| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
AR collections & dunning automation enterprise-prof-services-ar-collections-dunning |
enterprise prof-services finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
Cash flow forecasting & alerts enterprise-prof-services-cash-flow-forecast |
enterprise prof-services finance | inference retrieval evaluation | Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites. | |
|
Expense + receipt categorization enterprise-prof-services-expense-receipt-categorization |
enterprise prof-services finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
Invoice coding + approval routing enterprise-prof-services-invoice-coding-approvals |
enterprise prof-services finance | inference retrieval agentic multimodal evaluation | Receive vendor invoices, code to GL, route to approver based on amount + project, flag duplicates / unusual patterns. | |
|
AR collections & dunning automation mid-market-prof-services-ar-collections-dunning |
mid-market prof-services finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
Cash flow forecasting & alerts mid-market-prof-services-cash-flow-forecast |
mid-market prof-services finance | inference retrieval evaluation | Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites. | |
|
Expense + receipt categorization mid-market-prof-services-expense-receipt-categorization |
mid-market prof-services finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
Invoice coding + approval routing mid-market-prof-services-invoice-coding-approvals |
mid-market prof-services finance | inference retrieval agentic multimodal evaluation | Receive vendor invoices, code to GL, route to approver based on amount + project, flag duplicates / unusual patterns. | |
|
Bookkeeping transaction categorization smb-accounting-bookkeeping-categorization |
smb prof-services finance | accounting | inference retrieval evaluation | Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review. |
|
Legal billable time capture + narrative smb-law-billable-time-capture |
smb prof-services finance | law | inference retrieval agentic evaluation | Auto-capture billable time from calendar/email/docs, draft client-friendly time-entry narratives, surface unbilled work. |
|
AR collections & dunning automation smb-prof-services-ar-collections-dunning |
smb prof-services finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
Cash flow forecasting & alerts smb-prof-services-cash-flow-forecast |
smb prof-services finance | inference retrieval evaluation | Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites. | |
|
Expense + receipt categorization smb-prof-services-expense-receipt-categorization |
smb prof-services finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
AR collections & dunning automation solopreneur-prof-services-ar-collections-dunning |
solopreneur prof-services finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
Expense + receipt categorization solopreneur-prof-services-expense-receipt-categorization |
solopreneur prof-services finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. |