Anthropic has introduced 10 Claude agent templates for financial-services work, including pitchbook drafting, financial modeling, research, accounting and customer due diligence. The company says firms can adapt the templates to their own modeling conventions, risk policies and approval processes.
Tasks covered by the templates
Anthropic describes the templates’ intended functions as follows:
- Pitch builder creates target lists, compares companies and drafts pitchbooks for client meetings.
- Meeting preparer assembles client and counterparty briefings ahead of calls.
- Earnings reviewer examines transcripts and filings, updates models and flags changes relevant to an investment thesis.
- Model builder creates and maintains financial models using filings, data feeds and analyst inputs.
- Market researcher tracks sector and issuer developments, synthesizing news, filings and broker research for credit and risk review.
- Valuation reviewer checks valuations against comparable companies, methodology and a firm’s review standards.
- General ledger reconciler reconciles accounts and calculates net asset values against the books of record.
- Month-end closer works through closing checklists, prepares journal entries and produces close reports.
- Statement auditor reviews financial statements for consistency, completeness and readiness for audit.
- KYC screener assembles entity files, reviews source documents and prepares escalations for compliance review as part of know-your-customer checks.
Deployment and controls
At the announcement, Anthropic said the templates were available as plugins in Claude Cowork or Claude Code on all paid plans, and as implementation guides for Claude Managed Agents, then in public beta. The company says plugins run alongside employees, while managed agents can perform longer or scheduled tasks on the Claude Platform.
Each template combines task instructions and domain knowledge, data connectors and additional Claude models assigned to specific subtasks, Anthropic says. The company says the managed service includes permissions for individual tools, credential storage and an audit log that compliance and engineering teams can inspect.
Anthropic also said its Microsoft Excel, PowerPoint and Word add-ins were generally available, while its Outlook add-in was coming soon. The company says context can carry between applications as work moves from a financial model to a presentation.
Existing tools at banks and specialist firms
Large banks had already introduced AI tools for employees. JPMorgan Chase says it released its internal LLM Suite to eligible employees in summer 2024, supporting idea generation and content drafting. Goldman Sachs described employee access to a coding assistant and its GS AI assistant in its 2024 annual report.
Specialist vendors also target related work. Rogo CEO Gabe Stengel has described tools that help prepare presentations and research memos. Hebbia’s product update for October 2025 described peer-comparison analysis for export to Excel and tools for drafting reports and presentations.
Human review and workforce plans
Anthropic says both deployment options keep users involved in reviewing, revising and approving Claude’s work before it goes to a client, is filed or is acted on.
In the letter accompanying JPMorgan Chase’s 2025 annual report, CEO Jamie Dimon said AI would eliminate some jobs and enhance others. He said the bank would develop plans to support and redeploy affected employees. His comments addressed the bank’s broader AI use.
