Blackbaud, Inc.

David Epner

Rakesh K Garg

David Vroblesky

Thomas Walker

Stephen Boyle

Julia Petit

Beth Kesser

Deborah Nelson

Nicole Guernsey

Gautam Chawla

A method and system for managing a plurality of credit card transactions within an integrated accounting environment. Embodiments of the present disclosure enable integration between financial institutions, organizational accounting systems, and disparate user workflows to overcome deficiencies of the prior art. Specific embodiments enable tracking of credit card charges, credits, and payments directly within an accounts payable interface, enabling the ability to view activity on the credit card account record, register, and vendor record. Methods and systems are operable to establish a real-time data transfer protocol between a financial institution and an organizational accounting application to integrate transaction data in real-time, define vendor association for transactions, and create a real-time credit card register to drive decision making across disparate user roles.

System and method for real-time integrated credit card management

Growing community of inventors

Charleston, SC, United States of America

David Epner