Claude launches personal finance feature with read-only bank account connections

1. 02:00
   The Verge · AI

   Claude AI can plug directly into your bank account

   Anthropic is launching a Personal Finance feature that connects Claude to bank and card accounts through the Plaid platform, letting users ask questions like where their money went this month and get spending breakdowns by category. Access is read-only, Claude cannot move, manage, or invest money, and it does not see banking passwords, though it can view account names, balances, credit limits, and up to two years of transaction history. The beta rolls out this week to Claude Pro, Max, and Ultra subscribers in the US, following a similar ChatGPT feature introduced in May.

2. 02:00
   TechCrunch · AI

   Claude can now analyze your spending with its new Personal Finance tool

   Anthropic announced that Claude is gaining a "Personal Finance" tool that lets users connect bank and credit card accounts through Plaid and ask questions about their finances, with read-only access that cannot move, manage, or invest money. The tool summarizes spending by category, flags potential issues like duplicate charges and unexpected fees, and explains financial concepts such as APR, and it is rolling out in beta this week to Pro, Max, and Ultra plan users in the U.S. Anthropic says conversations in the Personal Finance hub are not used to train its models.

1. 08:00
   Claude BlogFeatured

   Introducing Personal Finance in Claude

   Anthropic is launching Personal Finance in Claude, which lets users in the US securely connect bank and card accounts through Plaid with read-only access and ask questions about balances, transactions and spending in everyday language. It starts rolling out in beta this week on the Pro, Max and Ultra plans in the US, and Claude cannot move, manage or invest money, shows no ads or sponsored recommendations, and does not offer its own financial products. Conversations in the Personal Finance hub are not used to train models, accounts can be unlinked anytime, and Anthropic says Claude can make mistakes, so important figures should be checked with your bank.

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