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
Primary care prescription refill processing
Patient-portal refill requests: check Rx history, days-supply rules, lab requirements; route compliant requests for clinician sign-off.
smb
healthcare
operations
primary-care
inference
retrieval
agentic
evaluation
Primary care telehealth triage
Symptom triage to route patients (in-person / telehealth / urgent care / 911); flag red-flag symptoms.
smb
healthcare
operations
primary-care
inference
retrieval
voice
evaluation
Veterinary appointment booking + triage
Book wellness/sick visits with symptom triage; flag emergencies for immediate human; confirm with pet owner.
smb
healthcare
operations
vet
inference
retrieval
voice
agentic
evaluation
Veterinary medication refill processing
Pet-owner refill requests: validate Rx history, check vet approval needs, route to pharmacy or in-house dispense.
smb
healthcare
operations
vet
inference
retrieval
agentic
evaluation