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
Electrical permit + inspection tracking
Track permit applications, inspection windows, jurisdictional differences; remind techs of pre-inspection prep.
smb
home-services
operations
electrical
inference
retrieval
agentic
evaluation
Gym class booking + waitlist management
Class schedule + booking, waitlist promotion, no-show enforcement, capacity-based pricing prompts.
smb
general
operations
gym
inference
agentic
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
Optometry frame selection + Rx upload
Help patients pick frames from inventory using face shape + budget + insurance allowance; capture Rx for lab order.
smb
healthcare
sales
optometry
inference
multimodal
retrieval
evaluation
Retail product Q&A + fit guidance
Sizing recommendations, material/care answers, in-stock check across stores, shipping ETA.
smb
retail
support
apparel
inference
retrieval
multimodal
agentic
evaluation