Intuit, Inc.

Aruna Harder

Grace Pariante

Patricia Powell

Systems and methods for integrated computerized financial management are presented. Financial information from disparate systems is made available to an operator through a user interface that presents a unified view of financial information from such disparate systems and enables the operator to make and execute upon financial decisions. The operator utilizes an operator computing platform to access the financial information, and may be directly or indirectly connected with one or more databases containing financial information through various networking modalities configured to operate together in the unified presentation schema. Portable computing devices and reduced content variations of user interfaces may be utilized to enhance accessibility.

System and method for integrated computerized banking

A method and system for identifying small businesses and/or small business operators includes a process for identifying small businesses and/or small business operators whereby financial transaction data for one or more consumers is obtained from one or more sources. The one or more consumers' financial transaction data is then analyzed to identify financial transactions typically associated with ownership and/or management of a business, i.e., business management related transactions. If more than a threshold number of business management related transactions associated with a given consumer are identified, that consumer is identified as a potential small business owner and/or manager.

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Sunnyvale, CA, United States of America

Aruna Harder