Invention Grant
- Patent Title: Systems and methods of mobile banking reconciliation
-
Application No.: US17305835Application Date: 2021-07-15
-
Publication No.: US11645710B2Publication Date: 2023-05-09
- Inventor: Brock Stephen Abernethy
- Applicant: Xero Limited
- Applicant Address: NZ Te Aro
- Assignee: Xero Limited
- Current Assignee: Xero Limited
- Current Assignee Address: NZ Wellington
- Agency: Schwegman Lundberg & Woessner, P.A.
- Main IPC: G06Q40/02
- IPC: G06Q40/02 ; G06Q40/12

Abstract:
A mobile banking reconciliation application allows a user to reconcile a business's records with banking records associated with one or more accounts of the business. The mobile banking reconciliation application can access an accounting system to obtain business records and banking records associated with the business. The banking records and business records may be displayed as a set of cards that a user can scroll and/or flip through (e.g., using the touch screen of a mobile device). The related business records displayed may be a suggestion that is based on a determination that the banking record likely matches the business record. The user may identify the appropriate business record for the particular bank record being reconciled from existing business records, or the user may create a new business record.
Public/Granted literature
- US20210342938A1 SYSTEMS AND METHODS OF MOBILE BANKING RECONCILIATION Public/Granted day:2021-11-04
Information query