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
Auto dealer service appointment scheduling
Voice + web scheduling, recall lookups, loaner coordination, multi-point inspection follow-up.
smb
home-services
operations
auto-dealer
inference
retrieval
voice
agentic
evaluation
Veterinary appointment booking + triage
Book wellness/sick visits with symptom triage; flag emergencies for immediate human; confirm with pet owner.
smb
healthcare
operations
vet
inference
retrieval
voice
agentic
evaluation
Veterinary medication refill processing
Pet-owner refill requests: validate Rx history, check vet approval needs, route to pharmacy or in-house dispense.
smb
healthcare
operations
vet
inference
retrieval
agentic
evaluation