Anthropic launches Personal Finance in Claude, a read-only US beta that connects bank and card accounts through Plaid and cannot move money

Anthropic introduced Personal Finance in Claude on 5 November. Its post says: “Personal Finance starts rolling out in beta this week, on the Pro, Max, and Ultra plans in the US.”

Users sign in to their bank through Plaid, the company that connects apps to bank accounts, and approve Claude's read-only access there; Claude does not see the bank password. “Access is read-only, and Personal Finance can’t move, manage, or invest your money,” the post says.

Claude can answer questions about balances and transactions, total spending by category, compare months, flag duplicate charges, unexpected fees and bills that have gone up, calculate interest charged, and build charts from up to two years of transactions. Anthropic says the feature has no ads or sponsored recommendations, does not offer its own financial products and is not designed to give investment advice. Conversations in the Personal Finance hub are not used to train its models, it says. It also says it is exploring how Claude could work alongside licensed professionals and regulated firms.

Plaid's own post of the same day confirms that it powers the account connections for US consumers. The launch takes Claude into bank and card data, one of the most sensitive kinds of personal data, and Anthropic invites banks and wealth managers to help shape the feature.

• Confirmed Personal Finance is rolling out in beta on the Pro, Max and Ultra plans in the US, with read-only access that cannot move, manage or invest money. Anthropic
• Claimed Anthropic says Personal Finance hub conversations are not used to train its models and that the feature has no ads or sponsored recommendations. Anthropic
• Confirmed Plaid powers the account connections for US consumers. Plaid