OpenAI launched a personal finance preview for ChatGPT Pro users in the US on May 15, powered by Plaid to connect over 12,000 financial institutions. Users get a live dashboard of spending, investments, and subscriptions analyzed by GPT-5.5.
Anthropic unveiled 10 Claude agent templates for financial services, covering pitchbook creation, KYC screening, month-end closing, and more—with Claude Opus 4.7 topping the Vals AI Finance Agent benchmark at 64.37%.
Anthropic released ten ready-to-run agent templates for financial services including pitchbook creation, KYC screening, and month-end close. Claude now works directly in Excel, PowerPoint, Word, and Outlook.
On February 24, 2026, Anthropic introduced new Cowork updates for finance, including five Anthropic-built plugins and new connectors for FactSet and MSCI. Claude can also carry context across Excel and PowerPoint in a research preview available on paid plans for Mac and Windows.
OpenAI introduced ChatGPT for Excel in beta on March 5, 2026 and added new financial data integrations inside ChatGPT. The launch targets spreadsheet modeling, due diligence, and research workflows built on GPT-5.4.
OpenAI introduced ChatGPT for Excel on March 5, 2026. The feature targets paid ChatGPT users and adds spreadsheet-native analysis and formula generation, plus financial data connectivity for regulated workflows.