| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
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. |
|
Agency creative brief + concept gen smb-agency-creative-brief-generation |
smb prof-services product | agency | inference retrieval multimodal evaluation | Turn client kickoff notes into creative briefs, concept directions, mood-board source pulls, internal review. |
|
Consulting research + market synthesis smb-consulting-research-synthesis |
smb prof-services product | consulting | inference retrieval evaluation | Industry primer drafting, expert-call summaries, competitor benchmarking pulls, source-attributed insight library. |
|
Seasonality-Aware Delinquency Outreach smb-financial-ag-delinquency-recovery |
smb financial finance | ag-lending | inference voice agentic | Manages automated outreach for delinquent farm loans by matching communication schedules with regional harvest and payment windows. It prevents premature collection actions by recognizing temporary seasonal cash-flow constraints. |
|
AR collections & dunning automation smb-financial-ar-collections-dunning |
smb financial 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. | |
|
Farm Credit Administration Compliance Reporter smb-financial-fca-regulatory-reporting |
smb financial finance | ag-lending | inference retrieval evaluation | Aggregates and formats loan portfolio data to meet Farm Credit Administration reporting standards. It automates the classification of farm financial ratios for quarterly regulatory disclosures. |
|
AR collections & dunning automation smb-general-ar-collections-dunning |
smb general 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-general-cash-flow-forecast |
smb general finance | inference retrieval evaluation | Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites. | |
|
Customer feedback + NPS synthesis smb-general-customer-feedback-synthesis |
smb general product | inference retrieval evaluation | Cluster open-text feedback / NPS comments / support tickets; surface recurring themes; track theme trajectory over time. | |
|
Expense + receipt categorization smb-general-expense-receipt-categorization |
smb general finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
PRD / spec drafting + review smb-general-prd-spec-drafting |
smb general product | inference retrieval evaluation | Generate first-draft PRDs from a problem statement, validate against template, surface inconsistencies + missing sections. | |
|
AR collections & dunning automation smb-healthcare-ar-collections-dunning |
smb healthcare 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. | |
|
AR collections & dunning automation smb-home-services-ar-collections-dunning |
smb home-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-home-services-cash-flow-forecast |
smb home-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-home-services-expense-receipt-categorization |
smb home-services finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
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 smb-restaurant-ar-collections-dunning |
smb restaurant 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-restaurant-cash-flow-forecast |
smb restaurant 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-restaurant-expense-receipt-categorization |
smb restaurant finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
Restaurant food cost + waste analysis smb-restaurant-food-cost-variance |
smb restaurant finance | full-service | inference retrieval evaluation | Daily food cost reconciliation, recipe-cost vs actual variance, waste pattern detection, theoretical-vs-actual reporting. |
|
AR collections & dunning automation smb-retail-ar-collections-dunning |
smb retail 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-retail-cash-flow-forecast |
smb retail finance | inference retrieval evaluation | Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites. | |
|
Customer feedback + NPS synthesis smb-retail-customer-feedback-synthesis |
smb retail product | inference retrieval evaluation | Cluster open-text feedback / NPS comments / support tickets; surface recurring themes; track theme trajectory over time. | |
|
Expense + receipt categorization smb-retail-expense-receipt-categorization |
smb retail finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. |