the data includes, for each share, company performance data for the company in respect of which the share is...

Aggregator, monitor, and manager of distributed micro-generators
09/25/14 - 20140289080 - The invention broadly encompasses a system including an aggregator of distributed micro-generator energy sources, a monitor of distributed micro-generator energy sources, the monitor communicates micro-generator energy usage data with a wholesale power producer and a micro-generator asset owner, and a manager of distributed micro-generator energy sources, the manager facilitates control...

Method and apparatus for business planning using recurring revenue allocation
09/25/14 - 20140289081 - Access or utilization data of multiple products and services that are offered to customers on a “right-to-use” basis is analyzed to allocate revenues generated by the products fairly among them, for purposes such as business planning, performance measurement and account service....

Automated release of temporarily restricted funds and transfer to unrestricted funds for nonprofit organizations
09/18/14 - 20140279298 - An accounting system or application for nonprofit organizations is configured to automatically move an appropriate amount of temporarily restricted funds to unrestricted funds as requirements for fund releases are met. The system or application determines expenses that have occurred for a nonprofit organization during a predetermined time period. The system...

Resolving similar entities from a transaction database
09/18/14 - 20140279299 - A technique for identifying related transaction records from a database storing transaction records for multiple entities includes grouping transaction records with a common attribute value into transaction record sets, receiving a selection of an exemplar record set and determining the probability the transaction record set stores transaction records associated with...

Systems, methods, and computer program products for implementing a precision rate structure across one or more geographical areas
09/18/14 - 20140279300 - Various embodiments provide a rate structuring system for determining a rate adjustment for at least one service point within a geographical area. In certain embodiments, the system comprises one or more computer processors configured to: receive service point data comprising one or more real-time observed characteristics associated with delivery of...

Unsupervised analytical review
09/18/14 - 20140279301 - Disclosed is a method generally applicable to any financial dataset for the purposes of: (1) determining the most important patterns in the given dataset, in order of importance; (2) determining any trends in those patterns; (3) determining relationships between patterns and trends; and (4) allowing quick visual identification of anomalies...

Automatic budget tracking and notification
09/18/14 - 20140279302 - A system and method of automatic budget tracking and notification are described. Location information corresponding to a user may be received. A current budget category for the user may be determined based on the location information. A budget quantity corresponding to the current budget category may be stored on a...

Image capture and processing for financial transactions
09/18/14 - 20140279303 - Systems, methods and computer-readable media for image capture and processing for financial transactions are disclosed. An image of a document may be received on behalf of a user. One or more text fields associated with the image may be identified. The one or more candidate financial transactions may be identified...

Method, system and program product for matching of transaction records
09/18/14 - 20140279304 - A method, system and program product comprise accessing a transaction records database. Unmatched records are collected into a first set. The first set at least comprises events and transactions. Probabilities of event matches of transactions originating from an event are calculated. The calculating uses at least defined features and stored...

Operational reporting for financial systems
09/18/14 - 20140279305 - Operational reporting for financial systems is disclosed. In an example, a computer-implemented method is embodied in computer-readable instructions stored on a non-transient computer-readable medium. When executed by a processor, the method includes receiving financial data via any of a plurality of different data entry windows. The method also includes organizing...

System and method for detecting merchant points of compromise using network analysis and modeling
09/18/14 - 20140279306 - Provided is a system for detecting a merchant point of compromise. More specifically, provided is a system for detecting a merchant point of compromise comprising a computer system in electronic communication with a transaction processing network containing transaction information, the computer system comprising a point-of-compromise detector, said point-of-compromise detector performing...

System and method for comprehensive sales and service event processing and reporting
09/18/14 - 20140279307 - Example systems and methods provide comprehensive sales and service data processing and reporting. Sales and service events that take place at a front end branch of an enterprise may be input into a front end system and transmitted to a backend system where various modules then use the front end...

Expense information management method, expense information management system, and mobile terminal
09/18/14 - 20140279308 - The expense information management method contains acquiring expense information including a plurality of pieces of input information showing contents of an expense, determining whether or not a purpose type showing a purpose of the expense is a first type based on at least one piece of input information among the...

Transaction-history driven counterfeit fraud risk management solution
09/18/14 - 20140279309 - Transaction data is gathered for a plurality of successful payment device transactions in a first environment. The transaction data is filtered to identify successful payment device transactions associated with payment devices for which offline authentication is not supported, to obtain a whitelist. The whitelist is made available to at least...

Electronic payment system operative with existing accounting software and existing remote deposit capture and mobile rdc software
09/18/14 - 20140279310 - Methods and systems for providing an electronic payment to a payee on behalf of a payer. A transaction management system (TMS) receives payments data from an accounting system. The payments data is processed to determine if a payee has opted-in to receive electronic payments. If so, an electronic payment instruction...

System and method for determining transaction locations based on geocoded information
09/18/14 - 20140279311 - Systems and methods for determining a transaction location based on transaction history data include storing, in a database, transaction history data related to a plurality of account holders, storing, in a database, location data for a plurality of locations, wherein each of the plurality of locations is associated with a...

System and method for providing automated chargeback operations
09/18/14 - 20140279312 - Embodiments of the present disclosure provide systems and methods for automated chargeback processing, including hardware and software for storing, in a database, transaction data associated with one or more transactions in a queue, retrieving transaction data associated with one or more transactions stored in the queue, for each transaction in...

System for and method for comprehensive sales and service metric reporting
09/18/14 - 20140279313 - A system and method in accordance with example embodiments for comprehensive sales and service data reporting. Sales and service events that take place at a front end branch of an enterprise may be input into a front end system and transmitted to a backend system where various modules then use...

System and method for reducing and monitoring energy utility bills
09/18/14 - 20140279314 - A utility auditing system for reducing and monitoring energy utility bills. The invention further relates to a “utility bill auditing savings wheel” system that creates a “Red Flag” report for identifying and fixing occurrences related to utility bill errors such as metering errors, rate errors, mathematical and clerical errors, misclassifications,...

Graphical user interface for facilitating allocation of variable compensation
09/18/14 - 20140279315 - Described above is a system for allocating variable compensation to a group of individuals. The system displays objective financial statistics associated with individuals, and subjective factors to be set by a user, where the system can convert subjective factors set by the user into a value. The user can then...

Apparatus, method, and computer readable medium for displaying general ledger funds in a checkbook format
09/18/14 - 20140279316 - Apparatus, computer readable medium, and a method for interacting with a user on a computer for displaying grants, the method comprising displaying grants with an icon indicating a balance of the grant; and in response to a selection of one of the displayed grants comprising transactions by the user, displaying...

System and method for accounting of financial instruments
09/11/14 - 20140258053 - Embodiments of the present disclosure provide systems and methods for accounting of financial instruments. The accounting method for financial instrument may include receiving financial instrument data and classifying the financial instrument data into position components. The financial instrument data may be classified into position components based on three distinctions. The...

Systems and methods for financial accounting
09/11/14 - 20140258054 - An accounting system is configured to record single entry transactions (e.g., cash receipts, cash disbursements, accounts payable, payroll payable, legal commitments) and to generate, in response to a selection by a user made after the transactions have been recorded, a selected one of a cash basis report and a budgetary...

System and method for a gift tracker
09/11/14 - 20140258055 - Disclosed herein are systems, methods, and non-transitory computer-readable storage media for a gift tracker portal that provides an interface to view and manage a history of gift transactions, and provides an interface to give gifts. In this gift tracker interface, a user can view a history of gifts given and...

Electronic receipt system, electronic receipt management server, and program therefor
09/04/14 - 20140249970 - According to one embodiment, an electronic receipt system includes an electronic receipt collective management unit, an electronic receipt transmission unit, and an electronic receipt display unit. The electronic receipt collective management unit manages electronic receipt information as digitized sales information related to in-store shopping in association with an first code...

Electronic receipt management server, information processing device, and information processing method
09/04/14 - 20140249971 - An electronic receipt management server includes an electronic receipt management unit for managing a code of each consumer and electronic receipt information in correlation with each other, a first receiving unit for receiving from an information processing device of a consumer a selection of electronic receipt information that is an...

Method of reposting transactional documents
09/04/14 - 20140249972 - A method of modifying an original transaction document of a computerized accounting system that includes a general ledger having original transaction postings corresponding to transactions contained in the original transaction document, a new transaction document is generated in response to a command to edit the original transaction document. Next, the...

System and method for mapping financial data
08/28/14 - 20140244448 - Mapping financial data comprises receiving a first set of financial data from internal reporting systems. The first set of financial data is loaded into a database having high-level design segmentation. The first set of financial data is associated with a high-level segment of profitability. An input associated with the high-level...

Integrated system for calculating savings at several stages of procurement cycle by auto-fetching spend data into savings tracker system
08/28/14 - 20140244449 - An integrated system is described for calculating savings at several stages of the procurement cycle by auto-fetching spend data into a savings tracker system. The system comprises: a processor unit; and a computer readable medium storing instructions executable by the processor unit comprising: an integrated spend data input system adapted...

Information processing apparatus, information managing method and program
08/28/14 - 20140244450 - An information processing apparatus includes a first output data generation unit that generates first output data, which is independent of a type of an output device; a second output data generation unit that generates second output data, which depends on the type of the output device, from the first output...

E-commerce transaction verification system and method
08/28/14 - 20140244451 - An e-commerce transaction verification system creates documentary verifications of e-commerce transactions between merchants and customers. The system is implemented on a host server cooperating with a program module on the merchant's e-commerce server. The merchant's e-commerce server performs an e-commerce transaction with a customer, and sends transaction data to the...

Method and system for repurposing lease analysis, accounting, administration, and market data comparisons
08/28/14 - 20140244452 - Lease calculations may be used by commercial real estate brokers, corporate tenants, landlords, financial professionals, financial advisors, accountants and/or the like, to compare financial aspects of one or more leases and/or contracts, determine the impact of new accounting rules on current and/or future leases, comply with current and/or future lease...

System and method for providing automated receipt and bill collection, aggregation, and processing
08/28/14 - 20140244453 - A system and method in accordance with example embodiments may include automated receipt and bill collection, aggregation, and processing. Additionally, a system and method in accordance with example embodiments may a customer opt-in, scan one or more electronic messages including receipts and bills, retrieve transaction information from one or more...

System and methods for increasing business visibility and accountability using linked notifications and accountability auditors
08/28/14 - 20140244454 - A method including the steps of: identifying, using one or more processors, business data associated with problems within a business environment; generating, using one or more processors, one or more notifications related to the identified business data; sending, using one or more processors, the one or more notifications to a...

Systems and methods for an in-memory budget finder
08/21/14 - 20140236781 - Systems and methods for automatically finding available funds in an in-memory database are disclosed. In response to receiving an proposed expenditure amount associated with a proposed budget identifier, a set of proximity rules can be determined. The proximity rules define a budget graph and the scope for a particular search....

Travel expense automation
08/21/14 - 20140236782 - A method of monitoring the expenses of a traveller during the progress of an itinerary utilises NFC for carrying out the financial transactions associated with the itinerary and updates a corporate ERP or similar financial database with the financial transactions as they occur allowing rapid allocation to cost centres. The...

Managing delivery of application server content
08/21/14 - 20140236783 - A method of managing delivery of content to end users of an application executing on an application server is disclosed. A definition of a first variant of a web page is received, the definition of the first variant specifying that an instance of a first widget is to be included...

Systems and methods for parsing unknown codes obtained from a customizable spreadsheet application interface
08/14/14 - 20140229344 - An improvement in a customizable spreadsheet application is provided. The improvement preferably provides an interface between the customizable spreadsheet application and a third party financial institution application. The improvement preferably includes an application programming interface (“API”) that is configured to receive a Bank Administration Institute, version 2 (“BAI2”) file. The...

Application process framework for integrated and extensible accounting system
08/14/14 - 20140229345 - Technologies are generally described for a consistent process, task, and state application architecture pattern from an initial documentation process through the resource accounting, subledger accounting processes, and the general ledger accounting process. Data driven policy and rules may be leveraged for the processing to determine input, results, and state transitioning,...

Informative graphical representation of individual net worth system, method and software
08/14/14 - 20140229346 - Net worth can be graphically represented as dollars versus time. A user can zoom in on a desired section of the graphical representation in order to better discern short term net worth trends. On the zoomed in image, time and or dollars may be truncated in order to show net...

System and method for suspect entity detection and mitigation
08/07/14 - 20140222631 - A plurality of institutions (such as financial institutions) contribute data to a data analysis and linking system. The system analyzes the data to create data nodes (records) associated with an entity, where the entity may be, for example, a person/individual, business, organization, account, address, telephone number, etc. After data is...

Data transaction acceleration using multiple data structure types
08/07/14 - 20140222632 - A method of accelerating execution of a transactions includes storing financial ledgers in a relational database, prepopulating a multidimensional data cube using the relational database, executing the transactions using the data cube by querying the data cube for aggregated balances to generate result values, generating accounting journal entries that update...

Systems and methods for extracting information from a transaction description
07/31/14 - 20140214635 - The disclosed embodiments include systems and methods for extracting information from a transaction description. In one embodiment, a system is disclosed that may include one or more processors and one or more memory devices storing instructions that, when executed by the one or more processors, performs operations consistent with the...