| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
Bookkeeping transaction categorization smb-accounting-bookkeeping-categorization |
smb prof-services finance | accounting | inference retrieval evaluation | Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review. |
|
Tax prep client data collection smb-accounting-tax-prep-data-collection |
smb prof-services operations | accounting | inference retrieval agentic multimodal evaluation | Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges. |
|
Landscaping seasonal customer outreach smb-landscaping-seasonal-marketing |
smb home-services marketing | landscaping | inference retrieval agentic evaluation | Predictive seasonal outreach (spring cleanup, fall leaf removal, snow contracts), upsell maintenance plans, referral asks. |
|
Plumbing quote follow-up + close smb-plumbing-quote-followup |
smb home-services sales | plumbing | inference retrieval agentic voice evaluation | Auto follow-up on outstanding quotes, surface customer questions, offer financing where allowed, escalate hot leads. |