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
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
PT progress notes + plan-of-care updates
Draft progress notes from session inputs, update plan of care, flag patients needing physician sign-off for continued auth.
smb
healthcare
operations
pt
inference
retrieval
voice
evaluation
Restaurant food cost + waste analysis
Daily food cost reconciliation, recipe-cost vs actual variance, waste pattern detection, theoretical-vs-actual reporting.
smb
restaurant
finance
full-service
inference
retrieval
evaluation
Restaurant phone reservations
Voice agent takes reservations during prep/service; checks seating availability; sends SMS confirmation; flags VIPs.
smb
restaurant
operations
full-service
inference
voice
agentic
evaluation