METHOD AND SYSTEM FOR INTEGRATING INVOICE RELATED FINANCIAL TRANSACTION DATA INTO A PERSONAL FINANCIAL MANAGEMENT AND BILL PAYMENT SYSTEM TO MORE ACCURATELY IDENTIFY AND CATEGORIZE TAX RELATED FINANCIAL TRANSACTIONS
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United States of America Patent
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Jul 27, 2016
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Jul 27, 2016
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Abstract
Invoice related financial transaction data is obtained and integrated into a personal financial management and bill payment system. The integrated invoice related financial transaction data is then analyzed to identify and extract additional invoice related financial transaction data, such as Level-3 financial transaction data, included in the invoice related financial transaction data. The additional invoice related financial transaction data is then used to more accurately and automatically identify tax related financial transactions for processing as tax related financial transactions having tax ramifications.
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