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
Financial advisor client meeting prep
Pre-meeting brief on client portfolio, life events, suggested talking points; post-meeting note + action item capture.
smb
financial
sales
advisor
inference
retrieval
voice
evaluation
Landscaping seasonal customer outreach
Predictive seasonal outreach (spring cleanup, fall leaf removal, snow contracts), upsell maintenance plans, referral asks.
smb
home-services
marketing
landscaping
inference
retrieval
agentic
evaluation