Filed Oct. 6, 2026

Serial No. 50147675

Class Downloadable mobile and desktop application software in the field of personal and business financial management, namely, software for connecting to consumer and business bank accounts, credit card accounts, and financial institution accounts through third-party financial data aggregation application programming interfaces (APIs); for capturing, categorizing, attributing, tagging, flagging, and reporting financial transactions for purposes of personal expense tracking, business expense tracking, client billing, reimbursement management, and bookkeeping across clients, projects, legal entities, departments, cost centers, and personal and business spending categories; for displaying a consolidated view of transactions across linked financial accounts; for providing animated visual, audio, and haptic feedback, progress indicators, and completion indicators upon the categorization and attribution of financial transactions; for displaying summaries of transaction categorization status, uncategorized transactions, outstanding reimbursements, and billing readiness; for generating expense reports, reimbursement reports, client billing reports, bookkeeping reports, and accounting reports; for generating financial statements from categorized transactions, namely, personal financial statements, profit and loss statements, balance sheets, and cash flow statements, including consolidated multi-entity financial statements; and for exporting structured financial transaction data to third-party accounting software platforms; 021; 023; 026; 036; 038

Case Type Trademark