Claude Finance
Claude Finance is LLM Reference's aggregate page for Anthropic's financial-services agent templates. Anthropic publishes ten ready-to-run finance agents for workflows such as pitchbook creation, meeting prep, earnings review, model building, market research, valuation review, general-ledger reconciliation, month-end close, statement audit, and KYC screening. Teams can run them as plugins in Claude Cowork or Claude Code on paid plans, or deploy the same templates as Claude Managed Agents in public beta.
Overview
Anthropic's financial-services agent-template surface with ready-to-run workflows for pitchbooks, research, financial modeling, KYC, close, audit, and finance operations.
Compare Claude Finance side-by-side with other CLI, IDE, cloud, and framework agents on pricing, model coverage, and release cadence.
Best LLMs for this agent
Anthropic states these financial-services updates pair best with Claude Opus 4.7, citing its Finance Agent benchmark result and stronger financial-analysis behavior. The templates can run as Cowork or Claude Code plugins, or as Managed Agent cookbooks.
Pricing and Provider Comparison
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FAQ
What is Claude Finance?
Claude Finance is an aggregate LLM Reference page for Anthropic's financial-services agent templates: named workflows for pitchbooks, meeting prep, earnings review, model building, market research, valuation review, GL reconciliation, month-end close, statement audit, and KYC screening.
Is Claude Finance a distinct agent product?
Anthropic does not brand a single product page as Claude Finance. The official financial-services release describes ten ready-to-run Claude agents available through a financial-services marketplace, so this page tracks that agent-template surface at product-family granularity.
Where do the finance agents run?
Anthropic says the templates run as plugins in Claude Cowork or Claude Code on paid plans, or as Claude Managed Agents in the Claude Platform public beta for programmatic workflows.
Which finance workflows are covered?
The official list covers research and client coverage, financial modeling, market research, valuation review, fund administration, finance operations, audit readiness, and operations or onboarding workflows such as KYC screening.
Which model does Anthropic recommend?
Anthropic says the financial-services updates pair best with Claude Opus 4.7, which it positions as state of the art on financial tasks and Vals AI's Finance Agent benchmark.