We’re expanding Claude for Financial Services with an Excel add-in, additional connectors to real-time market data and portfolio analytics, and new pre-built Agent Skills, like building discounted cash flow models and initiating coverage reports.
These updates build on Sonnet 4.5’s state of the art performance on financial tasks, topping the Finance Agent benchmark from Vals AI at 55.3% accuracy. They augment Claude’s intelligence with solutions for time-consuming but critical financial work, built into preferred industry tools. (View Highlight)
We’re releasing Claude for Excel in beta as a research preview. This allows users to work directly with Claude in a sidebar in Microsoft Excel, where Claude can read, analyze, modify, and create new Excel workbooks. Claude provides full transparency about the actions it takes: it tracks and explains its changes and lets users navigate directly to the cells it references in its explanations. (View Highlight)
This means that Claude can discuss how a spreadsheet works, modify it while preserving its structure and formula dependencies, debug and fix cell formulas, populate templates with new data and assumptions, or build new spreadsheets entirely from scratch.
Claude for Excel adds to our existing integrations with Microsoft’s applications. In the Claude apps, Claude can also create and edit files, including Excel spreadsheets and PowerPoint slides, and connect to Microsoft 365 to search for files, emails, and Teams conversations. Select Claude models are also available in Microsoft Copilot Studio and Researcher agent.
Claude for Excel is now in beta as a research preview for Max, Enterprise, and Teams users. We’ll collect real-world feedback from 1,000 initial users before rolling the feature out more broadly. To join the waitlist, click here. (View Highlight)
Connectors provide Claude with direct access to external tools and platforms. In July, we added connectors for S&P Capital IQ, Daloopa, Morningstar, and PitchBook. We’re adding new connectors that give Claude immediate access to more information in real time: (View Highlight)
• Aiera provides Claude with real-time earnings call transcripts and summaries of investor events, like shareholder meetings, presentations, and conferences;
• Aiera’s connector also enables a data feed from Third Bridge, which gives Claude access to a library of insights interviews, company intelligence, and industry analysis from experts and former executives;
• Chronograph gives private equity investors operational and financial information for portfolio monitoring and conducting due diligence, including performance metrics, valuations, and fund-level data;
• Egnyte enables Claude to securely search permitted data for internal data rooms, investment documents, and approved financial models, while maintaining governed access controls;
• LSEG connects Claude to live market data, including fixed income pricing, equities, foreign exchange rates, macroeconomic indicators, and analysts’ estimates of other important financial metrics;
• Moody’s provides access to proprietary credit ratings, research, and company data – including ownership, financials and news on more than 600 million public and private companies – supporting work and research in compliance, credit analysis, and business development;
• MT Newswires provides Claude with access to the latest global multi-asset class news on financial markets and economies. (View Highlight)
New Agent Skills for finance tasks
Earlier this month, we introduced Agent Skills. Skills are folders that include instructions, scripts, and resources that Claude can use to perform given tasks. Skills work across all Claude apps, including Claude.ai, Claude Code, and our API. To make Claude better at financial services tasks, we’ve added 6 new skills:
• Comparable company analysis, with valuation multiples and operating metrics, which can be easily refreshed with updated data;
• Discounted cash flow models, including full free cash flow projections, WACC calculations, scenario toggles, and sensitivity tables;
• Due diligence data packs, processing data room documents into Excel spreadsheets with financial information, customer lists, and contract terms;
• Company teasers and profiles, condensed company overviews for pitch books and buyer lists;
• Earnings analyses, which research quarterly transcripts and financials to extract important metrics, guidance changes, and management commentary;
• Initiating coverage reports with industry analysis, company deep-dives, and valuation frameworks. (View Highlight)