BIZBUDDY
Live / Applied — Non-final action mailed (as of 16 Mar 2026)
What this means for you
Not registered yet, but its 24 Nov 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99513823
- Mark type
- Stylized text
- Filed
- 24 Nov 2025
- Attorney of record
- Geoffrey Lottenberg
Goods and services
- Class 035 — Advertising and business services: Business consulting services
- Class 042 — Scientific and technological services: Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for aggregating, normalizing, and synchronizing financial and operational data from banking, accounting, payroll/HR, payment, and data-aggregation platforms; recognizing, classifying, tagging, encrypting, and securely storing business documents using optical character recognition (OCR); Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for generating, auto-populating, editing, versioning, and managing digital financial forms and statements, namely, personal financial statements, business debt schedules, balance sheets, income statements, and source-of-funds summaries; maintaining activity logs, audit trails, and permissions-based access controls; managing and automating communications with lenders, banks, vendors, and other institutions via an email-style interface, including drafting replies and attaching generated documents; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for monitoring, analyzing, and visualizing business performance and personal net worth via dashboards and reports; and preparing, storing, and delivering version-stamped PDF outputs with electronic signature capabilities; Providing temporary use of on-line non-downloadable software and applications for aggregating, normalizing, and synchronizing financial and operational data from banking, accounting, payroll/HR, payment, and data-aggregation platforms; recognizing, classifying, tagging, encrypting, and securely storing business documents using optical character recognition (OCR); Providing temporary use of on-line non-downloadable software and applications for generating, auto-populating, editing, versioning, and managing digital financial forms and statements, namely, personal financial statements, business debt schedules, balance sheets, income statements, and source-of-funds summaries; maintaining activity logs, audit trails, and permissions-based access controls; managing and automating communications with lenders, banks, vendors, and other institutions via an email-style interface, including drafting replies and attaching generated documents; Providing temporary use of on-line non-downloadable software and applications for monitoring, analyzing, and visualizing business performance and personal net worth via dashboards and reports; and preparing, storing, and delivering version-stamped PDF outputs with electronic signature capabilities
Owner
- iBusiness Funding, LLC, Fort Lauderdale, FL, US
Prosecution history
- 16 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 16 Mar 2026 — NON-FINAL ACTION E-MAILED
- 16 Mar 2026 — NON-FINAL ACTION WRITTEN
- 11 Mar 2026 — ASSIGNED TO EXAMINER
- 24 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 24 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 24 Nov 2025 — NEW APPLICATION ENTERED