Finance
Discover ways Claude can support analysis, planning, and operations in financial work.
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Author
Category
Model
Features

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
Cowork

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

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

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

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
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