Your AI Dream Team Is In, Charlie Leading The Way
Andy
Growth Coach Agent
Surfaces local grant opportunities, coaches users through business scaling, tracks key performance indicators, and encourages formal certification.
David
Marketing Expert Agent
Creates hyper-local campaigns, social media calendars, and culturally relevant messaging aligned with Latino holidays and events.
Charlie
Personal Financial Agent
Charlie analyzes your real financial data to help you understand your spending, track goals, and make smarter money moves—just for you.
Mary
Business Development Agent
Tracks revenue and expenses, sets up cash flow alerts, recommends pricing, and supports formalization including LLC, EIN, and certifications.
Jose
Customer Success Agent
Delivers follow-ups, loyalty offers, holiday promotions, and personalized communication in culturally familiar ways.
patty
Virtual Assistant Agent
Manages appointments, organizes calendars, sends reminders, supports bilingual onboarding, and automates vendor messaging.