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
HVAC emergency dispatch + customer comms
24/7 voice + chat triage on outages, severity scoring, ETA communication, parts-on-truck check before dispatch.
smb
home-services
operations
hvac
inference
retrieval
voice
agentic
evaluation
Mental health intake + screening
Pre-session intake forms (PHQ-9, GAD-7), risk assessment flagging for clinician, insurance + scheduling coordination.
smb
healthcare
operations
mental-health
inference
retrieval
agentic
evaluation
Therapist session prep + notes
Pre-session: surface key items from prior notes. Post-session: SOAP-format note draft from clinician dictation.
smb
healthcare
operations
mental-health
inference
retrieval
voice
evaluation