Anthropic Launches Claude Personal Finance Feature, Enabling Bank Account Connections

TechFlow, November 6 — According to The Verge, Anthropic has launched a personal finance feature for Claude, enabling users to connect bank and credit card accounts through Plaid so Claude can analyze spending, bills, and savings.

The feature has read-only access and cannot transfer, manage, or invest funds, nor does it provide investment advice. Claude can view account balances, credit limits, and up to two years of transaction history, but cannot access banking passwords.

The personal finance feature is being rolled out in beta this week to Claude Pro, Max, and Ultra subscribers in the United States.

Source: TechFlow