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
Agency creative brief + concept gen
Turn client kickoff notes into creative briefs, concept directions, mood-board source pulls, internal review.
smb
prof-services
product
agency
inference
retrieval
multimodal
evaluation
Real estate listing description gen
On-brand listing descriptions from MLS data + agent notes + photos; multiple variants per platform; compliance check.
smb
prof-services
marketing
agent
inference
multimodal
evaluation
Real estate showing scheduling
Coordinate showings between buyer/seller agents, lockbox codes, feedback capture post-showing, conflict resolution.
smb
prof-services
operations
agent
inference
voice
agentic
evaluation