SYSTEMS AND METHODS OF MOBILE BANKING RECONCILIATION

Patent №

US 11,645,710

Granted

2023-05-09

Filed 2021

Owner

XERO LIMITED

Lab

AI components

5

nlp · vision · kr · planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

17305835

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.

AI classification

Planning1.00
Knowledge representation0.99
Natural language0.99
Vision0.70
AI hardware0.53
Evolutionary computation0.40
Machine learning0.12
Speech0.00

Ownership

XERO LIMITED

assignment · 568670227

Assignors

ABERNETHY, BROCK STEPHEN

On an employer assignment, the assignors are typically the inventors.

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