SYSTEMS AND METHODS OF MOBILE BANKING RECONCILIATION

摘要

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.

主权项

1. A method comprising:
presenting, on a display device, a first object including information from a banking record having a characteristic, the first object being presented in a first position; determining, by a processor, that a business record has a characteristic that is the same as the characteristic of the banking record; presenting, on the display device and based on the determination, a second object including information from the business record, the second object being presented in a second position, the second position being vertically offset from the first position; and presenting, on the display device, a user interface element operable to associate the business record with the banking record.