| 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. |
|
Financial advisor client meeting prep smb-financial-advisor-client-prep |
smb financial sales | advisor | inference retrieval voice evaluation | Pre-meeting brief on client portfolio, life events, suggested talking points; post-meeting note + action item capture. |
|
Property mgmt tenant communications + maintenance triage smb-property-mgmt-tenant-comms |
smb prof-services support | property-mgmt | inference retrieval voice agentic multimodal evaluation | Tenant maintenance request triage (severity, vendor routing), rent reminders, lease renewal nudges, complaint escalation. |