AI giant Anthropic has released 10 prebuilt agent templates for the financial services industry, designed to complete tasks including building pitchbooks and screening KYC files.
Anthropic divides the new bots into two broad domains: research and client coverage, and finance and operations. The former includes models that can build and maintain financial models, perform market research by synthesising news, broker research and company filings, and draft pitchbooks for client meetings.
Agents in the finance and operations category include those designed to reconcile general ledger accounts, audit financial statements and produce month-end close reports with prepared journal entries.
The agents are available as plugins for Anthropic’s existing Claude Cowork and Claude Code tools, or downloadable through its managed agents platform which allows agents to operate in its own siloed infrastructure for longer tasks. In either case, Anthropic said, users stay “firmly in the loop”.
The software can now also be integrated with Microsoft’s Word, Excel and PowerPoint, with Outlook integration coming soon. Agents will be able to share information between these platforms automatically.
These tools operate via specialised API calls to Anthropic’s Claude AI, and pair best with its Claude Opus 4.7, Anthropic said. This iteration is currently industry leading on Vals AI’s Finance Agent Benchmark, scoring 64.37 per cent, meaning it is able to perform around two-thirds of the tasks that would be expected from an entry level analyst.
Another study, performed over 57 days by Arcadia Lab’s Prediction Arena, gave frontier AI agents the task of maximising returns on the prediction markets Polymarket and Kalshi. All agents tested lost money, and Claude’s earlier 4.5 iteration lost over a quarter of the funds it was given during this period.
