Peter Smith
● Anthropic just rolled out Claude for Financial Services with some serious upgrades for the finance world. TestingCatalog News broke the story, noting that Claude for Excel and new financial connectors are now in beta for Max, Enterprise, and Teams users. About 1,000 people are testing it out before the wider launch.
● AI researcher Tibor Blaho pointed out that the Excel integration works as a sidebar assistant—it can read, analyze, and modify spreadsheets while showing you exactly what it's doing. That transparency matters a lot in finance, where you need to track every change for compliance.
● The real game-changer is the data access. Blaho detailed how Claude now connects with major financial platforms: Aiera for earnings calls, Third Bridge for research, Chronograph for private equity data, Egnyte for secure documents, LSEG for market data, Moody's for credit ratings, and MT Newswires for global news. Basically, it pulls trusted data right into your workflow.
● Anthropic also built six ready-to-use skills for common finance tasks: comparable company analysis, DCF modeling, due diligence packs, company teasers, earnings analysis, and coverage reports. These automate the grunt work while keeping humans in control.
● As Anthropic put it in their official announcement, they're "expanding Claude for Financial Services" with the Excel add-in, real-time data connectors, and pre-built skills including cash flow models and coverage reports. It's a clear move to make Claude the go-to AI platform for financial modeling and research in regulated environments.
Peter Smith
