Bookkeeping transaction categorization
Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review.
smb
prof-services
finance
accounting
inference
retrieval
evaluation
Tax prep client data collection
Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges.
smb
prof-services
operations
accounting
inference
retrieval
agentic
multimodal
evaluation
Plumbing quote follow-up + close
Auto follow-up on outstanding quotes, surface customer questions, offer financing where allowed, escalate hot leads.
smb
home-services
sales
plumbing
inference
retrieval
agentic
voice
evaluation
Retail cart abandonment recovery
Personalized cart recovery sequences (email + SMS) with dynamic offers based on basket value + customer LTV.
smb
retail
marketing
general
inference
retrieval
agentic
evaluation
Retail returns + exchange processing
Validate return eligibility, generate label, suggest exchanges over refunds, surface fraud patterns.
smb
retail
support
general
inference
retrieval
agentic
evaluation