Anthropic on Tuesday (Sept. 9) launched a feature preview that allows users of its artificial intelligence (AI) assistant Claude to create and edit files, including Excel spreadsheets, Word documents, PowerPoint decks and PDFs, directly within Claude.ai and the desktop app. Per the announcement, the new capability represents a significant expansion of Claude’s functionality, moving beyond text-based interactions to hands-on document creation and manipulation.
For financial services teams, the update could streamline workflows that traditionally require switching between multiple applications. Users can now build spreadsheets with formulas and variance calculations, generate financial models with scenario analysis, convert invoices into structured data and produce formatted reports or presentations from raw notes, the company said. The feature eliminates the friction of moving between Claude and productivity software, allowing teams to complete complex analytical tasks within a single interface.
The file creation capability complements Anthropic’s broader financial services strategy. As PYMNTS reported, the company in July launched Claude for Financial Services, an enterprise-only AI platform designed to help financial institutions perform research, modeling and compliance with verified data sources and audit trails. The specialized solution integrates with providers like Snowflake, S&P Global and Morningstar, enabling users to verify financial data directly from the source and reduce hallucinations in AI-generated outputs. The feature is now available for Max, Team and Enterprise customers, with Pro users to gain access in the coming weeks.
“This transforms Claude from an advisor into an active collaborator,” the company wrote in its announcement. “You bring the context and strategy; Claude handles the technical implementation behind the scenes.”
The file-creation feature runs in a secure computing environment where Claude can write code and execute programs to deliver finished outputs. Beyond spreadsheets, the company said Claude can clean data, perform statistical analysis and convert documents across formats, such as turning a PDF report into a slide deck.
The move positions Anthropic more directly against OpenAI’s ChatGPT Enterprise, Microsoft Copilot and Google Gemini, which are all pitching AI-driven productivity tools to corporate users. For companies ranging from banks to venture firms to corporates that rely on frequent reporting, the ability to produce working files in minutes could shape platform preference.
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The enterprise-focused rollout comes as Anthropic rides a wave of business momentum, with the company’s valuation reaching $18.3 billion amid exponential growth in demand for enterprise AI tools. As corporate adoption accelerates, features that directly integrate into existing workflows are becoming key competitive differentiators in the rapidly evolving enterprise AI landscape.
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