| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
Community bank account inquiry + dispute mid-market-community-bank-account-inquiry |
mid-market financial support | community-bank | inference retrieval voice agentic evaluation | Balance, transaction history, dispute initiation; voice/chat with KYC verification; route fraud alerts to ops. |
|
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. |
|
Tax prep client data collection smb-accounting-tax-prep-data-collection |
smb prof-services operations | accounting | inference retrieval agentic multimodal evaluation | Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges. |