Stop Missing Family Dinner
Because of Excel

Help your clients build financial models in minutes, not days—using AI automation that actually works.

Get off at 5pm while delivering better results.

Choose Your Path

Three ways to start automating your finance workflows today

🎯 FREE TRAINING

Live Webinar

Join our next live session: "How CPAs Build Client Models 10x Faster with AI"

  • See real CPA workflows transformed
  • Build a model live (term sheet → Excel in 20 mins)
  • Get our AI implementation checklist
  • Q&A with finance professionals
Register for Free Webinar
📚 SELF-PACED

5-Hour Masterclass

Complete AI automation course—from setup to advanced financial modeling with Claude Code

  • Step-by-step implementation guide
  • 40+ finance prompt templates
  • Real client case studies
  • Lifetime access + updates
$497
Join the Waitlist
🚀 DONE-FOR-YOU

Custom Implementation

We build your AI-powered finance workflows—from audit to deployment in 2 weeks

  • Custom automation for your firm
  • Templates built to your specs
  • Team training included
  • Ongoing support available
Starting at $5,000
Book Strategy Call

At the DFW AccToFi Conference?

Limited November onboarding spots for conference attendees.
Text me directly: (469) 528-5105
or scan the QR code on my business card

Hiren saved 80% of his staff's time on financial modeling including on earn out agreements, forecasting, and other templates.

'I [now] understand Claude Code. It works great! I'm super stoked about it. The structure is cleaner than what I was doing earlier - it's a lot better than what I was expecting. Even with just the PDF [and prompts], we're like 80% there on modeling. This is awesome.'

Hiren Parmar
Hiren Parmar, CPA
Certified Public Accountant
LinkedIn → Website →

Free Resources on YouTube

Not ready to commit? Start with free tutorials, live demos, and practical guides on our YouTube channel. New videos every week.

▶ Visit Our YouTube Channel

What We Actually Do

The three services that power everything above

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

Ready to Transform Your Practice?

Schedule a free consultation to discuss how AI can revolutionize your finance workflows. We'll assess your needs and show you exactly how we can help you save time and increase efficiency.

Book Your Free Consultation