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How to use Claude for pitch decks, month-end close, and KYC

DEV Community·Sameer Khan·25 days ago
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Anthropic shipped 10 ready-made Claude templates for finance teams on May 5, 2026. 1 Three of them are worth your Monday morning. Seven aren't. It's the same vertical-product play Anthropic ran with Claude Design : pick a high-frequency surface, ship a template, ship the audit log with it. Most AI finance demos die between the pilot and the audit log. Anthropic's new templates ship with the audit log on day one, the thing a regulator asks for. That changes the calculus for a specific subset. TL;DR Three Claude finance templates are ready for this week: Pitch agent, Month-end closer, KYC screener. All 10 ship as open-source plugins in github.com/anthropics/financial-services . The other seven need more handholding than they save. Watch, do not ship. Claude scored 64% on a finance task test (Vals AI). Best in class today. 64% is not 99%. How do you install any of these templates? You install the same way for all 10.…

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