Finance, your time approaches.
'We’re releasing ten ready-to-run agent templates for the most time-consuming work in financial services: building pitchbooks, writing credit memos, screening KYC files, and closing the books at month-end. Each one ships as a plugin in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents, so a team can put Claude on real financial work in days rather than months.
Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the Claude add-ins for Microsoft 365. Once the add-ins are installed, context carries automatically between applications, so work that starts in a model can end in a deck without re-explaining anything in between.
Finally, we’re continuing to expand our partner ecosystem with new connectors and an MCP app, so the agents draw on the data financial professionals already use. Connectors give Claude governed, real-time access to a provider’s data, and MCP apps go a step further by embedding the provider’s own tools directly inside Claude.'
