Integrations
Claude and ChatGPT connect the data. UltraOffice builds the deck.
Use the financial-data connectors your firm already has in Claude or ChatGPT. UltraOffice turns what they return into pitch books, models, and memos that look like your team made them.
Already in Claude or ChatGPT? Start there.
Claude connectors
21 connectors
The full financial-analysis connector set, provided by Claude. Market data, ratings, private markets, expert networks, and your Microsoft 365 content.
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ChatGPT apps
12 finance apps
The finance apps in ChatGPT's directory, provided by OpenAI's partners. Click straight through to add FactSet, S&P Global, LSEG, MSCI, Moody's, Morningstar, PitchBook, and more.
+moreThese connectors are provided by Claude and ChatGPT, not by UltraOffice. You bring your own subscription with each provider. UltraOffice works with whatever you connect.
UltraOffice
The connectors bring the data. UltraOffice brings your brand.
UltraOffice turns the answer into a finished file that already follows your colors, fonts, chart conventions, and table styles. It works inside the Claude, Copilot, and Codex subscription your team already pays for.