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
Dental insurance verification
Pre-visit: pull eligibility, benefits, max remaining; flag pre-auth needed; calculate patient out-of-pocket.
smb
healthcare
operations
dental
inference
retrieval
agentic
evaluation
Dental recall + dormant patient reactivation
Identify patients overdue for cleaning/check-up; multi-channel personalized recall; rebook from dormant list.
smb
healthcare
marketing
dental
inference
retrieval
agentic
voice
evaluation
Dental treatment plan explainer
Explain proposed treatment in plain language with cost breakdown + payment options; answer common questions about procedures.
smb
healthcare
operations
dental
inference
retrieval
voice
multimodal
evaluation
Senior care CMS reporting (MDS / OASIS)
Pre-fill MDS / OASIS reports from EHR; flag inconsistencies; draft Plan of Correction responses to surveyor findings.
smb
healthcare
operations
senior-care
inference
retrieval
agentic
evaluation
Senior care family communication updates
Daily/weekly updates to family members about resident wellbeing, activities, meals, meds; field family inquiries 24/7.
smb
healthcare
support
senior-care
inference
retrieval
voice
agentic
evaluation
Senior care intake + admission processing
Coordinate admission packets, insurance + Medicare verification, care plan setup, family onboarding, room readiness checklist.
smb
healthcare
operations
senior-care
inference
retrieval
agentic
multimodal
evaluation
Senior care medication management + MAR
Reconcile medication administration records, flag missed doses, draft incident reports, notify clinician on refusal patterns.
smb
healthcare
operations
senior-care
inference
retrieval
agentic
evaluation