The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jun. 28, 2022

Filed:

Feb. 12, 2019
Applicant:

Intuit Inc., Mountain View, CA (US);

Inventors:

Wolfgang Paulus, Ramona, CA (US);

Luis Felipe Cabrera, Bellevue, WA (US);

Mike Graves, Sunnyvale, CA (US);

Assignee:

Intuit Inc., Mountain View, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G10L 15/00 (2013.01); G06Q 10/06 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/12 (2013.12); G06Q 40/123 (2013.12); G10L 15/00 (2013.01); G06Q 10/06 (2013.01);
Abstract

A method and system facilitates importation and categorization of financial documents in a financial system. The method and system include receiving source data and externally generated metadata associated with a financial document, such as a receipt of purchase. The method and system further include analyzing the metadata and categorizing the financial document based on the metadata.


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