Finance,
Accelerated.
Your finance team is 3 weeks away from working with the best analyst they've ever had. We deploy Claude directly into your workflows.
Your analysts are drowning in spreadsheets.
Your competitors aren't.
Most finance teams know AI is coming. Few know how to deploy it without breaking compliance, burning budget on tools nobody uses, or creating more risk than value.
Senior analysts doing junior work
Your highest-paid people spend 60%+ of their time on data wrangling, formatting, and reconciliation instead of judgment calls.
AI tools bought, never adopted
You've purchased licenses. Nobody uses them. The "AI strategy" is a slide deck collecting dust while competitors ship real workflows.
Compliance fears stall everything
Legal and risk teams say "not yet" while business teams watch the window of competitive advantage close by the month.
Generic AI ≠ finance-grade output
ChatGPT can write emails. It can't build a DCF model that your MD would sign off on. Finance needs precision, not parlor tricks.
The 30-Day Finance AI Sprint
We don't deliver strategy decks. We deploy working Claude Code integrations inside your actual finance workflows—with measurable results in 30 days.
Measure & Map
We audit your finance operations using our AI Adoption Index to find the highest-ROI integration points.
- →Score your team across 8 readiness dimensions
- →Map decision flows with our Decision-Centric AI Map™
- →Identify the 3 workflows that will generate fastest payback
- →Assess compliance and data governance requirements
Build & Integrate
We configure Claude Code directly in your team's environment—Excel, PowerPoint, Cowork—with finance-specific prompts and guardrails.
- →Deploy Claude in Excel for live model building
- →Set up Cowork with your templates and folder structures
- →Build custom prompt libraries for your specific workflows
- →Train your team with hands-on, role-specific sessions
Validate & Scale
We measure actual results, calibrate for accuracy, and build the governance framework for enterprise-wide rollout.
- →Compare output quality: AI-assisted vs. manual baseline
- →Document time savings with hard metrics
- →Establish review protocols for AI-generated deliverables
- →Deliver scale-up roadmap with ROI projections
Not a chatbot. A finance-grade operating system.
Claude Opus 4.6 is state-of-the-art for financial reasoning, multistep analysis, and polished first-pass deliverables. We make it work inside your stack.
Financial Modeling in Excel
Claude builds, audits, and iterates on models directly in your spreadsheets. DCFs, LBO models, variance analysis—with finance-grade formatting on the first pass.
Due Diligence Automation
Hand Claude a data room and get structured analysis back. Commercial due diligence that used to take a senior analyst 2–3 weeks, compressed to hours.
Presentation Creation
Claude in PowerPoint reads your existing templates, masters, and brand guides, then builds client-ready decks that match your firm's standards.
SEC Filing & Research
State-of-the-art on financial document analysis. Claude extracts specific answers from dense filings—not summaries, but precise, actionable intelligence.
Reconciliation & Journal Entries
Automate the accounting workflows that eat your team's weeks. Claude handles the pattern matching; your team handles the judgment.
Multi-Workflow Orchestration
With Cowork, kick off multiple analyses simultaneously. Steer Claude's thinking as it creates each deliverable to meet your team's specific standards.
Claude Opus 4.6 changed the math.
Anthropic's latest model represents a step-change in financial AI capability. The tasks that were “almost possible” six months ago now produce client-ready output on the first attempt. The question isn't whether your competitors will adopt this. It's whether you'll be first.
“Creating financial PowerPoints that used to take hours now takes minutes. We're seeing tangible improvements in attention to detail, spatial layout, and content structuring.”
— Aabhas Sharma, CTO, Hebbiavia Anthropic Opus 4.6 Finance Blog →
“Real-world tasks that were challenging suddenly became easy. This feels like a watershed moment for spreadsheet agents.”
— Nico Christie, Co-Founder & CTO, Shortcut AIvia Anthropic Opus 4.6 Finance Blog →
Built for finance leaders who measure everything.
If you run a finance function at a mid-market company and you're tired of AI vendors who can't spell EBITDA, this is for you.
CFOs & Finance VPs
You need to demonstrate AI ROI to the board—not in theory, but in hours saved, errors caught, and cycles compressed. We give you the numbers.
PE & IB Analysts
Your deal teams are drowning in due diligence. Claude handles the data extraction and model building. Your analysts handle the judgment.
FP&A Leaders
Monthly close takes too long. Variance analysis is manual. Forecasting is backward-looking. Claude changes all three—inside your existing Excel workflow.
Heads of Corporate Dev
Every acquisition requires the same 200 hours of analysis. Claude compresses the commodity work so your team focuses on the decisions that matter.
Stop studying AI.
Start deploying it.
Book a 30-minute discovery call. We'll assess your readiness, map your highest-ROI workflows, and tell you exactly what's possible in 30 days. No pitch deck. No fluff.