Anthropic has expanded its Claude AI platform for financial services with a suite of new tools designed to bring real-time intelligence and automation directly into the workflows of analysts, bankers, and asset managers.
The update introduces an Excel add-in, additional market data connectors, and new pre-built agent skills tailored for complex financial modeling and reporting tasks.
These enhancements build on Claude’s recent advances in financial reasoning. Powered by the Sonnet 4.5 model, Claude achieved a 55.3% accuracy rate on Vals AI’s financial agent benchmark, outperforming competing systems in tasks like portfolio analysis and equity valuation. Together, these upgrades underscore Anthropic’s ambition to position Claude as an indispensable tool in the financial sector.
AI Embedded Directly in Spreadsheets
Claude for Excel is now in beta, embedding Claude directly into Microsoft Excel as a sidebar. This integration enables users to converse with the AI while it reads, analyzes, and modifies spreadsheets in real time. Claude explains its reasoning, tracks every change it makes, and links users directly to the affected cells.
A typical use case involves a financial analyst working on an income statement or forecasting model. Claude can debug formulas, preserve dependency chains, and even build new tables from scratch—all while providing natural language explanations of its logic. This hands-on transparency aims to address long-standing concerns in finance about AI-driven errors in sensitive calculations.
The add-in complements Claude’s existing integrations within Microsoft 365, where the AI already assists with editing PowerPoint decks, drafting reports, and retrieving files, emails, or Teams messages. The beta is available as a research preview for Claude Max, Enterprise, and Teams users, with an initial cohort of 1,000 participants providing feedback ahead of a broader rollout.
Connecting Claude to the Real-Time Financial Ecosystem
Anthropic has also expanded Claude’s access to live financial data through new connectors, effectively transforming the model into a real-time market companion. Integrations with leading platforms—including Aiera, Chronograph, Egnyte, LSEG, Moody’s, and MT Newswires—enable Claude to analyze current market conditions, corporate events, and macroeconomic trends.
For instance, Aiera delivers real-time earnings call transcripts and investor event summaries, while the partnership with Third Bridge grants access to expert interviews and industry intelligence. Chronograph offers private equity insights such as valuation metrics and fund performance, and Moody’s provides credit ratings and data for over 600 million companies. These connections bring Bloomberg-style information streams directly into Claude’s conversational interface.
By linking Claude directly to live market data, Anthropic aims to position its AI as a strategic partner for finance professionals who must synthesize rapidly evolving information into actionable insights—reducing research time and minimizing human error in data collection and analysis.
New Agent Skills for Financial Workflows
In addition to these integrations, Anthropic has launched six new agent skills specifically engineered for finance. These skills are modular task frameworks that bundle predefined scripts, data structures, and best-practice logic, which Claude can leverage across its apps and APIs.
The new skills automate routine workflows such as discounted cash flow modeling, comparable company analysis, and due diligence. Claude can also generate company profiles, earnings summaries, and full “initiation of coverage” reports—tasks traditionally handled by junior analysts or research associates. Each output is dynamic, allowing users to refresh underlying data or adjust assumptions, and integrates seamlessly into existing financial documents and presentations.
These capabilities illustrate how generative AI is moving beyond chat interfaces into practical automation, freeing professionals to focus on higher-value judgment and strategy rather than repetitive spreadsheet tasks.
Broad Implications for Financial Institutions
Claude’s growing role in financial services reflects the industry’s broader shift toward AI-assisted analysis. Major banks, insurers, and fintech firms are already using Claude to streamline client engagement, risk modeling, compliance documentation, and legacy system modernization.
The integration of advanced financial reasoning with direct data connectivity could reshape how analysts, underwriters, and advisors operate—compressing workflows that once took hours into minutes. By embedding AI directly into core tools like Excel and connecting it to real-time intelligence networks, Anthropic is challenging traditional financial software vendors and accelerating the transition to AI-augmented finance.
Claude’s evolution signals that generative AI is no longer just an experimental assistant but a core component of global financial decision-making infrastructure. It may also contribute to workforce reductions, as firms opt to hire fewer employees when AI can perform significant portions of their tasks.
