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
Agency creative brief + concept gen
Turn client kickoff notes into creative briefs, concept directions, mood-board source pulls, internal review.
smb
prof-services
product
agency
inference
retrieval
multimodal
evaluation
Pest control plan renewal + upsell
Renewal cadence for annual plans, seasonal upsell (mosquito, termite), payment recovery on declined cards.
smb
home-services
sales
pest-control
inference
retrieval
agentic
evaluation