Claude can now read your bank transactions and flag odd charges
Anthropic's new Personal Finance beta connects bank and card accounts through Plaid. It's US-only for now and read-only.
- US-only beta
- Pro, Max and Ultra plans
- Read-only via Plaid
What happened
Anthropic has launched Personal Finance in Claude, a beta for US users on its Pro, Max and Ultra plans. People can link bank and credit-card accounts through Plaid, then ask questions about their money.
Claude can total and sort spending by category, spot duplicate charges, surprise fees and bills that keep creeping up, and explain things like how much interest you paid last year.
Privacy
Anthropic says access is read-only: Claude can't move, manage or invest money. It sees balances, account types, the last four digits of account numbers and up to two years of transactions. Chats in the Personal Finance hub aren't used to train models, and there are no ads or sponsored product picks.
It's not available in India yet.
