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
Legal billable time capture + narrative
Auto-capture billable time from calendar/email/docs, draft client-friendly time-entry narratives, surface unbilled work.
smb
prof-services
finance
law
inference
retrieval
agentic
evaluation
Law firm conflict check + matter intake
New-client conflict-of-interest screening across history; draft engagement letter; collect retainer + IOLTA setup.
smb
prof-services
operations
law
inference
retrieval
agentic
evaluation
Legal document drafting (contracts, demand letters)
First-draft contracts, demand letters, motions from firm templates + matter facts; track changes for attorney review.
smb
prof-services
operations
law
inference
retrieval
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
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