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
Pest control plan renewal + upsell
Renewal cadence for annual plans, seasonal upsell (mosquito, termite), payment recovery on declined cards.
smb
home-services
sales
pest-control
inference
retrieval
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