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Anthropic launches Claude Personal Finance beta in the US with read-only bank access

Claude’s Personal Finance beta uses Plaid to connect bank accounts users choose and answer everyday money questions using balances and transactions. It supports up to 16 linked US banks and up to 24 months of transactions, but cannot move, manage or invest money; investment account holdings and trades are unavailable. The training exclusion applies only to conversations inside the hub, while financial details entered in regular chats follow users’ normal privacy settings.

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Anthropic introduces Claude Personal Finance with bank and card account connections

Claude’s new Personal Finance feature connects to bank and card accounts through Plaid. Users can ask where their money went this month and get a spending breakdown by category, or ask which bills remain before their next payday. Its account access is read-only.

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Rohan Paul (@rohanpaul_ai) Machine translation

Anthropic launches Claude Personal Finance beta in the US with read-only bank access

Claude’s Personal Finance beta uses Plaid to connect bank accounts users choose and answer everyday money questions using balances and transactions. It supports up to 16 linked US banks and up to 24 months of transactions, but cannot move, manage or invest money; investment account holdings and trades are unavailable. The training exclusion applies only to conversations inside the hub, while financial details entered in regular chats follow users’ normal privacy settings.