发明名称 Personal and/or professional finances generation permitting system for e.g. enterprise, has single click function with units to create payment order and payment entries and forecast entries, and to calculate past and future treasury states
摘要 #CMT# #/CMT# The system has a single click window integrating a single click function with calculation units (200h) allowing to recover bank statements (200f) and to compare the statement entries with entries (200s). The units create, from the un-compared statement entries, entries with payment order register and payment register. The units create estimates and/or orders and/or invoices and/or payment expiry dates, and sales and/or charges and/or taxes and/or investment and/or purchase forecast entries. The units calculate the states of past and future treasury. #CMT#USE : #/CMT# Used for permitting a consumer e.g. enterprise, to generate personal and/or professional finances (claimed) e.g. in the banking, textile, building, commercial and agri-food fields. #CMT#ADVANTAGE : #/CMT# The system permits the consumer to generate automatically personal and/or professional finances with a single click, without manual intervention. The system allows to anticipate, identify, analyze and respond, in real time, to the needs of the consumer. The system enables the consumers an automatic transformation of the bank statements into the entries. The system provides an integrated solution for management, browsing, payment and counsel. The system permits to generate forecast entries from the past entries, thus integrating completely the past, present and future financial flows. #CMT#DESCRIPTION OF DRAWINGS : #/CMT# The drawing shows a schematic view of a single click function of a personal and/or professional finances generation permitting system. 25, 26, 200h : Calculation units 200f : Bank statements 200s : Entries.
申请公布号 FR2887666(A1) 申请公布日期 2006.12.29
申请号 FR20050053409 申请日期 2005.11.10
申请人 NADAL FRANCOIS 发明人 NADAL FRANCOIS
分类号 G06Q90/00 主分类号 G06Q90/00
代理机构 代理人
主权项
地址