Patent · US Active

Bots for accounting

US12393586B2 · kind B2 · utility

0Cited by
1References
20Claims
0Family size

Assignee

Inventors

Key dates

Filing dateJun 9, 2023
Grant dateAug 19, 2025
Priority date
Expiry dateJun 9, 2043

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06F16/2423
  • WIPO fieldComputer technology
  • WIPO sectorElectrical engineering

Abstract

Aspects of the present disclosure relate to systems and methods for generating processes or bots for automatically processing accounting data. Some aspects of embodiments relate to defining templates specifying actions to be performed on a periodic basis (e.g., hourly, daily, weekly, or monthly). In some embodiments, the templates further include template queries for querying data stores or other data sources (e.g., data streams). The templates may be registered for scheduled execution, instantiating the templates with runtime parameters for execution, where executing the instantiated templates includes collecting and processing data collected from source data stores to generate output data. Some aspects relate to temporarily storing output data generated by executing the instantiated templates and requesting manual approval of the output data before the data is written to an output data store or sink data store. In some circumstances, the output data store may store a general ledger of a business.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.