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
Financial advisor client meeting prep
Pre-meeting brief on client portfolio, life events, suggested talking points; post-meeting note + action item capture.
smb
financial
sales
advisor
inference
retrieval
voice
evaluation
Restaurant online ordering + menu Q&A
Menu questions (allergens, spice level, customizations), order modifications, status updates, recovery offers on delays.
smb
restaurant
support
fast-casual
inference
retrieval
agentic
evaluation