Citi

Anthropic Expands Claude for Financial Services with Excel Add-in, New Connectors, and Agent Skills

Anthropic is expanding its Claude for Financial Services offering with a beta Excel add-in (Claude for Excel), seven new real-time data connectors (including LSEG, Moody's, Aiera, and Chronograph), and six new pre-built Agent Skills covering tasks like DCF modeling, comparable company analysis, and initiating coverage reports. The updates build on Claude Sonnet 4.5's performance on the Finance Agent benchmark from Vals AI, where it scored 55.3% accuracy. Claude for Excel allows users to read, analyze, modify, and create Excel workbooks directly from a sidebar, with transparency into cell-level changes. These features are rolling out in preview to Max, Enterprise, and Teams users, with Citi cited as a notable enterprise adopter.