Anthropic today added Personal Finance to Claude, allowing users to connect their bank and card accounts for analysis.
Claude has read-only access to accounts, and there is no option for it to move, manage, or invest money. Anthropic says Claude gives answers in everyday language and can explain unfamiliar financial terms.
The feature can track spending across categories, upcoming bills, and out-of-the-ordinary purchases. It can look for unexpected fees, increasing bills, and subscriptions, plus it can create charts, calendars, and dashboards.
Financial accounts are connected to Claude through the Plaid service, so Claude does not see bank passwords. Claude has access to the bank name, account name and type, balances and credit limits, and up to two years of transactions for bank accounts. Personal Finance chats are not used for model training and are not added to Claude's shared memory.
OpenAI added a similar finance feature to ChatGPT back in May.
Personal Finance is rolling out in beta on the Pro, Max, and Ultra plans in the United States.
