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
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
Pest control plan renewal + upsell
Renewal cadence for annual plans, seasonal upsell (mosquito, termite), payment recovery on declined cards.
smb
home-services
sales
pest-control
inference
retrieval
agentic
evaluation