M MONETARY

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 16 Apr 2026 filing date already counts against anyone who files later.

Record

Serial number

99768638

Mark type

Design + words

Filed

16 Apr 2026

Published for opposition

22 Sept 2026

Attorney of record

William B. Cannon

Goods and services

• Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial analysis of debt issuances and loans, namely, structuring, comparing, and analyzing financing options, calculating present value savings from debt refinancing, performing refunding analyses based on tax-exempt interest rates, and generating reports and alerts relating thereto; Software as a service (SAAS) services featuring software for cash management, namely, cash flow forecasting, bank account balance and transaction monitoring, monitoring for unusual or unauthorized transactions, transaction categorization, cash positioning, liquidity management, bank fee analysis, and reporting; Software as a service (SAAS) services featuring software for investment management, namely, tracking investment holdings, maturities, yields, liquidity, and policy compliance, performing portfolio analysis, benchmarking performance, automating accounting entries and disclosures, and generating reports; Software as a service (SAAS) services featuring software for lease management and lease accounting, namely, using artificial intelligence to extract data from lease contracts, tracking lease data, payments, and modifications, calculating lease schedules, generating journal entries, audit notes, audit trails, and reports, and facilitating compliance with GASB 87 and ASC 842; Software as a service (SAAS) services featuring software for management and accounting of subscription-based information technology arrangements, namely, using artificial intelligence to extract data from subscription contracts, tracking project costs, payments, and modifications, calculating subscription schedules, generating journal entries, audit notes, audit trails, and reports, and facilitating compliance with GASB 96; Software as a service (SAAS) services featuring software for contract management, namely, collecting, storing, maintaining, searching, categorizing, and analyzing post-signature contracts, using artificial intelligence to extract key contract data, tracking contract terms, renewal dates, obligations, ownership, vendor relationships, and spend, generating tasks, alerts, and notifications, and generating reports; Software as a service (SAAS) services featuring software for debt management, namely, building, storing, searching, analyzing, and sharing debt profiles and debt portfolio data, listing debt obligations by security type, organizing debt service information, payment frequencies, amortization schedules, and outstanding debt schedules; Software as a service (SAAS) services featuring software for debt management, namely, tracking debt payments, variable rate debt, continuing disclosure obligations, filing schedules, bond proceeds, project spending, and private business use data, and generating journal entries, audit notes, disclosures, and reports

Owner

• Fifth Asset, Inc., Charlotte, NC, US

Prosecution history

• 16 Sept 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 25 Aug 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 25 Aug 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 25 Aug 2026 — EXAMINER'S AMENDMENT ENTERED
• 25 Aug 2026 — EXAMINERS AMENDMENT E-MAILED
• 25 Aug 2026 — EXAMINERS AMENDMENT -WRITTEN
• 24 Aug 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 24 Aug 2026 — NON-FINAL ACTION E-MAILED
• 24 Aug 2026 — NON-FINAL ACTION WRITTEN
• 24 Aug 2026 — ASSIGNED TO EXAMINER
• 22 Aug 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 20 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 16 Apr 2026 — APPLICATION FILING RECEIPT MAILED
• 16 Apr 2026 — NEW APPLICATION ENTERED