Finance

Discover ways Claude can support analysis, planning, and operations in financial work.

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Author
Category
Model
Features
Draft a credit memo from spreads and statements with Claude for Excel
Draft a credit memo from spreads and statements with Claude for Excel
Cowork pulls the borrower's filings and spreads through the S&P Capital IQ connector and reads the underwriting workbook from your deal folder. You take the ratios and exceptions into Claude for Excel to update the model, then bring the writeup into Claude for Word for the credit memo.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Sonnet 4.6
Features
Connectors
Read use case
Claude Cowork
Draft a credit memo from spreads and statements with Claude for Excel
Validate reserves and draft filing narrative with Claude for Excel
Validate reserves and draft filing narrative with Claude for Excel
Cowork reads your reserve workbook from the valuation folder and pulls prior filings and bulletins through the NAIC connector. You take the formula flags and reserve walk into Claude for Excel to clean the workbook, then bring the narrative into Claude for Word for the filing memo.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Sonnet 4.6
Features
Connectors
Read use case
Claude Cowork
Validate reserves and draft filing narrative with Claude for Excel
Update your financial model after earnings
Update your financial model after earnings
Cowork pulls the release and transcript from S&P and checks them against your financial model. You take the flags into Claude for Excel to edit the cells, then open the deck in Claude for PowerPoint to build the page.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Opus 4.6
Features
Connectors
Skills
Read use case
Claude in Excel
Update your financial model after earnings
Reconcile transactions across your accounts
Reconcile transactions across your accounts
Hand Cowork your bank exports and ledger files. It matches transactions across sources, flags discrepancies, and outputs an annotated reconciliation report.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Sonnet 4.5
Features
Cowork
Read use case
Claude Cowork
Reconcile transactions across your accounts
Understand and extend an inherited spreadsheet
Understand and extend an inherited spreadsheet
Understand existing formulas and structure then add new data while preserving the original logic.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Opus 4.5
Features
Extended Thinking
Read use case
Claude.ai
Understand and extend an inherited spreadsheet
Draft investment memos
Draft investment memos
Generate investment memos from platform data, formatted to match your firm's structure and requirements.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Sonnet 4.5
Features
Extended Thinking
Web Search
Connectors
Read use case
Claude.ai
Draft investment memos
Build financial models
Build financial models
Create investment analyses with complete financial models, scenario planning, and risk evaluation.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Sonnet 4.5
Features
Extended Thinking
Web Search
Connectors
Read use case
Claude.ai
Build financial models
Organize your business finances
Organize your business finances
Create spreadsheets that bring clarity to your finances. Spot trends, filter what matters, and understand what your numbers are telling you.
Anthropic
Finance
Author
Anthropic
Category
Finance
Model
Sonnet 4.5
Features
Extended Thinking
Read use case
Claude.ai
Organize your business finances

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