Confused about when to use Claude Code vs Claude Cowork vs the Claude Excel Plugin?
You're not alone - Anthropic dropped three different tools and they all sound similar.
I break down all three - what they do, where they live, and when to use each one for financial modeling and FP&A work.
Quick version:
→ Claude Code: Terminal-based, for devs and power users building complex automations
→ Claude Cowork: Folder access on your desktop, for non-coders who want AI to read/write files
→ Excel Plugin: Lives inside Excel, for in-spreadsheet analysis and formula help
Watermelon AI was the first channel to use Claude Code as a financial modeling tool.
I've been deep in all three - here's what you need to know.
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🍉 AI automation training for finance teams → https://www.watermelonsoup.io
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TIMESTAMPS:
0:00 - Intro
0:25 - Claude Code Overview
1:54 - Claude Cowork Overview
2:45 - Claude Excel Plugin Overview
3:54 - When to Use Which?
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#ClaudeAI #ClaudeCode #ClaudeCowork #ExcelPlugin #FinancialModeling #AIforFinance #FPA