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
Legal billable time capture + narrative
Auto-capture billable time from calendar/email/docs, draft client-friendly time-entry narratives, surface unbilled work.
smb
prof-services
finance
law
inference
retrieval
agentic
evaluation
Law firm conflict check + matter intake
New-client conflict-of-interest screening across history; draft engagement letter; collect retainer + IOLTA setup.
smb
prof-services
operations
law
inference
retrieval
agentic
evaluation
Legal document drafting (contracts, demand letters)
First-draft contracts, demand letters, motions from firm templates + matter facts; track changes for attorney review.
smb
prof-services
operations
law
inference
retrieval
evaluation
Restaurant food cost + waste analysis
Daily food cost reconciliation, recipe-cost vs actual variance, waste pattern detection, theoretical-vs-actual reporting.
smb
restaurant
finance
full-service
inference
retrieval
evaluation
Restaurant phone reservations
Voice agent takes reservations during prep/service; checks seating availability; sends SMS confirmation; flags VIPs.
smb
restaurant
operations
full-service
inference
voice
agentic
evaluation