Anthropic has announced the beta release of Claude for Excel as part of its expanded Claude for Financial Services offering. This new capability is currently available as a research preview for Max, Enterprise, and Teams users, with broader access planned after feedback from the first 1,000 users. Claude for Excel integrates directly with Microsoft Excel, enabling users to analyze, modify, and create spreadsheets from a dedicated sidebar. It tracks all actions transparently, allowing users to review and understand every change Claude makes, and provides direct navigation to referenced cells.
We’re expanding Claude for Financial Services, with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills, including cash flow models and initiating coverage reports. pic.twitter.com/KfpD0losgr
— Anthropic (@AnthropicAI) October 27, 2025
This update also brings new connectors, granting Claude real-time access to financial data from providers such as Aiera, Third Bridge, Chronograph, Egnyte, LSEG, Moody’s, and MT Newswires. These integrations support workflows like earnings analysis, due diligence, and portfolio monitoring, directly within preferred industry platforms. Six new Agent Skills have been added, including tools for discounted cash flow modeling and generating coverage reports, further automating financial tasks.
Anthropic continues to focus on financial sector needs, building atop its Sonnet 4.5 model’s leading benchmark performance. The company partners with major financial institutions like Citi, RBC Capital Markets, Visa, and Coinbase, who have cited Claude’s reliability, security, and ability to unify diverse data sources as key strengths. These enhancements are designed to support front, middle, and back office operations across banking, asset management, and fintech environments.
