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
Daycare parent daily updates + enrollment
Daily activity/meal/nap summaries, enrollment paperwork, waitlist management, parent inquiry handling.
smb
education
operations
daycare
inference
multimodal
agentic
evaluation
Tutoring student-tutor matching + scheduling
Match students to tutors by subject + style + availability, recurring session scheduling, parent progress reports.
smb
education
operations
tutoring
inference
retrieval
agentic
evaluation