Patent ID: 9117208
Filing Date: 2015-08-25
Classification: G06Q

Abstract:
1. A method comprising: receiving, at an accounting system comprising a machine having a memory and at least one processor, an authorization from a financial system to receive financial data from a financial account of a plurality of financial accounts maintained by the financial system, the authorization identifying a user, the user being associated with a first organization within the accounting system, the accounting system maintaining bookkeeping accounts for a plurality of organizations including the first organization; based on the receiving of the authorization identifying the user, causing presentation of an option to the user to select a bookkeeping account of a plurality of bookkeeping accounts associated with the first organization, the selected bookkeeping account to be linked to the financial account; registering, by the accounting system, for a bank record feed from the financial system, the registering being performed via an application programming interface (API) provided by the financial system, the registering using the authorization from the financial system; retrieving, using the bank record feed, financial account data related to the financial account; and generating accounting data related to the selected bookkeeping account using the financial account data.