AI In Finance

AI In Finance

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Helping CFOs turn numbers into stories and build influence.

Anthropic Just Released 10 Finance Agents. Installing Month End Closer
BlogMay 8, 2026

Anthropic Just Released 10 Finance Agents. Installing Month End Closer

Anthropic launched a marketplace of ten finance‑focused agents for its Claude model, featuring a Model Builder for FP&A and a Month‑End Closer designed to automate the most labor‑intensive part of the close process. In a pilot using a March 2026 Born2Cycle...

By AI In Finance
It Happened. ChatGPT 5.5 Is Out. We Tested It for Finance
BlogApr 24, 2026

It Happened. ChatGPT 5.5 Is Out. We Tested It for Finance

OpenAI unveiled ChatGPT 5.5, and its Finance team used the model to review 24,771 K‑1 tax forms covering 71,637 pages, shaving two weeks off the processing timeline compared with the prior year. The post walks readers through a full CFO workflow...

By AI In Finance
Anthropic's Latest Model Claude Opus 4.7 Just Changed Finance
BlogApr 17, 2026

Anthropic's Latest Model Claude Opus 4.7 Just Changed Finance

Anthropic released Claude Opus 4.7, a large language model that can hold three finance documents in working memory and automatically flag contradictions. In a live demo, the model cross‑checked a CEO letter, quarterly accounts, and a commercial plan, surfacing inconsistencies in...

By AI In Finance
How to Present Financial Data Like McKinsey with Claude in 15 Minutes
BlogApr 7, 2026

How to Present Financial Data Like McKinsey with Claude in 15 Minutes

Finance teams often rely on inherited report templates that lack strategic intent, leading to unclear board communication. The post argues that effective financial storytelling—rooted in frameworks like McKinsey’s Pyramid Principle, IBCS standards, and Stephen Few’s visual design—drives better decisions. It...

By AI In Finance
How to Visualize a P&L with Claude and Build a CFO Report
BlogMar 27, 2026

How to Visualize a P&L with Claude and Build a CFO Report

Finance teams can now feed a 3,000‑row CSV into Claude and receive a fully interactive profit‑and‑loss dashboard with hierarchical rows, drill‑down charts, and variance commentary—all without coding, design work, or a BI subscription. The single prompt generates a CFO‑grade report...

By AI In Finance
Claude's New Visualization Feature Is Insane
BlogMar 14, 2026

Claude's New Visualization Feature Is Insane

Anthropic unveiled Claude’s new visualization feature, letting users co‑create financial narratives directly within a chat interface. The tool visualizes raw P&L data, proposes story arcs, asks clarifying questions via interactive cards, and outputs a board‑ready deck in minutes. In a...

By AI In Finance