🚀 Powered by Anthropic and Watermelon AI

Transform Your Finance
Team with AI

From Excel warriors to AI champions. We teach finance professionals to leverage cutting-edge AI tools that turn 80-hour models into 8-minute masterpieces.

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Trusted by leading finance teams to accelerate their AI adoption

90%
Time Saved
On financial modeling tasks
$350K+
Saved Annually
Average per team trained
2 Hours
From Zero to Hero
Setup to first AI model
100%
Excel Compatible
Works with your existing tools

We're redefining finance workflows.
Powered by AI experts.

Three ways to supercharge your finance team's capabilities

SERVICE #1

AI Training

Hands-on workshops that transform your finance team into AI power users. From Claude Code setup to complex financial modeling in hours, not months.

  • Claude Code & MCP Integration
  • Excel-to-AI Workflow Design
  • Custom Finance Prompts Library
  • Live Modeling Sessions
SERVICE #2

AI Consulting

Strategic implementation of AI across your finance operations. We identify, build, and deploy custom solutions that eliminate manual work.

  • Workflow Automation Audit
  • Custom Tool Development
  • Integration Architecture
  • ROI Optimization
SERVICE #3

FP&A Agents

Autonomous AI agents that handle your most complex financial planning and analysis tasks. Upload a term sheet, get a full model.

  • Deal Modeling Automation
  • Scenario Analysis Bots
  • Report Generation AI
  • Real-time Data Integration

From Manual to Magical in 4 Steps

Our proven process to AI-enable your finance team

Discovery & Assessment

We analyze your current workflows, identify automation opportunities, and create a custom AI roadmap for your team.

1

Hands-On Training

Your team learns by doing. Live sessions where they build real models using Claude Code and see immediate results with their actual data.

2

Implementation Support

We help integrate AI tools into your daily workflows, create custom templates, and ensure seamless adoption across the team.

3

Continuous Optimization

Ongoing support, advanced training modules, and regular updates as AI capabilities evolve. Your team stays ahead of the curve.

4

Finance Leaders Love Our Approach

"Our analysts were spending 80+ hours on deal models. After WatermelonSoup's training, we're down to 8 hours with better accuracy. Absolute game-changer."

JD
James D.
VP Finance, Energy Sector

"I was skeptical about AI handling complex financial modeling, but seeing Claude Code build a full LBO model from a term sheet PDF blew my mind."

SC
Sarah C.
Director, Private Equity

"The ROI was immediate. We saved $350K in consultant fees in the first quarter alone by bringing modeling in-house with AI."

MP
Michael P.
CFO, Tech Startup

Got Questions?

What is AI training for finance teams? ▼
Our AI training teaches finance professionals to use cutting-edge tools like Claude Code to automate complex financial modeling, data analysis, and reporting. You'll learn to transform hours of manual Excel work into minutes of AI-powered automation.
Do we need technical backgrounds? ▼
No coding experience required! We've designed our training specifically for finance professionals. If you can use Excel, you can master AI tools. We handle all the technical setup and focus on practical finance applications.
How long does training take? ▼
Our core training can be completed in 2-4 hours, with your team building their first AI model during the session. We offer flexible formats: lunch-and-learns, half-day workshops, or weekly sessions depending on your schedule.
What's the typical ROI? ▼
Teams typically see 10x ROI within the first quarter. For example, reducing an 80-hour modeling process to 8 hours saves approximately $15,000 per model at analyst rates. Most teams process dozens of models quarterly.
Can AI really handle complex financial models? ▼
Absolutely. We've successfully automated everything from simple DCFs to complex LBO models, Black-Scholes calculations, and multi-scenario waterfalls. The AI doesn't replace your expertise - it amplifies it by handling the grunt work.

Ready to 10x Your Finance Team's Output?

Join the finance teams already saving millions with AI automation

Schedule Free Consultation