13/05/2026
Anthropic just gave every finance team a 10-person AI department. Pitch decks, KYC files, month-end close — there’s a named agent for each one.
Here’s what shipped:
Research side: → Pitch Builder — target lists, comps, pitchbook drafts → Meeting Preparer — client and counterparty briefs before calls → Earnings Reviewer — reads filings, updates models, flags thesis changes → Model Builder — financial models from filings and data feeds → Market Researcher — sector tracking and broker research synthesis
Operations side: → Valuation Reviewer — checks valuations against comps and methodology → GL Reconciler — reconciles ledger accounts, runs NAV calculations → Month-End Closer — runs the close checklist, prepares journal entries → Statement Auditor — reviews financials for audit-readiness → KYC Screener — assembles entity files, packages compliance escalations
All of them work inside Excel, PowerPoint, Word, and Outlook — and context carries between apps. Build a model in Excel, open PowerPoint, Claude already knows the numbers.
Deploy as a plugin alongside the analyst — or as a Managed Agent running autonomously overnight, with a full audit log for compliance.
64.37% on Vals AI’s Finance Agent benchmark. Industry lead.
Comment PITCH and I’ll send you the full breakdown 👇
anthropic finance agents, claude finance, ai finance agents, pitch builder ai, kyc screener ai, month-end close automation, claude excel, claude powerpoint, microsoft 365 ai, managed agents, claude cowork, claude code finance, fintech ai, valuation ai, financial model ai, earnings reviewer, gl reconciler, statement auditor, market researcher ai, claude dispatch, techwithgul, anthropic 2026, vals ai benchmark, moody’s mcp, finance automation, ai for bankers, llm finance, context engineering finance, agent templates, connectors, subagents