Systems and methods of access control and system integration
Automated provisioning, according to one example embodiment, enables a mutual customer to establish an intelligent and automated connection between an accounting software system and their financial institution. For example, this might be achieved by allowing a financial institution customer to make feeds from their bank accounts available to the accounting software system within financial internet software (e.g., hosted and operated by the customer's financial institution). Once a customer selects the bank account(s) they want to share with the accounting software system, they are passed along to the accounting software system to link the selected bank account with an account they have set up in the accounting software system.
1. A method comprising:
at an accounting system, receiving, from a financial system, an authorization to link a financial account at the financial system with a bookkeeping account at the accounting system, the accounting system maintaining bookkeeping accounts for a plurality of organizations, the authorization identifying a user associated with a first organization of the plurality of organizations;
based on the receiving of the authorization, linking the bookkeeping account associated with the first organization to the authorized financial account;
verifying, by the accounting system, that the financial system supports a third-party payment service for the financial account;
submitting, from the accounting system to the third-party payment service, a batch file comprising a batch of payments drawn on the financial account, the batch of payments comprising a plurality of account identifiers for a plurality of financial accounts receiving the payments in the batch of payments;
receiving, by the accounting system from the financial system, a confirmation that all payments in the batch of payments completed successfully; and
updating, by the accounting system and in response to the confirmation, accounting data of the bookkeeping account to show that the payments in the batch of payments were made.
2. The method of claim 1 , wherein the financial account is one of a second plurality of financial accounts at the financial system belonging to a single entity.
3. The method of claim 1 , wherein the bookkeeping account is one of a plurality of bookkeeping accounts at the accounting system belonging to a single entity.
4. The method of claim 1 , wherein:
the submitting of the batch of payments is responsive to an activation of a user interface element.
5. The method of claim 4 , further comprising authenticating the user at the accounting system prior to allowing the activation of the user interface element.
6. The method of claim 1 , wherein:
the authorization from the financial system is encrypted; and
the method further comprises decrypting the authorization.
7. The method of claim 1 , wherein each payment from the batch of payments comprises a user identifier, an account identifier for the financial account, and a payment date.
8. An accounting system comprising:
a memory; and
a processor coupled to the memory and configured to perform operations comprising:
receiving, from a financial system, an authorization to link a financial account at the financial system with a bookkeeping account at the accounting system, the accounting system maintaining bookkeeping accounts for a plurality of organizations, the authorization identifying a user associated with a first organization of the plurality of organizations;
based on the receiving of the authorization, linking the bookkeeping account associated with the first organization to the authorized financial account;
verifying that the financial system supports a third-party payment service for the financial account;
submitting, to the third-party payment service, a batch file comprising a batch of payments drawn on the financial account, the batch of payments comprising a plurality of account identifiers for a plurality of financial accounts receiving the payments in the batch of payments;
receiving, from the financial system, a confirmation that all payments in the batch of payments completed successfully; and
updating, in response to the confirmation, accounting data of the bookkeeping account to show that the payments in the batch of payments were made.
9. The accounting system of claim 8 , wherein the financial account is one of a second plurality of financial accounts at the financial system belonging to a single entity.
10. The accounting system of claim 8 , wherein the bookkeeping account is one of a plurality of bookkeeping accounts at the accounting system belonging to a single entity.
11. The accounting system of claim 8 , wherein:
the submitting of the batch of payments is responsive to an activation of a user interface element.
12. The accounting system of claim 11 , wherein the operations further comprise authenticating the user at the accounting system prior to allowing the activation of the user interface element.
13. The accounting system of claim 8 , wherein:
the authorization from the financial system is encrypted; and
the operations further comprise decrypting the authorization.
14. A non-transitory machine-readable storage medium storing instructions thereon which, when executed by one or more processors of an accounting system, cause the accounting system to perform operations comprising:
receiving, from a financial system, an authorization to link a financial account at the financial system with a bookkeeping account at the accounting system, the accounting system maintaining bookkeeping accounts for a plurality of organizations, the authorization identifying a user associated with a first organization of the plurality of organizations;
based on the receiving of the authorization, linking the bookkeeping account associated with the first organization to the authorized financial account;
verifying that the financial system supports a third-party payment service for the financial account;
submitting, to the third-party payment service, a batch file comprising a batch of payments drawn on the financial account, the batch of payments comprising a plurality of account identifiers for a plurality of financial accounts receiving the payments in the batch of payments;
receiving, from the financial system, a confirmation that all payments in the batch of payments completed successfully; and
updating, in response to the confirmation, accounting data of the bookkeeping account to show that the payments in the batch of payments were made.
15. The non-transitory machine-readable storage medium of claim 14 , wherein the financial account is one of a second plurality of financial accounts at the financial system belonging to a single entity.
16. The non-transitory machine-readable storage medium of claim 14 , wherein the bookkeeping account is one of a plurality of bookkeeping accounts at the accounting system belonging to a single entity.
17. The non-transitory machine-readable storage medium of claim 14 , wherein the operations further comprise authenticating the user at the accounting system.