Jason Mitchell

US Patent:

20160027123, Jan 28, 2016

Filed:

Jul 22, 2014

Appl. No.:

14/338260

Inventors:

- San Francisco CA, US
Gary Jude Bong - Walnut Creek CA, US
Kevin Richard Bong - Walnut Creek CA, US
Jason Paul Mitchell - Oakland CA, US
William Russell Forrester - Berkeley CA, US
Nicholas Jean Hanne - Walnut Creek CA, US

International Classification:

G06Q 40/00
G06F 17/30

Abstract:

Automatically tagging a trial balance is disclosed. The trial balance is received in a user specific format. Items in the trial balance are analyzed to identify a first item that likely corresponds to a first data grouping of a first data subset of the trial balance. Items in the trial balance are analyzed to identify a second item that likely corresponds to a second data grouping of a second data subset of the trial balance. Information is provided to display at least a portion of the first data subset of the trial balance identified as the first data grouping and to display at least a portion of the second data subset of the trial balance identified as the second data grouping to facilitate user verification of the identification of the first data subset as the first data grouping and the identification of the second data subset as the second data grouping.