| 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. |
|
Cleaning service recurring scheduling smb-cleaning-recurring-scheduling |
smb home-services operations | cleaning | inference agentic evaluation | Multi-frequency recurring schedule management (weekly/biweekly/monthly), reschedule on cancellation, preferred-cleaner matching. |
|
PT progress notes + plan-of-care updates smb-pt-progress-notes |
smb healthcare operations | pt | inference retrieval voice evaluation | Draft progress notes from session inputs, update plan of care, flag patients needing physician sign-off for continued auth. |