Intuit, Inc.

Amy M Kerman

Jonathan David Fasoli

Brandon J Gador

William Michael Dorsch

Robert Grant Cameron

Stephen Nguyen

A method for inventory management. The method includes: obtaining a first invoice sent from a supplier to a first merchant; capturing, by a computer processor, a first set of inventory data from fields on the first invoice; updating a template for the supplier based on capturing the first set of inventory data, where the template includes locations of the fields on the first invoice; obtaining a second invoice sent from the supplier to a second merchant, where the second invoice includes the fields; and capturing, after updating the template and by the computer processor, a second set of inventory data from the fields on the second invoice using the template, where the second set of inventory data includes a quantity of a product purchased from the supplier, and where an inventory database of the second merchant is updated with the quantity of the product.

Inventory management

A method for processing financial requests, including: identifying an approval criterion and a predefined proximity for approving financial requests; receiving, from a mobile device of a merchant, a financial request including merchant-provided data, where the merchant-provided data includes an address of the merchant; receiving a location coordinate from the mobile device; determining, by a computer processor, that the location coordinate is within the predefined proximity of the address of the merchant; identifying, by the computer processor, at least a portion of the merchant-provided data required to evaluate the approval criterion; evaluating, by the computer processor, the approval criterion using the portion of the merchant-provided data; determining, based on evaluating the approval criterion, that the approval criterion is satisfied; and approving the financial request in response to determining that the location coordinate is within the predefined proximity and determining that the approval criterion is satisfied.

Geo-location based underwriting

A method and system for providing a customized start-up budget for a new business leverages actual business start-up data associated with one or more actual businesses in one or more locations collected by various financial management systems to provide a customized start-up budget for a new business that includes a listing of the business start-up budget categories and/or business start-up budget sub-categories associated with starting up a proposed business in a particular area and the average, or otherwise weighted, amounts spent in each of the business start-up budget categories and/or business start-up budget.

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Mountain View, CA, United States of America

Amy M Kerman