K
KELTra Assistant
UI preview — not yet connected
K
Hi! I'm the KELTra Assistant. Ask me about your portfolio, invoices, or workflows.
🙂
What was my net income last month?
K
Your net income last month was $52.1K, up 6.8% — driven mainly by advisory fees and the Lanka retainer.
🙂
Draft an invoice for CTS Capital.
K
Sure — I'd create INV-2026-104 for CTS Capital. (Connect me to Claude to enable live actions.)
This is a UI preview. Wire it to Claude (same as the Meridian assistant) to make it live.