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ProductsThe Verge · AIRelayed· Jess Weatherbed·· 2 hours ago

Anthropic Adds Personal Finance Features to Claude Through Plaid

Claude AI can plug directly into your bank account

Image: The Verge · AI
Who
Anthropic
What
launched Claude’s Personal Finance tool for analyzing spending
Quote
Personal Finance in Claude is rolling out in beta this week to Claude Pro, Max, and Ultra plan subscribers in the US.

What happened

Anthropic is rolling out Claude Personal Finance in beta this week to Pro, Max, and Ultra subscribers in the US. Connected through Plaid, the feature can review balances and up to two years of transaction history to answer spending and bill questions. Anthropic says access is read-only and Claude cannot move, manage, or invest money.

Read next

See the full storyAnthropic Begins a U.S. Beta of Claude Personal Finance

Reported by 3 sources

    The story so far

    Anthropic is rolling out Claude Personal Finance in beta in the U.S. to Pro, Max, and Ultra subscribers, letting them connect selected accounts through Plaid and ask questions about balances, spending, and bills. The tool can review up to two years of transaction history. Anthropic says account access is read-only: Claude can review financial information but cannot move, manage, or invest money. Anthropic also says conversations in the Personal Finance hub are not used to train its models.

    Anthropic / ClaudeAgentsProduct updates#Product update#Agent#Anthropic

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