Athenahealth, Inc.

Kate Levesque

Laurie Mullin

Jasmine Gee

John Michael German

Daniel Epstein

Methods and apparatus for reconciling bank transactions with stored deposit entries in a practice management system. A plurality of bank transactions received from a bank are processed to select bank deposits from the plurality of bank transactions. A plurality of matching rules are used to automatically match at least some of the selected bank deposits with the stored deposits in the practice management system. A user interface enables a user to review the results of the automatic matching process and to manually match bank deposits to stored deposit entries. The user interface also enables users to reconcile stored deposit entries in the practice management system to bank statements to facilitate the preparation of month-end financial statements.

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Littleton, MA, United States of America

Kate Levesque