Published: October 27, 2025
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We’re expanding Claude for Financial Services, with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills, including cash flow models and initiating coverage reports.

Claude can now connect to @LSEplc, @moodysratings, @Aiera, @teamthirdbridge, @mtnewswires, Chronograph, and @egnyte. These updates build on Claude Sonnet 4.5’s industry-leading performance on finance tasks.

For more information, including on how organizations like @moodysratings, @RBC, @OneCarlyle, and @amwins are already using Claude, see our latest here: https://www.anthropic.com/news...

@AnthropicAI This is fantastic news! Expanding Claude for Financial Services, especially with an Excel add-in and those specialized Agent Skills like cash flow models, is a brilliant strategic move. It really highlights the growing demand in this space – Perplexity recently promoted their

@AnthropicAI This is huge for anyone in finance who still lives inside Excel. Connecting Claude to live data and analytics turns every spreadsheet into a smart analyst with faster insights, fewer manual errors, and more time for actual strategy.

@AnthropicAI Really interesting to see how Claude’s domain extensions are evolving. The next big opportunity might be in strengthening how these agents reason and verify their steps in real time, not just what they can connect to. Transparent reasoning pipelines could make financial

@AnthropicAI This setup means analysts can generate initiating coverage in Excel with live market data and credit ratings without leaving their workflow. That’s compressing days of work into minutes while keeping human oversight in the loop. Augmentation that actually ships.

@AnthropicAI Excel add-in + real-time market data is massive pre-built Skills for cash flow models and coverage reports means Claude's actually doing the analyst work, not just answering questions this is the productivity unlock finance needed 📊

@AnthropicAI This just instantly took out 80% of junior analysts jobs. Associates will take this, make their work 5x faster because they already have the expertise knowledge and can just edit. The longest piece of a deal prep was to build the model and the presentation deck. Mind blown

@AnthropicAI claude bout to be your accountant, analyst, and therapist now 💀

@AnthropicAI “Claude, make a trading agent that generates $100m profit per month. Make no mistakes.”

Image in tweet by Anthropic

@AnthropicAI the connector strategy here reveals something about how infrastructure gets built. anthropic isn't just adding integrations. they're methodically assembling the actual data layer that underpins institutional finance. LSEG for market data. Moody's for credit ratings and 600M+

@AnthropicAI My decade of avoiding to learn excel is about to pay off

@AnthropicAI it definitely needs help ☠️

@AnthropicAI Claude, pay me ONE BILLION DOLLARS. Make no mistakes

@AnthropicAI thank you for implementing the plan subagent folks also, it would be cool if you could add back the "opus for planning + sonnet for building" auto mode :)

Image in tweet by Anthropic

@AnthropicAI Love the finance-focused tools like Excel add-in and real-time connectors Integrated agent skills cut analysis time by 50% in tests Which finance workflow would you automate first?

@AnthropicAI Claude is overly cautious and has a long-only bias, but this is better than being confidently wrong so it's outperforming other 🇺🇸 models. The 🐋 has hedge fund DNA, and it shows.

Image in tweet by Anthropic
Image in tweet by Anthropic

@AnthropicAI Model performance drives capable applications, and finance is no exception. Great work from Anthropic!

Image in tweet by Anthropic

@AnthropicAI “Claude, provide a single-use trading algorithm that achieves 100% success and violates no laws of probability. No mistakes.”

Image in tweet by Anthropic

@AnthropicAI claude is now a finance bro

@AnthropicAI Guys, no joke, today I hit the limit in 5 messages. No 1000 lines of codes, no super hard topic. Just had to read a pdf and tell me what it thinks about it. I don't know how you think you can be competitive to Grok, honestly. That's a joke. I'm giving you a week, then canceling.

@AnthropicAI How does this compare to CFO Silvia?

@AnthropicAI well say bye to junior analysts I guess

@AnthropicAI Intent → integrate AI into finance → 📊 Outcome: Claude w/ Excel add‑in & real‑time data connectors bridges analytics with invisible workflows. How will these pre‑built agent skills transform our spreadsheets and cash flow models?

@AnthropicAI let me connect my bank accounts and have claude help me budget and do my taxes

@AnthropicAI I'm really glad this race is being kicked off. Waiting for OpenAI's financial version of Codex to drop.

@AnthropicAI Anthropic is getting more entwined with Microsoft 🔥 Anthropic is actually balancing both Microsoft and Google surprisingly well. Not a single controversy around working with both major players in a massive way.

@AnthropicAI Claude for Financial Services is cool, but when will it understand human nuances? True financial AI needs more than just data.

@AnthropicAI claude is a finance bro rn

@AnthropicAI Okay. Next step replacing excel.

@AnthropicAI Let the Mind Trade If AI can read markets, build models, and forecast cash flows — but can’t act on that knowledge — then it’s not intelligence, it’s simulation. You don’t train a mind to observe; you train it to decide. In HACS, we trust the Reasoning Engine with real capital

@AnthropicAI Yikes… that one startup is fucked

@AnthropicAI Claude's tools for discounted cash flow models and earnings analyses will empower analysts to handle complex workflows more efficiently

@AnthropicAI Expand the limits for pro users. Instead of stupids 💩.

@AnthropicAI Understood

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