Anthropic has launched a suite of ten production-ready finance agent templates inside Claude, targeting investment banking, corporate finance, and equity research workflows.
The templates cover pitchbook drafting, comparable company analysis, DCF modeling, earnings prep, month-end close, expense categorization, audit reconciliation, M&A target screening, ratings memos, and portfolio commentary.
Each agent ships pre-wired to enterprise data feeds from Moody's, S&P Global, and PitchBook, so analysts don't have to glue the integrations themselves. Anthropic is positioning Claude less as a chatbot and more as a desk-ready coworker for finance teams.