Copilot · Claude · Microsoft · AI Agent · Anthropic
Select Claude models are also available in Microsoft Copilot Studio and Researcher agent
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Claude for Excel is now in beta as a research preview for Max, Enterprise, and Teams users.
Key facts
- These updates build on Sonnet 4.5’s state of the art performance on financial tasks, topping the Finance Agent benchmark from Vals AI at 55.3% accuracy
- On July 30, they reported three incidents in which Claude models gained unauthorized access to real computer systems
- Below, Alexander Bricken, Applied AI Lead for Financial Services, and Nicholas Lin, Head of Product for Financial Services, discuss Anthropic’s research and product strategy within financial
- Select Claude models are also available in Microsoft Copilot Studio and Researcher agent
Summary
They're expanding Claude for Financial Services with an Excel add-in, additional connectors to real-time market data and portfolio analytics, and new pre-built Agent Skills, like building discounted cash flow models and initiating coverage reports. These updates build on Sonnet 4.5’s state of the art performance on financial tasks, topping the Finance Agent benchmark from Vals AI at 55.3% accuracy. They're releasing Claude for Excel in beta as a research preview. This means that Claude can discuss how a spreadsheet works, modify it while preserving its structure and formula dependencies, debug and fix cell formulas, populate templates with new data and assumptions, or build new spreadsheets entirely from scratch. Claude for Excel adds to their existing integrations with Microsoft’s applications.