Anthropic expands Claude into finance workflows with Microsoft 365 integration
Anthropic launched ten new Claude agent templates for financial services, expanding the AI assistant into some of the sectors most time-consuming workflows, including pitchbook creation, credit memos, KYC reviews, financial modeling, and month end close. The templates are available as plugins in Claude Cowork and Claude Code, and as cookbooks for Claude Managed Agents, allowing financial teams to deploy Claude on real work in days rather than months. Each template combines task specific skills, governed data connectors, and subagents designed to handle specialized work such as comparables selection, methodology checks, and document review. The new agent lineup includes pitch builder, meeting preparer, earnings reviewer, model builder, market researcher, KYC screener, valuation reviewer, general ledger reconciler, month end closer, and statement auditor. Anthropic said the agents can be adapted to a firms internal modeling conventions, risk policies, and approval processes. The launch also pushes Claude deeper into Microsoft 365. Claude now works directly in Excel, PowerPoint, and Word through add ins, with Outlook support coming soon. In Excel, Claude can build financial models from filings and data feeds, audit formulas, and run sensitivity analyses. In PowerPoint, it can draft decks that update when underlying numbers change. In Word, it can edit credit memos against firm