CFO Portfolio Analyzer
Upload a CSV of investment holdings and get a comprehensive portfolio analysis with allocation breakdown, fee analysis, risk assessment, and CFP prep notes.
Try itEAP NL Dashboard
Upload a balance sheet and Excel workbook, then explore your financial data with natural language questions. Get instant charts, tables, and KPIs.
Try itAI Comms Agent
Make phone calls and send texts through Claude Code using natural language. Schedule meetings, confirm appointments, and get full transcripts.
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