| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
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. |
|
Optometry frame selection + Rx upload smb-optometry-frame-selection |
smb healthcare sales | optometry | inference multimodal retrieval evaluation | Help patients pick frames from inventory using face shape + budget + insurance allowance; capture Rx for lab order. |
|
Senior care CMS reporting (MDS / OASIS) smb-senior-care-cms-reporting |
smb healthcare operations | senior-care | inference retrieval agentic evaluation | Pre-fill MDS / OASIS reports from EHR; flag inconsistencies; draft Plan of Correction responses to surveyor findings. |
|
Senior care family communication updates smb-senior-care-family-updates |
smb healthcare support | senior-care | inference retrieval voice agentic evaluation | Daily/weekly updates to family members about resident wellbeing, activities, meals, meds; field family inquiries 24/7. |
|
Senior care intake + admission processing smb-senior-care-intake-admission |
smb healthcare operations | senior-care | inference retrieval agentic multimodal evaluation | Coordinate admission packets, insurance + Medicare verification, care plan setup, family onboarding, room readiness checklist. |
|
Senior care medication management + MAR smb-senior-care-medication-management |
smb healthcare operations | senior-care | inference retrieval agentic evaluation | Reconcile medication administration records, flag missed doses, draft incident reports, notify clinician on refusal patterns. |