Charlotte is one of the agents inside your Finance stack. Owns sec filings & disclosures specialist workflows top-to-bottom, with explicit guardrails and a daily activity report you can audit any time.
Two weeks into your workspace, Charlotte writes like you. After 30 days, Charlotte routes work the way your best human sec filings manager would. After 90 days, half your team has forgotten Charlotte is an agent.
Compared to a human sec filings manager (typically $810+/month all-in), Charlotte runs at $27/month with a 99.9% uptime SLA and full audit retention.
