Patent ID: 8909548
Filing Date: 2014-12-09
Classification: G06Q

Abstract:
1. A computer-implemented method for providing information about financial transactions, comprising: sending information, from a first party in a set of parties to a customer of the first party, about a financial transaction between the customer of the first party and the first party, wherein the information includes an offer to create a portal for the customer of the first party by a provider of a financial software, wherein each party in the set of parties is a customer of the provider of the financial software, wherein each party in the set of parties uses the financial software to manage financial transactions, and wherein the customer of the first party is not a customer of the provider of the financial software; receiving, at the provider of the financial software, a response from the customer of the first party regarding the financial transaction, wherein the response includes a permission to create the portal for the customer of the first party; creating a user identifier for the customer of the first party; using the user identifier to identify financial transactions of the customer with the first party and a second party in the set of parties, wherein the financial transactions are associated with the user identifier; creating the portal, wherein the portal includes information about the identified financial transactions of the first party and the second party, and wherein the information about the financial transactions is maintained by the provider of financial software; and providing the portal to the user.