USPTO serial 99095525
Reviewed by CopyMark Law Group
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Gregory M. Krakau
Gregory M. Krakau Krakau Law, P.C.100 Pine Street, Suite 1250San Francisco, CA 94111United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software platform for financial management featuring downloadable computer software applications for business forecasting, financial performance analysis, financial budgeting, financial planning and analysis, financial reporting, data analysis, data integration, data consolidation, financial modeling, cost allocation, account reconciliation, intercompany reconciliation, treasury management, cash flow forecasting, governance risk and compliance management, regulatory reporting, integrated business planning, operational planning and analysis, strategy planning, business reporting, tax provisioning, close process management, and platform automation and workflows; Downloadable software using artificial intelligence for use in data analysis, product knowledge assistance, data insights and discovery, reporting, automated transaction matching, enhanced search functionality, data integration automation, describing outputs from Software as a Service (SaaS) applications, prediction and forecasting, anomaly detection, scenario generation, business modelling, benchmark comparisons, calculation authoring, command and control for Software as a service (SaaS) applications, and simplifying user interaction with Software as a Services (SaaS) applications | ACTIVE | Apr 3, 2024 |
| 041 | Training services and educational services, namely, providing online courses of instruction for computer software platforms and Software as a Service (SaaS) in the field of financial management for use in business forecasting, financial performance analysis, financial budgeting, financial planning and analysis, financial reporting, data analysis, data integration, data consolidation, financial modeling, cost allocation, account reconciliation, intercompany reconciliation, treasury management, cash flow forecasting, governance risk and compliance management, regulatory reporting, integrated business planning, operational planning and analysis, strategy planning, business reporting, tax provisioning, close process management, and platform automation and workflows; Training services in the field of artificial intelligence; Educational services, namely, conducting classes in the field of artificial intelligence; Organization of webinars, conferences, workshops and seminars in the nature of providing on-line training webinars, conferences, workshops and seminars in the field of artificial intelligence; Providing on-line non-downloadable videos in the field of artificial intelligence; Providing online course of instruction in the field of artificial intelligence | ACTIVE | Apr 3, 2024 |
| 042 | Software as a service (SaaS) featuring subscription based software applications for financial management, business forecasting, financial performance analysis, financial budgeting, financial planning and analysis, financial reporting, data analysis, data integration, data consolidation, financial modeling, cost allocation, account reconciliation, intercompany reconciliation, treasury management, cash flow forecasting, governance risk and compliance management, regulatory reporting, integrated business planning, operational planning and analysis, strategy planning, business reporting, tax provisioning, close process management, platform automation, and workflows; Computer software implementation services for software applications for financial management, business forecasting, financial performance analysis, financial budgeting, financial planning and analysis, financial reporting, data analysis, data integration, data consolidation, financial modeling, cost allocation, account reconciliation, intercompany reconciliation, treasury management, cash flow forecasting, governance risk and compliance management, regulatory reporting, integrated business planning, operational planning and analysis, strategy planning, business reporting, tax provisioning, close process management, platform automation, and workflows; Technical support services, namely, troubleshooting for computer software problems for software as a service (SaaS) featuring subscription based software for financial management, business forecasting, financial performance analysis, financial budgeting, financial planning and analysis, financial reporting, data analysis, data integration, data consolidation, financial modeling, cost allocation, account reconciliation, intercompany reconciliation, treasury management, cash flow forecasting, governance risk and compliance management, regulatory reporting, integrated business planning, operational planning and analysis, strategy planning, business reporting, tax provisioning, close process management, platform automation, and workflows; Software as a service (SaaS) featuring software using artificial intelligence for data analysis, product knowledge assistance, data insights and discovery, reporting, automated transaction matching, enhanced search functionality, data integration automation, describing outputs from Software as a Service (SaaS) applications, prediction and forecasting, anomaly detection, scenario generation, business modelling, benchmark comparisons, calculation authoring, command and control for Software as a Service (SaaS) applications, simplifying user interaction with Software as a Service (SaaS) applications; Providing online non-downloadable software using artificial intelligence (AI) for software application and database query generation, query modification, development, report and dashboard generation, exploration and analysis of data, assisting users in generating, modifying, and developing software application and database queries, reports and dashboards, assisting users in exploring and analyzing data in the field of business and financial performance management, providing help, support, and onboarding assistance, supporting users to interpret results of software application and database queries, reports, dashboard, plans and other outputs, and helping users establish and generate data integrations to pull data into a business and financial performance management software product | ACTIVE | Apr 3, 2024 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 4, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 4, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 29, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 7, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 1, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 1, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 1, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 1, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 30, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Mar 30, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jan 2, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 2, 2026 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 2, 2026 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 21, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 21, 2025 | ECDR | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | — |
| Nov 21, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Nov 21, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 21, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 21, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 21, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Nov 20, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 20, 2025 | ECDR | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | — |
| Nov 20, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Nov 20, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 21, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 21, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 21, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 20, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 10, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 9, 2025 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | — |
| Jul 9, 2025 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Mar 20, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 20, 2025 | NWAP | NEW APPLICATION ENTERED | — |