Method and a system for automated book-keeping

• US 20020111903A1
• Filed: 02/12/2001
• Published: 08/15/2002
• Est. Priority Date: 02/12/2001
• Status: Active Grant

• Current Assignee: Capaxis AB
• Original Assignee: Capaxis AB
• Inventors: Nilsson, Magnus
• Granted Patent: US 7,430,530 B2
• Time in Patent Office: Days
• US Class Current: 705/39
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/12 Accounting
• CPC Class Codes: G06Q 40/128 Check-book balancing, updating or printing arrangements

Abstract

The present invention relates to a method and a system for at least partly automated book keeping through a communication network such as the Internet. According to the inventive method data forwarded over Internet representing instructions for at least one transaction to be used in a banking service application is also used in an account service application.

Claims

1. A method for at least partly automated bookkeeping, comprising:

providing a server with a banking service application and an account service application, said server being accessible to at least one client through an wide area network such as the Internet, wherein said account service application is connected to a book-keeping database,

receiving to said server data representing instructions for at least one transaction,

using said data in the banking service application for conducting the transaction,

using at least part of said data as accounting information in the account service application for updating said book-keeping database.

2. A method according to claim 1, wherein the transaction is a payment instruction.

3. A method according to claim 1 or 2, wherein the received data further comprises account data connected to the transaction instruction data.

4. A method according to claim 3, wherein the account data comprises account identification.

5. A method according to claim 3, wherein the account data comprises information of value-added tax related to the transaction.

6. A method according to any one of the preceding claims, comprising the further step of transmitting a network accessible document, such as a hypertext document, in response to a request transmitted by the client to said server, said document comprising entering fields for formalised input of information of a user on the client side.

7. A method according to any one of the preceding claims, further comprising searching the book-keeping database for previously entered accounting data items similar to the received data regarding at least one predetermined parameter, and if such similar accounting data items are found, suggest additional accounting data to be stored in the book-keeping database in connection with the newly received accounting information in accordance with information in the found accounting data items.

8. A method according to claim 7, wherein the predetermined parameter is the identity of the payment receiver.

9. A system for at least partly automated book keeping, comprising:

a server, said server comprising a banking service application and an account service application, wherein the server is accessible to at least on client through an wide area network such as the Internet,

a book-keeping database connected to said account service application,

wherein said server is adapted to use data representing instructions for at least one transaction received through said network from said client in the banking service application for conducting the transaction, and further to use at least part of said data as accounting information in the account service application for updating said book-keeping database.