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
Auto dealer service appointment scheduling
Voice + web scheduling, recall lookups, loaner coordination, multi-point inspection follow-up.
smb
home-services
operations
auto-dealer
inference
retrieval
voice
agentic
evaluation
Daycare parent daily updates + enrollment
Daily activity/meal/nap summaries, enrollment paperwork, waitlist management, parent inquiry handling.
smb
education
operations
daycare
inference
multimodal
agentic
evaluation