Hands-on help from the people who build Canopy. We set up the AI tools you'll actually use, build the finance workflows that eat your evenings, and teach your team to run them without us.
20 minutes, no pitch deck. If AI isn't the right fix, we'll tell you.
Each one has a fixed scope agreed up front, so you know what you're getting before anything starts.
For individuals and solo owners
One live working session where we set up Claude or ChatGPT around the things you actually do each week.
One session, plus a written setup guide you keep
For small businesses
We take a finance task you redo by hand every month and turn it into a repeatable AI workflow.
A scoped project with a handoff your team can run
For teams
A hands-on workshop using your team's own work, not generic demos.
Live session, in person in Charlotte or remote
Short, specific, and you own everything we build.
Twenty minutes on what you're trying to fix and whether AI is the right tool for it.
A short written plan: what we'll build, what you'll get, the timeline, and the price.
We build it with you, walk you through it, and leave documentation so it keeps running.
HighBranch is run by Roshan Basani, who comes from corporate FP&A and investment research. He builds Canopy on Claude and puts AI through real-money experiments on the Green Giraff3 YouTube channel.
That's the point of view you get: what actually works with real numbers, what breaks, and where a spreadsheet is still the better answer.
Tell us a little about what you want help with. We'll reply by email to find a time that works.
Prefer email? Write to ro@highbranch.ai.
HighBranch helps you choose, set up, and use AI tools and finance processes. We don't provide investment, tax, or legal advice, and we don't manage money.