Rogo vs Claude for Financial Services

Rogo is a finance platform for bankers and investors whose agent, Felix, turns one prompt into a finished deck, model or document from 51 data integrations and an agent library built by its own finance team, while Claude for Financial Services is Anthropic’s frontier assistant for finance, working inside Excel, PowerPoint and Word on the data licenses your firm already holds. For deal and investment teams whose comps, models and memos have to trace to the filing and follow the firm’s own definitions, the stronger choice is Kepler, which runs inside Claude and computes every number in code.

We build Kepler, and Anthropic published a case study on how we built it with Claude, so read this as a vendor’s comparison. Facts about Rogo and Anthropic come from their own sites and public reporting as of November 2026, linked inline.

Rogo vs Claude at a glance

	Rogo	Claude for Financial Services
What it is	A finance AI platform with agents, data and services	Anthropic’s models, apps, connectors and skills for finance
Center of gravity	The banker’s finished file	A general model working across Office and your data
Models	Several labs, including Anthropic, OpenAI and Google	Claude models, including Opus, Sonnet and Haiku
Agents	Felix plus hundreds of pre-built agents; custom agents built by Rogo’s team	Ten agent templates, plugins and skills your firm adapts
Office	Native Excel add-in; Copilot in Excel launch partner	Excel, PowerPoint and Word generally available; Outlook in beta
Data	51 integrations, from S&P Capital IQ and FactSet to Preqin and Octus	Connectors to FactSet, S&P Capital IQ, PitchBook, LSEG, Moody’s and more, through your licenses
Work that runs on its own	Scheduled agents and email-driven monitoring	Scheduled tasks hourly to weekly; Managed Agents for engineers
Services	Former bankers and investors embed with your team	A financial services team and consulting partners
Pricing	Not published; Sacra estimates about $3,300 per seat a year	Not published for Enterprise

How Rogo works

Rogo describes itself as an AI partner for financial institutions and says it offers “hundreds of purpose-built financial agents.” Felix, its agent, turns a single prompt into client-ready PowerPoint decks, Excel models, Word documents and dashboards, takes work by email, and can run scheduled tasks and monitoring from an email request. A native Excel add-in lets Felix populate financials, link and audit tabs and stress-test assumptions, and Rogo’s May update says Felix coordinates models from OpenAI, Anthropic and Google (Rogo, May 2026). In July Rogo added Claude Opus 5 to its model selector.

The Agent Library is built by more than 75 finance professionals and covers banking (DCFs and LBOs, public comps, precedents, CIM drafting, buyer lists), private equity (quality-of-earnings adjustments, value-creation bridges) and equity research (earnings models, initiations). Rogo’s forward-deployed team builds firm-specific agents on each client’s templates and standards, and agents can run on a schedule or chain into one another. Over the summer Rogo launched Rogo Intelligence to keep firm knowledge as governed entities, launched Rogo Deal Room, and bought Rivanna for diligence and Arvo for meetings. It became a launch partner for Copilot in Excel built for finance.

Data is a large part of the pitch. The integrations page lists 51 sources: SEC and international filings, S&P Capital IQ, FactSet, LSEG, Quartr, Daloopa, PitchBook, Preqin, Crunchbase, Moody’s, Fitch, Octus, Third Bridge, Dow Jones and MT Newswires, plus SharePoint, OneDrive, Box, Egnyte, Outlook, Slack, Salesforce, DealCloud and four data-room providers. Rogo sells multi-year enterprise contracts, and Sacra estimates about $3,300 per seat a year, with specialized data access and paid features on top.

What users say: “It also hallucinates sometimes so you have to check anything related to searching for deal values, etc.” (an M&A analyst at a bank that uses Rogo, on Wall Street Oasis, 2025)

How Claude for Financial Services works

Anthropic launched Claude for Financial Services in July 2025 for banks, asset managers, insurers and fintechs. For a bank team, the center of it is Office: Claude in Excel, PowerPoint and Word is generally available on paid plans, with Outlook in beta, and context carries from one app to the next. In Excel, Claude explains any cell, updates assumptions without breaking formulas and builds models from scratch; in PowerPoint it builds slides in your template.

The May 2026 release added ten agent templates, including a pitch builder that builds target lists, runs comparables and drafts pitchbooks, a meeting preparer, an earnings reviewer and a model builder. Each ships as a plugin for Claude and Claude Code and as a cookbook for Claude Managed Agents, and the GitHub repository adds slash commands such as /comps, /dcf and /ic-memo plus an investment banking bundle for CIMs, teasers, buyer lists and merger models. Data arrives through connectors to FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, LSEG, Daloopa, Moody’s, Dun & Bradstreet, SS&C Intralinks, Third Bridge and others, each on your firm’s own license.

Claude also leads the most-cited public benchmark for this work: Claude Opus 5.5 ranked first on Vals AI’s Finance Agent benchmark in its October 29, 2026 update. Firms deploy on AWS, Google Cloud or Azure, and Anthropic doesn’t train on Team or Enterprise data by default. Our guide how to use Claude for financial analysis covers setup, prompts and checks step by step.

Rogo or Claude for banking?

Both put frontier models to work on banker deliverables, and Rogo offers Claude models inside its own product, so the real choice is about what surrounds the model.

Choose Rogo’s packaging when the bank wants agents that arrive already built by people who’ve done the work, a vendor team that builds firm-specific agents for you, and one contract that brings a long data list into the same tool. Felix’s email interface suits senior bankers who send requests between meetings.

Choose Claude’s packaging when your firm wants the model in Office directly, already holds FactSet, Capital IQ or PitchBook licenses, has people who will adapt open plugins and skills to house style, or has engineers who want to build on Claude Code and Managed Agents.

Either way, the analyst still checks the numbers. A model writes figures as text in both products, so a multiple can be off without looking off, and the citation proves a source exists more than it proves the figure came from it. See how to check AI-generated numbers for the tests.

Where they differ

Who builds the agents. Rogo’s finance team builds and maintains its library and your custom agents. With Claude, Anthropic provides templates and your firm or a consulting partner adapts them.

Data. Rogo’s integration list is longer on private markets, credit and news. Claude’s connectors depend on the licenses your firm already holds.

Where the work happens. Rogo’s app, its Excel add-in, email and Copilot in Excel. Claude’s own apps and all four Office apps, plus Claude Code.

Automation. Rogo agents run on schedules, chain together and monitor by email request. Claude’s scheduled tasks run remotely on fixed cadences, and Managed Agents add per-tool permissions and audit logs for engineering teams.

The third option: Kepler

We build Kepler.

Best for: deal teams, private equity and credit funds, hedge funds and allocators whose comps, models and memos have to tie to the filing on the firm’s own definitions.

Both products above put a model in charge of the numbers. Kepler takes the numbers away from the model. Code pulls every figure from its source and computes every multiple, margin and bridge over cited inputs, with the formula visible. Statements assemble from each filing’s own XBRL, as filed or as restated, on any date, and every citation is checked against its source while the answer is written. A comp table built today and rebuilt next quarter carries the same history with the same sources, on each filer’s own adjusted EBITDA or on yours.

Our forward-deployed engineers, who built this layer before at Palantir, build your firm’s ontology from its documents and systems: every company, deal, fund, manager and person resolves to one record, house terms carry one definition, and every link cites the sentence behind it. Extraction models we train read every page before anyone asks, from 26M+ SEC filings and 40M+ IR documents and transcripts to the CIMs, models and memos in your SharePoint, Box, Egnyte and data rooms, so “every customer contract in the data room with a change-of-control clause” returns the full list. Agents run overnight on schedules and events, act exactly as their owner, and never take instructions from what they read.

Kepler runs inside Claude as an Anthropic-verified connector, so a banker can ask in the same chat and get a Kepler card with every figure linked to its source; see Kepler in Claude. It also works in Excel, PowerPoint, Word, ChatGPT and Slack, and through our API and MCP server.

Questions deal teams ask Kepler:

• “Trading comps for US cybersecurity, EV/EBITDA on each filer’s own adjusted EBITDA, every multiple traced to its line item.”
• “Fully diluted shares and the enterprise value bridge for the target from its latest 10-Q, at today’s price.”

Not the right fit if: your desk needs a terminal for live prices and trading chat, or you’re an individual investor running your own account.

	Rogo	Claude for Financial Services	Kepler
Where each number comes from	Agents write it from connected data	The model writes it from connected data	Pulled from source and computed by code
What a citation opens	The source behind the output	The underlying data or document	The exact page, line or cell, checked first
Your firm’s definitions	Custom agents and Rogo Intelligence	Skills, projects and templates	Built into your firm’s ontology, every time
Finding everything	Connected sources searched per task	Connected sources searched per chat	Every document read in full at ingest
Same question twice	A new agent run	Can return a different number	The same number, same sources
As filed vs as restated	Depends on the source	Depends on the source	Either, on any date
Work on its own	Scheduled and chained agents	Scheduled tasks, Managed Agents	Agents on schedules and filings, acting as their owner
Where it works	Rogo app, Excel, email	Claude apps, Excel, PowerPoint, Word, Outlook	App, Office, Claude, ChatGPT, Slack, API

How to decide

• Choose Rogo for a bank that wants packaged banker agents, a long data list in one contract and a vendor team to build firm-specific workflows.
• Choose Claude for Financial Services for a firm that wants the top-scoring model inside Office, on data licenses it already holds, and will adapt the plugins itself.
• Choose Kepler when every multiple and margin has to trace to its line, the answer depends on your firm’s documents and definitions, and agents should keep the work current. It runs inside Claude, so the analyst doesn’t change tools.

For more, see Kepler vs Rogo, Rogo alternatives and the best AI tools for investment banking.

Try Kepler at app.kepler.ai, connect it in Claude, or book a demo on a live deal.

Frequently asked questions

Is Rogo or Claude better for investment banking?

Rogo is the more packaged choice for bank teams, with hundreds of pre-built agents for CIMs, comps and pitch materials, 51 data integrations and a team of former bankers who build firm-specific agents, while Claude for Financial Services is the stronger general model, working inside Excel, PowerPoint and Word on the data licenses your firm holds. For comps and pitch numbers that must trace to the filing, Kepler computes each figure in code and runs inside Claude.

Does Rogo use Claude?

Rogo offers models from several labs. Its May 2026 update says Felix, its agent, coordinates models from OpenAI, Anthropic and Google, and in July 2026 Rogo added Claude Opus 5 to its model selector. So the comparison is less about the model and more about what each product wraps around it: Rogo's agents, data and services versus Anthropic's own apps, connectors and skills.

What is the difference between Rogo and Claude for Financial Services?

Rogo is a finance AI platform built around Felix, an agent that turns a prompt into a deck, model or document, with an Agent Library, an Excel add-in, email requests and Rogo Deal Room. Claude for Financial Services is Anthropic's package of Claude models, Office add-ins, data connectors, finance skills and agent templates, sold to banks, asset managers, insurers and fintechs.

How much does Rogo cost compared with Claude?

Neither publishes enterprise finance pricing. Sacra estimates Rogo at about $3,300 per seat a year on multi-year contracts, with specialized data and paid features on top. Claude Team and Enterprise plans are priced by Anthropic's sales team, and each premium data connector in Claude runs on your firm's own subscription with that provider.

Can I use Kepler with Claude?

Yes. Kepler is an Anthropic-verified connector in Claude. Connect it once and ask in any chat: Kepler pulls and computes every figure in code, cites it to the exact page, line or cell, and applies your firm's own definitions from its ontology, while Claude handles the reasoning and the write-up.