Build compliant fintech in weeks
Skip the 6-month build. Ship features that set you apart.
“Claude is the highly capable model behind our upcoming Investment Analyst Assistant on Amazon Bedrock, which is able to take basic instructions, generate Python code, work through errors, and output charts and tables much like a first or second-year analyst would.”
“Citi chose to leverage Claude as part of its AI powered Developer Platform because of its advanced planning and agentic coding capabilities, focus on safety and reliability, and compatibility with our workloads.”
1M+
lines of AI-suggested code implemented in just 30 days
Built for the speed and accuracy banking analysts need
Document analysis without delays
Process contracts, filings, and reports in minutes instead of hours.
Financial modeling support
Build and validate models faster with AI that understands spreadsheets and financial logic.
Audit trails built in
Every action logged for regulatory review. Full transparency, no extra work.
Try it yourself with sample documents
Prompt
Create an interactive Gantt chart showing a complex business initiative rollout across different enterprise departments. Include overlapping timelines, milestone markers, and progress indicators. Use the uploaded timeline data to show how HR, Data Analysis, Product Management, Sales, and Marketing teams can execute concurrent project phases with dependencies. Make bars clickable to reveal phase details and expected outcomes.
Interactive demo — open this page on a larger screen to try it
See what's possible across your organization
Financial model building
Take revenue data and assumptions and build a 3-statement model or DCF in Excel with sensitivity tables and linked formulas.
Financial reports in minutes
Cowork pulls data from your spreadsheets, compiles a summary, and delivers it to you on time.
Cashflow forecasting
Import bank transactions, calculate historical patterns and seasonality, and generate a 6-month forecast with scenarios in Excel.
Due diligence summaries
Analyze a data room of documents, surface key risks, and produce an investment-committee-ready summary deck.
Invoice and receipt cleanup
Read receipts from a folder, extract vendor, date, and amount, and organize everything into a clean, sortable spreadsheet.
Vendor onboarding review
Cross-reference vendor submission docs against your internal checklists, flag what's missing, and draft a follow-up email.