Anthropic put its AI assistant directly inside Excel, Word, and PowerPoint, with ten pre-built tools for finance teams
Anthropic, the company that makes the Claude AI assistant, ran an event in New York on Tuesday with the CEO of JPMorgan. They announced that Claude now works inside the Microsoft Office apps that finance teams already use every day. They also released ten ready-made AI helpers for specific finance jobs, like preparing pitch decks, reviewing company valuations, closing the books at month-end, and running customer background checks. Five large firms (Goldman Sachs, JPMorgan, Visa, Citi, and AIG) are already using them. After the announcement, the share prices of companies that sell financial data (like FactSet and Morningstar) dropped, because investors think AI assistants like Claude may start replacing what those data companies do.
If your firm doesn't already have a Claude pilot running, you are now visibly behind your top five competitors. The first concrete action is for the COO or Head of Productivity to request a demo from Anthropic's enterprise team within the next two weeks, specifically asking for the pitch builder and valuation reviewer templates.
The second action is for procurement to pull existing contracts with FactSet, Bloomberg, and S&P Global and check renewal dates. The value of those contracts is being reassessed in real time, and you don't want to auto-renew at full price right before a renegotiation window opens.
Anthropic clearly intends to release similar template packs for other industries next. The Head of IT or Chief Digital Officer should add a line item to the next quarterly review: "Are we positioned to procure AI templates for our industry within 30 days of release?" Most enterprise procurement cycles take six months. That gap is where competitors will pull ahead.