Intuit, Inc.

Erica S Bjornsson

Calum G Murray

John Robert Shapiro

Brittney Hoang

Shailesh Shilwant

Kameshwari Viswanadha

Paige E Costello

Ritu Das

Bradford Hill

Sachin P Goregaoker

Jim Schneider

Venkata Ram Kumar Paleti

Lakshmi Narayana Vankayala

John D Wannamaker

Rita Das

A method for systems integration to create an end-to-end view includes obtaining a status of an invoice from an accounting data repository, generating a visualization for the invoice showing the status, and obtaining, from a payment system and based on the status indicating a payment on the invoice, monetary transaction records that match the invoice. The method further includes aggregating the monetary transaction records to update the status of the invoice after the status indicates the payment on the invoice, and updating the visualization with the status of the invoice to show the end-to-end view of the invoice.

Payment and invoice systems integration

A method for payment management includes identifying an invoice for a target financial transaction between a customer and a target vendor, and obtaining financial transaction records for completed financial transactions between the customer and vendors. The vendors include comparable vendors and the target vendor. The method further includes generating, using the financial transaction records, a payment prediction for the customer to pay the target vendor, analyzing a subset of the financial transaction records for the comparable vendors to generate a recommendation, and presenting, in a graphical user interface, the payment prediction and the recommendation.

Customized payment management

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San Francisco, CA, United States of America

Erica S Bjornsson