Anthropic introduces Personal Finance in Claude, a read-only view of your bank and card accounts

Anthropic is rolling out Personal Finance in Claude in beta this week, on the Pro, Max and Ultra plans in the US. Users connect bank and card accounts and ask questions in their own words, such as where their money went this month, whether any charges hit twice, or what an APR has cost them. Claude can also build spending charts, bill calendars and dashboards.

Anthropic says access is read-only: Claude can't move, manage or invest money, and the feature isn't designed to give investment advice. Accounts are connected through Plaid, so Claude does not see the bank password. For connected accounts it sees the bank and account names, types, last four digits, balances, credit limits and up to two years of transactions. Anthropic says conversations in the Personal Finance hub aren't used to train its models, that there are no ads or sponsored recommendations, and that accounts can be unlinked at any time. It warns that Claude can make mistakes and that important figures should be checked with the bank.

Anthropic adds that it is exploring ways for Claude to work alongside licensed professionals and regulated firms, and invites banks, wealth managers and financial services companies to get in touch.