Anthropic has upgraded its Claude AI platform for the financial-services sector by introducing a research-preview Excel sidebar add-in that reads, edits, and builds spreadsheets with full audit transparency.
It’s also added numerous live-data connectors (e.g., market pricing, earnings call transcripts, document-room search) and six new pre-built “agent skills” covering tasks like discounted-cash-flow models, comparable-company analysis, due-diligence data-packs and initiating coverage reports.
These features are initially available for Max, Enterprise and Teams users and aim to accelerate modelling, research and workflow automation across finance domains.
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