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
K-12 parent communications + attendance
Translate-and-personalize school comms in family language, handle attendance reporting, conference scheduling.
smb
education
support
k12
inference
retrieval
agentic
voice
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
Roofing storm + insurance lead intake
Storm-event geo-targeted outreach, insurance claim coordination, photo intake from homeowner, scope estimation.
smb
home-services
sales
roofing
inference
retrieval
agentic
multimodal
voice
evaluation