Guides · AI & agents
Run your month-end from chat
The workflow we are building towards: drop the new factsheet into Claude, review, approve — from anywhere.
This guide is being written. The outline below is what it will cover.
- Month-end on the go: phone/chat instead of a CMS login
- Email-in a factsheet from your registered address
- Agent-driven upload (coming with API keys)
- Human approval stays mandatory — what that means in practice
See it working instead of reading about it.
Upload a factsheet and your funds render as live, compliant widgets in minutes.